Tax and Succession Planning for the Family Business 2021

Table of Papers

Tab 1

PowerPoint Presentation: Tax and Legal Update: Key Developments Impacting the Family Business
Stephen Rukavina, Legacy Tax & Trust Lawyers, Vancouver, BC
15 Slides

Tab 2

PowerPoint Presentation: Transferring the Family Business: A Case Study
Kate Marples, KPMG Law LLP, Vancouver, BC
24 Slides

Tab 3

PowerPoint Presentation: Trust and Estate Planning and Related Tax Planning
Ian Humphries, Thorsteinssons LLP, Vancouver, BC
30 Slides

Trust and Estate Planning and Related Tax Planning
David R. Baxter, Thorsteinssons LLP, Vancouver, BC
Ian Humphries, Thorsteinssons LLP, Vancouver, BC
31 Pages

Tab 4

PowerPoint Presentation: Estates Issues in an Online World: How has COVID-19 affected estate planning in BC?
Gillian Crouch, Gillian Crouch Law, Vancouver, BC
23 Slides

Tab 5

PowerPoint Presentation: U.S. Tax and Cross-Border Estate Planning
Ryan Gill, KPMG LLP, Vancouver, BC
31 Slides

Presentation Supporting Materials
Ryan Gill, KPMG LLP, Vancouver, BC
13 Pages

Tab 6

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

Tab 7

PowerPoint Presentation: Navigating Family and Business Relationships
Bonnie Gibbon, Relationship Enterprise, West Vancouver, BC
Peter Vaughan, Relationship Enterprise, West Vancouver, BC
28 Slides

Tab 8

PowerPoint Presentation: Reporting Burdens on the Family Business
Peter J. Glowacki, Borden Ladner Gervais LLP, Vancouver, BC
36 Slides