SEMINAR: What You Need to Know

A Tax Update for Accountants, Lawyers and Financial Professionals

Register Now

Presented by Greg Gartner CA, MBA, LLB, QC; Cory Chan JD, CPA; Azam Rajan JD, LLM and Kim G C Moody FCPA, FCA, TEP

Join us for a fast-paced update on everything you need to know regarding tax to better serve your clients. From a look at the Tax On Split Income one year later, to the specific US tax issues relevant to Canadians that you and your clients need to be aware of, we’ll help you ensure your clients are covered from every angle.


8:30 a.m. – 8:35 a.m. Introduction
8:35 a.m. – 10:00 a.m. A Deep Dive into the TOSI Rules: One Year Later
10:00 a.m. – 10:15 am. Health Break
10:15 a.m. – 11:15 a.m. An Update on the Capital Gains Deduction for Farmers and Small Business Owners – What you need to know and planning opportunities.
11:15 a.m. – 12:15 p.m.

US Tax Issues That You and Your Clients Need to Be Aware Of:

  • US citizens resident in Canada – are you tax compliant? Status of voluntary disclosure programs and why your clients can’t keep their heads in the sand
  • Basic considerations for Canadian business expansion into the US
  • US real estate ownership by Canadians – basic considerations
12:15 pm – 1:00 pm A Review of the Budget 2019 Stock Option Proposals – What should you and your clients be doing now?



Please fill out the form below for each person who will be attending. If you have any issues filling out this form, email

Seminar Information

Your information is secure and will never be shared with any third parties