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Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning

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Programs and Seminars



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  103 Programs(s)     Show per page Page 1 of 11
STEP Value Passport
2016-2017
Members Only

Included in the 2016/2017 Passport are 7 programs:
  • CPP – Myths and Legends (September 20, 2016 )
    Venue: Bergmann’s, 620-167 Lombard Avenue
  • Trusts and the 21-Year Rule (October 25, 2016 )
  • Owner-Manager Compensation (December 06, 2016 )
  • Post-Mortem Planning (January 24, 2017)
  • Powers of Attorney and Inherent Dangers of Ill-Advised Schemes (February 21, 2017 )
  • The Role of the Public Guardian and Trustee (March 21, 2017)
  • Developments in Canadian Pensions (May 16, 2017)

Annual Branch Meeting
June 8, 2017



Click here to email Member Services.

Registration: 10:15 am
Meeting: 10:45 am – 11:45 am

Venue: Clay Oven - Downtown, Shaw Park, 1 Portage Ave E. (3rd floor), Winnipeg, MB R3B 3N3

CPP – Myths and Legends
September 20, 2016
Speaker: Doug Dahmer, MBA, CFP, TEP: CEO & Founder: Emeritus Financial Strategies

Summary:Providing the inside perspective on the scale to which people are unknowingly leaving significant CPPentitlements on the table and the influence outdated conventional wisdom is having upon these poor choices. Actual case studies which use the informative tool that has been created to determine the optimal start date. Reviewing the impact of widows allowance as it relates to any chosen start date. How to integrate and coordinate the timing of the start of CPP, with other cash flow strategies.

Registration: 11:30am
Seminar: 12:00 pm – 1:30 pm

Venue: Bergmann’s, 620-167 Lombard Avenue
Trusts and the 21 Year Rule
October 25, 2016

Speaker: Johanna C. C. Caithness, LLB: Fillmore Riley LLP       [View bio]

Summary: This presentation will focus on planning with respect to the 21-year deemed disposition rule for trusts and tax-deferred rollouts to beneficiaries. The presentation will include possible strategies to deal with non-Canadian-resident beneficiaries, matters relating to section 75(2) of the Income Tax Act, and drafting of trusts to best allow for future planning.

Registration: 11:30 am
Seminar: 12:00 pm – 1:30 pm

Venue: The Fairmont Winnipeg Hotel, Lombard Room, 2 Lombard Place, Winnipeg

ONE-DAY STEP Canada COURSE
Canada/US Tax and Estate Planning – Cross-Border Issues

WINNIPEG
Tuesday, November 15, 2016
Fairmont Winnipeg – Lombard Room, 2 Lombard Place, Winnipeg
Moderator: Christa Walkden, CPA, MST, TEP: 49th Parallel Tax Services
Presenter: Edward Northwood, JD, TEP: Ed Northwood and Associates
Foreign Legal Consultant, Licensed in Ontario – Practice Restricted to US Law
2016-17 Tour Sponsor:
8:30 am Registration; 9:00 am – 4:30 pm Course
Capacity limited to 45 registrants.
The curriculum of this original course, which includes examples of actual perfected work product, is applicable to any practitioner with a practice in law; accounting; financial planning; or insurance. This course will equip attendees with a thorough description and understanding of all the relevant law and planning strategies they need to serve their clients with cross-border estate planning and US taxation issues, especially to enable them to identify these issues and the appropriate treatment. Numerous practical examples and strategies are provided. Support materials include references to relevant statutes and regulations, IRS forms and instructions, secondary-source material, illustrative diagrams, and model documents.
Course Registration
*Includes 6.0 technical hours of CPD; binder & USB of course materials; reference resources; refreshments and lunch
Owner-Manager Compensation
December 6, 2016

Speakers:
Mariska Loeppky, CPA, CA, TEP: Investors Group       [View bio]
Sheryl Troup, CPA, CA: Investors Group       [View bio]

Summary: The presentation will explore the advantages and disadvantages of salaries versus dividends under the tax regime facing Canadians today. We will revisit integration concepts, income splitting opportunities, and how changes to current tax rates impact how owner-managers will want to be remunerated. We will also look at the long term implications that these compensation strategies may have on overall wealth generation. Through the use of examples, the presentation will illustrate factors that need to be considered when determining the tax efficiency of various remuneration strategies

Registration: 11:30am
Seminar: 12:00 am – 1:30 pm

Venue: The Fairmont Winnipeg Hotel, Lombard Room, 2 Lombard Place, Winnipeg

STEP Saskatchewan Chapter - Gender Implications in Intergenerational Wealth Transfer
January 18, 2017

Speakers:
Pina Melchionna, PFP, LLB, ICDD, TEP: Concentra Trust
Maria Spanakis, CIM: 3Macs

Summary: Globally, the female economy controls the largest emerging pool of wealth, both as a result of the increasing amounts earned by women and as a result of the intergenerational wealth transfers that will occur within the next two generations. This demographic shift has a significant impact on many advice-based industries. Panellists provide concrete tips about changing your practice to ready yourself for this economic phenomenon.

Registration: 2:30pm
Seminar: 3:00 pm – 5:00 pm

Venue: Saskatoon Club, 417 – 21st Street East, Saskatoon

Post-Mortem Planning
January 24, 2017

Speaker: Chris Ireland, CPA, CA, TEP: PPI Advisory       [View bio]

Summary: This session will review two case studies dealing with post-mortem planning alternatives for clients who die owning private company shares, factoring in the impact of the increased personal tax rates and the legislative changes for graduated rate estates and life interest trusts. In addition, the presentation will include a checklist of best practices for post-mortem planning and a review of the practical tips and traps that practitioners need to consider.

Registration: 11:30 am
Seminar: 12:00 am – 1:30 pm

Venue: West Ballroom, The Fairmont Winnipeg Hotel, 2 Lombard Place, Winnipeg
(located on the Mezzanine Level)

Powers of Attorney and Inherent Dangers of Ill-Advised Schemes
February 21, 2017

Speaker: John Poyser, LLB, TEP: Tradition Law LLP

Summary: Powers of attorney documents are frequently used in ill-advised efforts to engage in estate planning or take other steps not allowed under the laws that apply. Learn what you can and cannot recommend to an attorney; learn what the Criminal Code says about attorneys gone wrong; learn what your clients can and cannot do. Help with the former. Avoid the latter.

Registration: 11:30 am
Seminar: 12:00 am – 1:30 pm

Venue: Lombard Room , The Fairmont Winnipeg Hotel, Winnipeg

The Role of the Public Guardian and Trustee
March 21, 2017

Speaker: John Ferguson, CFP, DBA, RRC, TEP: Public Guardian and Trustee of Manitoba

Summary: John Fergusson will discuss the various roles of the Public Guardian and Trustee. These include administering the affairs of adults under disability and the administration of minors’ trusts and estate administration. John will also discuss the role of the Public Guardian and Trustee in representing the interests of minors and adults under disability in estate proceedings.

Registration: 11:30am
Seminar: 12:00 am – 1:30 pm

Venue: Lombard Room,The Fairmont Winnipeg Hotel Lombard Room, 2 Lombard Place, Winnipeg

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