Navigating CRA Assessments, Trust Reporting Rules, and Capital Dividend Challenges
In this comprehensive webinar, our expert speakers will guide you through a range of topics, emphasizing practicality over technical jargon. Throughout the course, we will delve into four key areas:
Rollover Transactions: Gain a deep understanding of the intricacies of rollover transactions, with a focus on sections such as 51, 85, and 86 of the Income Tax Act. Learn how to navigate these transactions effectively.
Maintaining Family Trusts: Explore the complexities of family trusts and recent amendments to Alberta's Trustee Act. Discover strategies to ensure trust integrity and compliance and how to respond to trust audits and challenges.
Capital Dividends: Delve into the world of capital dividends, including potential pitfalls to avoid and optimization strategies for capital dividend planning and compliance. Understand the implications for small business corporations.
Transparency and Compliance: Learn about the importance of proper legal documentation, transparency, and compliance in tax transactions. Stay up-to-date with recent changes in tax laws, reporting regimes, and rules such as the CRA's Reportable and Notifiable Transaction Rules. Our speakers will emphasize the critical role of documentation and evidentiary support in tax management, highlighting their importance in substantiating essential facts.
Throughout the course, interactive participation and audience questions are encouraged to ensure a dynamic and engaging learning experience. By the end of this course, you will be equipped with practical knowledge and tools to navigate tax challenges, implement best practices, and optimize tax planning strategies. Real-world examples, insights, and suggestions provided by our experts will enhance your understanding and ability to handle tax-related issues effectively.
The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
Partner at Miller Thomson
Andrew’s practice covers a broad spectrum of taxation law, with a primary focus on private corporations, trusts, family groups, and individuals. Areas of focus include transactions and reorganizations, tax dispute resolution and litigation, trust and estate matters, First Nation taxation, and goods and services tax. As a sought-after speaker and writer, Andrew provides insights to respected associations and publications, such as the Canadian Tax Journal, Legal Education Society of Alberta, Canadian Bar Association, Banff CA Small Practitioners Forum, and the University of Calgary Faculty of Law. Before becoming a lawyer, Andrew earned his Bachelor of Commerce and spent 10 years in the franchising industry, where he worked in a number of sales and executive roles. This hands-on experience shaped Andrew’s aptitude for negotiations, strategy, problem-solving, and conflict management. Andrew obtained his Juris Doctor degree from the University of Calgary and received a number of tax and other academic awards. Prior to joining Miller Thomson, Andrew practiced for 15 years at a boutique tax law firm in Calgary.
Partner at Miller Thomson
Bryant Frydberg is an experienced corporate tax and mergers and acquisitions lawyer who works mainly with owner / manager and other private corporations. Bryant also carries on a complementary business law practice. Bryant is committed to providing excellent service. He is accessible and responsive; he takes a pragmatic approach to solving problems and helping clients achieve their goals and objectives. Bryant’s practice includes: Corporate tax law: Bryant advises on all matters of corporate tax law including mergers and acquisitions, succession planning, planning and implementing other corporate reorganizations, and tax-driven corporate restructurings for private corporations. Mergers and acquisitions: Bryant acts for both purchasers and sellers in Canadian and cross-border merger and acquisition transactions, including structuring of the purchase and sale transaction. Corporate/commercial law: Bryant assists with unanimous shareholder agreements, cost-share agreements, and general business law matters. Bryant has considerable experience in transactions with dental support organizations (DSO), including selling dental practices to DSOs and structuring of DSOs. Bryant is a frequent writer and speaker on tax and corporate/commercial matters. He is also the editor of the “Estate Freeze” chapter in Miller Thomson on Estate Planning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
