Note that this session was recorded on October 3, 2024.  The session and the material remain relevant if you are looking for guidance on how to identify capital gains tax planning opportunities with the new inclusion rates.

Join us for a planning session related to capital gains. Shane will review common client scenarios and discuss planning opportunities around capital gains, inclusion rates and other considerations.

Topics List:

• Overview of Capital Gains Changes in 2024 Budget
• Lifetime Capital Gains Exemption (LCGE) Updates
• Capital Gains Inclusion Rate Changes
• Impacts on Individuals and Corporations
• Canadian Entrepreneurs' Incentive (CEI) Overview
• Practical Capital Gains Planning Strategies