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Intergenerational Transfer, Sale, or Split up of a Family Business – Tax Planning and Considerations

Quarterly Perspectives on Tax Law Series
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Overview

Join us on October 15th for the 3rd installment of our 2024 Quarterly Perspectives on Tax Law Series. This event will be offered virtually.

This session will explore tax considerations in the context of events that commonly occur in the life cycle of a family business, including transition to family members, sale to unrelated parties, divorce or other division of assets among family members, and death. It will review recent tax changes in the context of such events, including the increase in the capital gains inclusion rate, new Alternative Minimum Tax (AMT) rules, new rules on family business succession, new General Anti-Avoidance Rule (GAAR) rules, and the mandatory disclosure rules.

Agenda

  • 12:00 pm - 01:00 pm ET / 09:00 am - 10:00 am PT Webinar and Q&A

Other Events in the 2024 Quarterly Perspectives on Tax Law Series! 

  • 2024 Update for Mergers & Acquisitions - Upcoming
  • Managing Tax Disputes: Mid-Year Update on Recent Developments and Trends - June 20
  • Canadian Clean Energy Tax Incentives: Where are We Now? - February 26

Materials and Webinar Recording: If you are unable to attend the event but wish to receive the materials and webinar recording, please click the "Materials and Webinar Recording" option on the registration page.

1Hours Available Via Webinar
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 “Intergenerational Transfer, Sale, or Split up of a Family Business – Tax Planning and Considerations - October 2024”. 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

Event contact

Andrea Tulloch Marketing Events Manager +1 416 868 3329

Speakers

  • Lori Bokenfohr, Partner | Tax Law, Calgary, AB, +1 587 233 4061, lbokenfohr@fasken.com
  • Matthew Wilkins, Associate | Tax Law, Calgary, AB, +1 587 233 4105, mwilkins@fasken.com

Access Presentation Material

    Watch the webinar