Presentation on Wealth Transfer and Succession | The Ismaili Canada
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Presentation on Wealth Transfer and Succession

Northeast Ontario
January
19
After Jamati Ceremonies

Presentation on Wealth Transfer and Succession

Description

More than half of Canadians expect to leave assets upon their death. Yet 47% of Canadians in a recent CIBC survey indicated that they have not had conversations about wealth transfer planning with family members and/or a financial advisor. More alarming is that 79% of respondents indicated that they have not discussed the financial and tax implications of an inheritance with a financial advisor. For business owners, things could get more complicated, including potential negative impacts on the value of the business.The Economic Planning Board (EPB) for Ottawa and the Ismaili Business and Professionals Association (IBPA) will be hosting a Wealth Transfer and Succession Seminar with Deloitte Tax Expert Mohamed Sheibani that will cover business succession and estate planning, best practices and approaches to succession planning, unforeseen complexities during planning and implementation, scenarios where litigation may arise, and potential solutions for effective transfer of wealth.All members of the Jamat, including family members of other faith communities, are invited to attend.Mohamed Sheibani has over 13 years of experience helping private companies, their shareholders and high net worth individuals with corporate and individual tax strategies that promote growth and decrease tax liability. Also a Deloitte Private Leader in the National Capital Region, he provides business and tax solutions to clients - connecting them with the right people and resources they need to grow their organization.Mohamed is a coach for the Canada’s Best Managed Companies program in Ottawa. He guides applicants through the rigorous application process and advises on various challenges faced by Canadian privately-owned companies. His contributions to the program continually help enable the success of its companies in the Canadian and global marketplace.  

The Ismaili

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His Highness Prince Aga Khan Shia Imami Ismaili Council for Canada

49 Wynford Drive Toronto, Ontario M3C 1K1 CANADA

Tel: +1-416-646-6965

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