Tax and Succession Planning for the Family Business

The family business structure is the form of enterprise for the vast majority of businesses operating in Canada. As demographics continue to shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a changing legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.

This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will equip you with practical and effective strategies you can directly apply in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.

Key Areas Addressed: - Key legal developments affecting small businesses - Considerations for selling or transferring a family business - What family business advisors need to know about family law - Managing health issues in family businesses - Wills variation and estate litigation matters - US tax and estate issues where cross-border considerations are involved - Trust and estate planning and related tax planning - Philanthropy - Drafting shareholders’ agreements

Who Should Attend: - Lawyers who practise in the areas of business, succession planning or taxation - Accountants practising in areas of personal and/or corporate taxation, estate planning or advisory services for small business -Banking and trust company executives and managers - Owners and managers of family owned businesses - Financial planners - Business consultants

Attend in-person (Downtown Vancouver) or via live webinar.

To register Online: By phone: 604-730-2500