Events

2018 ST. JOHN'S TAX SEMINAR


 

SHERATON HOTEL NEWFOUNDLAND | 115 CAVENDISH SQUARE, ST. JOHN'S, NEWFOUNDLAND

The registration desk will open at 7:45am on Friday morning and will remain open for the duration of the conference. Please check in at the registration desk, located in the foyer of the hotel  

Friday, September 28, 2018
7:45 am -
8:30 am
Registration & Breakfast
Moderator: TBA
8:30 am -
9:00 am
Current Issues

Legislative and administrative developments, including technical interpretations and Folio updates issued by CRA in 2018.

Adam Denny, CPA, CA, Grant Thornton LLP, St. John's

9:00 am -
9:30 am
Recent Court Decisions

A review of recent decisions that affect owner-managed businesses and private companies.

Brian Awad, McInnes Cooper, St. John's

9:30 am - 
9:50 am
US Tax Changes

A brief review of Trump's tax changes, with a focus on filing forms, elections and remittances as well as other compliance issues for Canadian corporations including potential exposure to substantial penalties.

Janice Connors, KPMG LLP, St. John's

9:50 am -
10:00 am
Questions
10:00 am -
10:20 am

Moderator: TBA
10:20 am -
10:50 am
Tax on Split Income

This session will include a review of the new rules, identify the process to confirm what income is subject to TOSI and what is not, provide some planning tips, and identify areas of continuing uncertainty.  

Greg London, CPA, CA, BDO Canada LLP, St. John's
Mike Trahey
, CPA, CA, BDO Canada LLP, St. John's

10:50 am -
11:20 am
Passive Income Proposals

Allison Walsh, CPA, CA, BDO Canada LLP, St. John's 
Jillian Walsh, CPA, CA, BDO Canada LLP, St. John's

11:20 am - 
11:50 am

Owner-Manager Remuneration - Why, Who, How of IPP’s & RCA’s

  • WHY — recent federal changes for business & passive income, all costs paid & tax deductible
  • WHO — business owners with T4 income above $150k, past service, significant passive income, ideal candidate 50+ years of age 
  • HOW — T4 income from 1991 onward, including past service allows past service buyback, terminal funding, recent changes in NL legislation allow more flexibility on wind up
 
Kevin J. Dunphy, CLU, CFP, Dunphy Molloy & Associates, St. John's
David Harding
, Industrial Alliance Insurance and Financial Services, Halifax

11:50 am -
12:00 pm
Questions 
12:00 pm -
1:30 pm
Luncheon  

Keynote Speaker

Dorothy Keating
Immediate Past Chair, St. John's Board of Trade

2017 Private Corporation Tax Changes "Did Democracy Work?"

Moderator: TBA
1:30 pm -
2:10 pm

Estates and Trusts

It’s 2018:  Is there a Place for Trusts? The taxation of trusts and income earned and distributed by a trust has changed significantly over the past number of years.  One might reasonably ask … Is there a place for trusts in today’s tax plan?  This session will review the tax and non-tax reasons for having a trust as part of a plan.  It will also review issues advisors should keep in mind in dealing with existing trusts including GRE’s, non-resident beneficiaries, principal residences, allocation of income and proof of payment and the 21-year rule.  

Cathie Brayley, Miller Thomson LLP, Vancouver

2:10 pm -
2:50 pm

Business Succession

This session will provide a tool box of process solutions for the development of Business Succession Plans and identify the taxation hazards and multiple complexities which need to be addressed by the professional. It will focus on financing strategies to provide liquidity to the entrepreneur through effective planning for the business and the estate.

Vaughn Hoskins, CPA, CA, Freedom 55 Financial, St. John's
John F. Morgan
, CPA, John F. Morgan, CPA, St. John's

2:50 pm -
3:00 pm
Questions
 
3:00 pm -
3:20 pm

Moderator: TBA
3:20 pm - 
3:50 pm
 
Purchase and Sale of a Business

Steve Landau, FCPA, FCA, EY LLP, Toronto
Troy Stanley, CPA, CA, EY LLP, St. John’s

3:50 pm -
4:40 pm
CRA Panel

  • Disputes
  • Hot Audit Topics
  • Potpourri of Tax Filing and Administrative Issues

Moderator: Allison Whelan, Stewart McKelvey, St. John's
Speakers TBA

4:40 pm - 
4:50 pm 
Questions
4:50 pm -
6:30 pm    

Networking Reception
 

 

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8/20/2018 7:30:43 AM