Past Event: November 08, 2023

Grant Thornton is hosting a complimentary, in-person conference with informative sessions on trending tax topics. These sessions, hosted by our experienced tax professionals and experts from Baker McKenzie, the CFO Centre, and RBC, will leave you with actionable tax considerations that you can apply to your business to help you minimize tax liabilities. You’ll hear from a Grant Thornton client and their advisors about their experience with taking their business across borders. Plus, Economist Jack Mintz, will lead a discussion about what’s happening in the Canadian economy now and what we can expect over the next several years.

CPD credits will be available for attending this event upon request. More details will be shared at check-in on the day of the event.

Register now to learn tax strategies that could help you take your business to the next level

Agenda

Registration: 8:30am – 9:00am 

Opening remarks: 9:00am – 9:15am 

In conversation with Jack Mintz: 9:15am – 10:00am 

A thought-provoking fireside chat on the state of our economy hosted by Armando Minicucci 

Succession and estate planning: 10:00am – 10:30am 

Speakers: Erin Podio, Kaz Nesbitt 

Pass the torch, not the complications. We’ll break down estate planning options and implications, cover the common pain points that taxpayers, executors, and family members face, and offer key considerations to help facilitate a seamless transition. 

Sell your business to a related party: 10:30am – 11:00am 

Speakers: Kevin Stienstra, Jack Kingma 

If you’re looking to hand the reigns of your business over to a family member or another related party, there are important nuances to consider. Discover tax planning opportunities in non-arms length transactions and recent changes to intergenerational business transfer rules that could impact your sale.  

Sell your business to a third party: 11:00am – 11:30am 

Speakers: Dennis Tmej, Jin Wen 

Exiting your business can be overwhelming. We’ll cover the different planning options to consider when selling to a third party, and steps you can take to help ensure your transaction is as tax efficient as possible so that you can sell your business on your terms.  

Protect and preserve your cash flow: 11:30am – 12:00pm 

Speakers: John Di Liso, Palma Amato 

Your loss utilization strategy should be tailored to your specific situation.  Explore how to manage your cash flow in an economic downturn and use your losses to minimize tax.  

Lunch break: 12:00pm – 1:00pm

A CFO’s journey to boosting growth by expanding cross-border: 1:00pm - 2:30pm

Speakers: Greg Mackenzie, Andrew Somerville, Liz Nadeau

As a modern-day CFO, you’ve come to understand that you need to adapt and react quickly to be effective—it’s no longer enough to perform your traditional role. If you're ready to take your business cross-border, you’ll need to quickly learn the legislative footprint of your new jurisdiction. We'll be joined Liz Nadeau from The CFO Centre to shed light on real-life business dilemmas and decisions. You’ll learn how to size up challenges and opportunities and walk away with a better understanding of how you can grow in your role to prioritize risk management and capitalize on opportunities.

Expand your business cross-border: 2:30pm – 3.30pm

Speakers: Michelle Alphonso, Jane Henderson, Nancy HamzoMike Ruthard

While there isn't a one-size-fits-all strategy to expanding cross-border, there are sure-fire strategies that can help you execute the move and navigate complex rules and regulations to avoid double taxation. In this panel, you’ll learn about the many moving parts to consider such as market selection, investment strategies, and choosing the right team.

Closing remarks and drinks reception: 3:30pm – 5:00pm

In conversation with Jack Mintz

Jack Mintz
University of Calgary

President's Fellow of the School of Public Policy

Presenters

Erin Podio - Profile Image 240x277_20241001_041139.jpg
Partner, Tax Services

Doane Grant Thornton LLP

Kevin Stienstra
Partner, Tax Services

Doane Grant Thornton LLP

John Di Liso
Partner, Tax Services

Doane Grant Thornton LLP

Dennis Tmej
Partner, Tax Services
Dennis Tmej

Doane Grant Thornton LLP

Jin Wen
Partner, Tax Services
Jin Wen

Doane Grant Thornton LLP

Greg MacKenzie
Partner, Tax Services

Doane Grant Thornton LLP

Andrew Somerville
Partner, Tax Services

Doane Grant Thornton LLP

Palma Amato
Partner, Tax Services

Doane Grant Thornton LLP

Kaz Nesbitt
Partner, Tax Services

Doane Grant Thornton LLP

Nancy Hamzo
Partner
Nancy Hamzo

Baker & McKenzie LLP

Jack Kingma
Senior Manager, Tax Services
Jack Kingma

Doane Grant Thornton LLP

Armando Minicucci
Partner, Tax services

Doane Grant Thornton LLP