Join us for an insightful webinar on the latest trust tax legislation updates, with a focus on how these changes will impact estate planning and tax filing requirements. Tiffany Lusher, Portfolio Manager and Partner at Genus Capital Management, and Nicole Watson, Owner of Watson Chartered Professional Accountant Services Inc., will discuss the newly drafted legislation issued on August 12, 2024, covering the types of trusts that will now be required to file tax returns for 2024, 2025, and future years, as well as surprising legislation that may affect post-mortem estate plans.

Join us for an engaging discussion on:

• New Tax Filing Requirements for Trusts
• Impacts on Post-Mortem Estate Planning
• Future Implications for Trust and Estate Management

This interactive webinar will include a Q&A session. 

Don't miss out, register now!

As a Portfolio Manager, I work with individuals and families by creating investment portfolios that align with their long-term goals and values. 20+ years in the Financial Industry have enabled me to have extensive experience with professional individuals who invest through a holding company.

I believe in working closely with my clients to develop an understanding of what they really need and want. Honesty, integrity, learning and empathy are values at the core of my work. I listen.

Outside of work, you will find me exercising, spending quality time with my dog, and travelling with my husband. I am an F1, tennis, and baseball fan.

I am the founder of Watson Chartered Professional Accountant Services Inc., a firm focused on providing specialized tax planning services, including restructuring the business, transitioning the family business to the next generation, mergers and acquisitions, sales of your business, estate planning, and real estate, as well as a client focused approach to your annual accounting and tax compliance needs.

Genus Capital Management

980 Howe St #860, Vancouver, BC V6Z 0C8

(604) 683-4554