Tax Event Gifts

Presented by: Malcolm Burrows, Scotia Wealth Management

The best time for a donor to give a large gift is when he or she has a significant tax event.   Tax events include major asset sales – like business interests, option exercises or real estate – as well as death itself.    This session by one of Canada’s most experienced gift planners explores the practical, tax and behavioral issues of integrating philanthropy into time-sensitive transactions involving the disposition of assets.

Webinar is 11 am to 12 pm

 with a group discussion period after the webinar

United Way of Alberta Capital Region Office

15132 Stony Plain Road

Please do not park in the United Way Parking lot.  There is plenty of street parking.

 Please RSVP by June 26, 2017 to Laura at LSvajlenko@janorthalberta.org