Explore the tax nuances of various kinds of share exchanges and rollovers. Review the tax implications of the sale of shares of a private business as compared to the sale of its assets, and discover helpful strategies and documentation tips for corporate/commercial practitioners. Identify how to help your clients with matters at the Tax Court of Canada. This on-demand program was originally presented as an in-person program on October 28, 2019. Total running time is 4 hours, 45 minutes. Each presentation sold separately.

Dive into an introduction to the Tax Court of Canada and a judicial perspective on strategies for helping clients with Tax Court matters. This on-demand program was originally presented as an in-person program in October, 2019. Total running time is 42 minutes.

Many wills and estates lawyers are familiar with basic tax concepts that can arise in an estate matter, such as the deemed disposition on death, spousal and other rollovers, and the tax differences between a testamentary trust and an inter vivos trust. Given their experience in matters before the Tax Court of Canada, the authors explore additional concepts including tax collection tools, tax litigation issues that might arise in a wills and estates matter, and the new reporting requirement for bare trusts. This paper is part of a collection presented at LESA’s 2025 Refresher: Wills and Estates in Victoria, BC on April 10-12, 2025.