Registration and Lunch

Conference Welcome and Introduction

Speaker: Brian R. Carr, Thorsteinssons LLP (Toronto, ON)

Statutory Interpretation

Speaker: Professor Geoffrey Loomer, University of Victoria (Victoria, BC)

Refreshment Break

Choice of Business Vehicles

Speaker: Richard Lewin, Wildeboer Dellelce LLP (Toronto, ON)

Refreshment Break

Introduction to Tax Attributes

Speaker: Fred Purkey, McCarthy Tétrault (Montreal, QC)

Case Study: A review of paid-up capital, stated capital, adjusted cost base and proceeds of disposition

Breakout 1

Richard Lewin, Wildeboer Dellelce LLP (Toronto, ON)

Breakout 2

Fred Purkey, McCarthy Tétrault (Montreal, QC)

Breakout 3

Professor Geoffrey Loomer, University of Victoria (Victoria, BC)

Dinner

GST and PST Issues Affecting Corporate Reorganizations, Business Sales and Partnerships

Speaker: W. Jack Millar, Millar Kreklewetz LLP (Toronto, ON)

Breakfast

Rollovers - Section 85

Speaker: Jerald M. Wortsman, Torys LLP (Toronto, ON)

Refreshment Break

Corporate Distributions

Speaker: Mark Brender, Osler, Hoskin & Harcourt LLP (Montréal, QC)

Refreshment Break

Share Exchanges (Section 51, 85.1, 86, and 86.1)

Speaker: Don Cherniawsky, K.C., FCA-CPA, Felesky Flynn (Edmonton, AB)

Lunch

Sponsored by

Amalgamations and Wind-Ups

Speaker: Paul Stepak, Blake Cassels & Graydon LLP (Toronto, ON)

Refreshment Break

Sponsored by

Case Study: Section 85

Breakout 1

Jeffrey Oldewening, McCarthy Tétrault LLP (Toronto,ON)

Breakout 2

Paul Stepak, Blake Cassels & Graydon LLP (Toronto, ON)

Breakout 3

Don Cherniawsky, K.C., Felesky Flynn (Edmonton, AB)

Breakout 4

Jerald M. Wortsman, Torys LLP (Toronto, ON)

Breakout 5

Mark Brender, Osler, Hoskin & Harcourt LLP (Montréal, QC)

Refreshment Break

Divisive Reorganizations

Speaker: Jeffrey Oldewening, McCarthy Tétrault LLP (Toronto,ON)

Dinner

Free dinner with optional wine tour and dinner. Shuttle for Wine Tour will depart from front entrance of the Hotel at 6:00 p.m. You must be registered for this prior to the conference.

Breakfast

Financing Issues

Speakers: Mark Meredith, Clark Wilson LLP (Vancouver, BC)
John Lorito, Stikeman Elliott LLP (Toronto, ON)
Jeff Trossman, Blake, Cassels & Graydon LLP (Toronto, ON)

Refreshment Break

Financing Issues (continued)

Refreshment Break

Financing Issues (continued)

Lunch

Purchase and Sale of a Business/Asset Sales

Speaker: Wendi Crowe, Miller Thomson LLP (Edmonton, AB)

Refreshment Break

Purchase and Sale of a Business/Share Sales

Speaker: Patrick McCay, McCarthy Tétrault LLP (Toronto, ON)

Case Study: Purchase and Sale of a Business/Tax Issues in Documentation

Breakout 1

Wendi Crowe, Miller Thomson LLP (Edmonton, AB)

Breakout 2

Patrick McCay, McCarthy Tétrault LLP (Toronto, ON)

Breakout 3

Genevieve Lille, DLA Piper (Canada) LLP (Toronto, ON)

Refreshment Break

Partnerships

Speaker: Genevieve Lille, DLA Piper (Canada) LLP (Toronto, ON)

Dinner

Sponsored by

Breakfast

Small Business Planning

Speakers: Daren Baxter, McInnes Cooper (Halifax, NS)
Maureen Berry, Fasken Martineau DuMoulin LLP (Toronto, ON)

Refreshment Break

Small Business Planning (continued)

Refreshment Break

Tax Dispute Resolution I: Assessments, Appeals and Enforcement

Speaker: Ed Kroft, K.C., Bennett Jones LLP (Vancouver, BC)

Lunch

Appellate Practice in the Supreme Court of Canada

Speaker: The Honourable Marshall Rothstein, C.C., K.C., Osler, Hoskin & Harcourt LLP (Vancouver, BC)

Refreshment Break

Tax Dispute Resolution II: The Conduct of Tax Litigation

Speaker: Ed Kroft, K.C., Bennett Jones LLP (Vancouver, BC)
The Honourable Patrick Boyle, Acting Associate Chief Justice,Tax Court of Canada (Ottawa, ON)
Martha MacDonald, Torys LLP (Toronto, ON)

Practice Dilemmas: Solicitor - Client Privilege / Dealing with Investigations and Voluntary Disclosures / Civil Penalties / Ethical Issues

Speakers: Brian R. Carr, Thorsteinssons LLP (Toronto, ON)
Ed Kroft, K.C., Bennett Jones LLP (Vancouver, BC)
Martha MacDonald, Torys (Toronto, ON)

Dinner and Risk Management for Tax Advisors

Speakers: Brian R. Carr, Thorsteinssons LLP (Toronto, ON)
Ed Kroft, K.C., Bennett Jones LLP (Vancouver, BC)

Breakfast

The General Anti-Avoidance Rule

Speakers: Matt Williams, Thorsteinssons LLP (Toronto, ON)
Professor David Duff, University of British Columbia (Vancouver, BC)
Deen Olsen, Justice Canada, Tax Law Services Branch (Ottawa, ON)

Refreshment Break

The General Anti-Avoidance Rule (continued)

Refreshment Break

Non-Resident Trusts and Offshore Investment Fund Properties

Speaker: Brandon Wiener, Thorsteinssons LLP (Toronto, ON)

Lunch

Sponsored by

Taxpayer Migration

Speaker: Professor Colin Campbell, Faculty of Law, University of Western Ontario (London, ON)

Refreshment Break

Inbound Investment - Cross Border Issues

Speakers: Christopher Steeves, Fasken Martineau DuMoulin LLP (Toronto, ON)
Carrie Smit, Goodmans LLP (Toronto, ON)
Amanda Heale, Osler, Hoskin & Harcourt LLP (Toronto, ON)

Refreshment Break

Stock Incentive Plans and Other Equity Based Incentives

Speaker: Elizabeth Boyd, Blake, Cassels and Graydon LLP (Toronto, ON)

Free evening

Breakfast

Life, Death and Taxes: Planning Strategies for the Final Exit

Speakers: Professor Catherine Brown, Faculty of Law, University of Calgary (Calgary, AB)
Elena Hoffstein, Miller Thomson LLP (Toronto, ON)
Joan E. Jung, Minden Gross LLP (Toronto, ON)

Refreshment Break

Sponsored by

Life, Death and Taxes: Planning Strategies for the Final Exit (continued)

Refreshment Break

Outbound Investment - The Foreign Affiliate Rules

Speaker: Robert Raizenne, Osler, Hoskin & Harcourt LLP (Montréal, QC)

Lunch

Outbound Investment - The Foreign Affiliate Rules (continued)

Closing Remarks

Speaker: Brian R. Carr, Thorsteinssons LLP (Toronto, ON)