Connecting people and ideas in tax.

Course Outline




Time Topic
8:00 am – 8:10 am Introduction
8:10 am – 8:50 am 2019 Federal Budget; Tax
Policy Predictions for Alberta and Canada After the Elections
8:50 am – 10:20 am TOSI – Beyond the Basics – A Deep Dive into Planning Options
10:20 am – 10:35 am Break
10:35 am – 11:35 am US Tax Reform’s Impact
on the Competitive Landscape for Business and Investment – Updates for
Canadian Practitioners
11:35 am – 1:05 pm Lunch with Featured Speaker – Jack Mintz: “Federal and Provincial Post-Election Prognosis For Regulatory
and Tax Policy”
1:05 pm – 2:00 pm Tax Changes Impacting
Professional Corporations (SBD, WIP, Passive Investments)
How to Deal with US Pension Plans Held by Canadians
2:05 pm – 3:00 pm So You Screwed Up Your Client’s
Tax Plan! Now What?
The New Immigration Landscape – Strategic Immigration Planning for Cross-Border Businesses, Investors and Travelers
3:00 pm – 3:15 pm Break
3:15 pm – 4:10 pm Taxation Issues Arising
on Divorce
Canada / US Mergers and Acquisitions Panel – A Discussion With Leading Practitioners on Financing, Exit Strategies and What Your Clients Need to Know
4:10 pm – 4:40 pm Top 10 Unusual Income Tax
Act and Treaty Provisions
4:45 pm – Close Networking Event