Business Law Materials

  • Tax and Succession Planning for the Family Business 2023

    Original Broadcast Date: November 21 & 22, 2023

    Material pricing: $160 plus GST $8.00 totalling $168.00

    See Table of Materials

    Program Overview: The family business structure is the form of enterprise for the vast majority of businesses operating in Canada. As demographics continue to shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a changing legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will equip you with practical and effective strategies you can directly apply in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Economic Reconciliation Agreements/Impact Benefit Agreements 2023

    Original Broadcast Date: February 24, 2023

    Material pricing: $60 plus GST $3.00 totalling $63.00

    See Table of Materials

    Program Overview: First Nations are now entering into Reconciliation Agreements - commercial agreements that engage communities in economic activities that are much broader than the original models of Impact Benefit Agreements. These activities are essential for Crown, industry and First Nations seeking to maximize the certainty and economic benefits of development, and advance reconciliation of Crown, proponent and Indigenous interests. An in-depth understanding of these agreements is vital for anyone interested in resource development and working with First Nations.

    This program assembles expert faculty to discuss key negotiation issues and the current standards leading to reconciliation and prosperity. Our speakers will share their knowledge and experience in negotiating, drafting, and implementing agreements, as well as how to best maximize the benefits that flow from these agreements and relationships.

    We will explore the impact and implementation of the UN Declaration on the Rights of Indigenous Peoples (UNDRIP) and how these agreements can benefit Indigenous communities.

    Practical advice on overcoming common issues will be shared and discussed. Attendees will gain useful insights into the ways Indigenous laws can influence the process. Delegates will leave better prepared to protect and advance their interests in a mutually beneficial way.

  • Tax and Succession Planning for the Family Business 2022

    Original Broadcast Date: November 17 & 18, 2022

    Material pricing: $180 plus GST $$9.00 totalling $189.00

    See Table of Materials

    Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by the family business today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Tax Planning for Business Sales (2022)

    Original Broadcast Date: March 29, 2022

    Materials pricing: $130 plus GST $6.50 totalling $136.50

    See Table of Materials

    Program Overview: The sale of a business carries many tax implications that can be managed through careful planning and knowledge of the relevant rules. Knowing what to look out for and which tools to use will allow business owners, managers, or advisors to optimize transactions.

    At this conference, our expert faculty will cover the key considerations to manage tax issues and risks in the course of selling a business. You will learn how to avoid common traps effectively, and how to structure transactions to reduce risk.

  • Tax and Succession Planning for the Family Business 2021

    Original Broadcast Date: November 22 & 23, 2021

    Materials pricing: $150 plus GST $7.50 totalling $157.50

    See Table of Materials

    Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family business today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations, with an emphasis on the unprecedented circumstances we find ourselves in. Our expert faculty will equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Tax and Succession Planning for the Family Business: Protecting Your Investment in Challenging Times (2020)

    Original Broadcast Date: November 27, 2020

    Material pricing: $130 plus GST $6.50 totalling $136.50

    See Table of Materials

    Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada, and practical and financial impacts of the COVID-19 crisis continue to have profound and far reaching effects on their operation and sustainability. Family businesses of all sizes need to carefully evaluate their circumstances and take steps to ensure they are in the strongest possible position moving forward. As demographics and the business landscape continue to shift, the focus on effective tax and succession planning will be paramount for owners and families alike, and it is more essential than ever for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations, with an emphasis on the unprecedented circumstances we find ourselves in. Our expert faculty will take you through the impacts of the pandemic on family business and equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Tax and Succession Planning for the Family Business (2019)

    Original Broadcast Date: October 23 & 24, 2019

    Material pricing: $185 plus GST $9.25 totalling $194.25

    See Table of Materials

    Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will take you through the impact of new case law, legislation and CRA pronouncements, as well as equip you with practical and effective strategies you can directly utilize in your practice. You will learn the planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Taxation of Common Business Transactions (2019)

    Original Broadcast Date: February 5, 2019

    Material pricing: $265 plus GST $13.25 totalling $278.25

    See Table of Materials

    Program Overview: Many business transactions carry tax implications that can be managed through careful planning and knowledge of the relevant rules. Whether a business is just starting out or is long-established, important decisions made every day can have tax implications down the road. Knowing when to make use of tax rollovers and other tools will allow business owners, managers, or advisors to optimize transactions.

    At this conference, our expert faculty will cover the key considerations when comparing the taxation of various business transactions, including applicable anti-avoidance rules. Our faculty will highlight common and important issues affecting the taxation of corporate rollovers, partnership rollovers, corporate mergers and acquisitions of control. You will learn how to avoid common traps effectively, and how to structure transactions to reduce tax burdens.

  • Tax and Succession Planning for the Family Business (2018)

    Original Broadcast Date: November 21 - 21, 2018

    Material pricing: $220 plus GST $11.00 totalling $231.00

    See Table of Materials

    Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family business today.

    This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will take you through the impact of new case law, legislation and CRA pronouncements, as well as equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

  • Taxation of Private Companies: The New Frontier (2018)

    Original Broadcast Date: February 27, 2018

    Material pricing: $185 plus GST $9.25 totalling $194.25

    See Table of Materials

    Program Overview: Most Canadian businesses are operated by private corporations. The legal and taxation environment in which private corporations operate is complex, but had been fairly well settled and understood. On July 18, 2017, the federal Minister of Finance dropped a bomb into this environment, proposing policy changes that would dramatically change the way private companies and their owners are taxed. While the Minister later scaled back the proposals, ideas rarely die completely and the ideas reflected in the Minister’s Consultation Paper may well be resurrected. Added to the environment of change are important new pronouncements from the courts, making it more essential than ever for professionals and operators of private corporations to remain on top of the many new challenges and issues.

    At this conference, our expert faculty will take you through the impact of new tax rules and proposals, and will equip you with tools to effectively navigate these situations and avoid unintended tax consequences. You will gain insight into the areas where planning techniques will need to be changed, and learn which tax effective measures are still available, both at the planning stage and where unintended tax consequences have occurred.