Understanding Ontario’s Estate Administration Tax

March 24, 2022
1:00 – 2:30 PM

EAPO has partnered with the Ontario Ministry of Finance to provide individuals with an important webinar to become better informed on Understanding Ontario’s Estate Administration Tax.

Are you estate planning? Or has someone asked you to be their estate representative? Would you like to better understand how Ontario’s Estate Administration Tax (EAT) works?

Speaker, Jeremy Bertrand, Senior Program Advisory Specialist with the Ontario Ministry of Finance will provide insights on :

  • What Estate Administration Tax is and when it is applicable
  • What assets are included in the tax calculation
  • How to determine the value of an asset
  • How to calculate the tax
  • How to file the tax return and pay the tax.

Register in Advance :  https://eapon.ca/EstateTax

Webinar provided with an ASL Interpreter

Speakers

Jeremy Photo
Jeremy Bertrand

Senior Program Advisory Specialist, Ontario Ministry of Finance

Jeremy has worked for the provincial government for over 34 years. His current duties include coordinating the province’s personal income tax credits and benefits outreach program, educating thousands of Ontarians each year about the credits and benefits they may be entitled to, and explaining how Ontario’s estate administration tax works.

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