Intergenerational Transfers Part I: Technical Overview

AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.

Manu has over 20 years of experience in taxation in both domestic and international, personal and corporate taxation as well as litigation support. He runs his own independent tax practice with offices in Montreal and Toronto, serving a diverse client base which includes manufacturing, retail and distribution, construction, farming, real estate, athletes and artists, across Canada and the US. His firm acts as a counsel to over 100 professional firms in Canada and USA specializing in domestic and international reorganizations and transactions. Manu is known as one of the leading experts in Section 55 of the Act and butterfly reorganizations. He is an award winning and prolific tax writer. His Master of Taxation thesis on butterfly reorganizations won 2 awards and was published in the Canadian Tax Journal. Manu has published and presented over 250 tax articles and presentations since 2001 across Canada. Manu is an authority in taxation as his name has been cited 29 times in the Income Tax Act. Manu has taught tax at The Canadian Institute of Chartered Professional Accountants, The Canadian Tax Foundation and The Society of Trust and Estate Practitioners, of and various provincial accounting bodies across Canada. He sits on the Steering Committees for the Canadian Institute of Chartered Professional Accountants’ National Conference on Income Taxes; the Canadian Tax Foundation Laval Program Committee; CPA Canada’s Small and Medium Practitioner’s Tax Committee; and the Canadian Tax Foundation’s Ontario Tax Conference. Manu is currently serving a three-year term on the Canadian Tax Foundation’s Board of Governors.

Alex is a partner of CPA Solutions LLP, a boutique tax consulting firm. He is a Chartered Professional Accountant (CPA) and a Certified Public Accountant (CPA) licensed to practise public accounting by the State of Texas. He has completed all three levels of the In-Depth Tax Course and has over 15 years of experience working in the accounting departments of large companies and as a public practitioner. Over the years Alex has helped many private clients with their tax structuring and estate planning needs. He also assists in Canadian and U.S. 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 participates in two Steering Committees on behalf of the foundation. He has published articles for the CTF and has presented at various events for the CTF, CPA Ontario and other industry specific events.