Shareholder Agreements - 2022

Course Price: $179.97

Number of PD hours: 3.0

Online - Live - Course Date: Oct 12, 2022 9:00AM ET

Online - Recorded - Course Date: Oct 17, 2022

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

Instructor

Manu Kakkar CPA, CA, TEP, MTAX

Manu has over 20 years of experience in taxation in both domestic and international, personal and corporate taxation as well as litigation support. He runs his own independent tax practice with offices in Montreal and Toronto, serving a diverse client base which includes manufacturing, retail and distribution, construction, farming, real estate, athletes and artists, across Canada and the US. His firm acts as a counsel to over 100 professional firms in Canada and USA specializing in domestic and international reorganizations and transactions. Manu is known as one of the leading experts in Section 55 of the Act and butterfly reorganizations.

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