CA$240

Segal Tax Series for Accountants, 2017/18

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Gibson Ball Room, 2nd Floor. Novotel Toronto North York

3 Park Home Avenue

North York, Ontario M2N 6L3

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Segal Tax Series for Accountants, 2017/18

$240 (plus HST) includes 4 sessions, learning materials, continental breakfast and complimentary onsite parking.

CPD - Attending this 4 session series provides 8 hours of verifiable CPD; attendance certificates will be provided.

7:30 a.m. Registration and Buffet Breakfast
8:30 - 10:30 Seminar and Q&A Break at 9:45 am



AGENDA

Session 1: September 19, 2017

Presented by Howard Wasserman & Vern Vipul
  1. Partnerships
  2. Capital Gains Exemption - The Details
  3. Non-resident HST/QST/PST Registration


Session 2: October 26, 2017

Presented by Howard Wasserman
  1. Small Business Deduction - How it Works
  2. Late Filed Elections


Session 3: January 23, 2018

Presented by Howard Wasserman
  1. Attribution
  2. 21 year rule - options


Session 4: February 14, 2018

Presented by Howard Wasserman
  1. Principal Residence Exemption
  2. Taxation of Testamentary Trusts - What do we do with new ones, old ones, spousal trusts




PRESENTERS

Portrait of Howard Wasserman

Howard Wasserman, CPA, CA, CFP, TEP

Howard Wasserman has consulted on Canadian and International tax matters for over 20 years and joined Segal's rapidly growing Tax Group in 2016. He brings a broad base of expertise and experience with owner managed businesses including estate planning, international tax strategies, post mortem planning, corporate reorganizations, mergers, acquisitions, and business purchase and sale. Howard has a successful track record presenting appeals, managing tax negotiations, and presenting voluntary disclosures to CRA. He is a member of CPA Ontario, CTF, CFP, STEP and is a regular participant at the Canadian Tax Conference.

Portrait of Vern Vipul

Vern Vipul, LLB, MTax

Vern is exclusively involved in providing commodity tax services to Segal's clients, including GST/HST, PST, QST and a number of other indirect taxes. Vern has written extensively in the area of indirect taxation and has published articles in various publications, such as the Canadian Tax Foundation's Canadian Tax Highlights and the Ontario Bar Association's OBA Taxation Law Newsletter. Vern has spoken extensively on indirect taxation topics and represents clients in tax audits and appeals before the Canada Revenue Agency, and has represented clients at the Tax Court of Canada.



Registration is for the 4 session series, we cannot accept registrations for individual dates however we do permit registrants to substitute another individual from the same firm or organization.
Should it be necessary to cancel any or all of the series, for any reason, Segal LLP will endeavour to reschedule but will not held responsible for costs, damages, or expenses incurred by registrants beyond the refund of registration fees.
This information series is targeted to accounting professionals working in public practice or industry who are not tax specialists. We reserve the right to decline registration for whatever reason and to refund the registration fee.
The information and materials provided in these sessions is intended for general purposes only and shouldn’t be relied upon or considered appropriate for all circumstances. We accept no liability, obligation or responsibility for any loss or damage which may occur as a result of the use of or reliance on the information and materials provided. Care is taken to ensure the information is accurate at the time of presentation however it does not replace specific professional advice.
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Date and Time

Location

Gibson Ball Room, 2nd Floor. Novotel Toronto North York

3 Park Home Avenue

North York, Ontario M2N 6L3

Canada

View Map

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