Hybrid

Business Succession Planning – Employee Ownership Trusts and Intergenerational Business Transfers

Quarterly Perspectives on Tax Law Series

When May 31, 2023 11:30 AM to 01:00 PM (ET)

Where Webinar or Toronto Office
333 Bay St., Suite 2400,
Toronto, ON Get directions

Download Material

Overview

The 2023 Canadian Federal Budget proposes two new regimes that are relevant to: (i) owners seeking to transfer their business to the next generation that includes employees or family members, (ii) purchasers who may be seeking to partner with employees or family members to acquire and operate Canadian businesses, and (iii) financial institutions who are interested in financing the acquisition and operation of such businesses. The focus of the session will be on the technical requirements including the post-closing governance requirements. The presenters will also provide suggestions for practical improvements on the proposed regimes and discuss the interaction of the regimes with proposed amendments to the general anti-avoidance rule.

Agenda

11:30 am - 12:00 pm ET Registration and Lunch (for Toronto in-person attendees)
11:50 am ET / 8:50 am PT Webinar registration opens
12:00 pm - 1:00 pm ET / 9:00 am - 10:00 am PT Webinar and Q&A

Cost

This event is complimentary

Type

This is a hybrid event. You may attend in-person in Fasken's Toronto office or by webinar

Materials and Webinar Recording: If you are unable to attend the webinar but wish to receive the materials and webinar recording after, please click the "Materials and Webinar Recording" option at bottom of this page.

Upcoming webinars in the Quarterly Perspectives on Tax Law Series

2023 Update for Mergers & Acquisitions – Vancouver office hybrid event with Hardeep Gill
Indigenous Taxation – Calgary office hybrid event with Lori Bokenfohr and Ron Ezekiel

Past webinars in the Quarterly Perspectives on Tax Law Series

Click here to access the recording and materials from “Canadian Transparency Legislation relating to Tax Disclosures/Property Ownership – an Update,” originally aired on March 29, 2023.

1^Hours

This program is eligible for up to 1.0 hour of Substantive content with the Law Society of Ontario.

This program contains 1.0 hour of accredited content for the purposes of the Law Society of British Columbia’s annual Continuing Professional Development (CPD) requirements. The session has been loaded with the LSBC and is titled “Business Succession Planning – Employee Ownership Trusts and Intergenerational Business Transfers”. It is available for claiming through your LSBC Member Portal.

A confirmation of participation will be sent to you for your continuing education hours with the Barreau du Québec.

For CPD/CLE in other jurisdictions, please contact your local Law Society