Key Areas to be Addressed:

• The impact of recent legal decisions and CRA pronouncements relevant to tax and succession planning
• Common impediments to selling the family business and how to make the enterprise more saleable
• The tax implications of various exit strategies, including tax considerations when selling the business outside of the family and tax-related issues for intra-family transfers
• How to best preserve wealth for the family business through estate plans, creative trust structures and other tax planning tools
• Restructuring the family business
• Post-mortem planning
• US tax and estate issues
• Lessons for dealing with the CRA
• Philanthropy and the family business