Conference · Toronto, Canada

Tax-Effective Succession Planning for the Owner-Manager

Exhibition Industry, Convention Industry · Investment · Insurance

Official website
Next editionNot confirmedLast edition we have: 12–13 May 2015
Last venueCourtyard Toronto DowntownToronto, Canada
RunningSince 2012Annual · 5 editions on record
Last checked12 Nov 2026Organiser website checked
We haven't confirmed the next dates yet. The last edition in our records was 12–13 May 2015 at Courtyard Toronto Downtown. Check the organiser's site: federatedpress.com. Are you the organiser? Correct this listing.

Key numbers

Editions on record
5first in 2012

About Tax-Effective Succession Planning for the Owner-Manager

Highlights:

• Tax considerations in business succession alternatives
• The use of estate freezes in succession planning
• Alternatives to family succession
• Valuation issues for family-owned businesses
• Shareholder agreements & tax effective succession planning
• Income splitting and the attribution rules for a family business

Participants:

• Gowling Lafleur Henderson LLP
• Minden Gross LLP
• MNP LLP
• SimpsonWigle LAW LLP
• TaxChambers LLP
• The Empire Life Insurance Company
• Thorsteinssons LLP
• WeirFoulds LLP
• Wildeboer Dellelce LLP

From our listing of this edition. Details may have changed since.

Editions

YearDatesWhereExhibitorsVisitors
201512–13 May 2015Courtyard Toronto Downtown
Toronto, Canada
——
201419–20 Jun 2014Duxton Hotel Perth
Perth, Australia
——
201422–23 May 2014Courtyard Toronto Brampton
Brampton, Canada
——
201323–24 May 2013Hotel Novotel Toronto Centre
Toronto, Canada
——
201221–22 Feb 2012Hotel Novotel Toronto Centre
Toronto, Canada
——

Past editions from the bvents archive (2008–2019) and organiser figures where they were published.

Questions

When is Tax-Effective Succession Planning for the Owner-Manager?

The next dates haven't been confirmed. The last edition we have on record was 12–13 May 2015.

Where is it held?

The last edition we have was at Courtyard Toronto Downtown, Toronto, Canada.

How often does it take place?

Annual, judging by the 5 editions on record since 2012.

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