Events

POLICY CONFERENCE AND LIVE WEBCAST

Tax Planning Using Private Corporations:
Analysis and Discussion with Finance


Monday, September 25, 2017 | 8:00 am - 5:45 pm


Infinity Convention Centre
2901 Gibford Drive | Ottawa, ON K1V 2L9 (Get directions)   

Live Webcast: Individual
and group rates are both available. Click here for details.

 Program is subject to change. Please check back frequently for the most up-to-date version.
Monday, September 25, 2017
7:00 am -
8:00 am

Registration opens: Coffee and light breakfast will be served 

8:00 am -
9:00 am
Setting the Stage: Department of Finance Panel

Ted Cook, Department of Finance 
Maude Lavoie, Department of Finance  
Andrew MarslandDepartment of Finance

9:00 am -
10:00 am
Taxation of Investment Income: Historical Context & Current Legislative Framework

David Duff,
University of British Columbia
Kevin Milligan,
Vancouver School of Economics, University of British Columbia
Jack Mintz,
University of Calgary

10:00 am -
10:15 am
Question Period

10:15 am -
10:30 am
Refreshment Break

Moderator: Brian Arnold, Canadian Tax Foundation 
10:30 am -
11:30 am
Taxation of Investment Income

i. What is the policy objective?
ii. What policy options have been proposed?
iii. What are other options?

Bruce Ball, CPA Canada
Alex Laurin, CD Howe Institute
Jeffrey Trossman, Blake, Cassels & Graydon

11:30 am -
11:45 am
 
Question Period
11:45 am -
12:15 pm
Taxation of Investment Income: Practitioner Perspectives on Proposals and Potential Issues

Mike Dolson, Felesky Flynn
Sandra Mah, DLA Piper 

12:15 pm -
12:30 pm
 
Question Period
12:30 pm -
1:30 pm
Lunch 

Moderator:   Albert Baker, Deloitte 
1:30 pm -
2:45 pm
Income Sprinkling
History, policy framework & current regime 
Discussion of July 18 proposals, draft legislation & alternatives

David Christian,
Thorsteinssons 
Rachel Gervais
, BDO Canada
Michael Wolfson,
University of Ottawa

2:45 pm -
3:00 pm
 
Question Period
 
Moderator:  Allan LanthierRetired partner, EY
3:00 pm -
4:15 pm
Surplus Stripping
History, policy framework & current regime 
Discussion of July 18 proposals, draft legislation & alternatives

Greg Bell, KPMG
Mark Brender, Osler, Hoskin & Harcourt
Bruce Harris, PwC
Robert Raizenne, Osler, Hoskin & Harcourt

4:15 pm -
4:30 pm 
Question Period

4:30 pm -
4:45 pm 
Refreshment Break 
Moderator:   Shawn Porter, Deloitte 
4:45 pm -
5:45 pm 
Reactions & Closing Observations: Department of Finance and Practitioners Panel

Cathie Brayley,
Clark Wilson
Miodrag Jovanovic, Department of Finance
Brian Ernewein,
Department of Finance
Heather Evans,
Canadian Tax Foundation
Mitch Sherman,
Goodmans

5:45 pm  Adjournment 

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10/19/2017 9:24:09 PM