{"id":16019,"date":"2025-10-10T10:54:26","date_gmt":"2025-10-10T17:54:26","guid":{"rendered":"https:\/\/peartreecanada.com\/?post_type=perspectives&#038;p=16019"},"modified":"2025-10-14T10:48:12","modified_gmt":"2025-10-14T17:48:12","slug":"tax-strategies-for-hnw-clients","status":"publish","type":"perspectives","link":"https:\/\/peartreecanada.com\/fr\/perspective\/tax-strategies-for-hnw-clients\/","title":{"rendered":"[Webinar] Tax Strategies for HNW Clients"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Tax Strategies for HNW Strategies\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/QVnATgbD3Po?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Tax experts discuss FAQs on topics ranging from AMT, business succession, estate planning, the return of bare trustee and reporting.<\/p>\n\n\n\n<p>Presented by: Industrial Alliance, in partnership with PearTree Canada<\/p>\n\n\n\n<p>Speakers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li> Katie Kaplan, CPA, CA, TEP &#8211; Partner, Private Client Services Leader, BDO Canada <\/li>\n\n\n\n<li> Claude E. Jodoin, M. Fisc &#8211; Partner, Fasken <\/li>\n\n\n\n<li> Raluca Grajdieru, CPA Auditor &#8211; CFO, PearTree Canada <\/li>\n<\/ul>\n\n\n\n<p>Moderated by: Ron Bernbaum \u2013 Founder &amp; CEO, PearTree Canada<\/p>\n","protected":false},"featured_media":16030,"template":"","content_type":[35],"topic":[31,46],"class_list":["post-16019","perspectives","type-perspectives","status-publish","has-post-thumbnail","hentry","content_type-video","topic-flow-through-shares","topic-tax-regulatory"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>PearTree | [Webinar] Tax Strategies for HNW Clients<\/title>\n<meta name=\"description\" content=\"Tax experts discuss FAQs on topics ranging from AMT, business succession, estate planning, the return of bare trustee and reporting.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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