Technical Seminar        

Recent Developments in Corporate Taxation

Wednesday, June 7,2017
8:25 am to 12:30 pm
Infinity Convention Centre | 2901 Gibford Drive | Ottawa, ON K1V 2L9 (Get directions)

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This training is recognized by the Barreau du Québec and the Law Society of Upper Canada for 4 hours of professional development   

Wednesday, June 7, 2017
8:00 am

Registration opens: Coffee and light breakfast will be served starting at 8:00 am

8:25 am  Opening remarks

Moderator:  Bernard Roach, Soloway Wright 

8:30 am Post-Mortem Tax Planning - Case Study

Given the changes in tax rates, the new GRE rules and changes in taxation of goodwill, what should be considered in whether to use a pipeline structure, an actual sale or an internal sale of assets post-mortem.  The case study will explore the impact on post-mortem planning of blended families, and US beneficiaries.  What are the issues with the current post-mortem planning rules and CRA administrative positions given the new environment? 


David Mason, Deloitte
Pamela Cross, Borden Ladner Gervais

9:25 am
Question Period

9:30 am Transaction Costs

Transaction cost analysis requires a thorough understanding of the specific facts and the related transaction costs as well as a keen understanding of multiple core income tax concepts. In this presentation we look at whether transaction cost analysis is being accurately applied by all concerned parties and if not the central reasons behind this departure. In addition we will briefly discuss the accelerated importance of transaction costs to the CRA particularly given that the CRA has recently provided their auditors with transaction cost based training in contemplation of increased audit activity in this often contentious area. 

Gary Donell
, Welch

10:15 am
Question Period

10:20 am
Refreshment Break

10:40 am

Current Hot Topics of Interest

Speakers will discuss a variety of issues raised in recent government announcements and publications. Topics covered will include:

 • Federal Budget 2017
 • A review of the policy responses to the private corporation tax planning strategies identified in the 2017 federal budget (paper to be released by the  federal government) 
• A detailed review of certain 2016 Round Table Q & A’s
• Recent Significant Technical Interpretations 

Chris Jerome,
Ernst & Young  
Greg Bell,

11:35 am

Question Period

11:40 am A Fireside chat: Insights on a tax world in evolution and the impact on the practice of tax and the role of tax professionals

Moderated by: Ian Sherman, Ernst & Young


Bruce Ball,
BDO Canada
Heather Evans,
Canadian Tax Foundation

12:25 pm  Question Period

12:30 pm  Adjournment



Member  $325.00
Non-member  $380.00
Government Employee
Young Practitioner
TPS TVQ exempt

Important Information

  • All conference registrations include electronic access to conference materials. 
  • Registrations cannot be processed unless accompanied by payment.
  • Taxes do not apply to registration fees. 
  • Sharing a single registration between two or more individuals is not permitted. 

 Substitution & Cancellation

If you are unable to attend the conference, registration may be transferred to another individual. Please note: if you transfer your registration to another person, additional charges may apply, depending on the transferee’s membership status. For more information please send an email to or call 514-939-6323.

If substitution is not an option, written notice of cancellation will be accepted until Friday, June 2, 2017.  Individuals who cancel their registration prior to this deadline will receive a refund, less a $50 administration fee, at the conclusion of the conference. We regret that we cannot issue refunds for notices of cancellation received after this deadline. 
2017-05-25 18:06:27