Agenda - October 23rd, 2019 (Day One)

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

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 decisions

 

   9:55

Questions and Discussion

  10:05

Refreshment Adjournment

  10:20

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

 

  11:10

Questions and Discussion

  11:20

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
  12:20

Questions and Discussion

  12:30

Networking Lunch

   1:30

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 situtations

 

   2:20

Questions and Discussion

   2:30

Refreshment Adjournment

   2:40

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

 

   3:40

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)

   9:00

Chair's Welcome and Introduction to Day Two

 

Chris Ireland

PPI Advisory

 

   9:05

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

 

   9:50

Questions and Discussion

  10:00

Refreshment Adjournment

  10:15

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

 

  10:55

Questions and Discussion

  11:05

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

 

  11:50

Questions and Discussion

  12:00

Chair's Closing Remarks - Program Concludes