2011
Prairie Provinces Tax Conference

Keeping Tax Practitioners Informed

Monday and Tuesday, May 30 - 31, 2011

The Westin Edmonton
10135 - 100 Street

[Fees] [Cancellation]
[Program Committee]
[Hotel Accommodation] 

Register online
Registration form - PDF

Early Bird deadline is Friday, April 29, 2011

Renew your acquaintances, create new alliances with other tax professionals and government officials, and benefit from great networking opportunities.

Program
Monday, May 30, 2011
7:30 am  Registration 
7:30 am - 8:30 am

Breakfast

Sponsored by
Felesky Flynn LLP

8:15 am 

Opening Remarks

Larry F. Chapman, Executive Director & CEO - Canadian Tax Foundation, Toronto
8:30 am - 9:20 am

Current Cases

A review of recent cases from the Tax Court, the Federal Court of Appeal and the Supreme Court that impact owner-managed businesses and private companies.

Kurt G. Wintermute - MacPherson Leslie Tyerman LLP, Saskatoon
Frank Baldry, CA - PricewaterhouseCoopers LLP, Saskatoon

9:20 am - 9:55 am

Current Issues

A review of recent legislative and administrative developments in federal and provincial tax law.

Douglas J. Forer - McLennan Ross, Edmonton
Glen Thompson, CA - Meyers Norris Penny, Edmonton

9:55 am - 10:10 am Questions
10:10 am - 10:30 am
Refreshment break

Sponsored by
PricewaterhouseCoopers LLP

10:30 am - 11:05 am Update on Charities and Not-for-Profit Organizations

There have been a number of recent changes to CRA's interpretations and administrative positions relating to charities and not-for-profit organizations.  A number of charities have lost their registration status as a result of certain fundraising activities.  This session will review these activities and changes and the impact they will have on the business and fundraising activities of these organizations.  Some of the changes directly impact the activities of First Nations organizations.  The impact on these organizations will also be addressed.

Robert Hayhoe, Miller Thomson, Toronto
Gail Black, Miller Thomson, Calgary

11:05 am - 11:40 am

The Status of the US Estate Tax in 2011 and Beyond

Changes to the US Estate Tax that took effect in 2011 will have significant impacts on US citizens and Canadians owning US property.  This session will provide an update on how the reinstated estate tax will impact planning techniques employed by US citizens and Canadians owning property in 2011 and beyond.

Leslie R. Kellogg - Hodgson Russ LLP, Buffalo/Toronto
James Merkosky, CA - PricewaterhouseCoopers LLP, Edmonton
11:40 am - 12:00 pm Questions
12:00 pm - 1:30 pm

Lunch

Guest Speaker:
Dr. Karyn Gordon – Understanding and Motivating Gen Y

Dr. Karyn Gordon is one of North America's leading authorities on understanding and motivating Generation Y. She is frequently interviewed by national media (Globe & Mail, National Post, City Line, Breakfast Television) and speaks to various groups to provide insight into connecting and motivating Generation Y.

Sponsored by
Fraser Milner Casgrain LLP

 

1:30 pm - 2:05 pm

Handling Tax Audits and Disputes with Tax Litigation in Mind

Tax audits and disputes can often unexpectedly result in litigation.  This session will provide practitioners with practical dos and don'ts to position taxpayers with the best opportunity for success if litgation arises.

Cheryl A. Gibson, FCA, J.D. - Fraser Milner Casgrain LLP, Edmonton
Dan Misutka - Fraser Milner Casgrain LLP, Calgary

2:05 pm - 2:45 pm

Professional Negligence - How to Avoid Being Sued 

This session will examine the main reasons for negligence actions against professionals and actions that can be taken to limit and avoid liability.

Stuart J. Weatherill - Emery Jamieson LLP, Edmonton
Derek J. Hopfner - Emery Jamieson LLP, Edmonton

2:45 pm - 3:00 pm Questions
3:00 pm - 3:20 pm
Refreshment break
3:20 pm - 4:30 pm

Employee Stock Ownership in Private Corporations 

Despite the difficult issues that can arise when employees are given ownership interests in private corporations, a number of high profile private companies have been able to make the model work successfully.  This session will address the following:

  • successful models for employee ownership
  • tax and non-tax issues for employers and employees
  • impact on control by majority owner - corporate law rights including minority shareholder rights
  • accounting and disclosure implications

Jeremy Herbert - Felesky Flynn LLP, Edmonton
Kent Davison, PricewaterhouseCoopers LLP, Edmonton

4:30 pm - 4:45 pm Questions
4:45 pm Adjournment
 

Monday Evening Reception
5:00 pm
2200 Oxford Tower

Hosted by:
MacPherson Leslie & Tyerman 
 

  

 

Tuesday, May 31, 2011
7:30 am
Registration
7:30 am - 8:30 am  

Breakfast

Sponsored by
Meyers Norris Penny LLP

   

8:30 am - 9:20 am

Owner-Manager Remuneration Update

This session will examine the impact of changes to corporate and personal tax rates and the dividend taxation regime on owner-manager remuneration, including integration and other pertinent changes in legislative and administrative practice.

Dustin Burbank - Ernst & Young LLP, Edmonton
9:20 am - 9:55 am

The Top 10 GST, HST and PST Issues 

In this session, the Top Ten issues impacting the computation of GST, the HST and the PST will be discussed including:

  • Issues involving real estate
  • Charges between related companies
  • Penalties
  • Place of supply rules
  • Inter-provincial issues
  • PST issues

Brad Perkins - KPMG LLP, Edmonton

9:55 am - 10:10 am Questions
10:10 am - 10:30 am

Refreshment break

10:30 am - 11:05 am Tax Issues for First Nations 

This session will provide an update on income and commodity tax issues encountered by First Nations businesses and individuals.

Peter Ranson, CA - KPMG LLP, Prince George
Howard Morry - Pitblado, Winnipeg

11:05 am - 11:40 am Practical Issues Encountered While Winding-up a Company 

This session will examine the practical and technical issues encountered in winding up companies where either section 88(1) or 88(2) have application. 

Timothy P. Kirby - Felesky Flynn LLP, Edmonton
Christopher J. Montes - Felesky Flynn LLP, Calgary

11:40 am - 12:00 pm Questions
12:00 pm - 1:30 pm
Lunch
 
1:30 pm - 2:05 pm   Update on the Use of Professional Corporations 

Recent changes to provincial regulation of the professions in Alberta have created new opportunities for tax planning using professional corporations.  This session will review the tax and other advantages and disadvantages of using professional corporations.

Mark H. Woltersdorf - Fraser Milner Casgrain LLP, Edmonton

2:05 pm - 2:45 pm

Recent Developments in Estate Planning and The Use of Trusts

Comments by the CRA at the 2010 Annual Conference Round Table have left practitioners wondering about the use of techniques to avoid double taxation.  This session will update practitioners on the key developments in the past year and will review the post-mortem planning techniques commonly used to reduce taxes. 

In the last two years, there has been a significant focus on issues involved with trusts as a result of high-profile court cases and CRA's increased audit focus.  This session wil update practitioners on the key developments in the past year and provide pactical guidance on how to structure and maintain trusts and what to do if the CRA comes calling.  The session will also discuss practical issues encountered when winding up a trust before or after its 21-year anniversary.

Bryan Anderson, CA - Deloitte & Touche LLP, Edmonton
2:45 pm - 3:00 pm Questions
3:00 pm - 3:20 pm Refreshment break
3:20 pm - 4:30 pm

Tax Administration Panel

The panel will discuss key audit focus areas, recent audit issues and other tax administration developments impacting small and medium-sized businesses.

Deanna Muise, CA, TEP, Kingston Ross Pasnak, Edmonton
Ron Mar, McCarthy Tetrault, Calgary
Richard Montroy, Deputy Assistant Commissioner, Compliance Programs Branch, Canada Revenue Agency, Ottawa
Daryl Boychuk, Director, Rulings Directorate, Canada Revenue Agency, Ottawa
Diana Gibson, Assistant Director of Audit, Edmonton Tax Services Office

4:30 pm - 4:45 pm Questions
4:45 pm Adjournment

 

Program Committee
Cheryl A. Gibson, FCA, J.D.
Fraser Milner Casgrain LLP, Edmonton
Bill Daye, FCA, TEP
BDO, Edmonton 
Craig Hermann*
Hergott Duval Stack, Saskatoon 
Howard Morry*
Pitblado, Winnipeg
Glen Demke
KPMG, Edmonton
Glen Thompson
Meyers Norris Penny, Edmonton 
Richard Kirby
Felesky Flynn, Edmonton
Garnet Matsuba
MacPherson Leslie & Tyerman, Edmonton 
Brad Gilewich
PricewaterhouseCoopers, Edmonton

 * Governor, Canadian Tax Foundation


Registration form - PDF

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Fees

   Member Non-member
Early Bird 
(register & pay on or before April 29)
$680 N/A
Regular (after April 29) $795 $1105
Government  $630  $780
Young Practitioner  $530 $680
Full-time Academic  $125 $125
Full-time Student  $100 $100 
Important note:
Each registration is intended for use by only one individual. Sharing a single registration between two or more individuals is not permitted.
 
Conference Materials*  
Conference Binder  $50.00 
Electronic   $0.00
* Important note about Conference Materials:

Conference Materials (papers and powerpoint presentations) will be posted on the CTF web site prior to the conference. The conference registration fee includes electronic access to these materials; the registration fee does not include a printed copy of the materials.

If you would like to receive a Conference Binder, please select this option when registering; you will be charged an additional $50.00 to cover the cost of the binder.

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Hotel Accommodation

Out-of-town registrants should make their own hotel arrangements at The Westin Edmonton by calling 1.800.228.3000. The hotel is holding a block of rooms for registrants on a first-come, first-served basis until Friday, April 29, 2011. Please be sure to ask for the 2011 Prairie Provinces Tax Conference rate when booking.

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Cancellation

If you are unable to attend the conference, registration may be transferred to one other individual. Please submit the name of the substituted delegate to Roda Ibrahim at ribrahim@ctf.ca up to three business days prior to the start of the conference. After that, the substitution will be accepted only at the conference site. If substitution is not an option, written notice of cancellation will be accepted by the Conference Department Friday, May 20, 2011. Individuals who cancel their registration prior to this deadline will receive a refund, less a $100 administration fee, at the conclusion of the conference. We regret that we can not issue refunds for notices of cancellation received after this deadline.

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