MNP is excited to host you for an exclusive seminar on Wednesday, May 14, 2025
This year’s seminar will navigate the complexities of today’s tax landscape, offering insights to help you and your clients stay compliant and prepared. From the evolving CRA audit environment to legislative changes reshaping tax filing requirements, we’ll address key updates that impact your clients.
We’ll also tackle essential tax insights for U.S citizens in Canada and cross border wealth transfer. Plus, discover how business valuations can support transactions and set your clients up for future success.
Light bites and refreshments will be provided.
Reserve your spot today, as spaces are limited!
If you have any questions or trouble registering, contact Abbie Vomacka at [email protected].
Our presentations
Session 1: Current tax issues and updates
Are you familiar with the latest tax filing requirements and compliance considerations stemming from recent legislative changes and how they apply to you and your clients?
Session 2: Estate planning and tax considerations
Learn about estate planning considerations pre- and post-mortem and the reporting requirements encountered when a taxpayer passes away.
Session 3: U.S.-Canada tax insights
This session offers financial advisors insight into the intricacies of U.S.-Canada cross-border taxation. Attendees will explore key topics, including tax residency and treaty rules, managing investment taxation, retirement planning, estate and gift tax considerations, compliance and reporting obligations, as well as the tax implications of immigration, visas, and cross-border business activities. Equip yourself with the knowledge to navigate complex tax landscapes and offer comprehensive advice to clients with ties to both countries.
Session 4: Business valuations and sale planning
Given today’s complex tax planning and compliance environment, do you know when to obtain a business valuation for a transaction or reorganization? This session will help you plan ahead for accessing the lifetime capital gains exemption and setting your clients up for a successful future sale.
- 1:15 – 1:30 p.m. – Guest arrival and registration (coffee, tea, and cookies available)
- 1:30 – 2:00 p.m. – Session 1: Current issues and updates for tax planning and corporate reorganizations
- 2:00 – 2:45 p.m. – Session 2: - Estate planning and tax considerations
- 2:45 – 3:00 p.m. – Coffee break
- 3:00 – 3:45 p.m. – Session 3: U.S.-Canada tax insights
- 4:00 – 4:45 p.m. – Session 4: Business valuations and sale planning
- 4:45 – 5:30 p.m. – Prize draw, closing remarks, and networking
181 Beachside Dr
Parksville, B.C.
