MNP invites you to our first annual conference designed specifically for lawyers, lenders, financial advisors and other professionals in Terrace and the surrounding region. Our team of tax and business specialists will discuss the latest developments in Canadian tax issues, corporate structuring, U.S. tax and business succession planning to ensure you have the insights and information you need to better serve your clients.
Date: Wednesday, September 21, 2016
Time: 12:45 - 5:30 p.m.
Location: Skeena Valley Golf & Country Club, 3525 Golf Course Avenue, Terrace, B.C.
*This is a CPD Accredited Educational Activity with the Law Society of B.C.
CONFERENCE ITINERARY:
12:45 – 1:00 p.m. Registration
1:00 – 1:15 p.m. Current Issues and Updates for Tax Planning and Corporate Reorganizations
1:15 – 2:15 p.m. U.S. Tax Considerations for U.S. Citizens in Canada
2:15 – 2:30 p.m. Break
2:30 – 3:30 p.m. Structures for Successful Businesses
3:30 – 4:30 p.m. Helping Clients Navigate the Business Succession Challenge
4:30 – 5:30 p.m. Wine and Cheese Reception
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PRESENTERS:
OUR SESSIONS:
Tax Planning and Corporate Reorganizations – Current Issues and Updates
This session will explore the tax implications stemming from recent legislative changes and tax cases and discuss how they apply to professional advisors and your clients.
Presenter:
Keith Vincent, CPA, CA
Taxation Specialist
U.S. Tax Considerations for U.S. Citizens in Canada
Following a general overview of U.S. individual taxation, David will discuss the U.S. tax effects of typical Canadian transactions, including incorporations, share exchanges and corporate distributions. This session will also include a summary of the U.S. anti-deferral regimes, typical U.S. tax reporting and a summary of new U.S. tax legislation.
Presenter:
David Turchen, CPA, CA, CPA (USA)
International Taxation Specialist
Structures for Successful Businesses
The structure of a business is a key component to its success and needs to evolve as the business progresses through the corporate lifecycle. In this session, we will look at a variety of corporate structures used to meet specific goals of the business owner, including:
• How to structure your business to qualify for the Capital Gains Exemption
• How (and when) to use a holding company for investment purposes
• How to use family trusts to reduce your tax exposure
Presenter:
Keith Vincent, CPA, CA
Taxation Specialist
Helping Clients Navigate the Business Succession Challenge
Using real-life examples – including “what to do” and “what not to do” – this session will highlight the key factors and decisions business owners must consider if they are to successfully exit a privately owned business on their own terms and timeframe in the most tax efficient manner. We will also discuss the role lawyers, lenders, financial advisors and other professionals can play to ensure clients maximize the value of their company and exit their business tax efficiently.
Presenter:
Wendy Lewis, CPA, CA
Business Advisor, ExitSMART™ Services
Looking forward to seeing you there!
