September's Tax Breakfast Club seminar will be presented by Clare Sullivan at our downtown office on Monday, September 13, 2010.

Topics to be covered include:

Protection of inheritances

• Use of domestic contracts and shareholders’ agreements as planning tools
• Effect of family law on beneficiaries of a family trust
• Freezing and refreezing to protect family business interests
• Inclusions in and deductions from child and spousal support
• Property excluded from family law claims
• Tax consequences of transferring property between spouses on marriage breakdown

September's Tax Breakfast Club seminar will be presented by Clare Sullivan at the Westin Bristol Place Toronto Airport hotel on Thursday, September 16, 2010.

Topics to be covered include:

Protection of inheritances

September's Tax Breakfast Club seminar will be presented by Clare Sullivan at the Wyndham Garden Toronto hotel on Tuesday, September 21, 2010.

Topics to be covered include:

Protection of inheritances

• Use of domestic contracts and shareholders’ agreements as planning tools
• Effect of family law on beneficiaries of a family trust
• Freezing and refreezing to protect family business interests
• Inclusions in and deductions from child and spousal support
• Property excluded from family law claims
• Tax consequences of transferring property between spouses on marriage breakdown

We are excited to offer this comprehensive tax breakfast on Canada-U.S. real estate investments. This month, we are having only ONE, two-hour session and are bringing in Seth Entin from Greenberg Traurig LLP in Miami, a popular speaker on this topic, to present with Barbara Worndl. This seminar will be held at the Wyndham Garden Toronto hotel on Monday, October 18, 2010.

Investing in U.S. Real Estate
Including rental properties, development projects and residential

The seminar will review tax effective structures and traps. The use of Canadian and U.S. vehicles will be examined, issues including FAPI: interest, withholding and deductibility, Estate Tax, partnership issues (at risk, passive loss, basis), LLC traps, net election, like kind exchanges, refinancing and FIRPTA will be considered. An update on purchasing U.S. homes.
 
Non-Residents Investing in Canadian Real Estate
Including rental properties and development projects

The use of non-resident entities to own rental properties. The 216 net election, 116 clearance certificates, withholding tax and interest deductibility will be considered.

For November, we are delighted to have Dr. Jennifer Shulman of NERA Economic Consulting, a leading advisor on transfer pricing, together with Louise Summerhill who regularly deals with this increasingly important topic. This seminar will be held at our downtown office on Tuesday, November 16, 2010.

Topics to be covered include:

• Transfer pricing guidelines
• Contemporaneous documentation
• Form T106 – recent changes
• Domestic transfer pricing (section 69, price adjustment clauses, intercompany management fees, RCA contributions)
• Handling an audit

For November, we are delighted to have Dr. Jennifer Shulman of NERA Economic Consulting, a leading advisor on transfer pricing, together with Louise Summerhill who regularly deals with this increasingly important topic. This seminar will be held at the Westin Bristol Place Toronto Airport hotel on Thursday, November 18, 2010.

Topics to be covered include:

• Transfer pricing guidelines
• Contemporaneous documentation
• Form T106 – recent changes
• Domestic transfer pricing (section 69, price adjustment clauses, intercompany management fees, RCA contributions)
• Handling an audit

For November, we are delighted to have Dr. Jennifer Shulman of NERA Economic Consulting, a leading advisor on transfer pricing, together with Louise Summerhill who regularly deals with this increasingly important topic. This seminar will be held at the Wyndham Garden Toronto hotel on Tuesday, November 23, 2010.

Topics to be covered include:

• Transfer pricing guidelines
• Contemporaneous documentation
• Form T106 – recent changes
• Domestic transfer pricing (section 69, price adjustment clauses, intercompany management fees, RCA contributions)
• Handling an audit