Summary of Meetings: Taxation Law
Number of Meetings Held:3
October 11, 2023
Online Registration Count: 103
In-Person Registration Count: 14
Guest Speakers: Richard Weiland, Clark Wilson
Meeting Title/Topic: The New Reporting Regime for Trusts
Synopsis: Richard Weiland provides an overview of the enhanced trust information reporting requirements taking effect for 2023, including key definitions and concepts in the new reporting rules, a discussion of various examples, and review of practical challenges and professional obligations.
February 2, 2024
Online Registration Count: 48
In-Person Registration Count: 6
Guest Speakers: Ashvin Singh, Director, Philanthropy Tax at PwC
Meeting Title/Topic: Philanthropy Taxation: A Refresher
Synopsis: Ashvin Singh, Director, Philanthropy Tax at PwC, discusses the taxation rules governing philanthropic structures.
May 28, 2024
Online Registration Count: 25
In-Person Registration Count: 10
Guest Speakers: Michelle Moriartey, Partner, Farris LLP
Meeting Title/Topic: Budget 2024: Changes to CRA Administrative Powers and their Impact on Taxpayers
Synopsis: Michelle Moriartey, Farris LLP discusses the scope of various proposals, legal and practical concerns with the proposals, and how the proposals are likely to impact taxpayers and their advisors in their communications with the CRA.