Corporate Reorganizations – Tax & Estate Planning, Recorded Webinar Available July 28, 2021

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This course will cover the ABC’s of tax and estate planning considerations involved in reorganizations, from the basics to higher level concepts. While commonly used in practice, practitioners are at risk of not implementing rollovers correctly, or recommending an inappropriate tax or estate plan.  The speakers will review “war stories” and common fact situations that they have encountered in their practices, and discuss issues, tips, traps and warning signs that planners should consider when advising their clients.

Topics include:

  • Basic freeze transactions and reorganizations'
  • Common issues that arise when using trusts in reorganizations
  • Planning for the capital gains exemption
  • Pre-sale reorganizations
  • Reorganizations in the post-mortem context
  • Will planning as part of reorganizations


Target Audience

This webinar will be of most interest to all professionals that provide services to individuals and companies including accountants, tax professionals, lawyers and financial planners.


Professional Development Credits

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

This Webinar/Virtual Seminar Includes:

  • Professional Development certificate for 7 hours

More Information

More Information
FormatRecorded Webinar