What’s Happening at Miller Thomson

Avril 2014

( Disponible en anglais seulement )

Speaking Engagements
Greg P. Shannon, QC of our Calgary office will present at STEP Canada National Conference on June 17, 2014, along with R. Darren Baxter, QC, TEP, of McInnes Cooper Halifax, NS on « Trusts – The 21 Year Deemed Disposition Rule: A Tricky and Costly Anniversary.”

William J. Fowlis, QC, FCA, TEP of our Calgary office will be presenting 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.

Crystal Taylor and Bryant D. Frydberg will be co-presenting at the Prairie Province Tax Conference being held in Saskatoon, Saskatchewan on May 26 and May 27, 2014 on the topic of « Structural Challenges for Selling a Business ».

William J. Fowlis, QC, FCA, TEP of our Calgary office will be participating in the Institute of Chartered Accountants of Alberta/Canada Revenue Agency Roundtable meeting on May 22, 2014.

Martin J. Rochwerg and Rahul Sharma of our Toronto office are co-presenting on “Cross-Border Personal Tax Planning” for a Federated Press Conference on Cross-Border Taxation on May 14-15, 2014 in Toronto.

Greg P. Shannon, QC of our Calgary office will be presenting to the Kelowna Estate Planning Council on May 13, 2014, along with Terry F. Ritchie, Director of Cardinal Point Wealth Management, a seminar entitled: « The Most Common Cross-Border Financial Planning Mistakes and What Advisors Need to Know ».

William J. Fowlis, QC, FCA, TEP of our Calgary office will be presenting on “Estate Planning Gone Awry” as part of a panel presentation on Case Studies at the Conference for Advanced Life Underwriting (CALU) National Annual General Meeting on May 5, 2014.

Christos Panagopoulos of our Montreal office presented on Section 80, Debt-Parking Rules and the recent decision rendered by the Tax Court of Canada in Pieces Automobiles Lecavalier Inc. at the 2014 Commercial Reorganization Conference of the APFF on March 13, 2014.

Martin J. Rochwerg of our Toronto office co-presented on “Maximizing the Value of Your Practice: Estate Planning and Tax Planning and Practical Transition for Professionals” at a Miller Thomson LLP in-house breakfast presentation on February 25, 2014 in Toronto.

Crystal Taylor of our Saskatoon office co-presented a Webinar on Farm Succession Planning for TD Wealth with Jeff Henkelman of MNP LLP, February 6, 2014.

Bryant Frydberg of our Calgary office co-chaired a Corporate/Commercial/Tax Panel at the 2014 Alberta Law Conference put on by the Canadian Bar Association on January 30, 2014.

Rahul Sharma of our Toronto office co-presented on “Non-Residency and Retiring Abroad: Tax Planning Implications” at a Federated Press conference on the Elderly Client on January 21-22, 2014 in Toronto.

Publications
Martin J. Rochwerg of our Toronto office co-authored an article on “Sommerer v. The Queen – The Canadian common law and tax treatment of an Austrian private foundation”, for the International Trusts and Trustees Journal, published by Oxford University Press.

Special Announcements
Miller Thomson LLP was recently named the winner of the ACQ Global Award 2014 for Tax Litigation Law Firm of the Year-Canada and the Transfer Pricing Law Firm of the Year- Canada. A leading global M&A magazine, ACQ polled its readership of senior executives in finance, lawyers, bankers and investment managers from around the world in order to determine its winners. More than 105,000 surveys were sent, close to 28,000 responded; a response rate of 26.7%. The ACQ Global Awards were formed in 2008 to recognize achievement and innovation in public and private sectors. The magazine was first published in 2003.

William J. Fowlis, QC, FCA, TEP of our Calgary office was awarded a Fellow of the Chartered Accountants (FCA) by the Institute of Chartered Accountants of Alberta.  The FCA is awarded to CAs who have rendered meritorious service to the profession or whose career or community achievements have brought honour to the Alberta CA profession. 

William J. Fowlis, QC, FCA, TEP of our Calgary office, was appointed « one of Her Majesty’s counsel learned in the law » (Queen’s Counsel) in January of 2014. The QC designation is an honour conferred annually on members of the legal profession to recognize exceptional merit and contribution.

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