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03CE - New Private Corporation Tax Planning Rules

23 May 2018 2:00 PM - 3:30 PM

This session is also being offered on Wednesday, May 23, 2018 4:00 PM - 5:30 PM

1.5 ConEd Learning Hours

The Federal Government has issued proposals for changes in the taxation of private corporations. We will explain the new tax rules and how will they affect the owners of private corporations.

Learning Objectives

    1. Understand the new tax rules and how you and your firm may be impacted.
    2. Consider options for annual tax and owner remuneration planning under the new rules.
    3. Review your firm’s ownership succession strategy and consider options for planning under the new rules.
    4. Consider the impact on longer-term retirement and estate planning for you and your family.


Mark McGinnis, CPA, CA, and Andrew Bernstein, CPA, CA, ShimmermanPenn LLP

Mark McGinnis’ (Partner) practice is focused on corporate and personal taxation matters for owner-managed businesses, private corporate groups and small public companies. He advises on tax planning and minimization strategies, international taxation, foreign affiliate issues, corporate reorganizations and estate planning for a wide range of clients. Mark has spoken at conferences and the firm’s annual Tax Breakfast on a variety of Canadian and international tax issues and has provided tax workshops for small and mid-sized firms. He is a member of the Canadian Tax Foundation.

Andrew Bernstein’s (Tax Manager) primary areas of expertise include tax compliance matters for individuals, corporations, trusts and partnerships; GST/HST consulting; estate planning and corporate structuring in an owner-managed and private corporation group setting; and advising on international/cross-border taxation issues. Andrew has broad experience with Voluntary Disclosure & Taxpayer Relief submissions, as well as providing support and guidance to taxpayer’s undergoing CRA audits. He also provides guidance to a wide variety of charities and not-for-profit organizations on specialty tax compliance issues. Andrew teaches courses to other CPAs on personal taxes, tax planning, and specialty tax issues for their professional development.