Agenda and Workshop Details* Subject to change. Please come back often as new speakers and topics will be added.
|7:30 - 8:30||
KNOWLEDGE BUREAU INSTRUCTOR AND ADVISORY BOARD MEETING
|8:00 - 8:30||
REGISTRATION AND COFFEE
Pick up your Comprehensive Knowledge Journal
|8:30 - 10:30||
WHAT’S NEW: AFTER THE FEBRUARY 27, 2018 FEDERAL BUDGET
At Department of Finance:
|10:30 - 10:45||
|10:45 - 12:00||
AUDIT ISSUES AT CRA: APPROACHING YOUR CONFIDENT RELATIONSHIP
• Tax Audit Season: 2007 - 2017
AUDIT-PROOFING WITH INDIVIDUALS: FOCUS ON INCOME AND DEDUCTIONS:
• Families: Maximizing child care claims, Canada Child Benefits
|12:00 - 12:30||
FOCUS ON REAL ESTATE
• Ownership – Personal Residences and Rental Properties
o One property; more than one property, on Canada, abroad, T1135
• Change of Use
o Personal to rental: First Year Reporting Issues
o Adventure or concern in nature of trade: when are investments/real estate considered to be business income?
|12:30 - 1:00||
|1:00 - 1:30||
ROUND TABLE DISCUSSION HOSTED BY OUR GUEST PARTNERS
|1:30 - 2:45||
Dean Smith, a partner in Cadesky Tax (Cadesky and Associates LLP) and the President of Cadesky U.S. Tax Limited.
In Toronto: Russell Vert, Senior Tax Manager, Cadesky U.S. Tax Ltd.
News for Investors, Snowbirds, Professionals, Business Owners & New Romances
1) What was the objective of U.S. tax reform? Effect of reforms on residency rules and filing requirements
2) What changes will impact Canadians investing in the U.S. and U.S. citizens living in Canada?
3) Personal tax: How will the rules affect Canadian residents who have children studying in Canada, snowbirds, retirees, rental and personal property owners in the U.S.
4) Family tax: What is the effect of change for Canadians who marry U. S. citizens?
5) Tax tips for Expats and U.S. residents/citizens living in Canada
If these are questions that keep you and your clients up at night, don’t miss this dynamic session from one of Canada’s most experienced U.S.-Canada tax experts.
|2:45 - 3:00||
|3:00 - 4:00||
6) Property owners: Is it still a good idea to own property in the U.S.?
7) Corporate tax: In particular, what will the changes to the U.S. subpart F rules mean for planning for Canadian private companies? Learn about the expansion of the definition of a “United States shareholder” and new deemed income inclusions.
8) Tips on planning with professionals, Canadians who own U.S. shares
9) The Bottom line in investments, retirement and estate planning for individuals, professionals and private business owners.
|4:00 - 4:30||
THE SUMMIT – PEER-TO-PEER DISCUSSION, YOUR Q & A
Is the Canadian competitive advantage gone – are companies leaving and their employees leaving – and what are the departure tax implications? How will high net worth clients, executives and professionals respond to the changes in Canada and the US? What about private corporation owners? How will you respond to the planning and audit-defence opportunities with your clients? How will your practice change? How do you best train your staff and increase your capacity for working with concerned clients. You’ll find stimulating answers to these questions and deep perspectives from our guest experts and your peers in this inter-active session.
Closing Remarks and Certification
Verifiable Credits – 6.5 Non-Verifiable Credits – 3.5 = Total 10 CE/CPD Credits