navigating the Sale of Your funeral home
november 26, 2025 @ 1:00 PM
Category a - 1 cec

Summary of the session.

This presentation is designed to equip funeral professionals with the insights and tools needed for a smooth and successful transition, whether you're considering a sale now or planning for the future.

In this session, you will:

•    walk through each stage of the transaction—from the Letter of Intent to closing and post-sale considerations
•    provide practical insights on preparing for succession and address the key issues that may arise throughout the process
•    highlight key legal, regulatory, and tax issues that may arise during the sale process
•    provide insight into current market trends and what they mean for the future of your business

Presenter:
Jordan Morelli, Managing Partner and Head of the Funeral and Cremation Law Group at Linmac LLP,

Estate Admin Tax
december 10, 2025 @ 1:00 PM
Category a - 1 cec

Summary of the session.

We recognize the vital role funeral professionals play in guiding families through some of life’s most challenging moments. Given that families may turn to them with questions about estate matters, We would like to promote our Introduction to Ontario’s Estate Administration Tax webinar. This webinar is designed to support anyone involved in estate planning or administration.

Participants will learn:

• What the Estate Administration Tax is and when it is payable
• What assets to include or exclude when calculating the value of an estate for tax purposes
• How to calculate and pay the tax
• How to complete and file an Estate Information Return

The session also includes an opportunity for participants to ask general questions about the topic to Ministry of Finance tax experts.

Presenter:
Stephanie Holdam is a Senior Program Advisory Specialist at the Ontario Ministry of Finance. With over 12 years in public service, she brings to her role a deep passion for public engagement and a wealth of expertise in Ontario’s tax laws and programs. Stephanie specializes in Estate Administration Tax, providing clear and informed guidance to help Ontarians fulfill their obligations during significant life transitions.

Leon Barnes; is a Program Advisory Specialist at the Ontario Ministry of Finance, with expertise in multiple tax laws including Employer Health Tax and Land Transfer Tax. Known for his contagious optimism, Leon brings clarity and enthusiasm to his work, helping clients and colleagues alike better understand Ontario’s tax system.