IDC WORLDSOURCE INSURANCE NETWORK INC. PRESENTS : PITFALLS SHARHOLDER AGREEMENTS & BUY SELL ARRANGEMENTS
COURSE OUTLINE
- Video;
- Examination of presence* via the questionnaire at the bottom of the video window.
DESCRIPTION OF THE COURSE
IDC WORLDSOURCE INSURANCE NETWORK INC. PRESENTS : PITFALLS SHARHOLDER AGREEMENTS & BUY SELL ARRANGEMENTS
ACCREDITATION
2 CE credits
CONTENT
Christopher Britton: Pitfalls and opportunities in corporate structures and buy-sell agreements.
If you want to work in a market that offers worthwhile opportunities, this training session is for you. Get a better understanding of how different corporate structures can have an impact on the ability to transfer shares of small and medium size businesses on a tax efficient basis.
Notions of capital gain, capital gain exemptions and capital dividend account are explained.
Learn about the different types of buy-sell agreements and how the ownership of life insurance can benefit the business owners.
THE SPEAKER
Chris Britton, Director, Tax and Estate Planning, IDC Worldsource Insurance Network INc.
*HOW TO VALIDATE YOUR CONFIRMATION OF PRESENCE?
Please read carefully the information below. In order to get your CERTIFICATE OF PRESENCE you must answer successfully the questionnaire below to obtain your CE credits.
Repeatedly during your training, keywords will appear at the bottom of your screen. Once you have ENDED YOUR SESSION, click on the tab KEY WORDS at the bottom of the video. We recommend that you take note of the key words on a separate piece of paper. Only at the end will you have to validate them.
Please answer all the questions by typing all the keywords in the good order before clicking the button SUBMIT. You have a maximum of 5 attempts. To obtain your CE credits, you must answer all the questions correctly (100%).
This training session contains a supplemental questionnaire at the bottom of the video. To obtain your CE credits, you will have to answer all of the questions at the end of the training session and obtain a minimum grade of 60%. Again, we recommend that you take notes during the session.
Once the training is successfully completed, you will receive your certificate of attendance directly by e-mail in a PDF format.
IMPORTANT NOTE
To ensure that you have completed this training, the CDPSF records your attendance time online.