(RECORDING)

This session is an introduction to corporate tax planning and the resulting reorganizations. The panelists will discuss the “why” of family trusts, holding companies, and rollover agreements as well as their implementation. The purpose of this session is to provide an easy to understand overview for those practitioners unfamiliar with the aspects of corporate reorganizations.

Chair: Ashlee Scott, Brenton Kean
Panelists: Andrew Logan, CPA, CA, Teed Saunders Doyle; Karen Stilwell, Esq., Connors Stilwell; Stephanie Valcour, CPA, CGA, Teed Saunders Doyle