Wed., Jan. 13 | Virtual (TBC)

Session 3 - The Inevitable: Death & Taxes

Amy passes away without a recent will. What does being an executor entail? What steps need to be taken? Taxation at death – the timelines and requirements. What could an exit strategy have looked like? The use of insurance to support the business and family in difficult times.
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Session 3 - The Inevitable: Death & Taxes

Time & Location

Jan. 13, 7:00 p.m.
Virtual (TBC)

About The Event

  Amy  passes away without a recent will. What does being an executor entail? What  steps need to be taken? Taxation at death – the timelines and requirements.  What could an exit strategy have looked like? The use of insurance to support  the business and family in difficult times. 

Join us for an educational evening while we share some local treats that will be delivered before the session!

Registration is Closed

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