Tax & Estate Planning for Persons with Disabilities

According to Statistics Canada, one in seven Canadians suffers from a disability. Persons with disabilities face many hurdles, including physical, mental and financial. This presentation will cover a number of tax and estate concerns and offer planning strategies to assist your clients with disabilities, as well as families that care for a person with a disability.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

OTHER ON-DEMAND WEBINARS

How can mutual banks in Australia transition to the next-gen banking platform

With increasing customer demand, ever-evolving expectations, and the faster pace of product innovation, mutual banks are facing unprecedented challenges, where even the trust of their members is in danger as evidenced by the increase in multi-bank customers. Find out more in this webinar as we share our findings from top executives from mutual banks in Australia together with 4impact.
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Financial resilience in the long-term savings journey: what are the crunch points and how can the industry help?

abi.org.uk

The pandemic has made us re-evaluate financial security, with many people able to save more, and many others in desperate circumstances. Regulators are looking again at the pensions customer journey, the importance of cash savings and investments alongside pensions is more firmly recognised. Digital and personalised customer communications, with pension information combined with other financial data, can play a transformative role in helping savers understand and improve their own wellbeing. But does this go far enough in helping customers build and then draw upon their financial resilience?
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Access to Finance

AccountancyAge

Are your business clients struggling to find funding that fits their needs? As trusted advisers, accountants and financial advisers play a crucial role in helping them navigate their way through the fundraising process. But what are the different routes to finance worth exploring? And will it enable you to add more value to your clients?
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Trade Finance: How can Local and Regional Banks Compete with International Banks?

The term digitization is also used to describe the transition from paper to electronic documentation. However, it covers a far broader range of digital technology application uses in trade. To improve trade finance, blockchain, Al, trade networks, and other technologies are being used.
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Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

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