Join Advocis National on Wednesday, April 6, 2022, at 2:00 P.M. (Eastern Daylight) as Kevin Wark and Glenn Stephens dive into part two of a two-part series.

You will learn about the types of buy sell agreements, the tax consequences of each, family trusts, estate freezes, pipeline planning, non arms-length transfers, holding companies, estate balancing and family law issues.

*Included is a copy of the book written by Kevin Wark with the support of Glenn Stephens, The Essential Canadian Guide to Insured Buy Sell Arrangements (take a sneak peek here!).

• Registration closes on April 5, 2022, at 11:30 P.M. (EDT).

This event is pending review for the following CE credits:

• By The Institute for 2.0 CE credits
• By AIC, ICM, ICS for 2.0 Life credits
• By FP Canada for 2.0 Financial Planning credits
• By CSF 2.0 General & Insurance of Persons credits

Kevin specializes in the areas of insurance, tax and estate planning. He is a tax advisor for CALU and also has his own independent consulting firm where he provides support to organizations with clients that have more complex and sophisticated tax and estate planning issues.

He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), The Essential Canadian Guide to Income Splitting Planning The Essential Canadian Guide to Life Insurance Transfers and the Essential Canadian Guide to Insured Buy-Sells (available on Amazon, Kindle and Kobo). [..] Read more

Glenn is well versed in this area given his extensive experience in various senior legal and tax advisory roles, including his current role as Vice-President, Planning Services for PPI Advisory. Glenn has also lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a regular contributor to Insurance Planning, published by Thomson Reuters, a columnist for FORUM magazine and editor of The Essential Canadian Guide to Life Insurance Transfers. He is also the author of the book Estate Planning with Life Insurance, the eighth edition of which was published by Wolters Kluwer CCH in 2021.