Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The Department of Finance released draft tax legislation for public consultation on August 4, 2023, with a stated focus on promoting tax fairness and a clean economy.
There were new versions of several proposed tax measures released as part of the 2023 federal budget and this symposium will cover some of these measures as below:
- Capital Gains Inclusion Tax
- Employee Ownership Trusts
- Intergenerational Business Transfers
- General Anti-Avoidance Rule
Join us for this essential symposium to deepen your expertise and stay ahead in the ever-evolving field of corporate tax.
Topics Include:
| Topic | Description | Speaker |
|---|---|---|
| Capital Gains Inclusion Tax |
The participants will be able to:
|
Jay Goodis |
| Employee Ownership Trusts |
The participants will be able to:
|
Babar Khan |
| Intergenerational Business Transfers |
The participants will be able to:
|
Haroon Khan |
| General Anti-Avoidance Rule |
The participants will be able to:
|
Haroon Khan |
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Key Takeaways
This symposim will cover:
- The proposed increase to the capital gains inclusion rate and its implications for Individuals and Corporations
- The proposed employee ownership trusts (EOTs) and their taxability.
- The new tax rules for owners transferring businesses to next generation family members.
- The proposed General Anti-Avoidance Rule (GAAR) amendments.
Who Will Benefit
This symposium is designed for tax professionals, financial advisors and corporate leaders seeking an in-depth understanding of advanced corporate tax strategies.
How to Access the Course
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To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
| SPEAKERS | |
|---|---|
|
|
Jay Goodis is the CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms. Combining his tax knowledge and process-building abilities, Jay specializes in tax planning and tax accounting software to support professional users. His current project uses specialized algorithms to determine/optimize and explore strategic tax planning solutions. His focus is always on solving challenging tax needs, supporting growth, and integrating efficiencies. Jay was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. He is currently the co-host of Canadian Tax Matters, a professional development webinar series for professionals to stay current on trending topics in tax. |
|
|
Babar Khan is an experienced cross-border tax professional with over 14 years of experience in US & Canadian tax compliance and advisory work. He specializes in taxation for Expatriates, Business Travelers, High Net Worth Individuals and Owner-Managed businesses. Babar also teaches at Canada’s Schulich School of Business and CPA Ontario. Babar holds an MSc (Tax) from University of Oxford (UK), an MBA from Schulich School of Business and a BBA from University of Toronto. He is also a dual US and Canadian CPA. Babar also serves on the board of a UK based EdTech company. |
|
|
Haroon Khan is an experienced tax professional, having served over 14 years at the world’s leading accounting firms, including the Big 4, as Senior Tax Manager and Tax Partner. Haroon obtained his Bachelor of Business Administration degree from the University of Toronto before qualifying as a CPA, CA in Canada and as a U.S. CPA in the State of Illinois. He has also completed all three parts of CPA Canada’s In-Depth Tax Program. |
