No upcoming events for this branch at the moment.

View all archived events for the Atlantic branch.

Below is a list of recent events for this branch.

• May 3, 2010Canada / U.S. Tax and Estate Planning Cross-Border Issues

  Speaker: Ed Northwood, J.D., TEP
  Moderator: Ruth March, CA, TEP
  
  Registration and Continental Breakfast: 8:30 AM — 9:00 AM
  Seminar (lunch included): 9:00 AM — 4:30 PM
  
  Venue: Compass Room, Casino Nova Scotia, 1983 Upper Water Street, Halifax
  
  »  View Details (PDF Format)
  
  »  Online Registration
  »  Paper Registration

• February 25, 2010Tax Efficient Probate Avoidance

  Speakers:

  • Richard Niedermayer, Partner, Stewart McKelvey
  [view bio]
  • Heath Moore, CA, Grant Thornton
  [view bio]
  
  
  
  • This informative seminar will identify various ways to avoid probate in an income tax efficient manner, thereby saving probate taxes, enhancing the ease of estate administration and preserving confidentiality.
  • Various topics such as joint ownership, beneficiary designations, alter ego and joint partner trusts, bare trusts, insurance trusts, RRSP trusts and related strategies will be discussed.
  • In each case, the income tax treatment will be analysed, compliance issues addressed and the estate planning and administration pros and cons reviewed.
  
  
  Registration: 2:00 PM
  Seminar: 2:30 PM — 4:30 PM
  Venue: Stewart McKelvey (Main Boardroom), 900-1959 Upper Water Street, Halifax NS
  
  Remote locations(by video conference)
  Simultaneous audio visual presentations available at the following Stewart McKelvey offices..
  • Charlottetown: 65 Grafton Street, Charlottetown, PE
  • Fredericton: Suite 600, Frederick Square, 77 Westmorland Street, Fredericton, NB
  • Moncton: Suite 601, Blue Cross Centre, 644 Main Street, Moncton, NB
  • Saint John: Suite 1000, Brunswick House, 44 Chipman Hill, Saint John, NB
  • St. John's: Suite 1100, Cabot Place, 100 New Gower Street, St. John's, NL
  
  
  »  Online Registration
  »  Paper Registration
• December 2, 2009Succeeding at Succession: Unlocking the Family Advantage

  Speaker: Dr. John Fast, Author [view bio]

  • The Seminar will include a copy of Dr. John Fast's latest book "The Family Business Doctor, Ensuring the Long-Term Health of Your Business Family"
  • Identifying emotional red flags buried in wills and other legal agreements
  • Understanding the 4 key reasons for transition planning success
  • Realistic succession roadmaps
  
  
  Registration: 2:00 PM
  Seminar: 2:30 PM — 4:45 PM (15 minute break at 3:30 PM)
  Venue: Compass Room, Casino Nova Scotia, 1983 Upper Water Street, Halifax, NS
  
  »  Online Registration
  »  Paper Registration