Shareholder Agreements - 2022

Course Price: $179.97

Number of PD hours: 3.0

Online - Recorded - Available

Shareholders’ Agreements are vital in the context of a private owner managed business. These agreements have significant  tax consequences.  A properly drafted Shareholders’ Agreement can effectively becomes the framework document for the ownership and management of the business. 

This presentation will focus on the “must haves” of a carefully thought out shareholders’ agreement, the topics covered will range from:

  • Control Matters including de facto control, de jure control and 251(5)(b)
  • Buy-Sell, and the related tax consequences

New rules impacting ccpc status

  • Other technical tax and legal matters


Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)

Manu has over 20 years of experience in taxation in both domestic and international, personal and corporate taxation as well as expert witness reports and testimony. 

He is an award winning and prolific tax writer. His Master of Taxation thesis on butterfly reorganizations won 2 awards and was published in the Canadian Tax Journal. Manu has published and presented over 250 tax articles and presentations since 2001 across Canada. Manu is an authority in taxation as his name has been cited 29 times in the Income Tax Act.

Alex is a member of the Institute of Chartered Accountants of Ontario (CA), the Certified General Accountants of Ontario (CGA), and is a Certified Public Accountant (CPA), licensed to practice public accounting by the State of Texas. He has completed all three levels of the CICA In-Depth Tax Course.

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