1) Charitable Donation Recipients.2) Charitable Non-Refundable Tax Credit.3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts.4) Donating Capital Property.5) Donations While Alive versus via a Will.6) Charitable Remainder Trust.7) Using Life Insurance.8) Donating Qualified Publicly Traded Securities.

Guest: Michelle Coleman

Michelle is a member of MNP’s 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, 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 of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019.

Contact:Michelle D. Coleman, CPA, CA, TEP, CEAPARTNER, TAXATION SERVICESDIRECT 780.733.8622PH. 780.451.4406FAX 780.454.1908TOLL FREE 1.800.661.777810235 101St N.W. Suite 1600Edmonton, AB T5J 3G1michelle.coleman@mnp.camnp.ca