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Tax Law for Corporate/Commercial Transactions (Calgary)
October 17, 2019 | 9:00 am – 4:30 pm
$296.25 – $445.00
Explore the tax nuances of various kinds of share exchanges and rollovers. Review the tax implications of the sale of shares of a private business as compared to the sale of its assets, and discover helpful strategies and documentation tips for corporate/commercial practitioners. Identify how to help your clients with matters at the Tax Court of Canada.
This program is also offered in Edmonton.
PROGRAM SCHEDULE |
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MORNING SESSIONPART 1 |
WELCOME & INTRODUCTIONS | |
| Section 51
Scott McCamis |
Receive an overview of some of the fundamental concepts required to understand tax-deferred share exchanges and rollovers and an introduction to section 51 share exchanges, including some practical tips and traps. | |
| Section 86 Share Exchanges
Matt Sharp |
Discuss Section 86 in practice, including when to use this roll-over provision. Review common errors (by legal and accounting professionals) and audit and financial reporting considerations when dealing with this provision. | |
MORNING SESSIONPART 2 |
Section 85 Rollovers
Colleen Ma |
Identify when to use a section 85 rollover as a tax-deferral tool. Review the provision requirements and mechanics, consider related income tax and sales tax provisions, and discuss documenting section 85 rollover transactions against this background. |
AFTERNOONSESSIONPART 1 |
Purchase & Sale of Shares
Jessica Fabbro |
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| Purchase & Sale of Assets
Jeremy Comeau (Edmonton only) Kyle Ross (Calgary only) |
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AFTERNOON SESSIONPART 2 |
How & When You Can Fix Mistakes: Rectification, rescission, and other tools
MaryAnne Loney |
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FEATURED PRESENTATION |
View from the Tax Court of Canada
Justice D.R. Sommerfeldt |
Consider strategies for helping your clients with matters at the Tax Court of Canada. |
*NOTE: This schedule is provided for informational purposes only and is subject to change. Program registrants will receive confirmation prior to the scheduled event that notes specific presentation times and speaking orders.
ADDITIONAL
Early Bird Price: $395 + GST (Register on or before September 3, 2019)
Regular Price: $445 + GST
NOTE: The materials for this program will be provided in electronic format.
LESA offers the following discounts:
D125 – 25% off for living more than 125 km (one way) from the nearest program site.
D250 – 50% off for living more than 250 km (one way) from the nearest program site.
Enter coupon code D125 or D250 during checkout if applicable