2019 IFA Conference

IFA Canada’s International Tax Conference will be coming back to Montreal in 2019!

The Conference will be held in Montreal at the Centre Mont-Royal in the heart of the city at 2200 Mansfield Street. The focus of the program will be international tax issues that are impacted by international cross-border transactions.

CONFERENCE CO-CHAIRS:

Derek Chiasson, Norton Rose Fulbright, Montreal
Marie-Emmanuelle Vaillancourt, Davies Ward Phillips & Vineberg LLP, Montreal

Your conference materials are out now!

View them on the IFA Canada Website and on the IFA Conference App


»REGISTRATION FEES
| »ACCOMMODATIONS | »CONFERENCE SPONSORS

»SPECIAL EVENTS | »ACCREDITATION

Agenda – Tuesday, May 14, 2019

7:30am

Breakfast | Registration Desk Opens


Pre-Conference Session
8:25am YIN Welcome
8:30am YIN In-Depth

Back-to-Back Loan Rules

Presentation on the various Canadian “back-to-back” loans rules, including the rules applicable to Part XIII tax, shareholder loans, upstream loans and thin capitalization. The presenters will also provide practical examples of the application of these rules.

Moderator:

YIN Rapporteur:

Presenters:

Marc André Gaudreau Duval, Davies Ward Phillips & Vineberg LLP, Montreal

Sara-Michelle Marcotte-Genier, PwC LLP, Montreal

Mathieu Champagne, Deloitte LLP, Montreal

Simon Lamarche, PwC Canada, Montreal

Designed for Young Members but all are welcome


9:40am

Conference Registration

9:50am Conference Welcome & Opening Remarks

10:00am

Cross-Border Financing

The panelists will provide insights into  recent developments affecting cross-border financing. After a brief history of Canada- US financing structures, the panelists will discuss the impact of US tax reform on financing of US subsidiaries, including the proposed anti-hybrid regulations, some restructuring considerations and potential options going forward. The panel will also cover recent non-US developments affecting cross-border financing, in particular in the EU.


Sponsored by: 

Moderator:

YIN Rapporteur:

Presenters:

Marie Blanchard, SNC Lavalin Group Inc., Montréal

Reuben Abitbol, Davies Ward Phillips & Vineberg LLP, Montreal

Pierre Bourgeois, Raymond Chabot Grant Thornton LLP, Montréal

Jim Samuel, KPMG LLP, Calgary

Paul Seraganian, Osler, Hoskin & Harcourt LLP, New York

Louis Thomas, KPMG LLP, Luxembourg


11:15am

Refreshment Break

Sponsored by:


11:30am


International Exchange of Information


In recent years, several new mechanisms have been implemented to enhance tax transparency and exchanges of information between CRA and other tax authorities about assets and activities of multinational groups as well as individuals.  The CRA’s audit powers and their judicial interpretation have also evolved. 

This panel will discuss the status and direction of such tools and mechanisms, including:

•    Recent changes in CRA’s International and Large Business Directorate;
•    Third party data sources and the 3rd anniversary of the Panama papers;
•    New CRA and Revenu Québec strategic committee to exchange information relating to international tax activities;
•    Voluntary Disclosure Program for large corporation;
•    Treaty based requests;
•    ITA-based queries and formal requirements for information;
•    CRA’s new internal communique in information requests, including access to taxpayer’s tax provisions
•    Automatic international exchanges of tax rulings;
•    Country-by-Country reporting;
•    Electronic Funds Transfers;
•    FATCA and the Common Reporting Standards.

Moderator:

YIN Rapporteur:

Presenters:

Lynn Moen, LM Consulting, Calgary

Ata Kassaian, Innocap, Montreal

Sue Murray, Canada Revenue Agency, Ottawa

Sébastien Rheault, Barsalou Lawson Rheault, Montreal

12:15pm Luncheon


Keynote Address on the USMC Agreement


With special guest speaker
Raymond Bachand, Norton Rose Fulbright Canada, Montréal


2:00pm

Recent Canadian Developments

This session will cover:

•    Recent legislative developments, including Budget 2019
•    Recent CRA technical Interpretations & rulings
•    Recent cases of interest 

Sponsored by:

Moderator:

YIN Rapporteur:

Presenters:

Elaine Marchand, National Bank , Montreal

Romy-Alexandra Laliberte, Deloitte Tax Law, Montreal

Natalie Goulard, Department of Justice, Montreal

Nathalie Goyette, Davies Ward Phillips & Vineberg LLP, Montreal

Angelo Nikolakakis, EY LLP, Montreal

Christopher Steeves, Fasken, Toronto


3:30pm

Refreshment Break

Sponsored by:


3:45pm

MLI Implementation and OECD Developments

The panelists will cover two broad topics:

(i) MLI implementation and;

(ii) taxation of the digital economy. The panel discussion will include an OECD and Department of Finance update, a review of developments at the EU level, in France and in select other European countries, and interaction between the panelists in respect of some of the practical issues raised by the PPT test in the MLI.


Sponsored by:

Moderator:

YIN Rapporteur:

Presenters:

Michael Kandev, Davies Ward Phillips & Vineberg LLP, Montreal

Ana Mata Zapico
, SNC-Lavalin, Montreal

Sophie Chatel, Head of the Tax Treaty Unit in the Centre for Tax Policy and Administration, OECD

Mark Dumalski, Deloitte LLP, Ottawa

Julien Gayral, Bredin Pratt, France, Paris

Stephanie Smith, Department of Finance, Ottawa

5:00pm Adjournment
5:30pm Cocktail Reception


Sofitel Montréal Golden Mile Hotel

1155 Sherbrooke Ouest  |  Get Directions

6:30pm Dinner

Sofitel Montréal Golden Mile Hotel

1155 Sherbrooke Ouest  |  Get Directions

Sponsored by:

9:00pm YIN After Party

AIR Rooftop Terrace | Air Espace Terrasse

Join us for the YIN afterparty being held at the AIR Rooftop Terrace, a stylish restaurant, bar and lounge high above Montreal. Network on the outdoor terrace with the city as your backdrop.


1250 Boulevard Robert-Bourassa, Montréal |
Get Directions


Sponsored by:

BACK TO TOP

Agenda – Wednesday, May 15, 2019
7:30am
Registration & Breakfast
8:15am IFA Canada Annual General Meeting
8:30am IFA 2019 Congress Reports

Subject 1:

Interest Deductibility: The Implementation of BEPS Action 4

National Reporter:

Amanda Heale, Osler, Hoskin & Harcourt LLP, Toronto

Subject 2:


Investment Funds

National
Reporter:

Patrick Bilodeau, Deloitte LLP, Ottawa

9:00am

Tax Directors’ Roundtable: Pressing Topics from the Front Lines

In-house tax professionals will discuss the issues that are foremost for their enterprises such as current audit issues, matters related to international structuring and how they are responding to the changing international environment.

Sponsored by:

Moderator:

YIN Rapporteur:

Presenters:

Brian Mustard, BCE Inc., Montreal

Ilia Korkh, EY LLP, Vancouver

Patrick Bertrand, Pratt & Whitney Canada, Longueuil

Christine Couture, Alimentation Couche-Tard Inc., Laval

Pierre Lafontaine, Bombardier Inc., Montreal

Jean-François Ratté, PSP Investments, Montreal

9:45am Refreshment Break

Sponsored by:


10:00am

Structuring of Cross-Border M&A

The panelists will provide an overview of salient Canadian income tax considerations relevant to inbound (into Canada) acquisition and financing structuring. The first part of the presentation will outline a form of inbound structuring checklist with a focus on select topics. The second part of the presentation will provide some insight on select recent Canadian developments affecting inbound structuring.  The final portion of the presentation will provide a brief outline on select global developments that are rapidly evolving that impact cross-border structuring including in the M&A context.

Sponsored by:

Moderator:

YIN Rapporteur:

Presenters:

Véronique Fauteux, Dorel Industries, Montreal

Rémi Gagnon, McCarthy Tétrault LLP, Montreal

John Leopardi, Blake, Cassels & Graydon LLP, Montreal

Eric Lévesque, Stikeman Elliott LLP, Montreal

Christian Meighen, McCarthy Tétrault LLP, Montreal


11:00am

Transfer Pricing

Digital taxes: it’s not just about technology companies?  The panelists will discuss the background and provide insights into global digital tax proposals , potential impacts and challenges. They will also look into how US tax reform from a transfer pricing perspective is fuelling the debate.

Moderator:

YIN Rapporteur:

Presenters:

Katherine Kam, SNC-Lavalin Group Inc., Montreal

Bhuvana Sankaranarayanan, Borden Ladner Gervais LLP, Ottawa

Hernan Allik, Deloitte LLP, Montreal

Emma Purdy, PwC Canada, Toronto

Scott Wilkie, Blake, Cassels & Graydon LLP, Toronto


12:00pm

Buffet Lunch

Sponsored by:

 


1:00pm

Select U.S. Legislative & Case Law Developments

US Tax Reform – Who Comes Out On Top?

•    Case studies on Canada-US cross-border investments to illustrate the principal effects of US tax reform.
•    The panel will focus on US tax considerations that arise in respect of US investments into Canada, and Canadian investments into the US.
•    Topics to include the BEAT, GILTI, 163(j), 367 and more.

Moderator:

YIN Rapporteur:

Presenters:

Patrick Marley, Osler, Hoskin & Harcourt LLP, Toronto

Robert Lee, Felesky Flynn LLP, Calgary

Gregg Benson
, Davies Ward Phillips & Vineberg LLP, New York

William Cavanagh
, Norton Rose Fulbright US LLP, New York

2:00pm Finance Roundtable

Moderators:

YIN Rapporteur:

Presenters:

Jonathan Greb, Baytex Energy Corp., Calgary

Claire Kennedy, Bennett Jones LLP, Toronto

Emily Gilmour, Osler, Hoskin & Harcourt LLP, Toronto

Ted Cook, Director General, Tax Legislation Division, Department of Finance Canada, Ottawa

Stephanie Smith, Senior Director, Tax Treaties, Finance Canada, Ottawa

2:45pm Refreshment Break
3:00pm CRA Roundtable
Moderators:

Presenters:

Kim Maguire, Borden Ladner Gervais LLP, Vancouver

Carrie Smit, Goodmans LLP, Toronto

Yves Grondin, Canada Revenue Agency, Ottawa

Yves Moreno, Canada Revenue Agency, Ottawa

4:00pm Adjournment
Delegate Notepad
Sponsored by:
Conference WIFI
Sponsored by:
Charging Station
Sponsored by:
Pocket Program
Sponsored by:
 

Registration Fees
Registration for this event is closed.

The event is full.

REGISTRATION FEES $CAD
QST (14.975%) will apply to all registration fees
On or Before April 15
Beginning April 16
IFA Member
$675
$780
Young Member1
$625
$730
Non-Member
$765
$870
Students/Professors
$260
$315
Government
$260
$315
Special Offer2
$780
$885
Special Offer – Young Member 1,2
$645
$750
Registration includes access to all Sessions, Electronic Materials, 2 breakfasts, 2 luncheons and Tuesday cocktail/dinner + YIN After Party.

1 Young Member: Valid for members 29 years of age and under for the current membership year. Please provide DOB.

2 Special Offer | New IFA Canada Members Only: Discounted 2019 IFA Membership plus Member rate for Seminar

IMPORTANT: Your registration includes 1 Ticket for the Tuesday, May 14, 2019 dinner and access to the Tuesday YIN After Party following the dinner. Please make sure you RSVP as part of your registration if you intend to attend these events.
ADDITIONAL REGISTRATION OPTIONS
Binder
(Electronic materials will be available to all attendees via the App)
$50
Additional Dinner Tickets
(We must have guest names in advance)
$75

ACCREDITATION
»Request an attendance letter

ALBERTA:

For Alberta lawyers, consider including this course as a CPD learning activity in your mandatory annual Continuing Professional Development Plan as required by the Law Society of Alberta.

The Law Society of Alberta does not accredit courses offered by CLE providers nor assign hours to a course. It is the decision of each lawyer whether a CPD course or activity meets the requirements of Rule 67.1 and whether to include it in their CPD Plan.


BRITISH COLUMBIA:

This program has been approved by the Law Society of British Columbia for up to 11 CPD credits.

At the conclusion of the conference, you can click here to log-in to the Law Society of British Columbia’s website to register your credits. This program is listed under the name ‘2019 IFA International Tax Conference’.


MANITOBA:

This program may be reported for up to 11 hours of eligible CPD activity.

The Law Society of Manitoba does not accredit providers, but will have the discretion to determine that activities offered by a specific provider are not eligible activities if they do not adequately promote competent practice. It is up to the lawyer to determine if the activity is an eligible CPD activity.


ONTARIO:

This program is eligible for up to 11 Substantive Hours.

According to the Law Society of Ontario, substantive hours may address substantive or procedural law topics and/or law related subjects that are relevant to the lawyer’s or paralegal’s practice and professional development.


QUEBEC:

This program has been approved and recognized by the Barreau du Québec for a total of 11 hours.


SASKATCHEWAN:

This program has been approved by the Law Society of Saskatchewan for up to 11 CPD hours.

Lawyers are required to self-report their CPD activities in their Member Profile through the Law Society’s website.


Accommodations

IFA Canada has reserved a small block of rooms at the Sofitel Montreal Golden Mile Hotel for out-of-town registrants and locals wishing to stay at the conference site. Please be sure to ask for the International Fiscal Association rate and book before Friday, April 12, 2019. Delegates should make their own hotel arrangements by phone or email, referencing the IFA rate.

Toll Free 1-877-285-9001

h3646-op@sofitel.com

   Sofitel Montreal Golden Mile
Sofitel Montréal Le Carré Doré

1155 Sherbrooke St W,
Montreal, QC H3A 2N3 
Get Directions
RATE
Single/Double
$265
Available Nights: May 13 & May 14, 2019
Quote the International Fiscal Association Rate

© International Fiscal Association (Canadian Branch) 2021. All rights reserved.