Events

The Estate Planning Council of Calgary hosts six dinner meetings each year at the Calgary Golf and Country Club.  Meetings begin at 5:30 PM.  Refreshments are served until dinner at 6:30.  Presentations by guest speakers follow dinner.  Meetings usually end by 8:30 PM.

The November meeting is the Annual General Meeting at which the Board of Directors is elected and business resolutions are voted upon.

The Christmas Meeting is a social event with musical entertainment following dinner.  Members are encouraged to bring their spouse or partner to this event.

Upcoming events

    • 01 Oct 2018
    • 5:30 PM - 8:30 PM
    • Calgary Golf and Country Club
    Register

    Speaker: Kim GC Moody, Director, Canadian Tax Advisory: Moodys Gartner Tax Law

    Topic: Private Corporation Taxation Year in Review and Where Do We Go From Here?

    Kim’s presentation will provide a brief history of the the last 12 months of taxation changes with a particular emphasis on the July 18, 2017 private corporation tax proposals, where we have landed and how this impacts tax and estate planning for private corporations and their shareholders.  A quick review of other tax changes - such as how US tax reform impacts Canadians, the new trust reporting proposals and other miscellaneous changes - will be provided.

Past events

07 May 2018 General Meeting
05 Mar 2018 General Meeting
05 Feb 2018 General Meeting
04 Dec 2017 Christmas Meeting
06 Nov 2017 Annual General Meeting
02 Oct 2017 General Meeting
08 May 2017 General Meeting
06 Mar 2017 General Meeting
06 Feb 2017 General Meeting
05 Dec 2016 Christmas Meeting
07 Nov 2016 General Meeting and AGM
03 Oct 2016 General meeting
09 May 2016 General Meeting
07 Mar 2016 General Meeting
01 Feb 2016 General Meeting
07 Dec 2015 Annual Christmas Meeting
02 Nov 2015 Annual General Meeting
05 Oct 2015 General Meeting
11 May 2015 General Meeting
02 Mar 2015 General Meeting
02 Feb 2015 General Meeting
01 Dec 2014 Annual Christmas Meeting
03 Nov 2014 Annual General Meeting
06 Oct 2014 General Meeting
12 May 2014 General Meeting
03 Mar 2014 General Meeting
03 Feb 2014 General Meeting
02 Dec 2013 Annual Christmas Meeting
04 Nov 2013 Annual General Meeting
07 Oct 2013 General Meeting
13 May 2013 General Meeting
04 Mar 2013 General Meeting
04 Feb 2013 General Meeting
03 Dec 2012 Christmas Meeting
05 Nov 2012 Annual General Meeting
01 Oct 2012 General Meeting
07 May 2012 General Meeting
05 Mar 2012 General Meeting
06 Feb 2012 General Meeting
05 Dec 2011 Annual Christmas Dinner
07 Nov 2011 Annual General Meeting
03 Oct 2011 General Meeting
09 May 2011 General Meeting
07 Mar 2011 General Meeting
07 Feb 2011 General Meeting
06 Dec 2010 Annual Christmas Meeting
01 Nov 2010 General Meeting
04 Oct 2010 General Meeting
03 May 2010 The Risks and Rewards of Canadian Small Cap Investing

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