February 4, 2019 Full Day Event

There will be seven 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.

4 Feb 2019, 8:30 AM

8.5 CPD hours


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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. Family Business Succession:  Recognize the Pitfalls to Avoid Litigation (9:00 a.m. to 10:00 a.m.)

Family business succession planning often results in corporate shares being held in a trust.  Trust controlled corporations present unique challenges for trustees.  Your trustee clients will encounter issues of transparency, accountability and conflict of interest, to name a few.  Many disputes can be avoided through the proper exercise of the trustee’s discretionary powers, or even better during the planning process.  This presentation will help you recognize the issues which can lead to litigation and offer tips to help you advise your clients during the planning and administration stages.  Topics will include:

  • majority vs. minority interests
  • duties and obligations of trustees who administer trusts which control corporations
  • beneficiaries’ right to information
  • dealing with conflicts of interest
  • exculpatory clauses: to what extent are they enforceable
    Speaker: Eric Hoffstein LL.B. of Fogler, Rubinoff LLP

2. TBA (10:05 a.m. to 11:05 a.m.)

    Speaker: Erez Zevulunov of MIT Consulting

3. Current Thoughts on Probate Planning and Re Milne (11:10 a.m. to 12:10 p.m.)

    Speaker: Mary Wahbi, J.D., TEP, of Fogler, Rubinoff LLP

4. STOP EXERCISING! The Way You Are Doing it Now. (12:15 p.m. to 1:15 p.m.)
     Speaker: Igor Klibanov, CEO of Fitness Solutions Plus

5. Advanced Tax Planning for Business Owners Wishing to Sell Their Business (1:15 p.m. to 2:15 p.m.)

JP Laporte, CEO of INTEGRIS Pension Management Corp. will review a number of advanced tax strategies to minimize or eliminate taxation in a sales transaction:

  • Using personal pension plans to purify a company in order to enable the shareholder to claim the lifetime capital gains exemption
  • Using terminal funding deductions (sometimes as high as $1,000,000) to provide an offset against recaptured depreciation in the case of an asset sale
  • Passing wealth from one generation to the next without tax on death and reducing the purchase price
    Speaker: Jean-Pierre A. Laporte, M.A., J.D. (of the Bar of Ontario) of INTEGRIS Pension Management Corp. 

6. Investment Insurance-Solutions the banks don't talk about (2:15 p.m. to 2:45 p.m.)

Most financial institutions like to talk about stocks, mutual funds, and ETF's.  However, what happens when the next recession hits?  Allan will discuss solutions that are guaranteed to help your client 'Sleep Well At Night' through the vehicle of insurance.

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

7.Tax Issues and the ‘Orderly and Equitable’ Settlement of Property and Equalization Matters in Family Law (3:00 p.m. to 4:20 p.m.)
Moderator: Alison Pengelley, J.D. of Galbraith Family Law Professional Corporation
Panelists: Hon. Donald G.H. Bowman, Jesse Brodlieb of Quantum Tax Law, Todd Louie of Quantum Tax Law and Melanie Russell

8. Third Party and Advisor Penalties under the Income Tax Act (4:30 p.m. to 5:30 p.m.)
    Speaker: Robert Kepes, B.C.L, LL.B., TEP of Morris Kepes Winters 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

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About the Instructor(s)

Picture of Donald Bowman
Donald Bowman

As former Chief Justice of the Tax Court of Canada, the Honourable Donald G.H. Bowman has extensive experience in resolving tax disputes. Mr. Bowman has made significant contributions to Canadian tax law having spent his entire legal career as a tax litigator. He joined the Federal Department of Justice – Tax Litigation Section soon after his call to the Ontario Bar, and was appointed Director in 1968. Mr. Bowman joined the law firm of Stikeman, Elliott, Robarts & Bowman in 1971, and was a partner there until his appointment as a Judge to the Tax Court of Canada in 1991. Mr. Bowman was appointed Associate Chief Judge in February 2000, Associate Chief Justice in July 2003, and Chief Justice in February 2005. Mr. Bowman also is former counsel to Dentons’ National Tax Group, and he continues to share his expertise with numerous firms as a mentor and adviser.

Picture of Jesse Brodlieb
Jesse Brodlieb

Jesse is recognized across Canada as an expert in corporate tax planning, and was previously a tax partner in the world’s largest firm – Dentons.

Picture of Eric Hoffstein
Eric Hoffstein

Called to the Ontario Bar in 2001.  B.Sc. (McGill), LL.B. (Windsor).  Eric is a partner with Fogler, Rubinoff LLP practicing litigation and dispute resolution with a special emphasis on trust and estate litigation.  Eric has extensive experience advising and representing individuals, corporations, charities and financial institutions in disputes concerning the administration of property by trustees, executors, guardians and attorneys, the validity and interpretation of wills, the rights and obligations of beneficiaries, fiduciaries and others with financial interests in trusts and estates, capacity proceedings, and disputes over the management and succession of family businesses.  Eric also has significant experience in corporate and commercial disputes, including shareholder remedies and injunctive relief, and disputes involving real estate, including construction, development and leasing matters.

Eric is named as one of Canada’s Repeatedly Recommended Estates lawyers by The Canadian Legal Lexpert® Directory.  He is also recognized as a leading lawyer in The Best Lawyers™ in Canada: Trusts and Estates. 

He has appeared as counsel at all levels of Ontario courts and at the Supreme Court of Canada.  Eric is a frequent speaker at legal conferences and publishes regularly on trust and estate topics, for both Canadian and US audiences.  He is a director of a local charity and is a former executive committee member of the OBA Trusts & Estates Section.  Eric is also a member of STEP Canada, Estate Planning Council of Toronto, Canadian Association of Gift Planners, The Advocates’ Society, and the American Bar Association.

Picture of Robert Kepes
Robert Kepes

Robert is a co-founder and partner with Morris Kepes Winters LLP, one of Canada’s largest tax boutique law firms. MKW provides Canadian and U.S. tax and estate planning, tax litigation, and criminal defence of tax evasion and other regulatory offences. MKW’s U.S. attorneys provide comprehensive U.S. tax and cross-border planning.

Robert graduated from McGill University Law School (B.C.L., LL.B.) and has been a tax lawyer for 30 years. Robert’s clients are generally private owner-managed companies, entrepreneurs, professionals, and high net worth individuals, both foreign and domestic. His experience includes Canadian tax and estate planning; and tax litigation and representation against CRA audits and assessments. Robert has also successfully obtained rectification orders before the Ontario courts.

Picture of Igor Klibanov
Igor Klibanov

Igor Klibanov is the author of 4 books on fitness, the most recent of which is STOP EXERCISING! The Way You Are Doing it Now. He is also the CEO of one of Toronto's premier personal training companies, Fitness Solutions Plus. Together with his team of fitness professionals, he specializes in helping busy professionals improve their fitness, energy levels, and health.

In the past, Igor has been hired to run fitness seminars for IBM, RBC, the Toronto Lawyers Association, Professional Engineers of Ontario, and others. 

To learn more about Igor, please visit http://www.FitnessSolutionsPlus.ca

Picture of Jean-Pierre Laporte
Jean-Pierre Laporte

Jean-Pierre A. Laporte, B.A., M.A., J.D. (of the Bar of Ontario)

Chief Executive Officer

INTEGRIS Pension Management Corp.

Jean-Pierre is by training a pension lawyer specializing in employee benefits and retirement plans. Until July 2012 he practiced out of the Toronto office of Bennett Jones LLP, a leading Canadian business law firm.  He was then appointed Chief Executive Officer of INTEGRIS Pension Management Corp., a provider of pension plans to incorporated professionals and small business owners.  

Jean-Pierre has written a number of journal articles on pension reform and pension administration, including the seminal concept paper on the Supplemental Canada Pension Plan published in 2004 by Benefits and Pensions Monitor, his idea having been advocated by provincial governments, thought-leaders and industry groups.   Jean-Pierre also drafted a private member’s bill in the Parliament of Canada that focused the federal government on adopting legislation to protect long-term disabled workers operating in federal employment.  His most recent publication in the Canadian Tax Journal is entitled “A Review of Individual Pension Plans”.

He has often appeared as an expert witness before Standing Committees of the House of Commons.  

For his efforts at improving pension security for Canadians, Jean-Pierre was awarded the Queen Elizabeth II Diamond Jubilee Medal by His Excellency the Governor-General of Canada.

Picture of Todd Louie
Todd Louie

Todd specializes in the effective implementation of corporate reorganization strategies for CCPCs across Canada.  In addition to being a tax educator and lecturer, Todd also assists corporations and individuals with matters involving tax dispute resolution with the CRA.

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 Alison Pengelley
Alison Pengelley

Alison Pengelley is an experienced family lawyer at Galbraith Family Law Professional Corporation which is a boutique law firm with 12 lawyers all practicing family law. Alison brings a wealth of work, academic, volunteer and life experience to the practice of family law. Before entering law school Alison worked for a large Toronto law firm while pursuing extramurally a BComm (Finance and Accounting) and serving on a Board of Directors for a non-profit organization, all the while raising a child as a single mother. In addition to a Doctorate of Jurisprudence, Alison also holds a Certificate of Negotiation from Osgoode Hall Law School. Alison has a track record of successful outcomes at various levels of Ontario Courts including matters with complex property and support issues, as well as jurisdictional, custody and access issues. Having herself experienced a separation and divorce, Alison is poignantly aware that a lawyer’s skillful use of the law can provide the necessary power and protection for her/his client. Alison is also aware that the needs/interests of clients dealing with the separation process are often multi-dimensional and complex thus requiring from the outset a careful analysis in order to help clients choose the right dispute resolution tool as well as the right team including where necessary a CPA, CBV, and/or tax experts. Alison is a passionate advocate who is committed to helping her clients through the difficult process of resolving family disputes.

Picture of Mary Wahbi
Mary Wahbi
Picture of Erez Zevulunov
Erez Zevulunov
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