Episode Details

After a short break to rest and recover, I am back!  This episode is a quick catch-up on where I have been, what I have been working on, and what’s coming next on the podcast.

In early June, I was in Toronto for the STEP National Conference and Board Meetings... hands down one of the professional highlights of my year.  In this episode, I take you behind the scenes of the conference, share why STEP (the Society of Trust and Estate Practitioners) has had such a profound impact on my career, and explain why the TEP designation matters (especially for clients with complex estate and cross-border considerations).

We also get into:

• How my practice has evolved toward complex, international estate planning
• Emerging issues in estates and trusts (think: electronic wills, cross-border families, surrogacy, and fraud risks)
• Highlights from the STEP conference (key sessions, incredible speakers, and the power of professional community)
• Mentorship, connection, and why building networks in this profession really matters

On the personal side, I share a bit about choosing rest over burnout, celebrating a major milestone with my articling student becoming a lawyer, and what’s ahead this summer (including travel and upcoming podcast episodes).

RESOURCES DISCUSSED ON THIS EPISODE:

• STEP Canada

HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:

• My website! 
• Email: thetaxchickpodcast@gmail.com
• @tax.chick (IG) 
• LinkedIn
• Be a "Tax Chick VIP"