The Agenda — February 6th, 2014

  9:00

Welcome and Introduction

 

Randy Munro, Deloitte LLP

Allan Donovan, Donovan & Company

  9:10

Good Governance: Separation of Business and Politics

 

Jeff Ashton, Deloitte LLP

Merrill Shepard, Donovan & Company

 
  • What is the role of good governacne in economci development
  • What is the appropriate oroptimal relationship between the board/business executives and the chief and council
  • Should business and politics be kept separate? How can this be done while maintaining accountability?

  9:40

Questions and Discussion

  9:50

The Aboriginal Tax Exemption: Maximizing Your Revenue

 

Tracy MacKinnon, Deloitte LLP

Bill S. Maclagan, Blake, Cassels & Graydon LLP

 
  • Refresher: What are the basics of the Aboriginal tax exemption? When does it apply and when doesn't it?
  • A review of current case law
  • What is the optimal structure for an Aboriginal business? A review of business structures and their advantages and disadvantages
  • What are the tax incentives and hindrances of various business strucutres?
  • How can you maximize available tax benefits?

10:40

Questions and Discussion

10:50

Refreshment Adjournment

11:05

Own Source Revenue and Clawbacks

 

Brenda Duncan, Haisla Nation

Chris Roine, Donovan & Company

 
  • What is OSR: what is included, what isn't?
  • What is the purpose of Canada's OSR policy?
  • The Clawback: How does OSR impact on federal transfers?
  • What is the practical effect of OSR clawbacks?
  • How can you structure your business to limit revenue inclusion in OSR
  • How is OSR taxed? What are the best OSR tax mitigation strategies?

11:55

Questions and Discussion

12:05

Networking Luncheon

  1:35

Reporting and Transparency: What is the impact of Bill C-27

 

Randy Munro, Deloitte LLP

Chris Roine, Donovan & Company

 
  • What does Bill C-27 reporting require and what are the consequences of non-compliance
  • What is the underlying goal? Is the legislation ovverreaching? Is it too simplistic? Ultimately, does it achieve its purpose
  • How does Bill C-27 impact on tax structuring decisions?
  • Does the legislation put Aboriginal businesses at a competitive disadvantage?

  2:20

Questions and Discussion

 

A Look at Tax Regimes in Action

  2:30

Case Study 1: Tsawwassen First Nation

 

Tom McCarthy, Tsawwassen First Nation

Jeff Ashton, Deloitte LLP

  3:10

Questions and Discussion

  3:20

Refreshment Adjournment

  3:35

Case Study 2: Haisla Nation

 

Brenda Duncan, Haisla Nation

Allan Donovan, Donovan & Company

  4:15

Questions and Discussion

  4:25

Faculty Roundtable: The Key Messages

  4:55

Chairs' Closing Remarks

  5:00

Conference Concludes