January 30th - Full Day PD Event

The cost of this webinar $125 (+ 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. 

30 Jan 2018, 8:00 AM

8.5 CPD hours

$125

Register Now


Course Description

The following topics will be covered during this webinar:

1. Impact of Recent SCC Decision on Livent and U.S. Decisions Regarding Auditors’ Negligence    

   Speaker: Dan Chitiz, LL.B. of Chitiz Pathak LLP

2. Passive Income Implications and Alternatives for Entrepreneurs

Since July 18th, Jay Goodis has been one of the most outspoken Canadians about the implications of the Federal Government’s private corporation tax proposals. Jay co-authored multiple articles including, “Is a 93% Tax Rate Fair to Canadian Small Business Owners?” 

The details of the passive income proposal are expected in the 2018 Federal budget. Jay will discuss the expected implications of the passive income proposals, how professionals and their clients can share their concerns, and alternatives for businesses.    

    Speaker: Jay Goodis, CPA, CA of Tax Templates Inc.

3. How CCPCs will use insurance in light of the passive income proposals

   Speaker: Jonah Mayles, LL.B. of Sterling Park Investment Group

Insurance can play a vital role for businesses, and when used properly can add significant value to businesses and their shareholders such as liquidity, accommodating shareholder buy-outs, and planning for death. Jonah will share how to use insurance effectively and highlight what structures could be considered. He'll also share key questions for every business and adviser to ask to ensure the insurance policy will accomplish the business and shareholder goals.

4. Dispute Resolution in the Age of Accelerations

    Speaker: John Campion, J.D., FCIArb, CS, Med (Harvard), Emeritus Bencher of Gardiner Roberts LLP

5. Canada’s Diminished Voluntary Disclosure Program and the New Automatic Exchange of Tax Information

     Speaker: Lorne Saltman, J.D. of Gardiner Roberts LLP

6. Revised Income Sprinkling Rules

The proposed income sprinkling rules for private corporations originally released in July of 2017 were substantially revised in December of 2017.  Debbie will review what types of income and gains are subject to the new rules, and the various exemptions included in the December release.  She will include in her discussion reference to interpretation documents released by CRA on the proposals.    

   Speaker: Debbie Pearl-Weinberg, LL.B. of CIBC Wealth Strategies Group 

7. Trust and Estate Accounting and Court-Mandated Requirements (i.e., Court Format Accounting)

    Speaker: Geoffrey Warren, CPA, CA, TEP of Giroday Chartered Accountants


The cost of the webinar is $125 (+tax), which you can pay by any credit card. You will 8.5 hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

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

  • Lorne Saltman's Presentation
  • Debbie Pearl-Weinberg's Presentation
  • John Campion's Presentation
  • Jonah Mayles' Presentation
  • Geoff Warren's Presentation
  • Dan Chitiz's Presentation
  • Jay Goodis' Presentation
  • Dan Chitiz's Recording
  • Jay Goodis' Recording
  • Jonah Mayles' Recording
  • Debbie Pearl-Weinberg's Recording
  • Geoff Warren's Recording
  • Lorne Saltman's Recording
  • John Campion's Recording
  • Certificate: January 30th - Full Day PD Event
  • Feedback / comments

About the Instructor(s)

Picture of John Campion
John Campion

John is an arbitrator and mediator with ADR Chambers.

John has been a force in the Canadian legal community and in many countries around the world throughout his 40-year career.  He has been involved in many cases “that have defined the interaction between Canadian business and law, from gold mines to boardrooms, from oil fields to isotopes”.  He served as elected Chair of one of Canada’s largest law firms, a four-time elected Bencher of the Law Society of Upper Canada, president of the Federation of Law Societies, and a director and Chair of the audit committee of the CBC.  

John is literate in financial statements, economics, government and corporate governance. 

John’s areas of expertise include mining, energy, banking, securities, insurance, transportation, construction, estates, family, employment and commercial disputes. 

As arbitrator and mediator, he has delivered more than twenty commercial arbitration awards and conducted mediations in numerous matters, and, as counsel, has been involved in complex multi‑party commercial mediations and arbitrations, including nuclear reactor and co‑generation construction, real estate holdings across Canada, the Walkerton Water settlement, the McCains Family dispute, the propane explosion in Toronto. 

He has been arbitrator, mediator and counsel in over 300 reported complex cases, class actions, appeals, tribunal hearings, judicial review, arbitrations and mediations in Ontario, British Columbia, Alberta, Manitoba, Ontario, Québec, New Brunswick, Nova Scotia and Newfoundland.  In public law matters, he has been counsel at the Gomery Inquiry, the United Nations Oil-for-Food Inquiry and in the deregulation of the natural gas industry in Canada.  He has been counsel to the Commissioner of Competition and Minister of Justice, the Ontario Energy Board and counsel before the Securities Commission, Canadian Transportation Agency, Municipal Board, the Human Rights Commission and the Pension Commission.  He has been counsel to two Prime Ministers of Canada.

John is a Fellow of the Chartered Institute of Arbitrators (London), and a founding member of the Toronto Commercial Arbitration Society.  He earned his J.D. at the University of Toronto Law School and a B.A. at the University of Western Ontario.  John completed the Advanced Mediation Workshop at Harvard Law School, Program on Negotiation in 2015. John served as an adjunct professor of law at the University of Toronto and York University’s Osgoode Hall Law School for over fifteen years.

He is nationally and internationally recognized as one of Canada’s leading senior trial, appeal, mediation and arbitration counsel. 


Picture of Dan Chitiz
Dan Chitiz

Dan Chitiz is a founding partner at Chitiz Pathak LLP. Called to the Ontario bar in 1990, Dan is a commercial litigator, whose extensive practice covers complex contract disputes, professional negligence claims, oppression remedy and other shareholder based actions, commercial securities litigation, partnership and limited partnership disputes, franchise litigation, employment law and real estate and construction lien litigation.

Dan has appeared before all levels of the Ontario courts, including a broad range of matters on the Toronto Commercial List as well as before the Divisional Court and the Court of Appeal for Ontario. 

Dan acts for and against accounting firms on a wide range of professional issues, including professional negligence claims.  

Dan has a comprehensive arbitration practice, having arbitrated under the Ontario Arbitration Act, the International Commercial Arbitrations Act and NADAP before one member and three member arbitration panels, addressing issues such as ownership of a prominent hockey franchise, wrongful termination of an automobile dealership by a major North American automobile manufacturer, disputes pertaining to post closing purchase price adjustments, an oppression remedy application brought by an equal shareholder against the company’s institutional passive investor, repudiation and conversion of a franchisee’s business by a franchisor, both in the insurance industry and the banking services sector, appropriate compensation and capital payments between accountants on their termination by a prominent accounting firm, breaches of duties of care by a registered investment advisor in its handling of its clients’ investment accounts, constructive dismissal disputes and applicable lease rates on the extension of a lease term.

Dan has appeared as lead counsel before different administrative boards and tribunals throughout the province. Dan is a member of the Advocates Society, Canadian and Ontario Bar Associations and Toronto Commercial Arbitration Society. Dan is also a facilitator of an Expert Witness Certificate Program conducted by Osgoode Hall Law school.

Picture of Jay Goodis
Jay Goodis

Jay is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms.

By combining his tax knowledge with proven process-building abilities, he specializes in developing tax planning and tax accounting software solutions to support Canadian professionals. His focus is on solving challenging tax needs, supporting growth and integrating efficiencies. 

Jay has completed CPA Canada’s In-depth Tax courses, currently acts as the vice-president of the York District CPA Association, is a member of the Canadian Tax Foundation Corporate Management Tax Conference Committee, and is an executive with the Canadian Tax Foundation Young Practitioners Steering Committee.

He has spoken to CPAs across the country in many forums hosted by such organizations as the Canadian Tax Foundation, CPA Canada, CPA Ontario and AJAG. Jay has also been invited to testify to the Standing Committee of Finance on federal budget consultations and has been invited to Parliament to provide recommendations on tax policy.


Picture of Jonah Mayles
Jonah Mayles

Jonah Mayles, LLB

Tax, Estate and Insurance Planning Consultant

Jonah is responsible for advising and developing advanced estate and tax planning strategies for clients. He brings over 10 years of experience in tax and estate planning for high net-worth individuals and private corporations. His practical experience provides him with the ability to formulate tax-efficient solutions using insurance for clients in an increasingly prohibitive and complex tax environment.

Prior to his current role, he was most recently a member of Canada Life’s National Estate and Tax Planning Team. He was a tax lawyer at Fraser Milner Casgrain LLP and Torkin Manes LLP where his practice focused on business succession planning, estate planning, advising on and drafting family trusts and structuring/implementing tax-efficient sales and purchases of businesses.

Jonah has been a frequent speaker on tax, estate and insurance and has written for numerous legal publications, including CCH Tax Topics and the Columbia Journal of Tax Law. Jonah is a member of the Law Society of Upper Canada and holds a BA (Honours) from University of Western Ontario and an LLB from Queens University Law School. 


Picture of Debbie Pearl-Weinberg
Debbie Pearl-Weinberg

Executive Director, Tax & Estate Planning, CIBC Wealth Strategies Group 

Debbie is a tax and estate planning lawyer, having obtained her LLB from Osgoode Hall Law School, and being called to the Ontario bar in 1989.  She is Executive Director, Tax & Estate Planning with the CIBC Wealth Strategies Group. She writes and consults on a variety of personal and small business tax issues on behalf of CIBC’s clients.  She was previously General Tax Counsel to CIBC, where she worked extensively on CIBC’s wealth management offerings.    

Debbie is currently Chair of the Investment Fund Institute of Canada’s Taxation Working Group and sits on a number of its sub-groups.  She also works with the Investment Industry Association of Canada on tax matters concerning the investment industry. She is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Canadian Tax Foundation.


Picture of Lorne Saltman
Lorne Saltman

Lorne Saltman is a Partner with Gardiner Roberts LLP and the Head of the Tax Group. He has extensive experience in diverse areas of tax practice, including an in‑depth understanding of both international and domestic levels which involve wealth preservation for high‑net worth clients, cross‑border acquisitions and financings, corporate reorganizations, real estate ventures together with the establishment of offshore trusts and private foundations.

He has a successful track record in resolving disputes with tax authorities at both federal and provincial levels, including experience in tax litigation. 

Lorne has a deep background in tax and estate planning, both domestic and international, for entrepreneurs as well as corporate executives, involving estate freezing of private corporations, the settlement of family, discretionary trusts and the establishment of private charitable foundations.

Picture of Geoff Warren
Geoff Warren

Geoff Warren operates a public accounting practice in Toronto that has a core focus on personal and corporate taxation.  He applies these skills in the field of estate planning and administration, including management of estate transfer tax exposure, advising trustees on beneficiary reporting responsibilities and preparation of court format reporting for passing of accounts.

Geoff is an instructor for accounting students at the Humber College Business School, holds the qualification of a Trust and Estate Practitioner (TEP) as designated by the Society of Trust and Estate Practitioners and is a member of the Toronto Estate Planning Council.

Geoff received his Bachelor of Commerce from the University of Guelph and was admitted membership to the Chartered Professional Accountants of Ontario as a Chartered Accountant (CPA, CA).


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