New Trust Tax Reporting Rules – Are You Ready?

We’re excited to welcome you to our March dinner event featuring Brad Hyde. More details to follow!

To RSVP, please register via Eventbrite

Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

Speaker: Brad Hyde BBA, CLU, CHS, EPC

Director, Tax and Estate Planning, Western Canada
IDC Worldsource Insurance Network Inc.

Presentation: Understanding where Life Insurance fits in Corporate Planning

Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

EVENT SPONSORSHIP AVAILABLE! Email moc.c1737822594pevf@1737822594rotan1737822594idroo1737822594c1737822594 for more information.