Agenda - October 23rd, 2019 (Day One)


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Chris Ireland

PPI Advisory



Tax Update: Key Developments Impacting the Family Business


Dalbir Rai



  • Income Tax Act amendments
  • Canada Revenue Agency pronouncements
  • Recent decisions



Questions and Discussion


Refreshment Adjournment


A Financial Planner's View on Succession Planning


Jim Doyle

IG Private Wealth Management - Doyle & Associates


  • Why many family businesses don't sell
  • Key considerations to make your business more saleable 
  • Proper planning in advance



Questions and Discussion


Transferring the Family Business - A Case Study


Bill S. Maclagan, Q.C.

Blake, Casssels & Graydon LLP


Matthew Weaver

Blake, Casssels & Graydon LLP


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



Questions and Discussion


Networking Lunch


Succession Planning Using Trusts


Hugh Woolley

Lewis & Company


  • The new private company tax regime: When are trusts still useful?
  • Ownership structures and planning strategies
  • Using trusts for special situations



Questions and Discussion


Refreshment Adjournment


US Tax and Estate Issues

Cheyenne Reese

Legacy Tax + Trust Lawyers


  • US estate and gift tax issues
  • Dual citizenship
  • Considerations when choosing US decision-makers or beneficiaries



Questions and Discussion

   3:50 Tales From the Crypt: Lessons From 25 Years With the DOJ

Robert Carvalho

Thorsteinssons LLP


  • Dealing with the CRA: Real life examples and how to navigate disputes
  • Lessons for taxpayers and planners


   4:35 Questions and Discussion
   4:45 Chair's Closing Remarks - Program Concludes for Day One

Agenda - October 24th, 2019 (Day Two)


Chair's Welcome and Introduction to Day Two


Chris Ireland

PPI Advisory



Post-Mortem Planning


Chris Ireland

PPI Advisory


  • Capital loss planning
  • Pipeline and bump planning
  • Combining capital loss and bump planning
  • Use the CDA now or later?
  • Insurance tracking shares



Questions and Discussion


Refreshment Adjournment


Philanthropy and the Family Business


Michael Blatchford

Norton Rose Fulbright Canada LLP


  • Overview of planning giving options to carry out philanthropic intent
  • Tax planning options and other considerations



Questions and Discussion


Restructuring the Family Enterprise: A Case Study


Stephanie Daniels

Farris, Vaughan, Wills & Murphy LLP


Rebecca Morse

Farris, Vaughan, Wills & Murphy LLP


  • Managing and navigating through intra-family business conflicts
  • Restructuring the family business to meet competing demands
  • Avoiding exposure and claims from inside and outside the family



Questions and Discussion


Chair's Closing Remarks - Program Concludes