2023 CPTS Annual Conference
Topics and Speakers:
Keynote Speaker – The Honourable Jason Kenney
Transactions of Interest – panel from Blakes & Norton Rose
ESG Carbon Tax and Decarbonization Incentives: Comparing Canadian and US Carbon Regimes and Tax Incentives – panel from Deloitte
Managing Complex and Aggressive Audits: Panel Discussion – panel from PricewaterhouseCoopers, McCarthy Tétrault, Border Ladner Gervais
Hot Topics in Transfer Pricing – panel from Osler, Hoskin & Harcourt and KPMG
Current International Tax Topics – panel from Felesky Flynn
Date: Tuesday, June 6, 2023
Format: One Day, In-Person Event
Location: Hudson (6th Floor, 200 – 8th Avenue SW)
Registration is now closed. We have reached maximum capacity.
AGENDA:
| 8:15 AM – 9:00 AM | Registration |
| 9:00 AM – 9:05 AM | Welcome and Opening Remarks Chris Montes, Felesky Flynn LLP, Calgary (President of CPTS) |
| 9:05 AM – 10:00 AM | Managing Complex and Aggressive Audits The panel will discuss recent trends in CRA audits and provide practical guidance on how to manage complex and aggressive audits. Introduction: Matthew Kraemer, McCarthy Tétrault LLP, Calgary Speakers: Patrick Lindsay, PwC, Calgary Laurie Goldbach, Border Ladner Gervais, Calgary Anu Koshal, McCarthy Tétrault LLP, Toronto |
| 10:00 AM – 10:45 AM | Transactions of Interest The presenters will provide an overview of recent transactions and M&A issues of particular relevance to the Calgary market. Speakers: Dion Legge, Norton Rose Fulbright Canada LLP, Calgary Dan Jankovic, Blake, Cassels & Graydon LLP, Calgary |
| 10:45 AM – 11:00 AM | Refreshment Break Sponsored by PricewaterhouseCooper LLP |
| 11:00 AM – 11:45 PM | Transfer Pricing Dispute Trends and Issues The panel will discuss recent issues and trends in transfer pricing, including preventing and resolving transfer pricing disputes with the CRA and Competent Authority. Speakers: Michelle Sledz, KPMG, Calgary Shane Beirnes, KPMG, Calgary Amanda Heale, Osler, Hoskin & Harcourt LLP, Toronto Kaitlin Gray, Osler, Hoskin & Harcourt LLP, Calgary |
11:45 PM – 12:45 PM
| Lunch Sponsored by Cassels Brock & Blackwell LLP |
| 12:45 PM – 1:30 PM | Keynote Speaker: The Honourable Jason Kenney Topic: Will Government Policy Help or Hurt Alberta’s Economic Future Moderator for Q&A Session: Chris Montes, Felesky Flynn LLP, Calgary Sponsored by Deloitte LLP |
1:30 PM – 2:15 PM
| Current International Tax Topics The speakers will canvass current international tax topics including the proposed excessive interest and financing limitation rules, cross-border stock buy backs, structuring in light of the multilateral instrument and other current or proposed legislation of interest. Speakers: Sarah Chiu, Felesky Flynn LLP, Calgary John Farquhar, Felesky Flynn LLP, Calgary |
| 2:15 PM – 3:15 PM | Recent Cases The panelists will discuss recently released tax cases, which are of particular relevance to the Calgary market. Speakers: Erica Hennessey, McCarthy Tétrault LLP, Calgary Shaira Nanji, Osler, Hoskin & Harcourt LLP, Calgary Jared MacKey, Bennett Jones LLP, Calgary |
| 3:15 PM – 3:30 PM | Refreshment Break Sponsored by Stikeman Elliott LLP |
| 3:30 PM – 4:15 PM | ESG Carbon Tax and Decarbonization Incentives: Comparing Canadian and US Carbon Regimes and Tax Incentives The speakers will briefly canvas recent global developments on carbon reduction and net-zero commitments and then focus the majority of the presentation on a comparison of the Canadian and US carbon regimes and tax incentives for supporting these climate change objectives. Speakers: D’Arcy Schieman, Deloitte LLP, Toronto |
| 4:15 PM – 4:20 PM | Closing Remark Colena Der, Osler, Hoskin & Harcourt LLP, Calgary Matthew Kraemer, McCarthy Tétrault LLP, Calgary |
| 4:30 PM – 6:00 PM | Networking Receptions Sponsored by McCarthy Tétrault LLP |
Registration Fees
- Members: $100
- Non-Members: $150
Registration fee includes break refreshments, lunch and cocktail reception.