Professional Advisor Seminar
FRIDAY OCTOBER 20
10 a.m. to 12 p.m.
Qualicum Beach Inn – 2690 Island Hwy W, Qualicum Beach
Philanthropic Tax Planning Strategies for your Clients
Register using the form below to join us for our seminar where you will learn about effective estate planning, tax planning and charitable giving strategies for your clients.
In this informative presentation, Hayley Maschek, a philanthropic tax planning specialist from MNP, will discuss the latest developments in philanthropic planning, and review the most tax-efficient strategies clients can use to achieve their charitable giving goals.
*This session is approved for Continuing Education credits by the Law Society of BC and should also qualify as continuing education for members of CPABC and CFP/PFP professionals.
Registration is by donation to the Parksville Qualicum Foundation. Tax receipts will be issued for donations of $20 or more (either in person at the event, or via Canada Helps:
We look forward to seeing you at 10 a.m. Friday, October 20 at Qualicum Beach Inn.
Questions? Please contact Michael Garland at resource@parksvillequalicumfoundation.com or 250-951-5609.
Featured Speaker
Hayley Maschek, LL.B., is a Partner within the MNP Specialty Tax Group and serves as a national resource for charity and non-profit organization tax issues. Hayley specializes in philanthropic planning.
Drawing on over decade of experience, Hayley provides in-depth technical knowledge and legal background to distill complex tax legislation, jurisprudence and administrative interpretation for her clients.
Seminar Topics
The role of professional advisors in philanthropic planning
How to communicate effectively with clients about their philanthropic intentions
Tax-efficient strategies using different asset classes including publicly-traded securities, private company shares, and insurance
Proposed changes to the Alternative Minimum Tax and the impact on charitable giving
Leveraging Foundations and donor-advised funds
