Agenda - (Day 1)
9:00 |
Welcome and Introduction by PBLI |
9:05 |
Chair's Welcome and Introduction to Day One |
Chris Ireland PPI Advisory
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9:10 |
Tax Update: Key Developments Impacting the Family Business |
Dalbir Rai EY
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9:50 |
Questions and Discussion |
10:00 |
Refreshment Adjournment |
10:15 |
Navigating Tax Disputes |
Robert Carvalho Thorsteinssons LLP
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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
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12:20 |
Questions and Discussion |
12:30 |
Networking Lunch |
1:30 |
Intergenerational Transfers of Wealth |
Wendy Sage-Hayward The Family Business Consulting Group
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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
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3:40 | Questions and Discussion |
3:50 | Mediation Practices for Family Disputes |
Georgialee A. Lang
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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
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9:05 |
Transferring the Family Business - A Case Study |
Bill S. Maclagan, Q.C. Blake, Cassels & Graydon LLP
Matthew Weaver Blake, Cassels & Graydon LLP
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9:50 |
Questions and Discussion |
10:00 |
Refreshment Adjournment |
10:15 |
US Tax Reform Across the Border |
Benita Loughlin KPMG LLP
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11:00 |
Questions and Discussion |
11:10 |
Employees Outside the Family |
Hugh Woolley Lewis & Company
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11:50 |
Questions and Discussion |
12:00 |
Chair's Closing Remarks - Program Concludes
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