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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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2024 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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Annual CPTS Conference 2022

Annual CPTS Conference 2022

Dear member and past members, Due to unexpected circumstances, the 2022 CPTS annual conference has been cancelled. As we move out of the pandemic, the CPTS is continuing to restart and increase its professional development and network offerings to the membership. This includes the return of our annual golf tournament on August 16 at Heritage […]

To access this post, you must purchase 2023 Fall Lecture Series or CPTS Annual Membership.
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Annual Conference 2021

This content is restricted to CPTS members only. If you are a member, please login to view this page.”] Session 2_Tax Controversy in Time of COVID – Dan Morrison (KPMG) Session 4_New Interest Deductibility Proposals in Federal Budget – Brett Anderson & Sarah Chiu (Felesky Flynn) Session 1_Current Cases – Joanne Vandale & Kaitlin Gray […]

To access this post, you must purchase 2023 Fall Lecture Series or CPTS Annual Membership.
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Annual Conference – 2019

Annual Conference – 2019

This content is restricted to CPTS members only. If you are a member, please login to view this page. Recent Corporate Tax Developments for Oil and Gas Enterprises Indigenous Natural Resource Business Development A Potpourri of Transfer Pricing Developments and Issues Multilateral Instrument Update Recent Transactions of Interest Addressing Tax Challenges of the Digital Economy

To access this post, you must purchase 2023 Fall Lecture Series or CPTS Annual Membership.
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