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Taxation

RIP - Estate Planning (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
In Person Online On-Demand

Overview

Participants will develop practical estate-planning skills for owner-managers and high-net-worth clients, integrating tax considerations, trust usage, business-succession tools, and risk controls. Participants will apply concepts through fact-pattern analysis and a case study to design flexible plans, compare post-mortem alternatives, and communicate options with clarity.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
Oct 27 & 28, 2026 | 8:00am-11:30am
Dec 1 & 2, 2026 | 8:00am-11:30am

 

Applicable for

Practitioners who identify and address estate-planning needs for owner-managers and high-net-worth individuals. 

Learning Objectives

  • Identify significant estate-planning issues for business owners and high-net-worth individuals and frame clear planning objectives. 
  • Analyze and compare post-mortem alternatives (e.g., pipeline, bump, loss-utilization) in fact-specific scenarios. 
  • Explain the role of trusts in estate planning, including key tax considerations and the need for flexibility. 
  • Evaluate the use of life insurance in estate and post-mortem strategies and articulate client-friendly recommendations. 
  • Recognize cross-border considerations at a high level, including U.S. estate and gift tax touchpoints.

Content

  • Planning for the deemed disposition at death and aligning goals with family/business realities. 
  • Using trusts in estate planning: fundamentals, flexibility, and risk management. 
  • Post-mortem planning alternatives and decision frameworks. 
  • Life insurance in planning: roles, structures, and integration with corporate/shareholder contexts. 
  • Cross-border considerations: high-level U.S. estate and gift tax issues for Canadian clients. 
  • Case study: applying the planning process to a comprehensive fact pattern.

Course Dates & Registration

Oct 27 - 28, 2026
8:00AM - 11:30AM
Online Virtual
Anu Dogra
Anu Dogra is a trusted estate practitioner and strategic advisor, with over 15 years of experience helping individuals, families, and business owners navigate the complexities of estate planning and succession. He works closely with clients and their professional advisors to design tailored strategies that protect wealth, streamline administration, and ensure legacies are preserved across generations. With deep expertise in wills, trusts, tax-efficient structures, and succession planning, Anu provides clear, practical guidance through every stage of the estate process. His relationship-driven approach empowers clients to make informed decisions, minimize risk, and achieve peace of mind for themselves and their loved ones. Passionate about building long-term value, Anu is dedicated to helping families and advisors work together through smarter planning, clearer communication, and a commitment to lasting success.
Available
Register Now
Course Code: T63111A_OL
Dec 1 - 2, 2026
8:00AM - 11:30AM
Online Virtual
Anu Dogra
Anu Dogra is a trusted estate practitioner and strategic advisor, with over 15 years of experience helping individuals, families, and business owners navigate the complexities of estate planning and succession. He works closely with clients and their professional advisors to design tailored strategies that protect wealth, streamline administration, and ensure legacies are preserved across generations. With deep expertise in wills, trusts, tax-efficient structures, and succession planning, Anu provides clear, practical guidance through every stage of the estate process. His relationship-driven approach empowers clients to make informed decisions, minimize risk, and achieve peace of mind for themselves and their loved ones. Passionate about building long-term value, Anu is dedicated to helping families and advisors work together through smarter planning, clearer communication, and a commitment to lasting success.
Available
Register Now
Course Code: T63111B_OL
Feb 10, 2026
9:00AM - 5:00PM
Online Virtual
Sheryne Mecklai
SHERYNE MECKLAI, CPA, CA, TEP is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, corporate re-organizations and complex Canadian tax compliance. Sheryne was involved in the CPA In-Depth Tax Course as a tutor for a number of years and as a lecturer until 2023. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external tax update sessions focusing on private businesses and the issues and changes they face daily.
Wendy Seet
Wendy Seet, CPA, CA, TEP, is a principal in Manning Elliott’s Tax Group. Her practice focuses on estate planning, post-mortem planning, corporate reorganizations and business succession for Canadian owner-managed businesses and their shareholders. Wendy also advises on taxation matters relating to disabilities, charities and NPOs. Wendy works with each client’s unique objectives to formulate tax-effective strategies and works closely with legal counsels to implement them.
Past
Course Code: T53111B_OL
Nov 7, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Course Code: T53111A_OL
Dec 6, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Course Code: T43110A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
  • Experience in domestic estate planning and a solid understanding of testamentary tax rules is recommended. 
  • Completion of the following courses is recommended: RIP – Estate and Testamentary Trust Returns and RIP – Terminal Filing. 
Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Taxation

RIP - Estate Planning (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
In Person Online On-Demand
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
  • Experience in domestic estate planning and a solid understanding of testamentary tax rules is recommended. 
  • Completion of the following courses is recommended: RIP – Estate and Testamentary Trust Returns and RIP – Terminal Filing. 

Overview

Participants will develop practical estate-planning skills for owner-managers and high-net-worth clients, integrating tax considerations, trust usage, business-succession tools, and risk controls. Participants will apply concepts through fact-pattern analysis and a case study to design flexible plans, compare post-mortem alternatives, and communicate options with clarity.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
Oct 27 & 28, 2026 | 8:00am-11:30am
Dec 1 & 2, 2026 | 8:00am-11:30am

 

Applicable for

Practitioners who identify and address estate-planning needs for owner-managers and high-net-worth individuals. 

Learning Objectives

  • Identify significant estate-planning issues for business owners and high-net-worth individuals and frame clear planning objectives. 
  • Analyze and compare post-mortem alternatives (e.g., pipeline, bump, loss-utilization) in fact-specific scenarios. 
  • Explain the role of trusts in estate planning, including key tax considerations and the need for flexibility. 
  • Evaluate the use of life insurance in estate and post-mortem strategies and articulate client-friendly recommendations. 
  • Recognize cross-border considerations at a high level, including U.S. estate and gift tax touchpoints.

Content

  • Planning for the deemed disposition at death and aligning goals with family/business realities. 
  • Using trusts in estate planning: fundamentals, flexibility, and risk management. 
  • Post-mortem planning alternatives and decision frameworks. 
  • Life insurance in planning: roles, structures, and integration with corporate/shareholder contexts. 
  • Cross-border considerations: high-level U.S. estate and gift tax issues for Canadian clients. 
  • Case study: applying the planning process to a comprehensive fact pattern.

Course Dates & Registration

Oct 27 - 28, 2026
8:00AM - 11:30AM
Online Virtual
Anu Dogra
Anu Dogra is a trusted estate practitioner and strategic advisor, with over 15 years of experience helping individuals, families, and business owners navigate the complexities of estate planning and succession. He works closely with clients and their professional advisors to design tailored strategies that protect wealth, streamline administration, and ensure legacies are preserved across generations. With deep expertise in wills, trusts, tax-efficient structures, and succession planning, Anu provides clear, practical guidance through every stage of the estate process. His relationship-driven approach empowers clients to make informed decisions, minimize risk, and achieve peace of mind for themselves and their loved ones. Passionate about building long-term value, Anu is dedicated to helping families and advisors work together through smarter planning, clearer communication, and a commitment to lasting success.
Available
Register Now
Course Code: T63111A_OL
Dec 1 - 2, 2026
8:00AM - 11:30AM
Online Virtual
Anu Dogra
Anu Dogra is a trusted estate practitioner and strategic advisor, with over 15 years of experience helping individuals, families, and business owners navigate the complexities of estate planning and succession. He works closely with clients and their professional advisors to design tailored strategies that protect wealth, streamline administration, and ensure legacies are preserved across generations. With deep expertise in wills, trusts, tax-efficient structures, and succession planning, Anu provides clear, practical guidance through every stage of the estate process. His relationship-driven approach empowers clients to make informed decisions, minimize risk, and achieve peace of mind for themselves and their loved ones. Passionate about building long-term value, Anu is dedicated to helping families and advisors work together through smarter planning, clearer communication, and a commitment to lasting success.
Available
Register Now
Course Code: T63111B_OL
Feb 10, 2026
9:00AM - 5:00PM
Online Virtual
Sheryne Mecklai
SHERYNE MECKLAI, CPA, CA, TEP is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, corporate re-organizations and complex Canadian tax compliance. Sheryne was involved in the CPA In-Depth Tax Course as a tutor for a number of years and as a lecturer until 2023. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external tax update sessions focusing on private businesses and the issues and changes they face daily.
Wendy Seet
Wendy Seet, CPA, CA, TEP, is a principal in Manning Elliott’s Tax Group. Her practice focuses on estate planning, post-mortem planning, corporate reorganizations and business succession for Canadian owner-managed businesses and their shareholders. Wendy also advises on taxation matters relating to disabilities, charities and NPOs. Wendy works with each client’s unique objectives to formulate tax-effective strategies and works closely with legal counsels to implement them.
Past
Course Code: T53111B_OL
Nov 7, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Course Code: T53111A_OL
Dec 6, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Course Code: T43110A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark