Tax Planning in Difficult Times
Calendar 2020 has been fraught with unprecedented change with COVID-19 in our day-to-day lives, and in the way we conduct business. It has also posed significant profitability challenges on so many businesses, as it is understood that we are heading into a recession. However, tax planning opportunities are still available in times of economic downturn.
9 Mar 2021, 2:00 PM
1.5 CPD hours
More specifically, topics will include but not restricted to
- Freezes and Refreezes;
- Departing Canada
- Tax on Split Income: Excluded Share Definition
- Taxable Intergenerational Transfers
- Loss Utilization Techniques/Stop Loss Rules; and
- Debt Forgiveness.
About the Instructor(s)
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.