The family business structure pervades all industries and is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and estate planning for many family businesses will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals in this area to remain on top of the many challenges and issues faced by family business today.

This in-depth course focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert 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 you can directly utilize in your practice.

You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes, marital breakdown, and other complicated family dynamics.