ONLINE MEETING | Know When to Call your Accountant: Tax Traps in Estates and Trusts for Estate Lawyers
This meeting is being hosted by the Wills & Trusts - Okanagan Section.
| Speakers: |
Nicole Heiss, CPA, Partner, Kemp Harvey Group
Jonathan Cone, CPA, Partner, Kemp Harvey Group |
| Time: |
Tuesday, November, 4, 2026, 5:00pm - 6:00pm (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 |
Nicole Heiss, CPA, and Jonathan Cone, CPA, go over some of the things that estate lawyers need to know about the taxation of estates and trusts, such as the basics of GREs and how you can taint a GRE, AET/JST taxation, QDTs, QSTs, post-mortem tax planning, and deadlines to watch out for. This presentation provides estate lawyers with information to know when they have an issue that needs tax advice, and how to avoid missing deadlines and tainting trusts.
LAND ACKNOWLEDGEMENT
This event will be broadcast from the traditional and unceded territory of the Syilx Okanagan people. 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
Webinar instructions will be sent 24 hours prior to this meeting date. If you have not received instructions by the morning of the meeting, please email sections@cbabc.org.
If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
