2023 CPTS Annual Conference
2023 Annual General Conference Presentation Decks:
Managing Complex and Aggressive Audits
Date: Tuesday, June 6, 2023
Format: One Day, In-Person Event
Location: Hudson (6th Floor, 200 – 8th Avenue SW)
| 8:15 AM – 9:00 AM | Registration (CLOSED) |
| 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 AuditsThe 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 InterestThe 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 IssuesThe 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 TopicsThe 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 CasesThe 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.