Tax and Succession Planning for the Family Business 2019

Table of Papers

Tab 1

PowerPoint Presentation: Tax Update: Key developments impacting the family business
Dalbir Rai, EY, Vancouver, BC
48 Slides

Tab 2

PowerPoint Presentation: 30 Years In - A Financial Planner's View on Succession Planning
Jim Doyle, IG Private Wealth Management - Doyle & Associates, Vancouver, BC
25 Slides

A Financial Planner's View on Succession Planning - Why the Business May Not Sell...
Jim Doyle, IG Private Wealth Management - Doyle & Associates, Vancouver, BC
4 Pages

Tab 3

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

Tab 4

PowerPoint Presentation: When Are Trusts Still Useful (with notes)
Hugh Woolley, Lewis & Company, Vancouver, BC
45 Slides

Tab 5

PowerPoint Presentation: US Tax and Estate Issues - US Taxpayers in the Family Business
Cheyenne Reese, Legacy Tax + Trust Lawyers, Vancouver, BC
28 Slides

Tab 6

PowerPoint Presentation: Dealing with the CRA, Tales From the Crypt
Robert Carvalho, Thorsteinssons LLP, Vancouver, BC
22 Slides

Tab 7

PowerPoint Presentation: Post Mortem Planning
Chris Ireland, PPI Advisory, Vancouver, BC
56 Slides

Tab 8

PowerPoint Presentation: Philanthropy and the Family Business
Michael Blatchford, Norton Rose Fulbright Canada LLP, Vancouver, BC
37 Slides

Tab 9

PowerPoint Presentation: Restructuring the Family Enterprise: A Case Study
Stephanie Daniels, Farris LLP, Vancouver, BC
Rebecca Morse, Farris LLP, Vancouver, BC
35 Slides

Fact Scenario
Stephanie Daniels, Farris LLP, Vancouver, BC
Rebecca Morse, Farris LLP, Vancouver, BC
3 Pages