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List of documents for the 2020 Toronto conference:

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TSG 2020 Conference

Hilton Toronto — January 19—21, 2020
145 Richmond St. West, Toronto, ON   M5H 2L2
Tel: 416-869-3456 - Fax: 416-869-3187

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Program and pre-reading material

SUNDAY, JANUARY 19, 2020
8:00 AM - 9:00 AM BREAKFAST - Buffet
9:00 AM – 10:30 AM TOSI, the unanswered questions, CRA’s contradictory positions and what may be the correct answers.
10:30 AM - 11:00 AM BREAK
11:00 AM – 12:30 AM Multi-lateral Instrument, what are the key points to know and how do you find out about them.
12:30 PM - 1:30 PM LUNCH - Buffet Lunch
1:30 PM - 2:20 PM Owner-Manager tax practice, is there a "best" structure
2:20 PM - 3:00 PM Passive income rules, tax planning ideas
3:00 PM - 3:40 PM Capital gains strips, how to do it and how risky is it?
3:40 PM – 4:00 PM BREAK
4:00 PM - 5:00 PM Taxation at death, 10 special rules you need to know
5:00 PM – 5:20 PM Open Session
A chance for any person to raise a matter or ask a question.
7:30 PM DINNER
Biffs Bistro
4 Front St E, Toronto, ON M5E 1G4   (416) 860-0086
MONDAY JANUARY 20, 2020
8:00 AM - 9:00 AM BREAKFAST Buffet
9:00 AM – 10:40 AM GAAR Cases, what are the trends where taxpayers win and lose on bona-fide non-tax purpose and no misuse or abuse.
  • Jonathan Richler
  • Ian Pryor
  • Nancy Thandi
  • Michael Cadesky
10:40 AM – 11:00 AM BREAK
11:00 AM – 11:40 AM The hole in subsection 15(1), how big is it, and is it filled by paragraph 15(1.4)(c)? If so how? What about subsection 56(2)? Can you tax a non-resident (subsections 15(7) and 214(3))?
11:40 AM – 12:30 PM Family Law, do trusts provide protection. If not, what does?
12:30 PM – 1:30 PM LUNCH
1:30 PM – 2:30 PM Cases of Interest in 2019, a fast paced review
2:30 PM – 3:40 PM U.S. tax changes from 2017 have changed how Canadians approach U.S. structures, a panel discussion about how and why.
3:40 PM – 4:00 PM BREAK
4:00 PM – 5:00 PM U.S. Inversions, what are they and what are the results
5:00 PM – 5:20 PM Open Forum
7:30 PM Dinner at Lena Restaurant
176 Yonge St, Toronto, ON M5C 2L7   (416) 507-3378
TUESDAY, JANUARY 21, 2020
8:00 AM – 9:00 AM BREAKFAST Buffet
9:00 AM – 10:00 AM Technical interpretations of interest in 2019
10:00 AM – 11:00 AM CTF Roundtable, highlights of past few years.
11:00 AM – 11:30 AM BREAK AND CHECKOUT
11:30 AM – 12:30 PM Dealing with the new CRA; has CRA changed, in what ways, what are the implications?
Open discussions
12:30 PM BREAK Grab and Go
Conference Adjourns