Watch our recorded full-length tax webinars here.
Tax webinars will be uploaded to this page within a week of streaming.
Overlooked issues in Canadian Estate & Tax Planning by Quantum Family Offices
October 19th 2022
Quantum Family Offices, a sister concern of Quantum Business Law, organized a webinar on 19th October 2022, discussing the common issues overlooked in Canadian Estate & Tax planning.
The webinar was led by, Todd Louie - Senior Partner, Quantum Family Offices Todd has over 30 years of experience as a tax practitioner and is well-known across Canada as an educator in the tax community. He has lectured extensively to thousands of accountants and lawyers to groups, including the Canadian Bar Association, the Ontario Bar Association and the BC CPA Association. Todd has also authored numerous articles on Canadian Taxation.
Diane Everett - Vice President, Planning Services with PPI Advisory. Diane is an LLB, CLU, TEP, FEA, C.S. (Designated Certified Specialist (Taxation Law) lawyer called to the Bars of British Columbia and Ontario. Diane practices in the areas of corporate reorganizations and related shareholder matters, foreign affiliate taxation, and life insurance taxation
The webinar answered the following questions -
1. Estate Planning - What You Need To Know
2. Creating Tax-Effective Corporate Structures
3. Achieving Superior Asset Protection
4. Succession Planning for Family Businesses
5. How to Provide for Adult Children And Family Members Not Involved in the Family Business
Wealth Preservation & Tax Planning Webinar
| June 22, 2022
Introduction to Quantum Family Offices
October 19th 2022
SR&ED, Tax and Civil Litigation Webinar | March 9, 2022 | SR&ED Misconceptions | SR&ED Taxpayer Victory: Airzone One Ltd. v. HMTQ | CEWS Audits | Civil and Class Action Litigation
Basics of Estate Planning Webinar | February 8 2022 | Protection from Claims and Creditors | Divorce & Separation: Asset Protection | Family Law & Tax Considerations | Utilizing Family Trusts
Federal Budget Aftermath & Planning for Wealthy Canadians Webinar | Wealth Preservation & Asset Protection | Family Trusts & Estate Planning | Tax Efficient Uses for Corporate Funds | Federal Budget Implications for Wealthy Canadians | Bill C-208
Cryptocurrency: Taxation & Compliance | Sept 2 2021 | Future of Crypto and Blockchain | Is Crypto a Security? | Canadian Securities Compliance Concerns | Taxation of Cryptocurrency | Properly Organizing Your Corporation | Corporate Structure and Tax Planning | Ian Khan - Filmmaker, Author, CEO & Founder of Futuracy | Todd Louie - Partner at Quantum Business Law | Michael B. Miller -Partner at Quantum Business Law | Mahyar Makki - Partner at Quantum Business Law | Jeremy Louie -Partner at Quantum Business Law | David Lesperance - Managing Partner at Lesperance & Associates
Basics of Planning for Successful Business Owners - Part 2 | June 24 2021 | Succession Planning for Businesses | Understanding Estate Freezes and Family Trusts | Tax on Death or Sale of Business | Tax and Succession Planning Should be Considered in Your Will | Todd Louie Senior Partner at Quantum Business Law | Lorne Saltman Partner at Gardiner Roberts LLP and Counsel to Quantum | Michael B. Miller Senior Partner at Quantum Business Law | Jeremy Louie Partner at Quantum Business Law | Birute Luksenaite Principal at Portfolio Law and Counsel to Quantum | John McLeod President and CEO at GFP Alliance
Basics of Planning for Successful Business Owners - Part 1 | May 18 2021 | Tax Efficient Uses for Corporate Funds | Captive Insurance Benefits Canadian Businesses | Strategic Philanthropy | Tax-Efficient Corporate Structuring | Todd Louie | Senior Partner at Quantum Business Law | Lorne Saltman | Partner at Gardiner Roberts LLP and Counsel to Quantum | Michael B. Miller | Senior Partner at Quantum Business Law | John McLeod | President and CEO of Global Fiduciary Partner Alliance Limited | Diane Everette | Vice President, Planning Services at PPI Advisory
Tax Disputes During & Post Pandemic Webinar | April 14, 2021 | Denied Canadian Emergency Wage Subsidy (CEWS) | CPP & EI Assessments | GST/HST Assessments | Denied Deductions | Denied SR&ED | Tax Litigation with the DOJ | Todd Louie | Michael Miller | Mahyar Makki
Basics of Trusts Webinar | March 25, 2021 | Todd Louie | Senior Partner at Quantum Business Law | Lorne Saltman | Partner at Gardiner Roberts LLP and Counsel to Quantum | Michael B. Miller | Senior Partner at Quantum Business Law | John McLeod | President at Eticas International
Basics of SR&ED for R&D Webinar | March 10, 2021 | Todd Louie Partner at Sheldon Group & Senior Partner at Quantum Business Law | Michael Miller Senior Partner at Quantum Business Law | Mahyar Makki Partner at Quantum Business Law | Jordan Louie Partner at Sheldon Group | Jeremy Louie Partner at Sheldon Group
Your Corporate Assets May Become Liabilities Full Webinar | February 18, 2021 | Excess Cash in Your Opco or Holdco May Create Tax Issues and Other Liabilities | Paying Dividends from Opco to Holdco is Not Good Enough | How to Multiply the Lifetime Capital Gains Exemption | Confusion Over Qualified Small Business Corporation Shares
Basics of Asset Protection Full Webinar | January 14 2021 | Why Assets Held in Canadian Corporations May Not Be Safe from Creditors | Asset Protection and Estate Planning Considerations for Your Corporate Structure | Existing Structures Now Under Increased Scrutiny
SR&ED, Financing, Tax Disputes and Legal Fee Audits Full Webinar | September 15, 2020 | SR&ED Tax Incentive Program | SPECIAL VIDEO INTERVIEW OF FORMER CHIEF JUSTICE DONALD BOWMAN | Case Law and the Eligibility Criteria | European Bond Financing for Tech Companies: Now Available in Canada | Tax Disputes & Litigation | Legal Fee Audits and Advisory: Prevalent in the US, Now Emerging in Canada
Foreign Investors & Immigration to Canada Full Webinar | July 7, 2020 | Tax Strategies for Canadian & Foreign Investors | Reduce or Eliminate Tax on Investments in Canada and Abroad | Asset Protection for Wealthy Families | Immigration & Inbound Investment Structures
COVID-19 Full Tax Webinar | April 16, 2020 | Fraudulent Conveyances Act Threatens Ethical Businesses | Reducing Tax on Passive Income