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Centennial 2010
  • Location:
 

TAXATION OF DOMESTIC TRUSTS - ADVANCED


Level: Advanced
Competency: Taxation
Seminar Code: 00357
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 Nov 30, 2017 and pay the early fee!
Date: Thursday, Dec 14, 2017
Time: 8:30 AM-4:00 PM
Location: Varscona Hotel on Whyte
8208 106 Street
Edmonton, Alberta
Meeting Room: Thomas Bennett
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 course would be a benefit for those who have taken the beginner course and wish to have a greater understanding of tax issues surrounding family trusts or to learn of more complex tax planning opportunities.

This course is focused much more on tax planning opportunities and tax traps than the beginner course. Tax planning opportunities and issues are discussed in both the inter vivos and testamentary context.

In light of the changes to the Income Tax Act proposed by the Department of Finance in December 2017, this course is highly relevant to any practitioner who has a client with a family trust in its structure. This course offers a comprehensive analysis of the amendments to the Income Tax Act proposed by the Department of Finance in December 2017. Relevant examples will be provided where possible.

Participants who take this court will be able to identify potential issues with any current client structures in place and able to identify potential issues with future client structures they will consider in the future. Furthermore, participants will be able to, in many cases, propose solutions to any problems they do identify with their clients’ structures.

By the end of this course, participants will be able to:
• Identify tax traps which their clients should be wary of
• Identify advanced tax planning opportunities that their clients may wish to take advantage of
• Identify issues and solutions with current and future structures, both classic problems and ones brought about by the December 2017 proposed amendments to the Income Tax Act
• Complete more complicated returns for trusts and their beneficiaries
• Identify and communicate basic and advanced tax planning benefits and opportunities to their clients that involve family trusts
Seminar Outline:
  • Non-tax reasons for a trust
  • Tax traps
  • Tax planning
  • Estate planning
  • Determining trust income
  • Testamentary spousal trusts
  • 21-year rule
  • Post-mortem tax planning
  • Audit-proofing your client
Pre-requisite: Either a working knowledge of the rules relating to the taxation of trusts or attendance in Taxation of Domestic Family Trusts: Basic. It will be assumed that participants are already generally familiar with the taxation of domestic trusts.
Who Will Benefit: This course is for practitioners who have taken the beginner course and wish to have a greater understanding of trust planning opportunities.
Seminar Leader(s): SQUIRE, Gord
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Mar 31, 2018 08:30 am-04:30 pm
View Details
Calgary Feb 11, 2019 08:30 am-04:00 pm BIASINI, Gary
View Details
Edmonton Feb 13, 2019 08:30 am-04:00 pm BIASINI, Gary
View Details
Can't make it to this session? See the other offerings of this seminar.

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