CPTS Luncheon: Panel on Trust Reporting Rules – Industry, Tax and Legal Perspectives

Topic:               Panel on Trust Reporting Rules – Industry, Tax and Legal Perspectives Panelists:         Sandy Shanks – ConocoPhillips, Joanne Vandale – Osler, Hoskin & Harcourt LLP, Ingrid Reynolds – Deloitte LLP Moderator:       Rami Pandher – BD&P Law Place: Calgary Petroleum Club – Devonian Room Presentation slide decks (PDF’s)

Thank you for visiting CPTS! If you cannot view the presentation slide-decks from the 2024 Feb 20 CPTS luncheon, please log in to your account or purchase a CPTS membership.
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CPTS 2023 AGM and Holiday Lunch

CPTS 2023 AGM and Holiday Lunch

CPTS 2023 AGM & Holiday Lunch

Calgary Petroleum Club | December 5, 11:30 am | No-Charge

Event Schedule

Teusday

05

11.30am – 1:00pm

Calgary Petroleum Club (319 5 Ave SW, Calgary), Devonian Room

Register by December 1 2022

The CPTS board of directors invites you to the annual general meeting of the membership, to be held on December 5, 2023, at 11:30am. The business of the AGM will include:

 

(i) a report to the membership,

 

(ii) presentation of financial statements, and

 

(iii) election of new directors.

 

For those in attendance, the annual general meeting will also include a cocktail reception starting at 11:30am, followed by a complimentary holiday lunch beginning at noon.

2023 CPTS AGM & Holiday Lunch Registration Form

Thank you. Registration is now closed.

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2023 Fall Lecture Series

2023 Fall Lecture Series

CPTS is pleased to announce registration for the 2023 Fall Lecture Series is open!

DATES: Every Wednesday Beginning September 27, 2023 – Ending November 1, 2023
 
TIMES: 7:30 AM to 9:00 AM
 
FORMAT: Virtual seminar sessions
 

COST: Members: $100, Non-members $150

Purchase your seat here.

After your purchase, you will be redirected to a thank you page where, if you purchased multiple seats, a form will be available to register a team and manage the seats.

 

Each seminar will feature presentations by leading practitioners. Session topics will cover a variety of tax issues including EIFEL updates, mandatory disclosure rules, the new trust reporting rules and carbon tax and decarbonization incentives.  The Fall Lecture Series is excellent opportunity for both current learning and connecting within the Calgary tax community.

 
A listing of the presentations by session will be released below shortly.

DATES: Every Wednesday Beginning September 27, 2023 - Ending November 1, 2023
 
TIMES: 7:30 AM to 9:00 AM
 
FORMAT: Virtual seminar sessions
 
COST: Members: $100, Non-members $150

Purchase your seat here.

If you purchase multiple seats, you can register a team, manage the seats, and invite each team member. Each seminar will feature presentations by leading practitioners. Session topics and presenters are as follows:
September 27th:
  • Post Summer Tax Roundup - Gordon Masson and Bonnie Wilde, Stikeman Elliott
  • Recent Case Law Overview - - Darian Khan and Olivia Lewis, Deloitte Legal Canada
October 4th:
  • EIFEL Updates - Nadia Virani, Dami Ajibade and Aaron Chai, KPMG Law
  • Mandatory Disclosure Rules: Trent Blanchette, Chris Montes, Felesky Flynn
 
October 11th:
  • Potpourri of Audit and Dispute Issues: Ahmed Elsaghir and Abbey Kind, Blakes
  • Privilege and the new Trust Reporting Rules - Laurie Goldbach and Steven Climenhaga, BLG
 October 18th:
  • Inter-generational transfer of the companies - Evan Crocker and Kenneth Keung/Aasim Hirji, Moodys Tax
  • TBA - Kurtis Bond and Corinne Grigoriu – Cassels Brock & Blackwell
 October 25th:
  • Review of Recent Technical Interpretations -  Mike Hegedus and Adam Unick-  McCarthy Tetrault
  • Pillar 2: Steve Tang, PwC
 November 1st:
  • 15(2)/17(1)/Cash Pooling - Sheri Sigurdson and Denny Kwan, EY
  • Carbon Tax and Decarbonization Incentives - David Arthur, D'arcy Schieman and Nithya Anand, Deloitte
 
 
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2023 CPTS Annual Golf Tournament Registration

2023 CPTS Annual Golf Tournament Registration

2023 CPTS Annual Golf Tournament Registration

Please complete the two step process below.
#1 Purchase Entry Fee
#2 Register as a Team or as an Individual

Date

August 22, 2023

Time

Registration at 8:00 AM.

Shotgun start at 9:00 AM

Place

Heritage Pointe Golf Club

1 Heritage Pointe Drive

Heritage Pointe, AB

ENTRY FEE:

$140 ( Plus GST) per person for Members

$160 (Plus GST) per person for Non-Members

Registration fee includes:

  • green fee
  • cart fee
  • grab’n’go breakfast
  • banquet lunch
  • use of the practice facilities
  • and a chance to win GREAT prizes!

Format:

  • Tournament will be played in a four-person scramble format.
  • If you do not enter a team list, you will be placed with others.
  • This event is suitable for golfers of all experience levels.

Questions? Contact:

David Pope
Tournament Coordinator
info@cpts.ca
403-206-5468

Step #1 Purchase your ticket / tickets here:

Step #2 Register as an individual or as a team of two, three, or four people.

Registration closes on Friday, August 18 or when the entry limit of 144 has been reached.

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2023 CPTS Annual Conference

2023 CPTS Annual Conference

2023 CPTS Annual Conference

2023 Annual General Conference Presentation Decks:

 


Managing Complex and Aggressive Audits


Transfer Pricing Dispute Trends and Issues

 

Current International Tax Topics

 


Recent Cases of Interest in Calgary


Date: Tuesday, June 6, 2023
Format: One Day, In-Person Event
Location: Hudson (6th Floor, 200 – 8th Avenue SW)

8:15 AM – 9:00 AMRegistration      (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 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.

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