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Chapter PD-Tax Planning Update / Business Succession Planning

October 17, 2015 @ 8:00 am - 12:15 pm

$45 – $85

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Session 1: Tax Planning Update 8:00 am-10:00 am

Scope of the session include (may subject to changes by the speakers):

  1. The new regime for Inter-corporate dividends (s.55) and their impact on Succession Planning
  2. The new rules for Charitable donations from an Estate
  3. The new GRE Trust rules
  4. Multiple Wills
  5. The big advantages of Alter Ego and Joint Partner Trusts
  6. Fixing up Tax Planning Mistakes – Rectification and Rescission
  7. TFSAs under attack
  8. Inter Vivos Trusts – The 21 year rule and other maintenance issues
  9. The new Family Law Act and interests in Inter Vivos Trusts

Session 2: Business Succession Planning – 10:15am – 12:15pm

Scope of the session include (may subject to changes by the speakers):

  1. What do you need to get started?
  2. When is the right time to implement the family business succession plan?
  3. Why should your clients be motivated to act?
  4. Planning considerations for family business
  5. Benefit of an Inter Vivos (Family) Trust
  6. Check-up for Existing Family Trusts
  7. Using a family trust to multiply the CGE
  8. Principal Residence Trusts
  9. Benefits of Alter Ego and Joint Partner Trusts
  10. The benefits of multiple wills
  11. Joint Spousal Trust and the Graduated Rate Estate Rules
  12. Family shareholders’ agreement
  13. Family Law issues – B.C.
Date: Saturday, October 17, 2015
Time: 7:00 am:Registration & Breakfast; 10:00 am: Refreshment;Session 1: 8:00 am to 10:00 am & Session 2 :10:15 am to 12:15 pm
Location: Executive Hotel and Conference Centre, 4201 Lougheed Highway, Burnaby, BC ; This event is near the Gilmore Skytrain/Brentwood MallLocation
Who: CPABC Members and Students
Early Bird Registration for both sessions: $75.00 + GST (deadline for early bird is October 8, 2015)
Registration for both sessions: 85.00 + GST (after October 8, 2015)
Registration for one session only: $45.00 + GST
CPD: Both events qualify for 4 hours verifiable CPD & one event qualifies for 2 hours verifiable CPD each
To register: Register here


  1. Please note Chapter events are not eligible for the CPABC Passport. We apologize for any inconvenience.
  2. Parking at the facility is free but please check with the hotel registration desk to confirm whether they require your license plate number.
  3. Please also note that we do not accept payments in cash at the registration desk.
  4. Please contact Jessica Liu at BurnabyNWChapter@bccpa.ca if you have any further inquires.

Speaker’s Biography:

William H. (Bill) Copper, CPA, CGA, LL.B

Bill has over 40 years of tax and financial experience as both an accountant and as a tax lawyer.  Bill is also a frequent lecturer on tax matters including a fourth year Tax Law and Policy program at Carleton University.  His extensive tax experience includes working as an advisor at the most senior levels of the Canada Revenue Agency (CRA) and the Department of Finance (Finance) in Ottawa.

In his role with the CRA, Bill reviewed transactions of national importance and worked with senior officials of Finance and the CRA developing tax policy and federal income tax legislation, as well as providing Rulings on business transactions across Canada.

For most of his 30 plus years of tax practice, Bill’s focus has been on advising private, owner-managed businesses on the creation of tax effective business structures, including the succession of family owned businesses, the purchase and sale of private businesses, and the implementation of tax effective financing structures.

Bill also represents clients in tax disputes with the CRA and other taxation authorities. Bill is the co-founder of Meritas Canada Tax, an affiliation of over 30 tax and estate lawyers practicing from coast-to-coast with law firms that are members of Meritas Law Firms Worldwide.  Bill is also the editor-in-chief of Executive TaxBriefs, a monthly tax update publication of TaxMentor dedicated to the tax concerns of owner/managers and their financial advisors.

Moon Mah, CPA, CGA

Moon is both a lawyer and a Chartered Professional Accountant. He practices in the areas of Taxation and Corporate Law with a focus on tax planning, succession and estate planning, reorganizations, dispute resolution, and tax-related corporate and commercial matters.




October 17, 2015
8:00 am - 12:15 pm
$45 – $85
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CPABC Burnaby NW Chapter


Executive Hotel and Conference Centre
4201 Lougheed Highway
Burnaby, BC Canada
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