Registration and Breakfast

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Opening Remarks

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Co-Chairs:
Nicole D’Aoust, Miller Thomson LLP (Toronto, ON)
Karen Cooper, KPMG Law LLP (Ottawa, ON)

Case Law Update: An Update on Noteworthy Cases from 2022-2023

Sponsor

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Speakers:
Kristina Roberts, Miller Thomson LLP (Calgary, AB)
Heather Keachie, Gardiner Roberts LLP (Toronto, ON)
Brian Milne, Norton Rose Fullbright (Calgary, AB)

Donation of Private Corporation Shares

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The $500 million gift of private company shares to The Winnipeg Foundation has highlighted the potential for transformative gifts to be made by way of private company shares. This presentation will discuss the rules and issues to consider when contemplating these gifts.

Speaker:
Florence Carey, F I Carey Law Corporation (Winnipeg, MB)

Examining the Fairness of the CRA's Audit Process for Charities

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Introduction:  Terry Carter, Carters LLP (Orangeville, ON)

On March 27, 2023, the Taxpayers' Ombudsperson released his report, Charity Begins with Fairness: More to Explore, detailing his Office's investigation into issues raised by certain Muslim-led charities about the fairness of the CRA's audit process. He will present the legal obstacles encountered during the examination as well as the report's findings and recommendations .

Speaker:
François Boileau, Taxpayers' Ombudsperson (Ottawa, ON)

Legal Approaches to Remedying Bias (Part I)

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The Muslim Association of Canada (“MAC”) has launched a court application that alleges bias, islamophobia, and infringement of MAC’s Charter rights by CRA during an audit. Geoff Hall, counsel for MAC, will present the Charter arguments being advanced in this case.

Speaker:
Geoff Hall, McCarthy Tétrault LLP (Toronto, ON)

Refreshment Break

Sponsor

Meeting Foyer

Legal Approaches to Remedying Bias (Part II)

Sponsor

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This presentation will address the following topics: (1) the limits of the common law related to charity and bias, specifically advancement of religion and the principle of public benefit; and (2) administrative law remedies that are available to deal with bias. The presentation will conclude with a panel discussion moderated by Terry Carter.

Speakers:
Anver Emon, University of Toronto Faculty of Law (Toronto, ON)
Molly Luu, Miller Thomson LLP (Toronto, ON)

Panel Discussion - Legal Approaches to Remedying Bias

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Moderator:
Terry Carter, Carters LLP (Orangeville, ON)

Luncheon

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CRA Comes to Lunch

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An update on the work of the Charities Directorate and its ongoing initiatives.

Speaker:
Sharmila Khare, Director General, Canada Revenue Agency (Ottawa, ON)

CBA Jane Burke-Robertson Award of Excellence in Charity and Not-For-Profit Law Presentation

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CBA Charities and Not-for-Profit Law Student Essay Contest Presentation

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Primer on Donor Advised Funds and Current Issues: Revisited

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This presentation will feature an update on donor advised funds, the new disbursement quota rules in the Income Tax Act (Canada), and proposed changes to T3010 reporting.

Speaker:
Jacqueline Demczur, Carters Professional Corporation (Orangeville, ON)

Refreshment Break

Sponsor

Meeting Foyer

New Qualifying Disbursement Rules

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This presentation will discuss the new qualifying disbursement rules in the Income Tax Act (Canada), as well as CRA’s draft guidance on the new rules and public consultation process

Speaker:
Adam Aptowitzer, KPMG Law LLP (Ottawa, ON)

Policy and Legislative Updates

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This presentation will feature updates on a variety of topics including the Federal budget 2023, the new trust reporting rules, and provincial corporate updates.

Speakers:
C. Yvonne Chenier, K.C., IntegralOrg (Calgary, AB)
Erin Bokshowan, MLT Aikins (Saskatoon, SK)
Adam Greco, BLG (Toronto, ON)
Reea Galeano, Gowlings LLP (Toronto, ON)

Closing Remarks

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Closing Reception

Trade Café