Cadesky Tax 2021 Tax Seminar Series

Topics

Session 1: Tax Update – September 14

  • Tax changes proposed in election platforms.
  • Status of federal budget proposals.
  • Are tax increases inevitable, what increases and when.
  • CRA audit of CEWS and non-CCPC plans.
  • Using capital gains exemption to take out corporate funds (new planning from legislative change and time limited opportunity). What you should consider.

Session 2: Passing on the Family Business – October 5

  • Election results and likely tax changes.
  • Succession of the family business, tax strategies and issues to consider.

Session 3: Employee Incentive Programs - October 19

  • Employee incentive programs, basic rules.
  • Creative approaches illustrated with five examples which improve the tax result.
  • US tax changes relevant to Canadian clients (personal and corporate tax rate increases, reduction in US estate tax exemption and rate increase, other possible changes).

Session 4: The Troublesome U.S. Beneficiary – November 2

  • Tax issues of a US person (US citizen or US resident) being a beneficiary.
  • Overview of US tax rules.
  • Tax planning ideas illustrated with four case studies.
  • Use of Canadian unlimited liability company (ULC) and check-the-box election.

Session 5: Owner-Manager Remuneration Update - November 16

  • Owner-manager remuneration review and planning.
  • Small business deduction, NERDTOH/ERDTOH, TOSI.
  • Creative approaches and cautions on aggressive planning.

Session 6: TOSI Refresher – November 30

  • TOSI refresher.
  • Overview of basic rules.
  • TOSI central resources and TOSI analysis program.
  • Update on new CRA positions.
  • Planning ideas.

Session 7: Mistakes in Estate Planning - December 7

  • Common mistakes in estate planning.
  • Non-tax issues such as choice of executor, family harmony, family law issues, validity of will, conflicts of interest.
  • Tax mistakes such as not redeeming shares in a freeze, insurance in the wrong place, ineffective estate freezes.

Session 8: The 21-Year Rule – December 17

  • The 21 year rule, how it works.
  • Planning ideas and strategies that don’t work.
  • Capital gain, good or bad and using pipeline planning.
  • Year-end tax planning in light of possible tax changes for 2022.

Note: We will add other topics as circumstances warrant (e.g. if there is a Federal Budget)

Format

  • Virtual seminar series by Zoom
  • 8 Sessions, 75 minutes pre-recorded, 15 minutes live questions, 90 minutes each in all
  • Detailed slides with notes sent in advance
  • Focus on current topics of interest
  • Posted on website for later review
  • CPD accredited, certificate provided, 12 hours of verified CPD including 1.5 hours of ethics
  • Access to our Seminars Archive , Calculation Programs and TOSI Central
  • Zoom watch/listen mode
  • Questions by dedicated e-mail address
  • Access via laptop, tablet or mobile phone


Dates

Broadcast and live question date

Session 1 Tuesday, September 14, 2021
Session 2 Tuesday, October 05, 2021
Session 3 Tuesday, October 19, 2021
Session 4 Tuesday, November 02, 2021
Session 5 Tuesday, November 16, 2021
Session 6 Tuesday, November 30, 2021
Session 7 Tuesday, December 07, 2021
Session 8 Friday, December 17, 2021

All sessions run from 9:00 am to 10:30 am

Fee

$450 + HST per person
Registration fee includes:

  • 8 webinars and Q/A sessions
  • Slides and notes
  • Access to recordings of webinars
  • Access to our calculation programs, seminar archive and TOSI Central
  • Certificate for CPD

Registration

You can register online by filling this registration form. Please note that registration will not be processed until payment has been received.

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Questions can be addressed to seminars@cadesky.com or Terri Wood.

E-mail: seminars@cadesky.com