A Comprehensive Team-Based Approach to Estate Matters: A CPA View

A Comprehensive Team-Based Approach to Estate Matters: A CPA View

Join us for a discussion on the issues chartered professional accountants see in estate matters, as well as how building a comprehensive team can mitigate those issues.  Included will be real life cases that have been encountered and remedied.

Matt Sharp is a partner at Structure Chartered Professional Accountants and his practise is focused on estate planning and compliance, trusts, holding corporations, complex corporate groups and high net-worth individuals.  He has a particular interest in assisting clients' external wealth management teams with tax-efficient transactions and asset structuring.  Matt has presented on tax matters to the Legal Education Society of Alberta as well as various wealth management teams and trust companies.

Janice Shin is a Tax Manager at Structure Chartered Professional Accountants and is passionate about working with multiple generations of high-net worth and ultra-high-net worth families to help them with tax planning, including wealth and/or business succession, asset structuring and corporate reorganization.  Janice is focused on educating next generation groups and female family members about tax-efficient transaction planning and compliance matters.  She is a true believer that a team-based approach provides the best solution for the client when different professionals work together as a team.

YOUR REGISTRATION OPTIONS ARE: Registration is required for in person attendance.

REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.  

Please note:

To ensure that The EPCC is able to provide accurate numbers to the Calgary Golf and Country Club, we ask that you register both yourself and your guest (where applicable) no later than the Thursday evening prior to the event. Registration is not transferable.

We also remind you that the Calgary Golf and Country Club has a strict NO DENIM and NO CELL PHONE policy and we ask that all members adhere to these requirements.