Early Bird Discount - 50% Off Enter Promo Code: EarlyBird if discount does not appear
Regular Ticket Price - $148 - $576
Early Bird Discount Price - $74 - $288
9:00 - 10:30: SR&ED as a Tax Planning Tool
(Julie Bond - President, Bond Consulting Group)
- Introduction to SR&ED
- The difference between dividend and salary with regards to SR&ED
- SR&ED as a tax planning tool
- SR&ED for medical professionals
- The Bond Consulting Group methodology when claiming SR&ED
Julie Bond is an SR&ED expert, with over 13 years’ experience in the industry. She graduated twice from the University of Toronto, first with a mixed science & languages, and then from the Executive MBA Program at Rotman's School of Business. She founded Bond Consulting Group in 2005.
Every year the government processes approximately 22,000 applications and dispenses approximate $3 Billion in tax relief and cash refunds to Canadian industry. But yet, two-thirds of eligible companies do not apply. Many companies that do claim are rejected due to poor presentations and insufficient documentation. Bond can help establish your claim.
Bond Consulting Group is an award-winning Tax Consulting Firm. We offer the most comprehensive and sophisticated SR&ED solution in Canada. We have talented technologists & scientists on staff who are experts in SR&ED tax law. We provide our clients with our revolutionary SR&ED Proof methodology & online system, and a la carte flexible pricing.
11:00 - 12:30: ECP and Small Business Deduction
(Ryan L. Morris - Partner, WeirFoulds LLP)
- Legislative Update
- ECP Planning Opportunities before December 31st
- SBD - what to do about it?
1:30 - 3:00: Trusts, Planning, and Other Considerations
(David P. Stevens, LLP - Partner, Energy, Financial Institutions & Services at Gowling WLG)
- Section 55 and safe income
- Planning using trusts/use of a family trust/when to use trusts
- Settlement of the trust/trustee oerview
- Association rules and the small business deduction
- Section 75(2) attribution
- Income splitting
- Update on graduated rate estates
David Stevens is partner in the business law department in the Gowling WLG Toronto office. David is a tax lawyer, focussing on corporate and international tax planning, personal and private company tax planning, trust taxation, charities and not-for-profits, and mining.
David's clients include high net worth individuals and their families, registered charities, not-for-profit organizations, and trust companies. David advises clients on business succession planning, estate planning and estate administration, family trusts, reorganizations and mergers, offshore planning, private foundations, charities compliance, and outbound and inbound international tax planning.
3:30 - 5:00 - Estate Freezes
Why should you attend?
Estate freezes and succession planning can be very complicated with many pitfalls if not properly planned. It is an area that requires great communication amongst family members, lawyers, accountants and trusted advisors this is it. Planning should be inclusive of all parties and disciplines.
(Brett Starkman - Tax Partner at SLF)
- What is an estate freeze and what is its purpose
- Types of freezes
- Different methods to implement the freeze
- Tax Planning opportunities
Brett is a tax partner with SLF. With more than 20 years of experience he specializes in corporate restructuring and estate planning, international tax planning and structuring and in mergers and acquisitions. Brett is the sole Canadian member on the HLB International Tax Committee. He is quoted regularly in local newspapers, has been a speaker at numerous conferences and has appeared on radio and TV.
Brett joined SLF in 1994 after spending eight years with an international accounting firm.