An informative four-part web series, tailored for financial professionals looking to stay ahead of the dynamic landscape of taxation. Throughout the year, we'll be joined by expert speakers, diving into the latest tax strategies and updates for 2024. This series contains, four 1-hour sessions, each offered as a live webinar or available on-demand.
Can't make one of the dates above? No problem! Each session will be available to attend as a live webinar or complete on-demand on CE Central, IFB's online learning platform.
Jos will guide advisors through integrating corporate insurance with broader financial, tax, and estate planning. Advisors will get to understand how to align insurance strategies with the specific needs and goals of a corporation. We will discuss strategies and the critical tax implications and legal aspects of corporate insurance. This webinar is designed for advisors who already have a fundamental understanding of corporate insurance and are looking to elevate their expertise to a higher level.
In this informative session, Kevin Wark will highlight recent developments affecting tax and estate planning within the financial advisory community. This session will include a status report on 2024 budget proposals, recent tax and estates court decisions and important CRA interpretations/announcements. This is a “must attend” event as we move into the fall planning season.
Jos Herman, is the founder of Resources & Solutions, a boutique consulting firm. At her firm, she provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.
Jos is a CPA, who has spent over 25 years, serving the tax, business and estate planning needs of owner manager clients, professionals and their families.
She is able to bring together experience and expertise in a number of areas to create a uniquely integrated financial service that is focused on solving the wealth planning needs of these business owners and professionals.
She is a triple threat. She uses her skills to provide an objective perspective related to - 1. Accounting, Tax & Estate complexities, 2. Insurance Solutions, 3. Legal Considerations
Peter Bowen is Vice-President, Tax and Retirement Research for Fidelity Investments Canada ULC. Peter advises on complex tax issues that affect Fidelity’s mutual funds and their investors. He also leads Fidelity’s research into issues around planning for and living in retirement. He is frequently interviewed by the media and speaks about both tax and retirement to investors and financial advisors across Canada.
Before taking this role in 2012, Peter served as Fund Treasurer for the Fidelity mutual funds for 17 years. As Fund Treasurer, he oversaw financial, regulatory and operational matters that affect the funds and their investors, including all tax issues. He is a former chair of IFIC’s Taxation Committee. In addition, he was the architect of the T-SWP® series, an award-winning innovation launched by Fidelity in 2002.
Before joining Fidelity in 1994, he was a principal in the tax department of PricewaterhouseCoopers, primarily advising the mutual fund industry. He holds the Chartered Accountant (CPA, CA) designation, and obtained a BA in Economics from the University of Waterloo.
Peter is a recipient of the Queen’s Golden Jubilee Medal for volunteer services provided to Athletics Canada, where he acted as Honorary Treasurer for several years.
Kevin is the Managing Partner, Integrated Estate Solutions as well as Tax Advisor for the Conference for Advanced Life Underwriting (CALU). 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 (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning (2nd Edition) (available on Amazon.ca).
Kevin is the Editor-in-Chief of the CALU Report and a contributes articles for Advisor.ca and Insurance Planning (Thomson Reuters). He is frequently interviewed and quoted in a number of financial publications on issues relating to tax and estate planning including the Globe and Mail.
Kevin is a member of the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. He also sits on the board of the Royal Lepage Shelter Foundation and in his spare time enjoys writing murder-mysteries.
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.