Speaking Engagements
Rachel Blumenfeld, TEP, of our Toronto office moderated a panel discussion “Cross-Border Planning: Tax Traps and Mismatches” at the Society of Trust and Estate Practitioners (Canada) National Conference on June 17, 2014.
Rosanne Rocchi, LLM, TEP, of our Toronto office presented “Conflicts of Interest” as arise in relation to the duties of executors and trustees at the Society of Trust and Estate Practitioners (Canada) National Conference on June 17, 2014.
Greg Shannon, QC, ICD.D, TEP, of our Calgary office presented “21-Year Deemed Disposition Rule: Tricky and Costly Anniversary” at the Society of Trust and Estate Practitioners (Canada) National Conference on June 17, 2014.
William Fowlis, QC, FCA, TEP of our Calgary office presented as part of a panel presentation on “Post Mortem Planning for Privately Held Corporations” at the Society of Trust and Estate Practitioners (Canada) National Conference on June 16, 2014.
Publications
David Chodikoff of our Toronto office was featured in a Maclean’s article on the Canadian Revenue Agency’s penalties against taxpayers who stockpile money in offshore accounts on July 18, 2014.
Lyne M. Gaulin, CPA, CA (Ontario, Canada), CPA (State of Illinois, USA), of our Toronto office authored article “Canadian Federal Court of Appeal Finds Anti-Avoidance Rule Applicable to Foreign Affiliates Has Limited Scope” published in Worldtrade Executive, Practical International Tax Strategies, Thomson Reuters (June 2014).
