Life after Death: Post Mortem Planning
This course will focus on various post mortem planning needed to eliminate the inherent double tax on private company shares. For more information, please click on the course shell.
15 Oct 2020, 12:30 PM
3.5 CPD hours
Topics to be discussed:
- Double tax trap
- Importance of a GRE
- 164(6) loss carryback
Please note that this is a half-day (afternoon) event and will be held at the Donalda Club. The structure of the event is as follows:
- Lunch – 12:30 p.m. to 1:30 p.m.
- Presentations - 1:30 p.m. to 5:00 p.m.
The cost of the seminar is $195 (+tax), which you can pay by any credit card. You will 3.5 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.
About the Instructor(s)
Sunny advises owner/manager and large private companies in Canada and abroad regarding corporate tax requirements, opportunities and risks. He specializes in tax research, drafting opinions, tax and estate planning, corporate reorganizations, due diligence and advising clients on tax matters. He works closely with the team to identify and deploy new planning opportunities that may be delivered to the clients and in the marketplace.
Sunny is a Chartered Professional Accountant having earned his designation in 2012. He also holds a Master of Taxation degree from University of Waterloo. Sunny has written tax articles/papers for Canadian Tax Foundation, CPA Canada, Lawyer's Daily and the firm. Sunny has also presented at events for Canadian Tax Foundation, Tax Specialist Group (TSG), CPA Ontario and other industry specific events and he also facilitates for the CPA Canada in-depth tax course.
Manu has over 20 years of experience in taxation in both domestic and international, personal and corporate taxation as well as expert witness reports and testimony. He runs his own independent tax practice with an office in Montreal and serves a diverse client base across Canada and the US. His firm acts as tax counsel to over 100 professional firms in Canada and the USA.
He is an award winning and prolific tax writer. His Master of Taxation thesis on butterfly reorganizations won 2 awards and was published in the Canadian Tax Journal. Manu has published and presented over 200 tax articles and presentations since 2001 across Canada. Manu is an authority in taxation as his name has been cited 29 times in the Income Tax Act.
Manu has taught tax at The Canadian Institute of Chartered Professional Accountants, The Canadian Tax Foundation and The Society of Trust and Estate Practitioners, of and various provincial accounting bodies across Canada.
Manu sits on the Steering Committees for the Canadian Institute of Chartered Professional Accountants’ National Conference on Income Taxes; the Canadian Tax Foundation Laval Program Committee; CPA Canada's Small and Medium Practitioner’s Tax Committee; and the Canadian Tax Foundation's Ontario Tax Conference. Manu is currently serving a three-year term on the Canadian Tax Foundation’s Board of Governors.