Income Tax Reduction & Estate Tax Elimination

Income Tax Reduction & Estate Tax Elimination

Income Tax Reduction & Estate Tax Elimination

By Currelly Legacy Society

Date and time

Tue, Jan 24, 2023 7:30 AM - 8:30 AM PST

Location

Online

About this event

As a donor and friend of ROM, your support can make a tremendous difference, from strengthening research, conservation and acquisitions to funding programs that inspire the next generation of learners.

A charitable gift also grants you substantial tax advantages. To help you make the most of these opportunities, we are pleased to invite you to a virtual session on income tax reduction and estate tax elimination with Keith Thomson, a globally respected financial educator, author and consultant, specializing in estate and charitable tax planning.

You will learn:

  • How to minimize or even eliminate taxes on your estate
  • How to change your estate plans in this new virtual environment
  • How to avoid double taxation on your ‘Red’ retirement accounts
  • How to bypass upfront capital gains taxes when selling your investments
  • How to convert assets into an income you can’t outlive and leave a lasting legacy
  • How our government wants you to save taxes and leave more to charity

January 24, 2023 / 10:30 am to 11:30 am / Zoom (details to come)

For more information about this event, please visit rom.on.ca/en/taxevent.

Please RSVP by January 22. If you have any questions or require assistance, please contact Alice Wu at awu@rom.on.ca.

Organized by

The Currelly Legacy Society is named in honour of the first director of the Royal Ontario Museum of Archeology and his wife, and recognizes individuals who have promised future gifts to the museum.

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