CE Credits
Knowledge Bureau - 3.5 CE/CPD Credits - Non-Verifiable
Knowledge Bureau - 6.5 CE/CPD Credits - Verifiable

After the Budget – Retirement, Estate and Cross-Border Planning

Agenda and Workshop Details

* Subject to change. Please come back often as new speakers and topics will be added.
7:45 - 8:00
Registration and Coffee
8:00 - 9:15
Evelyn Jacks, President, Knowledge Bureau, MFA™, DFA-Tax Services Specialist™

FEDERAL BUDGET 2017 ANALYSIS

Reporting on the latest private sector forecasts and compliance trends, this session then moves on to a detailed analysis of the effects of the 2017 Federal budget on personal tax planning as well as the details of previous budgets with implementation requires in 2017 and beyond, with Canada’s most trusted tax educator, Evelyn Jacks, President, Knowledge Bureau, MFA™, DFA-Tax Services Specialist™

  • AFTER THE BUDGET
  • INVESTMENTS:  Small Business Investing
  • RETIREMENT PLANNING: High Tax Rates, Principal Residence Planning
  • INTERGENERATIONAL PLANNING:  Preparing for Family Infirmities
  • KB TOOLKIT:  YOUR FEDERAL BUDGET REPORT
9:15 - 10:30
Dean Smith, Partner, Cadesky Tax

CROSS BORDER TAXES:  The Trump Factor:  What’s Changing and How It Affects Canadians and U.S. Citizens living in Canada

Tax and Financial advisors need to pay attention to cross border taxation issues for Canadian clients who have real estate or financial assets in the U.S. and for U.S. Citizens who live in Canada or face the real possibility of legal action for their omissions.  This session will clarify the rules and allow for questions and answers from one of Canada’s most experienced cross border tax experts,  Dean Smith, CPA, CA, Ph.D., CFP, TEP, Partner, Cadesky and Associates LLP.

THE COMPLIANCE MATTERS
• Citizenship vs Residency - How Canada and the US tax non-residents
• Filing requirements for Canadians who own US assets – financial and non-financial
• The effect of Tax Treaties
• Filing requirements for US citizens living in Canada
• Recent Canadian Tax Changes T1135 and beyond

THE TRUMP TAX CHANGES

10:30 - 10:45
Break
10:45 - 12:30
TBA

CROSS BORDER CONSIDERATIONS:  Non-resident & Resident Aliens
• How to enter the US/Canada to work or live
• Snowbirds:  Closer Connection; rental income 
• Tax consequences of terminating residence

FOCUS ON CANADIAN OFFSHORE INVESTORS:
• Special rules for investors – PFIC
• Special rules under FATCA
• Accounting for currency gains/losses
• U.S. Estate Taxes:  how to plan for and minimize them
• US Gift Taxes:  how to minimize them

PROACTIVITY:  What advisors need to know and do this year

12:30 - 1:00
LUNCH
1:00 - 1:30
Brought to you by Intuit Canada

Partner Presentation with Intuit

1:30 - 2:45
Jenifer Bartman, CA CMC

NEXT GENERATION CONTINUITY PLANNING

In this session, you will learn how to prepare your clients who are transitioning their businesses to the next generation of leaders and/or preparing their business for sale. Tax and financial advisors can be of significant help by guiding them in the direction of formal business continuity planning.

Learn how to address key issues your clients should be considering, including:

  • The transaction “knowledge gap”;
  • The opportunity to apply innovation to business continuity planning;
  • How to approach strategic business planning, and the succession transaction itself; and
  • How to address financial partner considerations.
  • Things to consider in finalizing the transaction.

The continuity of these companies could depend on your help:  it’s your opportunity to differentiate your services from others.

Jenifer Bartman, CA, CMC, is the lead instructor and author of four certificate courses in the Knowledge Bureau’s Master Financial Advisor Designation Program in succession and business planning and five certificate courses in the new Executive Business Builder Designation Program

2:45 - 3:00
Break
3:00 - 4:00
TBA

BUILDING BUSINESS CONTINUITY PLANS

Every business needs a formal plan throughout its lifecycle, for focused decision making, as well as in preparation for its exit and/or transition.  This session will discuss the sound guidelines that business owners should use to develop such a plan and other value building considerations, including:

  • Guidelines for developing a well written business continuity plan;
  • Identifying the market opportunity;
  • The relationship between the business model, strategy, and plan;
  • Key planning components, including products/services, marketing strategy, operations, and Management;
  • Guidelines for preparing a financial forecast for three to five years
  • Introduction to the Executive Business Builder Designation Program
4:00 - 4:30
PEER-TO-PEER BUSINESS LEADERSHIP

Great companies are led by innovative leaders who set the strategy, develop the culture, engage all the stakeholders to the success of the enterprise in a focused direction to get results.  Hear from your peers on how they have built their great companies and get fresh ideas on how to mentor and challenge your employees to think bigger as a team so you can together build the organization of the future.

4:30 - 5:00
Brought to you by Knowledge Bureau

NETWORKING WITH YOUR PEERS - CERTIFICATION CELEBRATION: 

Wine and Cheese Reception

NON-VERIFYABLE CREDITS – 3.5
PRE-READING ASSIGNMENT – EVERGREEN EXPLANATORY NOTES:  TBA
VERIFYABLE CREDITS – 6.5