William J. Fowlis, QC

Partner | Calgary

403.298.2413

Portrait of William J.  Fowlis

Bill Fowlis, QC, FCPA, FCA, TEP, FEA is a lawyer, a Chartered Professional Accountant/Chartered Accountant, and a Trust and Estate Practitioner (TEP). With this complementary professional background, Bill focuses on taxation, corporate, trust, succession, and estate planning law for privately owned businesses, corporations, family enterprises and high net worth individuals. His practice covers merger and acquisition transactions with a focus on private corporations and dealing with taxation authorities on contentious matters on behalf of his clients.

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2019

In the just released 2019 edition of The Best Lawyers in Canada, 144 Miller Thomson lawyers from across the country have been recognized for their expertise in 47 areas of law. This includes 6 lawyers who were awarded “Lawyer of the Year” in...

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Miller Thomson repeats top ranking in Chambers High Net Worth Guide

Miller Thomson’s Private Client Services Group has once again received a top Band 1 ranking in the 2018 Chambers High Net Worth Guide for Private Wealth Law – Canada. Through an extensive independent research process, Chambers and Partners ranks the...

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Miller Thomson recognized in 2018 Canadian Legal Lexpert Directory

In the recently released 2018 edition of the Canadian Legal Lexpert® Directory, 90 Miller Thomson lawyers across 35 areas of law have been recognized for their industry-leading advisory expertise.  These rankings are the culmination of an extensive annual peer review process...

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Miller Thomson receives top ranking by Chambers for Private Wealth Law – Canada

Miller Thomson is ranked as Band 1 (highest ranking) for Private Wealth Law – Canada in Chambers High Net Worth Guide. The guide ranks the leading lawyers and law firms for the international private wealth market in key jurisdictions around...

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Miller Thomson recognized in 2017 Canadian Legal Lexpert Directory

In the recently released 2017 edition of the Canadian Legal Lexpert® Directory, 79 Miller Thomson lawyers across 30 areas of law have been recognized for their industry-leading advisory expertise.  These latest rankings are the culmination of an extensive annual peer...

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William Fowlis elected to STEP worldwide council

Congratulations to William Fowlis, Partner in our Calgary office, who was recently elected as the Canadian representative on the STEP (Society of Trust and Estate Practitioners) worldwide council. STEP is the global professional association for trust and estate practitioners.  The council is made up...

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2017

126 Miller Thomson lawyers from across the country and in numerous areas of law have been recognized for their expertise in the 2017 edition of The Best Lawyers in Canada. This result is up from 122 lawyers ranked last year....

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Lexpert recognizes 80 Miller Thomson lawyers

Miller Thomson is pleased to announce 80 lawyers across ten of our offices are recognized in the 2016 edition of The Canadian Legal Lexpert Directory as leading practitioners in their field. Published annually since 1997, The Canadian Legal Lexpert Directory...

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William Fowlis receives Society of Trusts and Estate Practitioners (STEP) Founder’s Award

Miller Thomson congratulates William Fowlis, the firm’s Corporate Tax Lead, on being awarded the STEP Founder’s Award.  The award recognizes STEP members who have made an exemplary long-term contribution to the Society in their branch or elsewhere in the voluntary...

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A record 122 Miller Thomson lawyers recognized in 2016 Best Lawyers in Canada

Miller Thomson lawyers from across the country were today recognized in The Best Lawyers® in Canada 2016. A total of 122 lawyers across various areas of law were recognized for their industry expertise—up from 107 last year. Miller Thomson is...

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William Fowlis of our Calgary office will be presenting as part of a panel presentation on “Post Mortem Planning for Privately Held Corporations – An Update” at the Society of Trust and Estate Practitioners (Canada) National Conference on June 19, 2015.

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William Fowlis of our Calgary office will be participating in the Institute of Chartered Accountants of Alberta/Canada Revenue Agency Roundtable meeting on June 4, 2015.

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William Fowlis of our Calgary office will be co-presenting a paper entitled “Trust Update” at the Canadian Tax Foundation Prairie Provinces Tax Conference in Calgary on June 2, 2015.

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William Fowlis of our Calgary office will be presenting as part of a panel presentation on “Post Mortem Planning for Privately Held Corporations” at the Vancouver Branch meeting of the Society of Trust and Estate Practitioners on May 28, 2015.

William Fowlis of our Calgary office will be presenting as part of a panel presentation on “Post Mortem Planning for Privately Held Corporations” at the Vancouver Branch meeting of the Society of Trust and Estate Practitioners on May 28, 2015.

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William Fowlis presents at the Society of Trust and Estate Practitioners National Conference

William Fowlis of our Calgary office will be presenting on “Using a Private Company as a Trustee in Various Canadian Jurisdictions” at the Society of Trust and Estate Practitioners National Conference in Toronto on June 10, 2013. 4:00 – 5:15...

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William Fowlis Presents Current Tax Cases to the ECA of Calgary

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Bill Fowlis instructs a course for the Institute of Chartered Accountants of Alberta in Calgary Entitled, “Taxation of Family Trusts – Advanced”

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Bill Fowlis presents to the Rotary Club of Calgary on “Tax Planning with respect to the Ownership of US Real Property by Canadians”

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Five Miller Thomson lawyers present at STEP Canada 13th National Conference.

Rachel Blumenfeld moderates the session on “Planning for Families with a Disabled Beneficiary” Gail Black presents “Planning for Families with a Disabled Beneficiary” Robert Hayhoe presents “Philanthropy: Canadian and International Trends, Use of Private Foundations” Jim Hutchinson presents on “Estate...

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Bill Fowlis is the course leader of the Federated Press Tax Planning for the Wealth Family Course being held in Calgary March 22 & 23, 2011 and presenter on “Advanced Income Tax Planning for Maximizing Asset Protection.”

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Calgary Annual Tax Update Seminar

Miller Thomson’s Calgary Tax Group hosts the annual tax update seminar that will cover: New tax rules affecting private corporations and their shareholders Reporting requirements for trusts Section 55 update Accessing corporate value on tax effective basis To register please click here.

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Tax Update Seminar

Miller Thomson presents a complimentary tax seminar. This seminar is designed for accountants, financial advisors, tax professionals, private business owners, and others who deal with tax related issues. Our seminar focuses on: New Tax Rules affecting Trusts, Estates and Charitable...

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Tax Update 2015 – Calgary

Date: Wednesday, April 1, 2015 Time: 7:00 a.m. – 7:25 a.m. Breakfast and Registration, 7:25 a.m. – 9:00 a.m. Presentations Location: Calgary Petroleum Club, Devonian Room, 319 – 5 Ave S.W., Calgary, Alberta

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Recent Tax Developments 2014 – Regina

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Recent Tax Developments 2014 – Regina

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Recent Tax Developments 2014 – Edmonton

Miller Thomson’s Alberta Tax Group is presents a breakfast seminar in Edmonton. Location: The Sutton Place Hotel Time: 7:00 a.m. – 9:00 a.m.

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Recent Tax Developments 2013 – Calgary

Miller Thomson’s Calgary office hosts a seminar on “Recent Tax Developments.”

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Recent Tax Developments 2012 – Regina

Miller Thomson’s Regina office hosts a breakfast seminar on “Recent Tax Developments.”

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Recent Tax Developments 2012 – Saskatoon

Miller Thomson’s Saskatoon office hosts a breakfast seminar on “Recent Tax Developments.”

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Recent Tax Developments 2012 – Calgary

Miller Thomson hosts a seminar in Calgary on “Recent Tax Developments.”

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A New Era of Private Corporation Tax Rules – Part IV

On June 21, 2018 Bill C-74, An Act to implement certain provisions of the budget tabled in Parliament on February 27, 2018 and other measures (“Bill C-74”) received Royal Assent. Bill C‑74 includes various amendments to the Income Tax Act...

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A New Era of Private Corporation Tax Rules – Part III

Just over a year ago, Budget 2017 announced that the Government was reviewing the taxation of private corporations. A consultation paper and draft legislation were released on July 18, 2017, which included amendments to section 120.4 of the Income Tax...

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A New Era of Private Corporation Tax Rules – Part II

The announcement in Budget 2017 that the Government was reviewing tax reduction strategies using private corporations created uncertainty and much speculation. On July 18, 2017, draft legislation (the “July Proposals“) was released, which proposed to amend many sections of the...

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A New Era of Private Corporation Tax Rules – Part I

As people start to get back to their normal routines after the holidays and catch up on news they may have missed between school holiday concerts, client or work events and family commitments, they may have noticed that the Department...

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Proposed Amendments to the Taxation of Private Corporations – Where Are We Now?

The July 18, 2017 proposals of the Minister of Finance generated a lot of discussion and debate last summer among tax practitioners, professionals, business owners and the general public. Over the course of the consultation period, the Department of Finance...

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Recent Jurisprudence Regarding the Provincial Residency of Trust in Canada

Abstract The jurisdiction in which a trust is resident is relevant for Canadian federal and provincial tax reasons because a trust pays income tax to whatever country and province that the trust is resident in. 2012 decision of the Supreme...

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Post Mortem Planning for Private Corporation Shares

STEP Inside Newsletter, Vol. 14, No. 2, May 2015

Full article here.

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Tax on Corporate Transactions in Canada

Practical Law (a Thomson Reuters publication)

Chapter in Tax on Transactions Multi-jurisdictional Guide.

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Current Changes to Testamentary Trusts and Continuing Advantages

The 2014 Federal Budget proposes to introduce a number of significant changes to the taxation of trusts and estates which will fundamentally change the landscape of estate planning. The Department of Finance (the “Department”) proposed these changes to eliminate the...

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Surplus Stripping: Is the Pipeline Leaking Again?

On April 25, 2013, the Federal Court of Appeal (“FCA”) released its decision in the case of MacDonald v. R (2013 FCA 110) (“MacDonald”). Unfortunately for the taxpayer, the FCA in a unanimous decision overturned the decision of Justice Hershfield of...

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Quinn Contracting acquired by Graham Construction Resources

Counsel to the shareholder of Quinn Contracting

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W.P. Telectronics acquired by Geode Capital Partners

Counsel to the shareholders of W.P. Telectronics (Alta) Ltd.

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Plains Oil acquired by Alstar Oilfield Contractors

Counsel to Plains Oil Ltd.

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