Tax Planning Opportunities in the Wake of COVID-19 Webinar

Event Time and Date

  • Tax Planning Opportunities in the Wake of COVID-19
    May 5, 2020
    10:00 am - 12:00 pm


Venue: Online

Business people sitting at office desk, putting puzzle pieces together, finding solution, high angle view.



Join us for a special two-hour live webinar tailored for financial advisers on “Tax Planning Opportunities in the Wake of COVID-19”.

COVID-19 has made a considerable negative impact on our economies; however, in adversity lies opportunity. There are a number of tax planning opportunities that financial advisers can consider with their clients to optimize their clients’ position in the wake of COVID-19. These proactive approaches can help free up cash flows for current needs and can reduce tax payables in the current uncertain economic landscape.

On The Agenda:

  • Review of planning ideas that investment clients should be considering to reduce current, future and death tax liabilities
  • Review of tax rules relating to types of investments or investing personally vs. through a corporation
  • Review of rules relating to income and capital losses
  • Superficial loss planning
  • Considerations relating to registered accounts
  • Strategies to protect advisers from client litigation in these unsettling times



  • Webinar: Tuesday, May 5, 2020
  • Time: 10 a.m. to 12 p.m. MT
  • Cost: Free
  • Registration closes: May 5, 2020

This webinar has been pre-approved for 2 CE credits by the Insurance Council of Saskatchewan and 2 CPD hours by the Law Society of Saskatchewan.

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Rachelle Klassen
(306) 347-8662

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