Course content

    1. 1.0 - Basic Freeze Transactions & Reorganizations

    2. 2.0 - Trusts in Corporate Reorganization

    3. 3.0 - Planning for the Capital Gains Exemption

    4. 4.0 - Pre-Sale Reorganizations

    5. 5.0 - Reorganizations in the Post-Mortem Context Slides & Will Planning

    1. Recording Part #1

    2. Recording Part #2

About this course

  • $295.00
  • 5.75 CPD hours
  • September 23, 2021

Course Description

This course will cover various aspects of the tax and estate planning considerations involved in reorganizations. The speakers will review common fact situations that they have encountered and discuss issues and traps that planners should be aware of when advising their clients.

Topics covered:
  1. Basic freeze transactions and reorganizations
  2. Common issues that arise when using trusts in reorganizations
  3. Planning for the capital gains exemption
  4. Pre-sale reorganizations
  5. Reorganizations in the post-mortem context
  6. Will planning as part of reorganizations

Instructor(s)

Tyler Brent
[email protected]

Tyler takes pride in navigating complex legislation to ensure his clients optimize their tax positions and secure measurable, meaningful outcomes.

As a member of the firm's Tax Group, Tyler's practice includes personal and corporate tax planning, corporate reorganizations, M&A and litigation. Tyler's experience as a Chartered Professional Accountant means he has first-hand experience with tax and accounting matters. With an eye for detail and the ability to concisely explain complex issues, Tyler earns the trust of his clients by managing their issues diligently and resourcefully.

Tyler also serves as a director for FuturFund Canada Inc., a not-for-profit organization that focuses on improving financial literacy for Canadian youth.

Edward Miller
[email protected]

Edward draws on his technical expertise and strong business acumen to deliver strategic tax insight to domestic and international clients. Whether providing corporate or personal tax planning advice, Edward's primary focus is on achieving his clients' objectives.

Edward is a member of the firm's Tax Group. He provides advice on domestic and international corporate tax planning as well as personal tax planning for owner-managers and high-net-worth individuals.

Saam Nainifard
[email protected]

Saam is an associate in the firm’s Tax Group. Saam advises on all aspects of income taxation, with a particular focus on corporate taxation and reorganizations, mergers & acquisitions and international tax matters.

Saam has completed all levels of the CPA Canada In-Depth Tax Course.

Marni Pernica
[email protected]

Understanding both the financial and personal elements of a family is essential to ensuring that a client’s estate plan reflects their unique circumstances. Marni works closely with her clients to provide them with practical, thoughtful advice regarding their estate plan.

Marni frequently writes and speaks on topics involving tax, estate planning and business succession planning for audiences such as insurance and financial advisers, accountants, professionals, and fellow lawyers.

Robert Santia
[email protected]

Robert finds satisfaction in identifying and solving complex tax issues for the benefit of his clients. With a keen eye for details, and an in-depth understanding of tax law, Robert provides creative solutions to meet his clients’ needs. Recognizing that every matter is unique, he works collaboratively with his clients to provide customized tax solutions to achieve their goals.

As a member of the firm's Tax Group, Robert’s practice focuses on personal estate and tax planning. He also has experience in business tax planning, with a particular focus on corporate reorganizations.