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Centennial 2010
  • Location:
 

ADVANCED TAX PLANNING STRATEGIES


Level:
Competency: Taxation
Seminar Code: 00355
Format: Full Day
CPD Hours: 7
Availability: Spaces available


Register before Jan 03, 2018 and pay the early fee!
Date: Wednesday, Jan 17, 2018
Time: 8:30 AM-4:00 PM
Location: Hotel Blackfoot
5940 Blackfoot Trail SE
Calgary, Alberta
Meeting Room: Heritage
Fee Options: Tickets Required: 7 ticket(s)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: The full-day seminar begins with a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning.

Topics covered include the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions, surplus stripping, association etc.

Various tax planning strategies are presented that are divided into four main categories; restructuring asset profiles, sale of business, use of partnerships and use of trusts. Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis.

Prerequisite
Participants should have a good knowlwdge of personal and corporate income tax.

Notes
Participants in this seminar may also benefit from Corporate Reorganizations and Section 85: Transfer of Property.
Seminar Outline:
  • Managing tax avoidance risks
  • Restructuring asset profiles – important planning strategies
  • Business sale planning matters
  • Tax planning using partnership business structures
  • Tax planning using trust relationships
  • Inter-provincial planning (Alberta Trusts) - Appendix only
Pre-requisite: There are no prerequisites for this course.
Who Will Benefit: This is an in-depth seminar that moves along quickly due to the volume of topics presented and discussed. This seminar is ideally suited to practitioners with a strong Canadian tax planning background who wish to add value to existing and potential client relationships by giving consideration to potential tax and estate planning opportunities.
Seminar Leader(s): WOLTERSDORF, Mark
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Jan 29, 2018 08:30 am-04:00 pm WOLTERSDORF, Mark
View Details
Can't make it to this session? See the other offerings of this seminar.

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