Real Tax News You Can Use with Evelyn Jacks
Real Tax News - People Need to Know
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Knowledge Bureau is a certified, post-secondary institution which provides business and financial education to individuals, professionals and workplaces, leading to verifiable and specialized credentials. KB was established in 2003 by Founder and President Evelyn Jacks, an award winning entrepreneur, financial educator and best-selling tax and financial author.
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Real Tax News You Can Use with Evelyn Jacks
Wealth Transition Planning with Larry Frostiak
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Larry Frostiak provides business and tax advice to owner-managed enterprises, including financial and wealth management services to assist clients in building “tax-efficient” business and corporate structures. Larry also specializes in providing clients with estate and trust services. He is a founding partner of Frostiak & Leslie Chartered Professional Accountants Inc. and was elected a fellow of the Manitoba Institute of Chartered Accountants. He holds the FCPA, FCA, CFP, TEP, RWM™, FDFS™ credentials. He is also the bestselling author of Master Your Investment in the Family Business, published by Knowledge Bureau.
Today we are talking about a very important topic for all families in an aging population – wealth transition planning. It’s more difficult than you may think and older generations – the boomers, the Gen Xers and their adult children – may not be having clear or timely enough discussions. This has personal implications, but also tax implications.
So let’s unpack this!
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