The 17th Annual Wills, Estates & Trusts Conference. Tax Issues Affecting Estates. | CPDonline.ca

The 17th Annual Wills, Estates & Trusts Conference. Tax Issues Affecting Estates.

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Credits
Substantive: 0.5
30 minutes
Published
2021
Presenter(s)
Matthew Bota
Source
Middlesex Law Association
Provider
CPDOnline.ca
Language
English
Length
30 minutes
Price
$139.00 plus tax

Tax Issues Affecting Estates

  • Overview and summary of recent changes
  • Capital Gains increases between DOD and distribution
  • Farm properties
  • Bill C-208

Matt Bota’s presentation focused on tax issues affecting estates, specifically: (i) the principal residence exemption and capital gains arising after death, (ii) farm property rollovers, and (iii) an update on Bill C-208 and upcoming amendments to that legislation.

Presenters

Matthew Bota

Matt Bota is a partner in the Wills, Estates, Trusts and Charities Law and Business Law Groups at Harrison Pensa. Matt’s practice is focused on estate and succession planning for family businesses, with particular expertise in complex corporate reorganizations. Matt also regularly advises estate trustees on all estate administration matters.