Advocis Presents: 
A Coffee Talk Webinar
Transferring Insurance from Corporation to Shareholder

2023 Series - Episode Five: Transferring Insurance from Corporation to Shareholder

When a corporation transfers a life insurance policy to a shareholder, there are tax consequences depending on many factors, including whether the shareholder is an individual or a corporation, the tax attributes of the policy, and whether the shareholder paid anything for the policy or if it was transferred as a dividend-in-kind. 

Join us on May 4th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Nick Fabiano, CPA, CA, TEP, Director, Tax and Estate Planning Group at Canada Life as he simplifies the rules and taxation implications when transferring an insurance policy from a corporation to a shareholder.  

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.
 

This episode of Coffee Talks is sponsored by: