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Shareholder Agreements - Legal and Tax Issues

Individual Course Price: $175.00

Instructor: Andrew Winton LL.B

Number of PD Hours: 3

This half-day course presented by a commercial litigator who specializes in shareholder disputes will not only focus on the tax issues that must be considered when structuring shareholders’ agreements, but will also review and explain the key provisions that such agreements should contain. Topics to be addressed will include:

· The importance of having a shareholders’ agreement

· Tax traps to avoid when structuring agreements

· A review of the key business, financial and buy-out provisions

· Valuation issues

· Inter Vivos Buy-outs

· Tax effective Buy-outs on Death

· The interplay of shareholders’ agreements and Wills

The content of this course will be of interest to professionals including accountants, lawyers and financial advisors who frequently advise on these types of agreements. This is of particular importance as shareholders’ agreements form an integral part of business succession and estate planning, which is an area of increasing interest as our population ages.

Course Sessions:
CodeProgramSession DateStart Time 
Online201982019/2020 Online 11/1/2019 12:00 AM
102520192019/2020 Markham Mornings (Fri) 10/25/2019 9:00 AM
Quick Links
Hot Topics for 2019...
1. Ethics - CPA Code of Professional Conduct
2. Estate Planning
3. Income Tax Update
4. TOSI Troubles Parts 1 & 2
In-Class locations:

Toronto - Temple Sinai. 210 Wilson Ave, North York, ON M5M 3B1


Oakville - Le Dome. 1173 North Service Road East. Oakville, L6H 1A7


Markham - Markham Event Centre. 95 Duffield Drive, Markham, L6G 0A8


How to Save Even More

For our accounting professional development programs:

 

SAVE $255 

when you register for our core package of 7 courses as opposed to buying each course individually


SAVE $440

when you register for our classic package of 11 courses as opposed to buying each course individually

 

SAVE $280

when you register for our flex package of 14 courses as opposed to buying each course individually

 

If your firm is purchasing more than 10 packages please contact Alison Winton for pricing 

(905) 881-9285 ext 102