Tax Planning Full Day Event

There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.

6 Oct 2020, 8:30 AM

8.5 CPD hours

$225

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Course Description

Please note that this is a full day event and will be held at the Weston Golf & Country Club. The structure of the event is as follows:

  • Registration – 8:30 a.m. to 9:00 a.m.

1.  Accessing CRA Information and Navigating Audits & Objections (9:00 a.m. to 10:00 a.m.)

    Speaker: Nathan Wright, LL.B., MTAX, TEP and Ian Iatzko, J.D. of Spectrum Tax & Estate Planning

2. Update on the CRA Administrative Policies and Tax Rulings (10:05 a.m. to 11:05 a.m.)

    Speaker: Vitaly Timokhov, LL.B., LL.M. (NYU, Taxation) of TaxChambers LLP

3. The CRA Appeals Process Demystified (11:10 a.m. to 12:10 p.m.) 

    Speakers: Duane Milot, LL.B. and Igor Kastelyanets, J.D. of Milot Law

4. Exercise for Chronic Conditions (12:15 p.m. to 1:15 p.m.)

    Speaker: Igor Klibanov, CEO of Fitness Solutions Plus

5. Common Trust Issues: Planning and Administration (1:15 p.m. to 2:15 p.m.)

    Speaker: Kyle Lamothe, J.D. of Thorsteinssons LLP

6. TBA (2:20 p.m. to 3:20 p.m.)

    Speaker: Christine Ashton, LL.B. of Wilson Vukelich LLP

7. TBA (3:25 p.m. to 4:25 p.m.)

    Speaker: Robin MacKnight, LL.B., LL.M. of Wilson Vukelich LLP

8. TOSI and Passive Income Grind (4:30 p.m. to 5:30 p.m.)

    Speaker: Stephanie Jindal, CPA, MTax of SBLR LLP


The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 9.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 



Course Walkthrough

  • Certificate: October 6, 2020 Full Day Event
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About the Instructor(s)

Picture of Christine Ashton
Christine Ashton

Christine is a partner with Wilson Vukelich LLP, a full service firm in Markham and a leader in business and tax law. Christine’s practice is devoted to the areas of labour and employment law, tax litigation and related litigation. 

In regards to her labour and employment law practice, Christine represents unionized and non-unionized employers in all aspects of labour and employment law. Christine is thoroughly versed in issues surrounding the employment relationship from hiring, discipline, compensation, performance management, workplace health and safety, human rights, through to termination.

In regards to her tax litigation practice, Christine represents individuals and corporations in their disputes with the Canada Revenue Agency. Christine works with accountants to successfully represent clients at the objection stage, at the appeal stage before the Tax Court of Canada, on applications for judicial review before the Federal Court, on rectification applications, for remission orders, and in regards to requests for taxpayer relief. Christine is particularly focused on positively resolving business related tax disputes, such as the improper assessment of independent contractors as employees, the denial of valid business expense claims, shareholder benefit assessments, and director assessments.

Christine is an active member of various committees, boards, and associations, including acting as the 2018 President of the Ajax Pickering Board of Trade. Christine regularly moderates and speaks at events, including those held by the Ontario Bar Association, the Professional Engineers Ontario, the Ajax Pickering Board of Trade, and the Oshawa Chamber of Commerce. 

 


Picture of Ian Iatzko
Ian Iatzko

Ian received his JD from Queen’s University Faculty of Law in 2013 and was called to the Ontario Bar in 2014.  Ian has practiced tax law in Toronto since his call to the Bar.  Prior to joining Spectrum Law Professional Corporation, Ian practiced at a boutique tax law firm, which focused on tax litigation.  Ian practices taxpayer dispute resolution focusing on individuals and small businesses and is developing a practice focusing on personal and business tax planning, corporate reorganizations, trusts and Wills and estates. 


Picture of Stephanie Jindal
Stephanie Jindal

Senior tax manager at SBLR LLP who specializes in corporate restructurings and estate planning.


Picture of Igor Kastelyanets
Igor Kastelyanets

Igor Kastelyanets was called to the bar in Ontario in 2014 and has substantial experience in the field of taxation.  Igor has appeared at the Tax Court of Canada and the Federal Court of Appeal. He is a member of the executive committee of the Ontario Bar Association, Young Lawyers Division Continuing Legal Education Committee.


Picture of Igor Klibanov
Igor Klibanov

Igor Klibanov is the author of 4 books on fitness, the most recent of which is STOP EXERCISING! The Way You Are Doing it Now. He is also the CEO of one of Toronto's premier personal training companies, Fitness Solutions Plus. Together with his team of fitness professionals, he specializes in helping busy professionals improve their fitness, energy levels, and health.

In the past, Igor has been hired to run fitness seminars for IBM, RBC, the Toronto Lawyers Association, Professional Engineers of Ontario, and others. 

To learn more about Igor, please visit http://www.FitnessSolutionsPlus.ca


Picture of Kyle Lamothe
Kyle Lamothe

Kyle’s practice focuses on personal, corporate and trust planning for high net worth families, professionals, and owner-managers and their businesses, both domestic and international. He advises on corporate reorganizations, purchases and sales of businesses, investments and real estate, estate planning, professional incorporations and structuring of professional groups, and represents taxpayers who have disputes with the Canada Revenue Agency.

Kyle is a contributor to several tax publications and presents on tax topics for the Canadian Tax Foundation, Law Society of Ontario, Ontario Bar Association, and Chartered Professional Accountants Ontario. He is a current member of the Programming Committee for the Ontario Tax Conference and a former member of the CTF Toronto Young Practitioners Steering Committee.

Before joining Thorsteinssons, Kyle practiced with the tax group of a large national law firm, where he focussed on domestic and international tax planning. He was also a clerk at the Federal Court of Canada.


Picture of Robin MacKnight
Robin MacKnight

Prior to joining the firm, Robin was the Executive Director of the Canadian Tax Foundation. Prior to that, he was a partner of a national law firm.

Robin has been a teacher for his entire career. He teaches in the graduate program at Osgoode Hall Law School, was one of the original faculty of the University of Waterloo Master of Tax program where he was the thesis supervisor and taught an emerging issues course for 10 years, and has taught at Queen's University Law School, the Harvard Law School International Tax Program, the University of Calgary law school and the bar admission courses in Ontario and Alberta. He has developed and taught courses for CRA auditors. He is a frequent writer and speaker for continuing education programs sponsored by domestic and international professional organizations, including the Canadian, Ontario, American and International Bar Associations, the Canadian Tax Foundation, STEP, the Canadian Institute of Chartered Accountants, the International Fiscal Association and the OECD.

Robin has served on several advisory committees to the CRA and industry associations. He was a director of STEP Canada for over ten years and is now a member of STEP's Worldwide Council and its Public Policy Committee. He is also a member of the Editorial Board of the Trust Quarterly Reviews, published by STEP and The Association of Corporate Trustees. In November 2015, he was awarded a Founders Award by STEP Worldwide for services to the STEP organization in Canada and abroad.


Picture of Duane Milot
Duane Milot

Duane has been advising individuals, small businesses and multi-national entities on a variety of tax issues since his call to the Ontario Bar in 2003.

After gaining close to 9 years of experience working for large Bay Street law firms, Duane opened his own tax boutique firm in 2011 where he is able to provide quality tax advice, at reasonable rates.

During his career, he has been involved in some of the most complicated and high profile transactions in Canada, and participated in several ground-breaking tax litigation cases.  Having been trained and mentored by some of Canada’s best lawyers, he brings a unique perspective and varied experience to his practice.


Picture of Vitaly Timokhov
Vitaly Timokhov

Vitaly Timokhov is a partner at TaxChambers LLP. Vitaly practises exclusively in Canadian federal income taxation, with an emphasis on corporate taxation, mergers and acquisitions, reorganizations, and cross-border taxation. Vitaly is admitted to practice law in Ontario, Alberta, and the State of New York. He has presented extensively on various issues concerning Canadian income taxation in the US and Canada at various venues, including the Canadian Tax Foundation, Federated Press, and American Bar Association.  Vitaly is a member of Executive Committee of the International Tax Committee of the American Bar Association. Vitaly also is a principal author and Canadian editor of the Tax Advisor's Guide to the Canada - U.S. Tax Treaty, a two-volume treatise on international taxation published by Carswell Thomson and now available at TaxNetPro.

Picture of Nathan Wright
Nathan Wright

Nathan has been a member of the Ontario Bar since 2006 and receives his Master of Tax in 2009.  Since 2006, he has practiced tax in Toronto and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other high income earners.  Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance and tax dispute resolution.  Nathan regularly meets with business owners, accountants, financial planners and other lawyers to discuss planning opportunities that may be available to them or their clients.


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