Master the complex tax rules governing earn-outs, trust structures, and dividend refunds in corporate acquisitions.
Mergers and acquisitions are never just about price and structure—they are defined by tax risk. With frequent amendments to the Income Tax Act (Canada) and evolving administrative positions, even well-planned transactions can produce unexpected and costly tax outcomes.
A clear understanding of the more nuanced tax issues that arise in M&A is essential for advisors who want to protect value, manage risk, and deliver confident advice to their clients.
This presentation provides a practical, transaction-focused discussion of several high-impact M&A tax issues, including:
Taken together, these issues highlight how easily tax outcomes can diverge from commercial intent in an M&A transaction if they are not addressed early and deliberately. By understanding where the technical traps lie—and how recent legislative changes reshape the planning landscape—advisors can better anticipate risk, preserve value, and guide clients through increasingly complex transactions with confidence. This presentation is intended to leave practitioners not only more informed, but better prepared to spot issues, ask the right questions, and deliver tax advice that meaningfully supports deal success.
1 activity • 1 videos • duration: 2h 1m
Tax Structuring, Planning & Reporting
At CPA Solutions we provide services throughout the cycle of a tax transaction from setting up creative domestic or cross border structures to implementing those structures and finally reporting them on the tax returns. Our knowledge of Canadian and US taxation coupled with an understanding of the accounting concepts enables us as a practitioner to provide a complete overall service to achieve our clients needs. We strive to only enhance your practice in ways a larger firm can achieve through their in-house tax department.
Partner at CPA Solutions LLP
Boris has over 17 years of experience in public practice. Before becoming a partner at CPA Solutions LLP, Boris worked as a senior tax manager in the private enterprise group at one of the big four national firms. Boris has vast experience working with owner-managers and their small, medium, and large private corporations across industries. In addition, Boris is also involved in the tax community through the facilitation of the In-Depth tax courses, facilitation of tax week under the former School of Accountancy and through presenting on various tax topics at YDCPAA, PD Consortium and AJAG.
Partner at CPA Solutions LLP
Alex is a member of the Institute of Chartered Accountants of Ontario (CA), the Certified General Accountants of Ontario (CGA), 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 CICA In-Depth Tax Course. He has over 17 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. Furthermore, Alex also assists in Canadian and US tax compliance and other tax-related matters. Alex is heavily involved in the tax community and is a member of the Canadian Tax Foundation (CTF). He has published articles for the CTF and presented at various events for the CTF. In addition to this, Alex has also presented at events for CPA Ontario and other industry-specific events. Finally, he also facilitates the CPA Canada In-Depth Tax Course.
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.
