Agenda - (Day 1)

9:00

Welcome and Introduction by PBLI

9:05

Chair's Welcome and Introduction to Day One
 

Chris Ireland

PPI Advisory

 

9:10

Tax Update: Key Developments Impacting the Family Business
 

Dalbir Rai

EY

 

  • Income Tax Act amendments
  • Canada Revenue Agency pronouncements
  • Recent case law

 

9:50

Questions and Discussion

10:00

Refreshment Adjournment

10:15

Navigating Tax Disputes
 

Robert Carvalho

Thorsteinssons LLP

 

  • Audits, what to expect and tips to handle them
  • What happens if an assessment gets issued?
  • Fixing tax mistakes

 
  11:15

Questions and Discussion
  11:25

Family Shareholders' Agreements: Issues and Pitfalls
 

Tim H. R. Brown

Richards Buell Sutton LLP

 

Christine D. Lowe

Richards Buell Sutton LLP

 

  • How are they different from other agreements?
  • Family enterprises and client surprises
  • Preserving flexibility: unusual and useful clauses and concepts
  • Practical tips for navigating next-generation shareholders' and family agreements

 
  12:20

Questions and Discussion
  12:30

Networking Lunch

   1:30

Intergenerational Transfers of Wealth
 

Wendy Sage-Hayward

The Family Business Consulting Group

 

  • How to preserve wealth and promote continuity
  • Governance structures and the role they play
  • Best practices and real life examples
  • Pitfalls and how to avoid them

 

   2:15

Questions and Discussion

   2:25

Refreshment Adjournment
   2:40 Utilizing Trusts: Tools and Tips for the Family Business 
  Kate Marples

Legacy Tax + Trust Lawyers

 

  • Family trust planning: Ownership structures and planning strategies
  • Implications of the new private company tax regime
  • Using trusts for special situations

 
   3:40 Questions and Discussion
   3:50 Mediation Practices for Family Disputes
  Georgialee A. Lang

 

  • Approaches to intra-family disputes
  • Collaborative law and mediation as alternatives to litigation

 
   4:35

Questions and Discussion
   4:45

Chair's Closing Remarks - Program Concludes for Day One

Agenda - (Day 2)

9:00

Chair's Welcome and Introduction to Day Two
 

Chris Ireland

PPI Advisory

 

9:05

Transferring the Family Business - A Case Study
 

Bill S. Maclagan, Q.C.

Blake, Cassels & Graydon LLP

 

Matthew Weaver

Blake, Cassels & Graydon LLP

 

  • Key considerations when selling the family business outside the family
  • Key considerations for intra-family transfers
  • Tax minimization opportunities and related aspects

 

9:50

Questions and Discussion

10:00

Refreshment Adjournment

10:15

US Tax Reform Across the Border
 

Benita Loughlin

KPMG LLP

 

  • Implications for Canadian corporations with US shareholders
  • Indirect US shareholders of Canadian corporations
  • Planning for Canadian corporations with US shareholders
  • The Transition Tax
  • The Global Intangible Low-Taxed Income (GILTI) provisions
  • Estate and gift tax changes

 
  11:00

Questions and Discussion
  11:10

Employees Outside the Family
 

Hugh Woolley

Lewis & Company

 

  • Issues arising when non-family members are employed in the family business
  • Equity interests
  • Phantom stock plans

 
  11:50

Questions and Discussion
  12:00

Chair's Closing Remarks - Program Concludes