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 Indo Canada Chamber of Commerce (ICCC) organized a seminar in collaboration with CPA Ontario on Tax and estate planning strategies for individuals and small entrepreneurs.
The seminar provided an overview of common issues and concerns that individuals and small business entrepreneurs face as they develop their estate and succession planning goals.
Mr. Sanjay Makkar welcomed the CPA Ontario and all the participants at the event. He said the chamber is working hard to update its members regarding the new developments in the economy and the job market.
Mr. Bryan Jacob, Student Recruiter, CPA Ontario, gave an introduction of CPA’s new program Advanced Certificate in Accounting and Finance (ACAF). The program will provide the job-ready skills that employers across the country value within the accounting and finance functions of their businesses.
Ms. Carmen Jacques, Manager, Student Recruitment, CPA Ontario, welcomed all the guests and introduced the CPA Ontario as a partner of the ICCC for the next year as well. She lauded the efforts of the ICCC in promoting the sponsors for the whole year.
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ICCC & CPA leadership
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Participants at the seminar
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Mr. Jeffrey H. Waugh, Director with the Tax, Wealth & Insurance Planning Group at Sun Life Financial was the main speaker at the event. He gave a detailed presentation on tax and estate planning strategies for individuals and small business owners.
He said that the issue of taxation and estate planning is complex in nature so the expert advice helps people in planning and executing their financial plans in the light of new developments in the policies and changing economic activities throughout the globe.
Mr. Waugh explained the ways of ensuring the tax-efficient transfer of estate to the next generation, with a special focus on the use of life insurance in the small business context.
The event was well attended by the ICCC members. Mr. Arun Srivastava, Vice President Finance and Sponsorship introduced the theme of the program to the participants.
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