Toronto, Sep.24, UTCASS seminar: 1.INCOME TAX PLANNING AND ESTATE PLANNING; 2.HOW TO ACHIEVE FINANCIAL INDEPENDENCE

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From:
Yushu Rao <y.rao@utoronto.ca>
7:47 PM

Subject:
UTCASS seminar
To:
UTCHINESE-L@listserv.utoronto.ca




Dear UTACSS members and friends,

More than half year past, here comes the new semester. Our UTCASS
seminar is back to normal. We are planning to
do the seminar once a month from now on. The princples of the seminsr are
sitll
the same, i.e. concentrate on the topics
which are related to our daily life, enhance our knowledge to fit ourselves
into the new environment, and improve our living
standard in a new sociaty.

Think about salary! For a lower middle income employee with about
40,000.00 annual salary, the personal tax blacket is 30-40% of the total
income.
Think about income taxes! For the same individual as above, the
personal income tax payable might be as low as
10-20% of the total income.

There are a lot of vehicles to avoid high tax we have paid. Let's
plan them ahead of time step by step.

We set the seminar, we welcome any suggestion as well, Please drop
a line and make contributions to our lovely
members and friends




DATE & TIME: SUNDAY, SEPTEMBER 24, 2000 2:30-5:00 PM
PLACE: INTERNATIONAL STUDENT CENTRE, UNIVERSITY OF TORONTO
33 ST GORGER ST
MAJOR INTERSECTION: NORTH EAST OF COLLEGE ST/UNIVERSITY AVE

TOPIC I: INCOME TAX PLANNING AND ESTATE PLANNING
GUEST SPEAKER: EDWIN LAW, CHARTERED ACCOUNTANT
1. Income tax planning
?Income deferrals
?RRSPs
?Capital gain deferral
?Income splitting
Between spouse
Between other family members
Single parent family
Estate freezes
?Income spreading
?Tax shelters
Capital gains
Dividend Vs interest
Specialized tax shelters
2. Estate planning
?What should it be in an estate plan
?Distributing your estate through a will
?Family law and your estate plan
?Death and taxes
?Gift planning
?Trusts
?Financial powers of attorney
?Power of attorney for personal care



TOPIC II: HOW TO ACHIEVE FINANCIAL INDEPENDENCE
GUEST SPEAKER: KEVIN REN, FINANCIAL SECURITY ADVISER FROM LONDON LIFE
?Review
?Implement
?Prioritize
?Set objective


Yushu Rao/Jianping Lu, Director of Seminar, on behavior of UTCASS executive team
Department of Pharmacology/Chemistry Engineering
University of Toronto
Tel: (416)978-4082/978-0150 or 564-0660/925-3367
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(#8618@0)
2000-9-14 -05:00

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