Centre Mont-Royal | 2200 Mansfield Street, Montreal Quebec
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CO-CHAIRS:
Michael N. Kandev, Davies Ward Phillips & Vineberg LLP, Montreal
Julie Vézina, PricewaterhouseCoopers Associates, Montreal
| AGENDA | ||||||
| Thursday, May 26, 2016 | ||||||
| 7:30 |
Registration and Breakfast Sponsored by:
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| 8:30 | Opening Remarks |
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| 8:40 | IFA 2016 Congress Reports | |||||
| Subject 1: | Dispute Resolution Procedures in International Tax Matters |
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| Presenters: | Dale Hill, Gowling WLG, Ottawa | |||||
| Margaret Nixon, Deloitte Tax Law LLP, Toronto |
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| Subject 2: | The Notion of Tax and the Elimination of International Double Taxation or Double Non-Taxation | |||||
| Presenters: | Drew Morier, Osler, Hoskin & Harcourt LLP, Calgary | |||||
| David Duff, Faculty of Law, University of British Columbia, Vancouver | ||||||
| 9:00 | Global Tax Developments: The World After BEPS | |||||
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Sponsored by:
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| Moderator: |
Phil Halvorson, Ernst & Young LLP, Toronto |
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YIN Rapporteur: |
Julie Picard, Ernst & Young LLP, Montreal |
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| Presenters: | Brian Ernewein, Department of Finance, Ottawa | |||||
| Allison Christians, McGill University Faculty of Law, Montreal | ||||||
| Peter van Dijk, PricewaterhouseCoopers LLP, Toronto |
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| Sue Wooles, Bank of Montreal, Toronto | ||||||
| 10:15 |
Refreshment Break Sponsored by: |
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| 10:45 | Canadian Inbound and Outbound Developments | |||||
| This panel will focus on recent developments affecting inbound and outbound transactions with particular emphasis on the issues and anomalies related to the application of the 2016 federal budget measures extending the back-to-back (B2B) loan rules to the shareholder loan rules as well as rents and royalties, and amendments to section 212.1. The panel will also examine a selection of recent case law and technical interpretations/administrative positions addressing various issues in the inbound and outbound contexts, such as cash pooling, thin capitalization and hybrid instruments. | ||||||
| Moderator: |
Michael J. Franko, SNC-Lavalin Inc., Montreal |
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YIN Rapporteur: |
Christina Georgaklis, Osler, Hoskin & Harcourt, Montreal |
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| Presenters: | Ken Buttenham, PricewaterhouseCoopers LLP, Toronto | |||||
| Mark Brender, Osler, Hoskin & Harcourt LLP, Montreal | ||||||
| Angelo Nikolakakis, EY Law LLP, Montreal | ||||||
| Jonathan Willson, Stikeman Elliott LLP, Toronto | ||||||
| 12:00 | Luncheon and Address | |||||
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Special guest speaker:
Sponsored by:
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| 1:30 | Transfer Pricing – Getting BEPS-Ready from an Industry Perspective | |||||
| The BEPS Action Plan will impact the tax compliance process of multinational companies. This session will present to you the industry perspective with respect to these compliance-related challenges. Our presenters will describe how they prepare for BEPS, why they need to outsource and how far they will go. | ||||||
| Moderator: |
Jean-Pierre Vidal, HEC Montréal, Montreal
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YIN Rapporteur: |
Kevin Bianchini, Borden Ladner Gervais LLP, Montreal |
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| Presenters: | Lydie Marin, BRP, Montreal | |||||
| Barbara E. Oberleitner, WSP | Parsons Brinckerhoff, Montreal | ||||||
| 2:30 | US Developments and Implications for Canadian Tax Planning | |||||
| This panel will discuss recent significant US income tax developments and consider some of the implications for Canadians. The discussion will include: (1) the new FIRPTA rules and specifically how they apply to Canadian pension plans, (2) the sweeping changes to the proposed debt versus equity characterization Treasury Regulations under Section 385 of the Internal Revenue Code involving Canadian entities in both an inbound and outbound context, (3) the more stringent inversion rules which are intended to prevent impermissible fattening-up of Canadian (and other foreign) acquirers, (4) the introduction of Treasury Regulations dealing with gain and/or income recognition when a US person transfers certain property to a partnership that has foreign partners, (5) changes to the IRS’ audits of Partnerships, and (6) certain aspects of the US model treaty released in February 2016. | ||||||
| Moderator: |
Stephen Bowman, Bennett Jones LLP, Toronto |
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YIN Rapporteur: |
Christopher Montes, Felesky Flynn LLP, Calgary |
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| Presenters: | Siobhan Goguen, Felesky Flynn LLP, Calgary | |||||
| Abe Leitner, Goulston & Storrs PC, New York | ||||||
| Michael J. Miller, Roberts & Holland, New York | ||||||
| 3:30 |
Refreshment Break Sponsored by:
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| 4:00 | Government Roundtables | |||||
| Moderators: | Claire Kennedy, Bennett Jones LLP, Toronto | |||||
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Brian Mustard, BCE Inc., Montreal |
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| YIN Rapporteur: | Kabir Jamal, Goodmans LLP, Toronto | |||||
| Government Representatives: | Dave Beaulne, Canada Revenue Agency, Ottawa | |||||
| Brian Ernewein, Department of Finance, Ottawa | ||||||
| Terry Young, Canada Revenue Agency, Ottawa | ||||||
| 5:30 |
Adjournment |
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| 6:45 |
Cocktail reception – Picasso Foyer, Sofitel Hotel |
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| 7:45 |
Dînner – Picasso Ballroom, Sofitel Hotel
Sponsored by:
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| 10:00 |
YIN After Party – BierMarkt | 1221, Boulevard René-Lévesque , Montréal, Québec, H3G 1T1 | Directions
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Sponsored by:
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| Friday May 27, 2016 | ||||||
| 7:15 |
Registration and Breakfast Sponsored by:
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| 8:00 | IFA Canada Annual General Meeting | |||||
| 8:15 | Dispute Resolution in International Tax Matters | |||||
| The panel will discuss recent cases of interest as well as recent and upcoming trends in tax litigation matters involving Canada’s international tax system. | ||||||
| Moderator: |
Maryse Mayer, Université Laval, Quebec |
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| YIN Rapporteur: | Joanna Lozowik, Torys LLP, Montreal | |||||
| Presenters: | Olivier Fournier, Deloitte Tax Law LLP, Montreal | |||||
| Martha MacDonald, Torys LLP, Toronto | ||||||
| Simon Petit, Ministère de la Justice, Montreal | ||||||
| 9:00 | Recent Cases | |||||
| Moderator: |
Ron Durand, Stikeman Elliott LLP, Toronto |
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| YIN Rapporteur: | Philippe Kattan, Stikeman Elliott, Montreal | |||||
| Presenters: | Ryan Rabinovitch, McCarthy Tétrault LLP, Montreal | |||||
| Chris Steeves, Fasken Martineau DuMoulin LLP, Toronto | ||||||
| 9:30 | Recent Cross Border Mergers and Acquisitions | |||||
| The panel will discuss recent trends and developments in Canadian cross-border M&A. The discussion will include an overview of current cross-border structuring issues in M&A transactions, a discussion of practical deal negotiation issues arising in connection with the s.88(1)(d) basis “bump” and an update on structuring considerations for transactions in U.S. real estate involving Canadian REITs. | ||||||
| Moderator: |
Lynn Moen, Walton Global Investments Ltd., Calgary |
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YIN Rapporteur: |
Alexandra Carbone, Blake, Cassels & Graydon LLP, Montreal |
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| Presenters: | Chris Anderson, Davies Ward Phillips & Vineberg LLP, Toronto | |||||
| Andrew Spiro, Blake, Cassels & Graydon LLP, Toronto | ||||||
| Steve Suarez, Borden Ladner Gervais LLP, Toronto | ||||||
| 10:15 | Refreshment Break | |||||
| 10:30 | Cross-Border IP Planning Post-BEPS | |||||
| This panel will focus on the implications of the BEPS Action Plan on cross-border intellectual property planning. In particular, the panel will discuss the potential impact of Action 5 (Countering Harmful Tax Practices) and Actions 8-10 (Aligning Transfer Pricing Outcomes with Value Creation) on existing and future IP regimes from a multijurisdictional perspective, including through the use of Ireland, Switzerland and other jurisdictions. The panel will also examine potential issues arising in connection with the application of the BEPS transfer pricing recommendations to intangibles. Finally, the panel will address certain Canadian tax considerations relating to the transfer of IP back to Canada. | ||||||
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Sponsored by:
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| Moderator: |
Patrick Marley, Osler, Hoskin & Harcourt LLP, Toronto |
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YIN Rapporteur: |
David Wilson, Osler, Hoskin & Harcourt, Montreal |
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| Presenters: | Robert Desax, Walder Wyss Ltd., Zurich, Switzerland |
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| Marc Desrosiers, Thomson Reuters, New York | ||||||
| Peter Maher, A&L Goodbody, Dublin, Ireland | ||||||
| Heather O’Hagan, KPMG LLP, Toronto | ||||||
| 11:45 | Buffet Lunch/Close | |||||
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WiFi Sponsor
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Charging Station Sponsor
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Room Drop Sponsor
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