Individual and Owner/Manager Taxation

Presented by the Taxation Law Section
Co-Chairs:  Brian R. Carr, Thorsteinssons LLP | Ed Kroft, Q.C., Bennett Jones LLP

COST FOR THE GROUP OF RECORDINGS
CBA members: $199
CBA Young Lawyer Members (<5 years): $120
CBA Student members: $49
Non-members: $429
Government: $329
Plus applicable taxes

Purchase individual sessions below or the full group for the best rates.

Group rates available. Please contact pd@cba.org.

Individual and Owner/Manager Taxation

Total Content Time: 6 CPD Hours

This grouping will provide:

• A description of the current regime relating to the taxation of private corporations and their shareholders;
• The various steps that an entrepreneur can take during his or her lifetime to reduce the tax burden imposed on the entrepreneur and his or her family during the entrepreneur’s lifetime;
• The orderly transfer of a business from one generation to another generation;
• Steps that can be taken during an entrepreneur’s lifetime and at the time of the entrepreneur’s death to reduce to the maximum extent possible the amount of tax exigible on the death of the entrepreneur.

We will also discuss the tax consequences of compensation arrangements for employees of both small and large corporations.

1. Life, Death and Taxes: Planning Strategies for the Final Exit 
2. Small Business Planning 
3. Stock Incentive Plans and Other Equity-Based Incentives