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Product Type: Course
CLE-TV: Corporate Procedures 2019 (I): S.85 Rollovers

DescriptionMore DetailAgenda

Your step-by-step guide to corporate filings and record keeping for s. 85 rollovers

Tuesday, April 2, 2019
12:00 pm - 1:00 pm via webinar

Rebroadcast
Summer Series 2019
Monday, July 22, 2019
12:30 pm - 1:30 pm via webinar

Monday, July 29, 2019
12:30 pm - 1:30 pm via webinar

Last Kick at the Can 2019
Tuesday, December 3, 2019
12:30 pm – 1:30 pm via webinar

Thursday, December 12, 2019
12:30 pm – 1:30 pm via webinar

Who should attend: Corporate paralegals, legal support staff, articling students, junior lawyers, and experienced lawyers looking for a refresher on the mechanics of corporate reorganizations

Learning level: Fundamental/Intermediate

Section 85 of the Income Tax Act allows you to transfer property to a Canadian corporation without immediate tax consequences. These transactions are often referred to as “rollovers.” With all of the steps involved in s. 85 rollovers, it is easy to become disoriented. In this specialized lunchtime course, experienced faculty will guide you through the preparation and filing of s. 85 rollover documents. You will receive checklists, tips, prescribed forms, and precedents for working on these transactions.

After attending this course, you will be able to:

  • plan out a s. 85 rollover, including the steps needed, time considerations, and what to look for in the accountant’s instructions
  • determine whether a company’s structure is appropriate for a s. 85 rollover, and if not, what alterations need to be made before proceeding
  • draft the necessary documents, implement the transaction, and understand how the rollover changes corporate record keeping moving forward
  • report back to the client and the accountant

Join us today!

This is the first course in the Corporate Procedures 2019 Series on Tax-Driven Transactions, a three-part lunch series that will guide you through preparing and filing documents for the most common corporate reorganizations under ss. 51, 85, and 86 of the Canada Income Tax Act. The courses in this series are:

(I) S. 85 Rollovers Tuesday, April 2, 2019, 12:00 – 1:00 pm
(II) S. 86 Reorganization Tuesday, May 7, 2019, 12:00 – 1:00 pm
(III) S. 51 Reorganization Wednesday, June 4, 2019, 12:00 – 1:00 pm

Law Society of BC CPD Hours: 1 hour (this course will NOT involve any professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Julia Kadow — Corporate Services Supervisor, Alexander Holburn Beaudin + Lang LLP, Vancouver

Pricing 

EARLY BIRD 
Register by Mar. 26/19
Regular Price
After Mar. 26/19
Webinar  $69 $79
Webinar Articled Student N/A $39.50
Save even more with your CPDone Pass
Registration includes an electronic copy of the reference materials.

 

Save even more with your CPDone Pass
Registration includes an electronic copy of the course materials.

Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.

Pricing
Summer Series 2019

EARLY BIRD 
Register by June 21
Regular Price
After June 21
Webinar Rebroadcast $69 $79
Webinar Rebroadcast
Articled Student
N/A $39.50

 

Registration includes an electronic copy of the course materials.

Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.

Last Kick at the Can Pricing
Webinar Rebroadcast $79

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CLEBC Program Lawyer*
Genevieve Chang
gchang@cle.bc.ca
*non-practising



Format Rebroadcast Add to Cart
Start Date & Time 2019-07-22 12:30 PM
End Date & Time 2019-07-22 1:30 PM
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Format Rebroadcast Add to Cart
Start Date & Time 2019-07-29 12:30 PM
End Date & Time 2019-07-29 1:30 PM
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Format Rebroadcast Add to Cart
Start Date & Time 2019-12-03 12:30 PM
End Date & Time 2019-12-03 1:30 PM
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Format Rebroadcast Add to Cart
Start Date & Time 2019-12-12 12:30 PM
End Date & Time 2019-12-12 1:30 PM
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