Please join us for our breakfast seminar:
Date: Friday, January 27th at 9am to 11am (registration at 8:30am)
Location: Springhill Suites by Marriott Toronto, Vaughan – 612 Applewood Crescent, Vaughan, ON
Cost: $70 per person plus HST – Continental Breakfast Included
Tax update regarding the new disclosure rules for trusts, notifiable transactions, reportable transactions and uncertain tax treatments.
Bill C-208 created time-limited, unique planning opportunities around section 84.1 and paragraph 55(3)(a). This session will review the requirements of the Bill C-208 section 84.1 legislation and tax planning points to be aware of. Analysis of commentary by the Department of Finance and the CRA will also be discussed and considered.
Joe Figliomeni, CPA, CA (Fazzari + Partners LLP)
Joe is a Partner in our Tax Group. He joined Fazzari + Partners LLP in 2014 and established himself as a valuable member of the team. He qualified for his CPA, CA designation in 2017 and transitioned to Partner in 2021. Joe completed CPA Canada’s In-Depth Tax Course (Levels I, II and III) in 2019 and is currently pursuing a Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP) Canada.
H. Michael Dolson (Felesky Flynn LLP)
Mike advises public corporations, owner-managers, First Nations and public sector bodies on income tax and GST matters. Mike holds a Bachelor of Laws degree and Master of Laws degree in United States taxation, and is ranked by Canadian Lexpert® and The Best Lawyers in Canada™ as a leading tax lawyer. He regularly contributes to reputed industry publications and is a former lecturer at the University of Alberta.
Ryan W. Antonello, CPA, CA (Felesky Flynn LLP)
Ryan practices in all areas of Canadian tax law, with a focus on income tax planning. Prior to becoming a tax lawyer, Ryan earned his Chartered Accountant designation and practiced at a global accounting firm. Ryan has written and presented on numerous tax topics for a variety of publications and groups.
You will be contacted for payment.
Questions? Please contact Joan Camilleri