Annual Report 2021-2022

  • July 21, 2022

Summary of Meetings: Taxation Law

Number of Meetings Held:5

September 22, 2021
Registration Count: 67
Guest Speaker: Stephanie Daniels, Partner at Farris LLP
Meeting Title/Topic: Alter Ego and Joint Partner Trusts – An Overview
Synopsis: Stephanie Daniels, Partner at Farris LLP discussed the use of alter ego and joint partner trusts in estate planning, and gave an overview of some key tax issues relevant to such trusts.

October 06, 2021
Registration Count: 35
Guest Speaker: Robert Carvalho, Partner, Thorsteinssons LLP
Meeting Title/Topic: CRA Audit Trends
Synopsis: The Tax Section hosted a discussion featuring speaker Robert Carvalho on recent CRA audit trends, including a focus on high net worth individuals, real estate, valuations and international issues.

November 03, 2021
Registration Count: 20
Guest Speaker: Kim Maguire, Partner, BLG
Meeting Title/Topic: International Tax Developments: Identifying Thresholds and Exploring the Horizon
Synopsis: Discussed a number of recent international tax developments with a focus on identifying threshold issues that may engage new and complex international tax rules, as well as an overview of the OECD global tax plan for multinationals.

March 02, 2022
Registration Count: 43
Guest Speaker: Cheyenne Reese, Legacy Tax + Trust Lawyers
Meeting Title/Topic: Tips and Traps - U.S. Issues in a Canadian Estate Plan
Synopsis: Highlighted a handful of specific and significant tax issues that can arise when there are U.S. people or assets in traditional Canadian lifetime and estate plans.

June 22, 2022
Registration Count: 24
Guest Speaker: Edwin G. Kroft QC, Bennett Jones LLP
Meeting Title/Topic: The Empire Strikes Back: Recent Trends in CRA's Requests for Information and Documents
Synopsis: Discussed Canada Revenue Agency’s (CRA) request for information and documents recent trends.