This course has been updated for 2016. Please go here to take it.

This course consists of a slide presentation and accompanying audio. Please click Play on the audio player, and follow the audio with the slide deck, below, by manually advancing the slides.

Michelle Connolly, CPA, CA, CFP, TEP, is Director, Tax and Estate Planning at Chronicle Wealth. Reach her at MichelleC@chroniclewealth.com.
Originally published on Advisor.ca
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