Managing a Value-Driven Tax Department 2012

Participating Organizations:

• Algorithmics Inc., an IBM company

• Chartwell Seniors Housing REIT

• Gowling Lafleur Henderson LLP

• Iovate Health Sciences Inc.

• KPMG LLP

• Miller Thomson LLP

• PricewaterhouseCoopers LLP

• Shoppers Drug Mart Corporation

• TD Bank Financial Group

• The Co-operators Group Ltd.

who should attend

Tax VPs, Directors and Managers, CFOs, Tax Executives,Vice-Presidents and Directors of Finance, Treasurers and Controllers, Corporate Finance Advisors, Tax Accountants & Lawyers, Tax Consultants

Highlights:

• Fundamentals of the valuation process and various valuation methodologies: highlighting common challenges in their application for tax purposes

• Common problems in valuation reports that are prepared for tax purposes

• Issues surrounding the tax court’s interpretation of the meaning of “fair market value”

• Business Valuations in the Context of Estate Planning: Valuation and Estate Freezes

• Principles and techniques used for valuing IP & goodwill

• Gathering of valuation evidence and how to optimally use the valuation expert to avoid trial

• The CRA’s typical battlegrounds, how best to defend your valuation from challenges

• Premiums and discounts focused on current theory within the valuation profession