ONLINE MEETING | Avoidable Tax Issues with Wills, Trusts, and Estate Administrations
This meeting is being hosted by the Wills & Trusts - Victoria Section.
| Speakers: |
Kathy Logan, CPA, CGA, CFP, TEP, CEA, Logan Accounting |
| Time: |
Thursday, January 8, 2026, 6:30pm - 7:30pm (PT) |
| Fee: |
CBA Member: Free!
Non-CBA Member: $70 (+ GST)
Don't have a CBA account? Create a non-member account to register! |
| CPD Hours: |
1.00 hour |
Trusts and estates involve complex tax rules that can significantly impact beneficiaries and trustees. Kathy Logan provides an overview of common and avoidable tax issues she has encountered that arise in the context of wills, trusts, and estate administration. She highlights frequent pitfalls and compliance challenges with the aim to offer practical strategies to minimize tax risks and ensure proper estate planning and administration.
Speaker Bio
After working at several accounting firms for over 20 years, Kathy Logan established her accounting firm, Logan Accounting in 2015. She practices as a sole practitioner in Victoria, BC. In addition to the accounting and tax services she provides to her clients, a growing focus of her practice has been in the area of estate planning and estate administration. She is a board member of the Estate Planning Council of Canada, a member of the Estate Planning Council of Victoria and an active member of South Vancouver Island Public Practice Tax group. She has also been a guest speaker at the University of the Fraser Valley and the Estate Planning Council of Canada in recent years
LAND ACKNOWLEDGEMENT
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
REGISTRATION INFORMATION
This meeting is for lawyers, judges, articling students & law students only.
If you are a non-lawyer working in a field related to this meeting, please contact sections@cbabc.org to request attendance. Attendance is granted to non-lawyers on a case by case basis.
ACCESSIBILITY
Please request any accommodations needed in the "Notes" area upon registering. Live captions and transcripts are available for attendees upon request.
We welcome suggestions for enhancing the inclusiveness of our activities. Please contact if you have any questions or recommendations.
LOG-IN INSTRUCTIONS
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