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Centennial 2010
  • Location:
 

ADVANCED TAX PLANNING STRATEGIES


Level:
Competency: Taxation
Seminar Code: 00355
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"


Register before Jan 15, 2018 and pay the early fee!
Date: Monday, Jan 29, 2018
Time: 8:30 AM-4:00 PM
Location: CPA Alberta Edmonton Office
1900 TD Tower
10088 - 102 Avenue
Edmonton, Alberta
Meeting Room: 1919/1920
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: This full-day seminar provides a comprehensive review of various anti-avoidance provisions designed to prevent or discourage aggressive tax planning. The day includes an examination of the general anti-avoidance rule, shareholder benefit provisions, arm’s length relationships, expense deductibility, inadequate consideration, attribution provisions, stop-loss provisions, surplus stripping, association and more. 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.

By the end of this course, participants will be able to:
• Understand and identify the application of various anti-avoidance provisions in ITA;
• Gain a greater understanding of tax planning techniques involving:
• Restructuring asset profiles;
• Sale of a business;
• Use of partnerships; and
• Use of trusts.

Participants should have a good knowledge of personal and corporate income tax.
Seminar Outline:
  • Managing tax avoidance risks
  • Restructuring asset profiles
  • Sale of business
  • Use of partnerships
  • Use of trusts
  • Inter-provincial planning – Appendix only
  • General anti-avoidance rule
  • Shareholder benefit provisions
  • Arm’s length relationships
  • Expense deductibility
  • Inadequate consideration
  • Attribution provisions
  • Stop-loss provisions
  • Surplus stripping, association etc.
  • Use of partnerships
  • Use of trusts
  • Factual scenarios are provided in the materials that address objectives, statutory provisions, case law, results and risk analysis
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. Participants will gain an understanding of 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.
Seminar Leader(s): WOLTERSDORF, Mark
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Mar 31, 2018 08:30 am-04:30 pm
View Details
Calgary Nov 02, 2018 08:30 am-04:00 pm WOLTERSDORF, Mark
View Details
Calgary Jan 21, 2019 08:30 am-04:00 pm WOLTERSDORF, Mark
View Details
Edmonton Feb 04, 2019 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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