Corporate Reorganizations – Tax & Estate Planning

This course will cover the ABC’s of tax and estate planning considerations involved in reorganizations, from the basics to higher level concepts. While commonly used in practice, practitioners are at risk of not implementing rollovers correctly, or recommending an inappropriate tax or estate plan.  The speakers will review “war stories” and common fact situations that they have encountered in their practices, and discuss issues, tips, traps and warning signs that planners should consider when advising their clients.

Register by June 15th & SAVE 

Topics include:

  • Basic freeze transactions and reorganizations'
  • Common issues that arise when using trusts in reorganizations
  • Planning for the capital gains exemption
  • Pre-sale reorganizations
  • Reorganizations in the post-mortem context
  • Will planning as part of reorganizations

 

Target Audience

This webinar will be of most interest to all professionals that provide services to individuals and companies including accountants, tax professionals, lawyers and financial planners.

 

Professional Development Credits

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

This Webinar/Virtual Seminar Includes:

  • Print version of the presentation slides
  • Professional Development certificate for 7 hours

 

BIOS

This webinar is being presented by lawyers of Aird Berlis LLP:

Edward Miller, Marni Pernica, Saam Nainifard, Robert Santia and Tyler Brent

 

Edward Miller

Edward draws on his technical expertise and strong business acumen to deliver strategic tax insight to domestic and international clients. Whether providing corporate or personal tax planning advice, Edward's primary focus is on achieving his clients' objectives.

Edward is a member of the firm's Tax Group. He provides advice on domestic and international corporate tax planning as well as personal tax planning for owner-managers and high-net-worth individuals.

 

 

Marni Pernica

Understanding both the financial and personal elements of a family is essential to ensuring that a client’s estate plan reflects their unique circumstances. Marni works closely with her clients to provide them with practical, thoughtful advice regarding their estate plan.

 

Marni frequently writes and speaks on topics involving tax, estate planning and business succession planning for audiences such as insurance and financial advisers, accountants, professionals, and fellow lawyers.

 

 

Saam Nainifard

Saam is an associate in the firm’s Tax Group. Saam advises on all aspects of income taxation, with a particular focus on corporate taxation and reorganizations, mergers & acquisitions and international tax matters.

Saam has completed all levels of the CPA Canada In-Depth Tax Course.

 

 

Robert Santia

Robert finds satisfaction in identifying and solving complex tax issues for the benefit of his clients. With a keen eye for details, and an in-depth understanding of tax law, Robert provides creative solutions to meet his clients’ needs. Recognizing that every matter is unique, he works collaboratively with his clients to provide customized tax solutions to achieve their goals.

As a member of the firm's Tax Group, Robert’s practice focuses on personal estate and tax planning. He also has experience in business tax planning, with a particular focus on corporate reorganizations.

 

 

Tyler Brent

Tyler takes pride in navigating complex legislation to ensure his clients optimize their tax positions and secure measurable, meaningful outcomes.

As a member of the firm's Tax Group, Tyler's practice includes personal and corporate tax planning, corporate reorganizations, M&A and litigation. Tyler's experience as a Chartered Professional Accountant means he has first-hand experience with tax and accounting matters. With an eye for detail and the ability to concisely explain complex issues, Tyler earns the trust of his clients by managing their issues diligently and resourcefully.