Tax and Succession Planning for the Family Business 2018

Table of Papers

Tab 1

PowerPoint Presentation: Tax Update: Key Developments Impacting the Family Business
Dalbir Rai, EY, Vancouver, BC
49 Slides

Tab 2

PowerPoint Presentation: Navigating Tax Disputes
Robert Carvalho, Thorsteinssons LLP, Vancouver, BC
26 Slides

Tab 3

PowerPoint Presentation: Family Shareholders'
Tim H. R. Brown, Richards Buell Sutton LLP, Vancouver, BC
Christine D. Lowe, Richards Buell Sutton LLP, Vancouver, BC
32 Slides

Family Shareholders' Agreements: Advanced Issues and Pitfalls
Tim H. R. Brown, Richards Buell Sutton LLP, Vancouver, BC
Christine D. Lowe, Richards Buell Sutton LLP, Vancouver, BC
31 Pages

Tab 4

PowerPoint Presentation: Inter-Generational Transfer of Wealth
Wendy Sage-Hayward, The Family Business Consulting Group, Vancouver, BC
27 Slides

A New Perspective on Succession Planning: Creating Continuity
Wendy Sage-Hayward, The Family Business Consulting Group, Vancouver, BC
4 Pages

Wealth Transition Checklist
1 Page

Tab 5

PowerPoint Presentation: Utilizing Trusts: Tools & Tips for the Family Business
Kate S. Marples, Legacy Tax + Trust Lawyers, Vancouver, BC
25 Slides

Tab 6

PowerPoint Presentation: Dispute Resolution for the Family Business
Georgialee A. Lang, Kelowna & Vancouver, BC
9 Slides

Keeping It Out of Court: Dispute Resolution for the Family Business
Georgialee A. Lang, Kelowna & Vancouver, BC
7 Pages

Tab 7

PowerPoint Presentation: Selling the Family Business
Bill Maclagan, Q.C., Blake, Cassels & Graydon LLP, Vancouver, BC
Matthew Weaver, Blake, Cassels & Graydon LLP, Vancouver, BC
43 Slides

Tab 8

PowerPoint Presentation: US Tax Reform Across the Border
Benita Loughlin, KPMG LLP, Vancouver, BC
30 Slides

Enlarged Chart
Benita Loughlin, KPMG LLP, Vancouver, BC
1 Page

Tab 9

PowerPoint Presentation: Employees Outside the Family (with notes)
Hugh C. Woolley, Lewis & Company, Vancouver, BC
28 Slides