{"id":16773,"date":"2026-04-08T08:07:34","date_gmt":"2026-04-08T12:07:34","guid":{"rendered":"https:\/\/cpaquebec.wp.vortexdev.com\/?post_type=events&#038;p=16773"},"modified":"2026-04-18T02:00:18","modified_gmt":"2026-04-18T06:00:18","slug":"mieux-comprendre-les-aspects-meconnus-de-la-gestion-de-patrimoine","status":"archived","type":"events","link":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/events\/mieux-comprendre-les-aspects-meconnus-de-la-gestion-de-patrimoine\/","title":{"rendered":"Mieux comprendre les aspects m\u00e9connus de la gestion de patrimoine"},"content":{"rendered":"\n<p>Aux c\u00f4t\u00e9s de Caroline Marion, planificatrice financi\u00e8re, notaire et fiscaliste, ainsi que du fiscaliste St\u00e9phane Thibault, CPA, ce webinaire aborde des aspects moins connus de la planification financi\u00e8re. Vous y d\u00e9couvrirez des recommandations utiles \u00e0 appliquer dans votre gestion de patrimoine.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Au programme<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Situation personnelle et familiale<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Union parentale, r\u00e9gime matrimonial, s\u00e9paration de faits : votre statut conjugal a des implications parfois insoup\u00e7onn\u00e9es dans la gestion de votre patrimoine.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Situation financi\u00e8re et fiscale<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>En plus de l\u2019imp\u00f4t, plusieurs facteurs influencent vos rendements : \n<ul class=\"wp-block-list\">\n<li>Le ratio des frais de gestion;<\/li>\n\n\n\n<li>Le principe d\u2019int\u00e9gration et les revenus de placement dans une soci\u00e9t\u00e9 de gestion;<\/li>\n\n\n\n<li>La protection d\u2019actif \u2013 mais pas \u00e0 n\u2019importe quel prix!<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Distribution de fonds et de feuillets fiscaux.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Gestion des risques et protection du patrimoine<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>L\u2019assurance-invalidit\u00e9 : parce que votre principal actif c\u2019est vous-m\u00eame.<\/li>\n\n\n\n<li>Pi\u00e8ges \u00e0 \u00e9viter dans la d\u00e9tention d\u2019assurance vie par l\u2019entremise d\u2019une soci\u00e9t\u00e9.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Planification successorale<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>La fiducie, un outil de protection et\/ou de contr\u00f4le.<\/li>\n\n\n\n<li>Le fonds philanthropique, une solution pour un effet durable.<\/li>\n<\/ul>\n\n\n\n<p>Ne manquez pas cette occasion d\u2019approfondir votre compr\u00e9hension de la gestion de patrimoine et de poser vos questions \u00e0 des personnes expertes reconnues dans le domaine.<\/p>\n\n\n\n<p>Inscrivez-vous d\u00e8s maintenant!<\/p>\n","protected":false},"featured_media":0,"template":"","event-categories":[69],"region":[],"event_status":[],"class_list":["post-16773","events","type-events","status-archived","hentry","event-categories-conference"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"max","pp_status_selection":"archived","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/events\/16773","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/events"}],"about":[{"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/types\/events"}],"version-history":[{"count":1,"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/events\/16773\/revisions"}],"predecessor-version":[{"id":16774,"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/events\/16773\/revisions\/16774"}],"wp:attachment":[{"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/media?parent=16773"}],"wp:term":[{"taxonomy":"event-categories","embeddable":true,"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/event-categories?post=16773"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/region?post=16773"},{"taxonomy":"event_status","embeddable":true,"href":"https:\/\/cpaquebec.wp.vortexdev.com\/fr\/wp-json\/wp\/v2\/event_status?post=16773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}