OBA Taxation Law PROGRAM | 12:30 PM to 2:30 PM (ET)

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.

If there are questions you would like addressed at the session, please send them to dbrewster@oba.org no later than June 14, 2022

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