Unique challenges require specialized solutions. The complexities of tax and estate planning for the family-owned business are compounded by the shifting legal and financial landscape. As the main form of enterprise for the vast majority of businesses operating in Canada, family business structure pervades all industries. As the structure of Canadian families and their businesses evolve, the issues involved in planning for the future have become more diverse and complex than ever before. It is essential for professionals in this area to remain on top of important developments.

This program will cover the planning techniques and structures that best preserve wealth and protect interests in the face of an unstable market, impending succession, resultant taxes, marital breakdown, and other family dynamics. Our exceptional faculty will take you through the impact of new case law, legislation and CRA pronouncements, as well as equip you with practical and effective strategies. Leading experts in family business, estate planning and taxation will cover the technical and complex issues relating to the protection and transfer of wealth in family enterprise situations. You will gain a solid understanding of key planning issues, potential pitfalls, the techniques and structures currently available, and potential ethical concerns that may arise along the way.