The Round Table is an informal educational session designed to provide information for tax lawyers, chartered accountants, financial planners, real estate professionals and other advisors to enhance their ability to assist their clients, associates and friends in fulfilling their philanthropic objectives and overall wealth planning.

Initiated in 2003 by the Asian Planned Gift Sub-Committee as a result of the success of the Legacies Conferences, round tables usually take place in spring and fall.

Our past topics and speakers include:

Summer 2010

• Topic:  Foreign Asset Reporting
• Speaker:  Alan Low, CA (Alan J.W. Low Inc. Chartered Accountants)

Summer 2009

• Topic:  Estate Planning Traps
• Speaker:  Janine A.S. Thomas, LB, Lawyer (Janine A.S. Thomas Law Corporation)

Spring 2008

• Topics:
  • The perils of Joint Tenancies with children
  • Proposed changes to the Power of Attorney Act
• Speaker:  Valorie Pawson, Wills, Estate & Trust Lawyer (Valorie Pawson Law Corporation)

Spring 2007

• Topic:  Insured Gifting Strategies
• Speakers:
  • Brenda McEachern (Canada Life)
  • Kari Leoganda (Leoganda Financial & Insurance Services, Inc.)

Fall 2006

• Topic:  Donating Efficiently
• Speakers:
  • Alan Low, CA (Alan J.W. Low Inc. Chartered Accountants)
  • Tina Tam, CA (SRTK Tam Kurozumi)

For more information on future events, please contact Candice Tsang, Philanthropy Director, at 604-875-2597 or ctsang@bcchf.ca