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Introduction to Post-Mortem Tax Planning for Business Owners with Samantha Prasad

June 22, 2023 @ 1:30 pm - 3:00 pm

Learning Options

Live webinar with chat (includes 60-day replay)

  • 9:00 am – 10:30 am (Pacific)
  • 10:00 am – 11:30 am (Mountain)
  • 11:00 am – 12:30 pm (Central)
  • 12:00 pm – 1:30 pm (Eastern)
  • 1:00 pm – 2:30 pm (Atlantic)
  • 1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee

Save $25

Register on or before June 2, 2023

$140.00 + HST

Register after June 2, 2023

$165.00 + HST

CPD Credit Hours

CPID Credit Hours

CPD Hours (live presentation*)

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program has been approved for 1.5 CPD hours.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Who Should Attend

This program will appeal to lawyers whose practice includes estate planning and administration, especially those who advise or act as executors and trustees.

About the Program

Estate planning does not end when the testator passes away. This is especially true for owners of private companies, including holding companies with rental properties and incorporated professionals. Decisions made after a shareholder’s death allow executors and beneficiaries to shape the way an estate is treated for tax purposes and how property is distributed. Most importantly, post-mortem planning can mitigate double and triple taxation of private company shares on death. Failure to make the right post-mortem decisions in these situations can result in an estate paying more tax than is necessary, leaving less for the beneficiaries and possibly exposing the executor to personal liability. This program, featuring experienced tax and trusts practitioner Samantha Prasad, will introduce non-tax specialists to some of the important tax reduction opportunities available when an individual dies owning shares of a private corporation – even if tax advisors were not consulted in the course of estate planning during the shareholder’s lifetime. The presentation will not make post-mortem planning less complicated, but by using simple examples and plain language, it will aim to make it understandable for the average practitioner. Don’t miss this chance to familiarize yourself with fundamental post-mortem planning choices and tools available to executors and beneficiaries to reduce taxation of private company shares on death and achieve efficient distributions.

Meet Your Presenter

Samantha Prasad is a Partner in the Tax Group of Minden Gross LLP. Her practice focuses on corporate, international, and high net worth tax planning, with clients ranging from multi-national corporations to family business owners. Samantha co-authored the 3rd edition of Tax and Family Business Succession Planning. Additionally, she is the co-editor of various other CCH Canadian Limited tax publications including the Canada Income Tax Guide, Wealth Management Guide, and Tax Planning for Small Business Guide, and she is a regular contributor to TaxNotes (Wolters Kluwer) and is a Contributing Editor to The TaxLetter newsletters (MPL Communications). Samantha is also a frequent lecturer for professional and commercial organizations and has served as a guest speaker for the Osgoode Faculty of Law LLM (Corporate Taxation) program. Samantha is listed in Best Lawyers in Canada for Tax Law and in the Canadian Lexpert Directory as “Repeatedly Recommended” for Estate & Personal Tax Planning (Estate & Tax Planning).