Agenda - November 14th, 2019

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Margaret H. Mason, Q.C.

Norton Rose Fulbright Canada LLP

 

   9:10

Charities and NPOs Tax 101

 

Cathie Brayley

Miller Thomson LLP

 

  • Issues for charities vs. non-profit organizations
  • Staying within your tax exemption
  • Revenue generation - what is allowed?

 

   9:50

Questions and Discussion

  10:00

Refreshment Adjournment

  10:15

Caselaw Update

 

Bryan Millman

Norton Rose Fulbright Canada LLP

 

  • Recent court decisions, including Doukhobor
  • The impact of recent caselaw on your charity or NPO

 

  11:00

Questions and Discussion

  11:10

E-Filing for Charities and How to Avoid Common T3010 Filing Mistakes

 

Hayley Maschek

KPMG Law LLP

 

  • The Charities IT Modernization Project ("CHAMP")
  • Getting your organization set up with the new e-filing system
  • Using the system: submitting T2050s and filing T3010s
  • Tips to help your organization avoid common mistakes when filing the T3010 return

 

  11:50

Questions and Discussion

  12:00

Networking Lunch

   1:00

Creating an Effective Board

 

Maria Turnbull

Vantage Point

 

  • Creating the right structure or your board
  • Fostering a healthy board culture
  • Finding and keeping the right board members
  • Implementing board practices and procedures that make meetings productive

 

   1:45

Questions and Discussion

   1:55

Structuring for Mixed-Use Projects
 

Margaret H. Mason, Q.C.

Norton Rose Fulbright Canada LLP

 

  • Redevelopment and getting into the quagmire of affordable housing
  • Mixing charitable and non-charitable uses while staying within your tax exemption
  • Creating structures to develop affordable housing

 

   2:40

Questions and Discussion

   2:50

Refreshment Adjournment

   3:05 Panel on New Journalism Tax Incentives - RJOs andd QCJOs
 

Jeannette Ageson

The Tyee

 

Linda Solomon Wood

National Observer

 

  • What qualified donee status means to news organizations
  • Registering for and maintaining RJO status
  • Other new measures: the refundable labour tax credit for news organizations and the non-refundable tax credit for subscriptions to Canadian digital news

 

   3:50 Questions and Discussion
   4:00 Investing in Governance
 

Cathy Barr

Imagine Canada

 

  • Imagine Canada's Standards Program
  • Creating a governance baseline for charities and non-profit organizations
  • The peer review process
  • The Standards Program Trustmark

 

   4:45 Questions and Discussion
   4:55 Chair's Closing Remarks 
   5:00 Program Concludes