AGENDA

Session 1 - October 6, 2021: 

1. Budget 2021 Update
2. Update on Impact of COVID 19 Tax/Subsidy Rules
3. Update on TOSI Issues
4. Bill C-208 Intergenerational Transfers

Session 2 - November 3, 2021: 

1. Integration and Tax Rates
2. Year-End Planning Including Salary/Dividends
3. Personal and Corporate Taxation of Earning US Income
4. Discussion/Impact of Proposed US Tax Rules

Session 3 - December 1, 2021:

1. Estate Freeze and Re-freeze Considerations
2. Treaty Filings - Non Resident Corporations

Session 4 - January 26, 2022:

1. Purification and Capital Gains Exemption
2. Safe Income and Dividends
3. Purchase/Sale Considerations

Registration for this series is $300 (plus HST) which includes four 2 hour sessions and learning materials.

CPD: Attending these 4 sessions will provide 8 hours of verified CPD hours with an attendance certificate provided. 

The Tax Series will be live-streamed. All event links will be provided prior to each session. Each seminar runs from 8:30 am to 10:30 am. 

PRESENTER

Howard L. Wasserman, Tax Partner - Segal LLP

Howard L. Wasserman has consulted on Canadian and International tax matters for over 20 years and joined Segal's rapidly growing Tax Group in 2016. He brings a broad base of expertise and experience with owner managed businesses including estate planning, international tax strategies, post mortem planning, corporate reorganizations, mergers, acquisitions, and business purchase and sale. Howard has a successful track record presenting appeals, managing tax negotiations, and presenting voluntary disclosures to CRA. 

Registration is for the 4 session series, we cannot accept registrations for individual dates however we do permit registrants to substitute another individual from the same firm or organization.

Should it be necessary to cancel any or all of the series, for any reason, Segal LLP will endeavour to reschedule but will not be held responsible for costs, damages, or expenses incurred by registrants beyond the refund of registration fees.

We reserve the right to modify our agenda. Participants will be notified of any changes.

This information series is targeted to accounting professionals working in public practice or industry who are not tax specialists. We reserve the right to decline registration for whatever reason and to refund the registration fee. The information and materials provided in these sessions is intended for general purposes only and shouldn’t be relied upon or considered appropriate for all circumstances. We accept no liability, obligation or responsibility for any loss or damage which may occur as a result of the use of or reliance on the information and materials provided. Care is taken to ensure the information is accurate at the time of presentation however it does not replace specific professional advice.