Specific topics to be covered will include:
What is a shareholders’ agreement and what’s in (or should be in) a shareholders’ agreement
Terms to be included in shareholders’ agreements
Control matters including de facto control, de jure control and 251(5)(b)
Buy-Sell, and the related tax consequences
Important clauses in the context of a valuation of the business
Other technical tax and legal matters
technical tax and legal matters
This webinar will be of most interest to accountants and tax practitioners operating independently or in small to medium sized firms with corporate clients or partnerships, and financial planners who work with companies considering shareholders’ agreements or already have something in place.
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. For all Live Webinars that are recorded, participants will have access to the recording for three months following the Live Webinar. 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.
Alex Ghani, CPA, CA, CGA, CPA (Texas)
Alex is a member of the Chartered Professional Accountants of Ontario (CPA, CA), and is a Certified Public Accountant (CPA), licensed to practice public accounting by the State of Texas. He has completed all three levels of the CPA Canada’s In-Depth Tax Course.
He has close to 20 years of experience working in the accounting departments of large companies and as a public practitioner. Over the years, Alex helped many private clients with their tax structuring and estate planning needs. Alex also assists in Canadian and US tax compliance and various other tax related matters.
Alex is heavily involved in the tax community and is a member of the Canadian Tax Foundation (CTF) where he has published articles for the CTF and presented at various events for the CTF.
In addition, Alex has also presented at events for CPA Ontario, accounting groups and other industry specific events. He also facilitates the CPA Canada In-depth tax course.
Eli Hoffman, CPA, CA
Eli is a lawyer in the Business Law Group at Minden Gross LLP. His practice focuses on assisting private client businesses. He regularly advises clients at the various stages in the life cycle of a business, from start-up to succession or exit. Eli views shareholders agreements as a legal framework in his clients’ businesses that adapts to each stage in the life cycle. Eli began his legal career in commercial litigation and acted on shareholders disputes. This valuable experience helps him to truly understand how issues can escalate to litigation. Informed by this knowledge, Eli is proactive in addressing these issues with clients up front, and in the manner in which he drafts shareholders agreements to mitigate and provide resolutions.
Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV
Melanie E. Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice, the Ontario Superior Court and the Federal Court of Canada. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family practice), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CICBV Membership Qualifying Examination.