A Tax Game Plan for Business Transitions, From Offence to Defence
This lunch seminar features a two-part discussion on a comprehensive game plan for strategic business transitions. In the first half, Vinay Khosla (M.Acc., CPA, CA, Tax Partner at Bateman MacKay) presents Business Transition planning solutions: intergeneration transfers, Employee Ownership Trusts (EOTs), and Employee Share Ownership Plans (ESOP). In the second, Raffaella Garofalo and Brintha Gobrishna (Tax Controversy and Disputes Resolution Associates, Miller Thomson) turn to defence: identifying key areas of a transition and tax plan most likely to draw CRA attention, and how to structure around them. A panel Q&A with all speakers closes the session.
This seminar is ideal for business owners and founders weighing a sale or succession in the coming years, along with the professional advisors including wealth experts and private bankers who guide them through it. Whether you are planning your own transition or advising clients through theirs, you will leave with a clearer view of how to build value on the way out and protect against tax risk on the way through.
As an added bonus, attendees who stay for the end of the seminar can enter a business card draw to win a pair of Toronto Raptors tickets, generously sponsored by Bateman MacKay.
Agenda
12:00 PM – 12:30 PM: Lunch & Registration
12:30 PM – 1:30 PM: Presentation
1:30 PM – 1:45 PM: Q&A
1:45 PM – 1:50 PM: Draw for Raptors Tickets