This webcast is a pre-recorded video presentation. Registration is required. Once completed, you will be emailed access details for the webcast.
This webcast will discuss and explore the following topics; -Defining your client -Defining client needs -Defining client expectations -Managing expectations of beneficiaries and others -Protecting the client’s plans and intentions
Speaker Robin MacKnight has practised tax for over 30 years in Calgary, Yukon Territory and Toronto. He has advised clients in most sectors of the economy, from small start-ups to established family firms to multinational public companies. He has been actively involved in the resource sector, and in employee buyout and business succession transactions, representing vendors, management groups and trade unions. His practice includes tax, business and estate planning and implementation, dispute resolution with federal and provincial revenue authorities and public policy submissions to all levels of government.
Robin holds the highest (AV) rating issued by Martindale-Hubbell, a peer review process based upon the confidential opinions of lawyers and judges. He also holds the Advanced Certificate in Family Business Advising for the Society of Trust and Estate Practitioners (STEP).
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