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This session will provide details on the new 2018 tax rules for income splitting.
On December 13th, 2017, federal Finance Minister Bill Morneau released a new draft legislation related to income sprinkling. Consistent with the July 18th, 2017 proposals, the new draft legislative proposals will extend the Tax on Split Income (TOSI) to individuals 18 and over.
The revisions contain simplifications and address certain feedback concerns associated with the July 18, 2017 proposals, but parts of the revised draft legislation are quite complex.
As the proposals took effect on January 1st, 2018, a detailed review of existing income splitting arrangements is highly recommended.
Networking and breakfast: 7:30am
Session begins: 8:00am
Marc Léger, M.Fisc is an experienced tax manager in Business Tax Advisory Services with Ernst & Young LLP. He holds an undergraduate degree in business administration (BBA) from the Université de Moncton and a Masters in Taxation (M.Fisc.) from the Université de Sherbrooke. Marc specializes in Canadian corporate income tax planning. He works with clients in a variety of industries on corporate reorganizations, business succession planning and trust planning. Marc is also involved in various areas such as owner-manager remuneration planning and real estate/creditor proofing strategies.
Marc has offered seminars to various organizations including CPA New Brunswick, the NBICA, Moncton CGA chapter, the Registered Public Accountants Association (Atlantic Chapter) and the annual Canadian Tax Foundation’s Atlantic Tax Seminar at Saint Mary’s University. Marc contributed various tax related articles to the Tax for the Owner-Manager newsletter published by the Canadian Tax Foundation and to the Greater Moncton Chamber of Commerce’s Chamber Vision magazine. He is a part time lecturer at the Business Faculty of the Université de Moncton, having taught various undergraduate and graduate level courses in the field of taxation over the past ten years.
Natacha Poirier, CPA, CA graduated from Université de Moncton with a bachelor’s degree in Business Administration and pursued her studies to obtain her Chartered Accountant designation in 2005. She has also completed her In-Depth Tax course with the CICA (now CPA Canada) and is currently working in the Dieppe office at Ernst & Young’s tax department and has extensive experience, specializing in corporate tax and succession planning.
Dan LeBlanc, CPA, CA, TEP is a Private Client Services Tax Leader for Ernst & Young LLP and a Tax Partner at the Firm's Dieppe / Moncton Office. He has over 30 years of experience advising high net worth individuals and corporations on tax and estate planning matters. Dan has extensive experience in the tax area providing tax planning and compliance advice to a wide range of corporations and their shareholders with respect to corporate reorganizations, business succession planning, business acquisition and divestitures. He has provided tax advice to businesses in a broad range of sectors including construction, retail, manufacturing, real estate, natural resources and professional services firms.
Dan has delivered frequent speaking engagements throughout New Brunswick and Nova Scotia on tax matters affecting private corporations and their shareholders. He holds a chartered accountants designation and is a member of the Atlantic Branch of the Society of Trust and Estate Practitioners.
The deadline to register for this event is Friday, February 23 at 4:00pm.
Additional options and pricing may be available. See pricing and registration for more details.
Wingate by Wyndham Dieppe
69 Rue du Marché, Dieppe, New Brunswick E1A 9K2
Yes. Your meal is included.
Yes. The cost for Non-Members is $30.00 per person.
Joëlle Richard, Coordinator, Professional Development and Member Events
Tel: (506) 830-3300
February 15, 2018
The Saint John Chapter of CPA New Brunswick invites you to an evening of Professional Development (CPD) and Networking on February 15, 2018.
February 23, 2018
Luann Jones-Foster will provide an Income Tax Update regarding major changes in legislation over the last three years.
March 1, 2018