January 22, 2019 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.

22 Jan 2019, 8:30 AM

8.5 CPD hours


Register Now

Course Description

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

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

1. Building a transferable business that will sell for optimal value (9:00 a.m. to 10:00 a.m.)

As the baby boomer generation matures many owners of a private business are faced with the spectre of transitioning their largest asset to another custodian to carry on their lifetime’s work.  For many this transition process is a first.  The process is complex and fraught with pitfalls that can destroy value.  In order to maximise the value created in the business, a shift in the mindset of the business owner is often required.  It can mean the difference between having to continue to work well into retirement age and exiting for the price you want on your own terms. Stephen showcases solutions to implement immediately that will build value and entice buyers to write a cheque.

    Speaker: Stephen Cummings, CPA, CA FCA (UK), CEPA, CVB of Rizolve Partners

2. Taxpayer Dispute Resolution - The Art of Dealing with the CRA (10:05 a.m. to 11:30 a.m.)

Tips / strategies for dealing with disputes with the Canada Revenue Agency (CRA) from the audit stage to Tax Court    

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

3.  New Passive Income Rules (11:35 a.m. to 12:35 p.m.)

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

4Tax Efficient Income Protection Strategies
 (12:45 p.m. to 1:15 p.m.)

Allan Madonik will discuss solutions for business owners and individuals who want a steady cash flow or salary despite being sidelined from injury or illness.  He will talk about the tax advantages for group and individual insurance as well.

    Speaker: Allan Madonik, BA, DTM of Blue SWAN Financial

The Business of Cannabis (1:15 p.m. to 2:15 p.m.)
    Speaker: Margaret Nelligan, ICD.D of Aird & Berlis LLP

6. Essential Cross Border Tax & Estate Planning (2:20 p.m. to 3:20 p.m.)

    Speakers: Hadielia Yassiri, J.D., TEP and Samantha Wu, J.D. of Altro LLP

7. Getting the Business Ready to Sell (3:25 p.m. to 4:25 p.m.)

Edward Miller will discuss strategies for preparing a business for sale, including eligibility for and multiplying the capital gains exemption and separating active and passive assets. Edward will also discuss strategies for transferring the business to the next generation.

   Speaker: Edward Miller, J.D. of Aird & Berlis LLP

8. Changes to Income Splitting Rules (Formerly Known as "Kiddie Tax") (4:30 p.m. to 5:30 p.m.)

Department of Finance Canada released draft proposals on income splitting on December 13, 2017.  These rules apply effective January 1, 2018.  Join Sankalp for this presentation, to learn more about the new income splitting rules, how they might impact you and practical tips on how to effectively plan under this new regime. 

    Speaker: Sankalp (Sunny) Jaggi, CPA, CA, MTax, CFF of RSM Canada LLP

The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 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. 

Course Walkthrough

  • Debbie Pearl-Weinberg's Presentation
  • Debbie Pearl-Weinberg's Recording
  • Allan Madonik's Presentation
  • Allan Madonik's Recording
  • Edward Miller's Presentation
  • Ed Miller's Recording
  • Sankalp Jaggi's Presentation
  • Sankalp Jaggi's Recording
  • Ian Iatzko's & Nathan Wright's Presentation
  • Ian Iatzko's Recording
  • Samantha Wu's & Hadielia Yassiri's Presentation
  • Samantha Wu's & Hadielia Yassiri's Recording
  • Stephen Cummings' Presentation
  • Stephen Cummings' Recording
  • Margaret Nelligan's Presentation
  • Margaret Nelligan's Recording
  • Certificate: January 22, 2019 Full Day Event
  • Feedback / comments

About the Instructor(s)

Picture of Stephen Cummings
Stephen Cummings

Stephen is a leading advisor and financial expert who works with private Business Owners to drive value and to put in place transformation strategies that position businesses for exit on optimal terms.  

He has a successful track record in the Canadian Private Equity and Venture Capital Industry, managing large portfolios of private companies developing growth strategies, executing transformations and achieving numerous liquidity events.  He has international credentials being a qualified CPA, CA in Ontario and is an FCA in England and Wales.

Prior to founding Rizolve Partners, a leading strategic business advisory firm to the SME market, Stephen was a leading executive with a top quartile Private Equity firm DRI Capital and a Partner with Lumira Capital, one of Canada’s leading Venture Capital firms. Before applying his skills in private capital, Stephen was the CFO at Harlequin Enterprises, a global publisher, and qualified as a CPA and Chartered Accountant with Deloitte in London, UK.

Stephen has also conducted numerous successful consulting assignments in his own consulting practice involving value building, exit plans, acquisition transactions, disposal transactions, financings, reorganizations, turnarounds and strategic advisory to numerous CEOs in both the public and private arenas.

Stephen is a member of the Board of Directors of the Ontario Genomics Institute and Chairs its audit  and special committees.

Stephen received a B. Sc. in Economics with honors from the University of Leicester in the United Kingdom.

In the Private Equity industry Stephen has chaired a country wide CFO task force leading this industry group through such paradigm changes in International Financial Reporting Standards, and Private Equity Valuation and Reporting best practices. 

He is also a sought after international speaker.

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 Sunny Jaggi
Sunny Jaggi

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.

Picture of Allan Madonik
Allan Madonik

Allan Madonik, founder of Blue SWAN Financial, is an insurance broker serving Toronto and the GTA. With his dedicated team, he helps his clients Sleep Well At Night,no matter what their business or family needs. 

He volunteers and serves charitable organizations like Ve’ahavta helping individuals stricken by homelessness and poverty, and is a member of both the Canadian Association of Gift Planners as well as the Mississauga Board of Trade

He has earned the highest honour in Toastmasters, the Distinguished Toastmaster Award. This honour is achieved by less than one percent of the four million individuals who have joined the largest non-for-profit communication and leadership organization in the world. He has served as a District Governor, promoting ‘servant leadership’ and helped open the first corporate club for individuals with disabilities in Toronto.

Allan is married to his wife Nancy and has two children. He lives in downtown Toronto and looks forward to the parade on Yonge Street when his beloved Toronto Maple Leafs win the Stanley Cup
Picture of Edward Miller
Edward Miller

Edward draws on his technical expertise and strong business acumen to deliver strategic tax insight to domestic and international clients. Whether providing corporate or personal tax planning advice, Edward's primary focus is on achieving his clients' objectives.

Edward is a member of the firm's Tax Group. He provides advice on domestic and international corporate tax planning as well as personal tax planning for owner-managers and high-net-worth individuals.

Picture of Margaret Nelligan
Margaret Nelligan

With over 30 years of experience as a corporate and securities lawyer, Margaret provides reliable and incisive advice clients can use with confidence. She is actively involved in mergers and acquisitions and works closely with boards on an ongoing basis to help them adopt best governance practices and manage critical issues. As a former member of the Securities Advisory Committee of the Ontario Securities Commission, Margaret brings a depth of perspective and understanding to her practice that provides a tangible benefit to her clients. She keeps on top of emerging issues that affect her clients and draws on her wide-ranging expertise to provide them with guidance on how best to respond.

Margaret is a member and former practice group leader of the firm’s Capital Markets Group. She is also a member of the Mergers & Acquisitions/Private Equity Group and the Energy Team, and is Co-Leader of the Cannabis Team. Margaret has significant expertise in corporate governance, investments for financial institutions and pension plans, mergers and acquisitions, restructurings, public financings, acquisition financings, private placements, proxy solicitations, corporate reorganizations and general corporate work.

Margaret advises public and private companies across a variety of sectors. Her experience includes acting as counsel to one of Canada's largest gas distribution utilities, one of Canada's largest pension plans, various real estate sector participants and large governmental and quasi-governmental not-for-profit entities.

Margaret regularly advises the boards of directors of public companies on corporate governance and other matters. She is a member of the board of trustees of Allied Properties REIT and previously served as a director of a large Ontario electricity distributor. Margaret is also a director of Lakefield College School, and was a director of Alpine Ontario Alpin, the provincial governing body for the sport of alpine ski racing in Ontario.

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 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.

Picture of Samantha Wu
Samantha Wu

Prior to joining the team at Altro LLP, Samantha attended the University of British Columbia where she obtained her B.A. in Psychology. She later pursued her J.D. in the U.S. at the Benjamin N. Cardozo School of Law at Yeshiva University. As a New York attorney with experience in litigation and investigation within the American legal system, Samantha brings a unique American perspective when working with Canadian clients in both Canada and the U.S.

Ms. Wu is admitted to practice law in New York and Ontario.

Picture of Hadielia Yassiri
Hadielia Yassiri

Ms. Yassiri has an in-depth understanding of taxation law, estates law and succession planning. Prior to joining the team at Altro LLP, Ms. Yassiri worked at a major Canadian bank and previously practiced in the Taxation and Private Client Services group at a large law firm in downtown Toronto. She also has extensive experience with wealth management planning, business succession planning, estate planning and domestic and international trust structures. 

Ms. Yassiri received her undergraduate degree at the University of Toronto and obtained her Juris Doctor from the University of Calgary.

Hadielia Yassiri is a member of the Law Society of Upper Canada.

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