Coffee In the Park - Succession and Estate Planning

Description

UPDATE: ABA Coffee in the Park Succession Planning has been cancelled for tonight due to the weather. We will be contacting all registrants to inform them. Event will be rescheduled, Stay tuned for the new date!


Join the ABA for a special edition of Coffee in the Park, networking, delicious refreshments and snacks, and more!

Bring businesses cards to be entered to win some fabulous door prizes!

Featuring a 20-30 minute presentation from experts at MNP on Succession and Estate Planning for both personal and business needs. Now more than ever it is important to look ahead. 

You've worked hard to grow your business into a valuable asset. But like every valuable asset, you need a version of insurance to protect both it and your family. Developing a clear succession plan will provide protection from unforeseen situations. 

While it is a difficult topic for business owners to discuss, it is important to consider what would happen if you or your company leaders were suddenly absent. This is not only part of being a good steward for your business but can also be a gift to your family in the event of an unplanned emergency. 

Sponsored by MNP

Our Two Presenters for this event will be: Michelle Coleman and Lynne Fisher from MNP. Read about them below
 

Michelle Coleman - Michelle D Coleman | MNP

Michelle is a member of MNP’s Domestic Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals.

Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term.

Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, Lifebook, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate.

Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020.

Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member (chair 2023) of the Society of Trust and Estate Practitioners (STEP) Edmonton and past-chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019 and is a recipient of CPA Alberta's 2023 Early Achievement award.

Lynne Fisher - Lynne Fisher | MNP

Lynne Fisher, BA Econ., is the National Team Leader of MNP’s ExitSMART™ service. Located in the firm’s Edmonton office and drawing on more than 15 years of direct experience, Lynne brings her expertise to MNP’s comprehensive succession program, ExitSMART™, which offers end-to-end succession planning for privately held companies. She has worked with clients in a variety of industries and brings expertise from having been a business owner, commercial banker, consultant and educator.

In working with clients and business families, Lynne brings a special ability to help understand, identify and address issues (both technical and nontechnical) related to business transition. She works with them to develop clear, actionable and effective plans, then guides the implementation of those plans with the owner, successors, required professionals and other shareholders.

As a Certified Family Council Facilitator, Lynne has worked as a trusted advisor with some of western Canada’s leading privately held and family-owned companies, helping in the transition of ownership and leadership from the founder(s) to the next generation of leaders and establishing governance structures to preserve and progress the wealth and wisdom of families.

Lynne holds a Bachelor of Arts degree in Economics (BA Econ.) and is a Certified Family Council Facilitator. Committed to serving her community, she is currently the president for the Rotary Club (Edmonton South).