Presentations

Our firm is a leader in our profession, and we have frequently made presentations which highlight new planning concepts and business and wealth succession strategies to other professionals and planners, including seminars and professional development courses for the Knowledge Bureau, Bank of Montreal (BMO), the Royal Bank (RBC), the Institute of Chartered Accountants of Manitoba (ICAM), Tax Specialist Group (TSG), Society of Trust and Estate Practitioners (STEP), ADVICES, Canadian Association of Farm Advisors (CAFA) and the Estate Planning Council of Winnipeg.

US TAX UPDATE & FATCA – TSG Seminar – Viscount Gort Hotel – March 2, 2017
Angela D. Preteau, CPA, CA

Changes to the Small Business Deduction – TSG Seminar – Viscount Gort Hotel – February 7, 2017
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Inter-Corporate Dividends – A new system? – TSG Seminar – Viscount Gort Hotel – November 22, 2016
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Practitioners Update– TSG Seminar – Viscount Gort Hotel – October 24, 2016
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Life insurance – New Rules, New Planning for Owners/Managers, TSG Seminar – Viscount Gort Hotel, September 27, 2016
Larry H. Frostiak, FCPA, FCA, CFP, TEP
2017 Tax Changes for Life Insurance in Canada – Mike George & Dave Thompson – TSG Seminar – September 27, 2016
Mike George, CPA, CFP, Richardson GMP
Dave Thompson, CFP – Richardson GMP

The New G.R.E. Rules – November 2015, TSG Seminar – Viscount Gort Hotel, November 3, 2015
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Estates & Trusts, The New G.R.E. Regime, Presented to: Estate Planning Council of Winnipeg, October 5, 2015
Larry H. Frostiak, FCPA, FCA, CFP, TEP
Daniel Watts, Aikins

Estate Planning A New Regime? STEP Ottawa, May 21, 2014
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Business Succession Planning, Presented to: Royal Bank of Canada, June 20, 2012
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Succession Planning and the Family Farm, Sponsored by: Scotia Private Client Group Scotiabank, Winkler, April 7, 2011
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Business Succession Planning, Presented to: BMO Nesbitt Burns, October 22, 2010
Larry H. Frostiak, FCPA, FCA, CFP, TEP

U.S. Issues for U.S. Citizens Living in Canada, Presented to: Scotiabank, March 26, 2009
Angela D. Preteau, B.Comm. (Hons), CPA, CA

Testamentary Tax Planning, Presented to: Estate Planning Council, December 1, 2008
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Planned Giving Strategies
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Testamentary Trusts, Presented to: Nakamun Financial Group
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Practical Matters in Filing Trust & Estate Tax Returns, STEP Winnipeg, December 9, 2008
Larry H. Frostiak, FCPA, FCA, CFP, TEP

Tax Free Savings Account (TFSA) & U.S. TAX, Presented to: Scotiabank
Larry H. Frostiak, FCPA, FCA, CFP, TEP
Angela D. Preteau, B.Comm. (Hons), CPA, CA

Transitioning Wealth For The Boomer Generation, Presented to: ADVOCIS, October 18, 2007
Larry H. Frostiak, FCPA, FCA, CFP, TEP

New Tax Rules Boost Charities and Save Tax! June 19, 2007
Larry H. Frostiak, FCPA, FCA, CFP, TEP