Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
Embarking on the journey of understanding estate and trust administration and taxes is essential in unlocking the instruments that govern wealth preservation and distribution. CPAs have a key role to play in helping clients, colleagues and family members deal with the legal, financial and ethical considerations inherent in managing assets across generations. These audio learning lessons serve as a prelude to CPA Ontario’s Certificate in Estate and Trust Administration and Taxes. The content delves into the multifaceted world of Non-Resident beneficiaries, Powers of Attorney, Death of a Taxpayer, Fiduciary roles and responsibilities, Digital assets, further illustrated by Canadian case studies.
Lessons Include:
- Introduction
- Understanding the Fiduciary Role and its Importance
- Attorney uUder a PoA for Property can they Estate Plan?
- Optional Tax Returns
- Death in a Foreign Jurisdiction
- Digital Assets What You Need to Know
- Interesting Estate Cases – Mak vs. Mak and Pecore vs. Pecore
- Estate Formal vs. Informal Accounting
- Alter Ego and/or Joint Partner Trusts the PoA Alternative
- Conclusion
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Key Takeaways
Upon completion of this course, you will:
- Gain insight and knowledge required to navigate the intricate landscape of Trusts and Estate Administration.
- Explore unique situations from real life fiduciary engagements.
- Develop the confidence to assist anyone acting as an executor, estate trustee, attorney under power of attorney for property and fiduciary related engagements.
Who Will Benefit
Attendees should have an understanding of a what a fiduciary does and nominal understanding of the Trust and Estate Planning Process. It would be helpful if they have some insight on some of the planning and associated consequences of Death of a Taxpayer.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Michael Kulbak, MBA, CPA, CMA, TEP is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney, Tax and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. He is a columnist and regularly presents to CPAs, Lawyers, and Financial Advisors on Estate preservation strategies and tactics and assisting them in managing their client’s wealth with prudence and foresight.