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Get ahead of tax season: Year-end planning for advisors and clients

Get ahead of tax season: Year-end planning for advisors and clients
This session will help you prepare for year-end client discussions before tax slips arrive. Understanding how registered and non-registered accounts are taxed will help you manage client expectations and explain tax reporting as year-end approaches.

Reserve your spot today!

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Hosted by: Joseph Trozzo, Vice President, National Investment Sales, MGA. Equitable

In this session, we'll explore:

  • Why tax season starts before tax slips arrive and how early planning can help clients.
  • Key tax rules for registered and non-registered investments, including segregated funds.
  • Common client tax questions and steps advisors can take before December 31.
Why attend?
  • Feel more prepared for tax discussions with clients before year-end.
  • Better understand how non-registered investments are taxed.
  • Learn practical steps to help clients avoid tax-time surprises.


Date: Wednesday, October 21, 2026

Time: 2:00 p.m. ET | 11:00 a.m. PT

Duration: 1 hour

This webcast will be recorded and made available on EquiNet® under the Learning Centre.

Don’t miss this opportunity.



The information provided by Equitable and the speakers is for educational purposes only and should not be considered tax advice. Clients should consult a qualified tax professional for advice specific to their circumstances.
 

Continuing Education Credits

This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and successfully complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.