This lunch seminar features a two-part discussion on a comprehensive game plan for strategic business transitions. In the first half,\u00a0Vinay Khosla (M.Acc., CPA, CA,\u00a0Tax Partner at Bateman MacKay)<\/strong>\u00a0presents Business Transition planning solutions: intergeneration transfers, Employee Ownership Trusts (EOTs), and Employee Share Ownership Plans (ESOP).\u00a0In the second,\u00a0Raffaella Garofalo and Brintha Gobrishna (Tax Controversy and Disputes Resolution Associates, Miller Thomson)<\/strong>\u00a0turn 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. 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.<\/strong>
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.<\/p>\n\n\n\n
Agenda<\/strong>
12:00 PM \u2013 12:30 PM:\u00a0Lunch & Registration
12:30 PM \u2013 1:30 PM: Presentation
1:30 PM \u2013 1:45 PM: Q&A
1:45 PM \u2013 1:50 PM:\u00a0Draw for Raptors Tickets<\/p>\n\n\n\n