Tuesday, October 8, 2024

Topic:  Putting the "fun" in Dysfunction.: Advising Succession's Roy Family
An interactive facilitated session
Facilitator: Nicole Woodward, Partner, Leader, Private Client Services, Miller Thomson LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, December 10, 2024

Topic:  Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?

Life insurance can be an important tool in the tax and estate planning tool belt. It enjoys many important and useful tax benefits – tax-free death benefits, tax-exempt growth inside a policy, and when corporately-owned, capital dividend account additions to name a few. It provides the liquidity to fund estate tax liabilities, estate equalization, shareholder agreements, and can help to optimize post-mortem planning. It can be payable to named beneficiaries without passing through the estate of a deceased life insured. These are just some of the situations in which you think you should recommend that your client consider purchasing or reviewing their insurance coverage, but do you know what you don’t know about insurance? How do you know who to refer your client to and whether planning suggestions made to your client by insurance advisors are appropriate? Join Florence Marino and Jonah Mayles for a conversation about what questions you should be asking and how you ensure your client is getting solid insurance advice.

Panel Host: Kaye Bland, Tax Partner, Private Wealth, PWC
Panelists: 
Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group Inc.
Where & When: Arcadian Court at 5:30 pm

Menu:
Starters – Choice of:
Coconut squash potage – Pickled Peppers, Chili (VG, GF)
Roasted Beet & Feta Salad – White Beans, Roasted Peppers & Radicchio (V, GF)

Mains - Choice of:
Regular – Rosemary Braised Beef Short Rib – Prairie Grain Porridge, Portobello Cream, Charred Kale, Truffle Butter
Regular – Red Wine Glazed Chicken – Potato Puree, Pearl Onions, Roasted Mushrooms (GF)
Vegetarian/Vegan – Winter Squash (VG) 

Dessert – Dulce de Leche Chocolate Tart – Cocoa Nib Streusel, Passion Fruit

V - Vegetarian, VG - Vegan, GF- Gluten Free

Tuesday, February 4, 2025

Topic:  Mitigating Litigation Risk in Advising the Modern Family
Panel host:  Pia Hundal, Partner, Bales Beall LLP
Panelists: 
Jane Martin, Counsel, Miller Thomson LLP
Diane Vieira, Partner, de Vries Litigation
Benjamin Arkin, Partner, Arkin Furrow Estate Law LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, April 8, 2025

Topic:  A potpourri of recent tax updates
Speakers: 
Gabriel Baron, Partner, EY Private Tax, Ernst & Young LLP
Jin Wen, Partner, EY Private Tax, Ernst & Young LLP
Where & When:  Arcadian Court at 5:30 pm

Tuesday, May 6, 2025

Topic:  Spring Social Event
Where & When:  To be determined, 5:30 pm