Advocis National: The Essentials of Buy Sells: Part Two

The Essentials of Buy Sells:

Part Two

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!).

Tickets:

Member Admission: $115 + HST

*Please use your Advocis ID as the promotional code to unlock the Advocis member ticket.

Non-member Admission: $165 + HST
Bundle Admission (Part 1 & 2 of "The Essentials of Buy Sells"): For those who purchased the bundle admission please do NOT register for this event, the Zoom details will be sent to you 24 hours before the webinar. If you are unsure if you purchased the bundled admission please email events@advocis.ca for confirmation.

Available spots are limited and will be on a first-come, first-served basis.

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

Presenters:

Kevin Wark LL.B., CLU, TEP

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 Stephens, LL.B, TEP, FEA

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.