7:30 am – 8:00 am


8:00 am – 8:15 am

Welcome and Introductions

8:15 am – 9:15 am

COVID-Tax and Immigration Supports – Canada & US

This session will discuss the Canadian and US tax and immigration supports provided by the governments  such as:

  • CERB
  • CEWS
  • CEBA
  • US Cares Act
  • Various relaxation of “day count” residency requirements by the CRA and IRS
  • Once all of the supports “dry-up”, what can we expect the tax administrators’ audit activities to look like? What should practitioners do to help their clients get ready?

9:15 am – 10:15 am

COVID “Opportunities”

COVID has had a devasting impact on the Canadian and US economies.  Private / small businesses have been particularly hard hit. For such businesses that can “weather the storm”, what are some of the opportunities that they and their advisors should consider? Estate freezes/re-freezes, loss utilization, estate planning, gifts to the next generation and other opportunities will be discussed.

10:15 am – 10:30 am

Coffee Break

10:30 am – 11:30 am

Departing Canada…Why All the Interest?

In the last five years - and in particular the last six months - the interest in “saying good-bye” to Canada has dramatically increased. Why all the interest? What are some of the tax and non-tax considerations? What are some of the popular destinations? What do taxpayers and their advisors need to know?

11:30 am – 12:00 pm

Lunch Break

12:00 pm – 12:45 pm

Featured Speaker – Russ Sheppard “The Grizzlies: Engaging the Human Spirit”

Russ is the owner/operator of Spruce Legal in Cranbrook, B.C. and specializes in corporate/commercial, estate planning and foreclosures. Before his legal career, Russ served as a teacher, principal, dean of students and coach in the education system. In 1998, he travelled to the remote northern community of Kugluktuk in Nunavut to teach at the local high school. The community suffered from widespread drug and alcohol abuse and had one of the world’s highest teen suicide rates. After introducing lacrosse to his class, Russ witnessed how the sport changed the spirit of the students and an entire community. His story inspired the 2018 critically acclaimed film “The Grizzlies.”

12:45 pm – 2:00 pm

September 23, 2020 Throne Speech/”Budget” -  Taxation Proposals - What Can We Expect for Canadian Tax Policy Changes?

Recent announcements by the Canadian government promise to “build a better and more resilient Canada”. What does that mean from a tax policy perspective? What did the throne speech say? How will this impact taxpayers and their advisors?

For example:

  • Will the capital gains inclusion rate increase?
  • Will the principal residence exemption be amended?
  • Will personal tax rates increase?
  • Will a “wealth tax” be introduced?

[Note – if an election is triggered after the Throne Speech, this topic will be adjusted accordingly]

2:00 pm – 3:00 pm

So your Canadian Business Wants to Expand into the US? What Do You Need to Consider?

The number of Canadian businesses expanding into the US continues to grow. What are some of the tax and immigration considerations that taxpayers and their advisors need to know?

3:00 pm – 3:45 pm

So You Have a US Citizen Client Who Is a Resident of Canada….Can They Continue to Ignore Their US Tax and Filing Obligations? What Does Proper Tax and Estate Planning Look Like For Such a Person?

This fast-paced discussion will discuss the complex tax and filing obligations of a US citizen resident in Canada and discuss some of the overall considerations that such persons and their advisors need to consider when planning their affairs.

3:45 pm – 4:00 pm

Coffee Break

4:00 pm – 5:00 pm

COVID Impacts on Accounting, Law, Investment / Financial and Insurance Practitioners.

This session will feature a panel of legal, accounting, investment / financial and insurance professionals who will discuss the short and long-term impact of COVID on their practices. How will COVID impact the ability to serve and provide value to clients, hire staff, work collaboratively and maintain profits.

5:00 – 5:05 pm

Closing Remarks