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.