OBA Taxation Law PROGRAM | Original Pogram Date: June 28, 2022
Join us to hear directly from the Ministry of Finance as they provide an in-depth look at the Ontario estate administration tax, including key issues such as:
- Valuation of different types of assets;
- First Dealings and Zombie Deeds (Post-Mortem Conveyancing) in the Land Registry Office;
- Estate Information Returns and the online submission portal;
- Audits - procedure and their effective resolution; and
- (Re)assessments and penalties - limitation periods and the appeals process.
Take away critical insights to ensure that you are in compliance with the Ministry's standards to help make the estate administration process more efficient for your clients.
PROGRAM CHAIR
Birute Luksenaite, Portfolio Law
PROGRAM SPEAKERS
Brad Hughes, Audit Manager, Business Investment Plans, Estate Tax
Jeffrey Lem, Director of Titles, Ministry of Government and Consumer Services
Nalina Ranasinghe, Senior Program Advisory Specialist, Office of Tax, Advisory Services