Tax Planning Full Day Live Webinar

This live webinar will be held on October 6, 2020 at 9:00 a.m. EST to 5:30 p.m. The cost of this webinar $175 (+ tax) and you will earn 8.5 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 


6 Oct 2020, 9:00 AM

8.5 CPD hours

$175

Register Now


Course Description

1. Current Tax Cases of Interest (9:00 a.m. to 10:00 a.m.)

    Speaker: Amit Ummat, LL.B, LL.M of Ummat Tax Law    

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.  TBA (12:15 p.m. to 1:15 p.m.)

    Speaker: Adam Gotfried, LL.B. of McMillan LLP

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


Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

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

Please note: For best audio quality, we recommend using external speakers or headphones.

Course Walkthrough

  • Certificate: Tax Planning Full Day Live Webinar
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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 Adam Gotfried
Adam Gotfried
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 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 Amit Ummat
Amit Ummat
Amit has over a decade of experience resolving a wide range of corporate and international tax disputes. He is involved in all aspects of tax controversy management, including assisting during tax audits; answering demands for production of documents to various tax authorities; asserting privilege over documents and communications; representing taxpayers at all levels of Court; negotiating favorable settlements; preparing taxpayer relief submissions; and competent authority involvement to negotiate tax relief in international tax disputes. Amit previously served as Tax Counsel with the Department of Justice Canada where he obtained extensive tax litigation experience, regularly appearing before the Tax Court of Canada, Federal Court of Canada, Federal Court of Appeal, and the Supreme Court of Canada. Amit writes frequently for various publications and regularly speaks at key industry events.  Please visit www.ummat.ca for full biography.
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