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 Hamzo, Mike 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
