William J. Fowlis, KC, FCPA, FCA, TEP, FEA

Associé | Calgary

403.298.2413

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William Fowlis speaks on « CRA Audit Activity Respecting Trusts » at Entrepreneurial Chartered Professional Accountants of Calgary event

William Fowlis speaks on « CRA Audit Activity Respecting Trusts – What’s happening, preventive steps and best practices » at an Entrepreneurial Chartered Professional Accountants of Calgary (ECPAC) event. The presentation will cover the areas of focus of CRA audits of trusts....

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William Fowlis speaks on « Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls » at the 2021 Western Canada Tax Conference

William Fowlis is a co-presenter at the Canadian Tax Foundation’s 2021 Western Canada Tax Conference. « Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls » examines the major considerations when advising clients on their estate planning at each stage...

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William Fowlis presents at STEP Canada’s Tax Update on Trust Audits

William Fowlis presents at STEP Canada’s Tax Update on Trust Audits, where he will review the new 2021 trust reporting rules, highlighting specific changes from the current rules: exceptions from the new trust reporting rules for certain trusts the client...

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Chambers High Net Worth Webinar with Miller Thomson: ‘Dealing with Canada in Wealth, Tax and Succession Planning – Key Considerations’

Wendi P. Crowe, Rahul Sharma and William J. Fowlis are pleased to invite you to Chambers and Partners’ webinar ‘Dealing with Canada in Wealth, Tax and Succession Planning – Key Considerations’ with Miller Thomson LLP. This is the first in...

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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...

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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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Bill Fowlis presents to the Wills and Estates subsection of the South Alberta Branch of the CBA on « Estate Freezes – Planning Considerations, Current Issues and Opportunities » – February 8th, 2011

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Bill Fowlis will present on « Tax Planning in Difficult Economic Times » at the 2009 STEP Conference June 18

  Bill Fowlis will be making a presentation at the 2009 National Society of Trust and Estate Practitioners (STEP) Conference on « Tax Planning in Difficult Economic Times » on June 18, 2009. For more information about the Conference, please click on...

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Bill Fowlis will participate at the Institute of Chartered Accountants of Alberta/Canada Revenue Agency Roundtable meeting May 28

Bill Fowlis will be a participant at the Institute of Chartered Accountants of Alberta/Canada Revenue Agency Roundtable meeting on May 28, 2009.

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Bill Fowlis will present on « The Estate Freeze in Difficult Economic Times » at Calgary CAFE College 2009 on May 13

      Bill Fowlis will be making a presentation at Calgary CAFE College 2009 on « The Estate Freeze in Difficult Economic Times » on May 13, 2009.

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Bill Fowlis will be speaking on « Tax Planning and Legal Considerations with Respect to Business Transitioning » at the Calgary Chamber of Commerce on Thursday, February 26, 2009

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Gail Black and Bill Fowlis will present at the « Tax Planning for the Weatlhy Family » course.

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