OBA Taxation Law PROGRAM | 12:00 PM - 1:30 PM (ET)

Join us for this practical, skills-focused look at two key areas of day-to-day tax practice: Section 85 elections, and settlement. Whether your practice is transactional, advisory or litigation-focused, this program has been specifically designed to provide essential insight on these two issues for both solicitors and litigators.  

First, we’ll walk through the T2057 election form, grounding insight into the granular realities of the Section 85 election.  Our accountant panel will analyse  issues that arise along the way, including what constitutes an adequate valuation report, and highlight changes made since the form was last revised. Build the skill set needed to understand the form to better support  your clients. 

Next, we’ll turn to the practical and interpersonal side of tax litigation settlement. Our litigator panel will unpack what makes an effective settlement offer, barriers to settlement and how they can be overcome, the usefulness of settlement conferences, and approaches to negotiation. 

Understanding how the election process works equips litigators with valuable insight into the planning decisions behind the file should a dispute later arise, and having a practical grounding in the nuances of settlement allows solicitors to understand what litigators will later be looking for in the file they inherit. Register now to take advantage of this unique program which allows you to strengthen your advice by showing you both sides of the table.  

PROGRAM CHAIRS

Adam Friedlan, Friedlan Law 
Benjamin Grant, Beitel Tax Law 

SPEAKERS

Alex Alberelli, Senior Manager, Tax, KPMG Private Enterprise 
Alisha Butani, Miller Thomson
Natasha Mukhtar, Tax Litigator, Department of Justice Canada
Bhuvana Rai, Mors & Tribute Tax Law
Jason Yi, Senior Tax Manager, KPMG Canada