Tax Law
CBA-NL Tax & Estate Planning using Life Insurance
Description
This session will discuss the critical role of life insurance in tax and estate planning engagements, particularly in the context of owner-managers of businesses and high-income professionals.
Michael O'Brien of Sun Life Insurance will provide an overview of how life insurance can be effectively used as a vehicle for tax planning and as an investment tool for sophisticated clients. The session will also discuss how accountants, lawyers, and financial advisors can collaborate to ensure the best outcome for the client; to minimize tax liabilities; and transfer wealth to future generations.
In Person or Virtual
DETAILS
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| Date: |
Wednesday Dec 9 , 2026 |
| Time: |
12:00pm -1:00pm NL Time |
| Speaker(s): |
Josh Hancott, O'Keefe & Sullivan
Michael O'Brien, Sunlife Insurance
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| Location: |
In Person or via Teams |
Cost
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Free to CBA members
Non-Members: $50+HST
Please EMAIL the branch for assistance.
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