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[Webinar] Tax Strategies for HNW Clients

Tax experts discuss FAQs on topics ranging from AMT, business succession, estate planning, the return of bare trustee and reporting.

Presented by: Industrial Alliance, in partnership with PearTree Canada

Speakers:

  • Katie Kaplan, CPA, CA, TEP – Partner, Private Client Services Leader, BDO Canada
  • Claude E. Jodoin, M. Fisc – Partner, Fasken
  • Raluca Grajdieru, CPA Auditor – CFO, PearTree Canada

Moderated by: Ron Bernbaum – Founder & CEO, PearTree Canada

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