OBA Business Law PROGRAM | 12:00 PM to 1:30 PM (ET)

Flow-through share (FTS) planning is an important, yet often overlooked, tax planning tool in Canada. Join us for a clear and practical foundation into how FTS structures work, why they matter, and when they can create meaningful opportunities for clients. We’ll unpack planning opportunities and implementation essentials, including:

• Current trends and commonly used structures for corporate and/or not-for-profit clients
• How FTS transactions can be incorporated into broader corporate planning frameworks
• Identifying suitable situations
• Key legal considerations and documentation requirements
• What you need to know about CRA compliance
• Best practices for collaborating with tax and financial advisors

Register now to become better equipped to recognize when flow-through share planning is appropriate, support proper execution and advise on this increasingly relevant planning tool.

PROGRAM CHAIR

Devon Molloy, Linmac LLP

SPEAKERS

Henry Korenblum, Oberon Capital Corporation
Tamara Brown, Oberon Capital Corporation
Devon Molloy, Linmac LLP