Lethbridge CPA Chapter

LXCL:Early Bird Sale

General Admission

This session will be providing a high-level overview of the planning landscape for small business owners and planning for taxes related to the disposition of the shares of their company at death.&nbsp; Starts by highlighting the deemed disposition of shares and potential double-tax problem created when their estate wants to realize the value of assets accumulated inside the companyUses a case study, discussing the traditional post-mortem planning options such as loss-carryback and pipeline planningCloses off with a review of how insurance can complement the post-mortem plan and reduce taxes

This session will be providing a high-level overview of the planning landscape for small business owners and planning for taxes related to the disposition of the shares of their company at death.  Starts by highlighting the deemed disposition of shares and potential double-tax problem created when their estate wants to realize the value of assets accumulated inside the companyUses a case study, discussing the traditional post-mortem planning options such as loss-carryback and pipeline planningCloses off with a review of how insurance can complement the post-mortem plan and reduce taxes

Lethbridge CPA Chapter

Personal Insurance

General Admission

$7.50

General Admission

$5