Entrepreneurial Chartered Professional Accountants of Calgary

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New Trust Reporting Rules are Coming

  • 15 Sep 2021
  • 12:00 PM - 1:00 PM
  • NOTE: This will be a Zoom online event

Registration

  • Choose this if you are a member of the ECPAC and you are registering yourself and guest(s). You may register guest(s) only when registering yourself. If after registering you want to add a guest registration you must contact the ECPAC administrator. There are no refunds, except if the session is cancelled by the ECPAC. NOTE: Guests may attend a maximum of two (2) sessions as a non-member. If s/he likes what they see, we hope you will encourage them to join us if they meet eligibility requirements. Go to Join Us! to find out more.
  • Choose this if you are not a member of the ECPAC, and you are not being registered by a member. You may only register yourself. If you know another person wishing to register, then please direct them to do so themselves. There are no refunds, except if the session is cancelled by the ECPAC. NOTE: You may attend a maximum of two (2) sessions as a non-member. If you like what you see, we hope you will join us if you meet eligibility requirements. Go to Join Us! to find out more.

New Trust Reporting Rules are Coming

NOTE: This will be a Zoom online event.

We all know the benefits and uses of trusts when it comes to being a component of a well-crafted financial and estate plan. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.

With the new trust reporting rules that are fast approaching, Derrick will outline the use of trusts in planning and the new reporting requirements facing practitioners going into 2022.

Speaker Spotlight: Derrick Hosanna

Derrick is a tax lawyer whose practice covers a broad range of Canadian income tax matters, including transactional tax advice, estate planning and tax dispute resolution and litigation. He has extensive experience dealing with the Canada Revenue Agency and the Department of Justice in resolving tax disputes on behalf of clients.

Prior to joining Carscallen LLP, Derrick practiced at a national law firm and an Alberta based tax law boutique. Derrick is a frequent writer and speaker on taxation matters, including for the Canadian Tax Foundation, Canadian Bar Association, Legal Education Society of Alberta and the Federated Press' Tax Litigation Journal.

**NOTE**

Online registration closes September 14th @ 3 p.m. No late registrants please. No refunds, unless ECPAC cancels the event. Registration must be completed prior to these times. 

Please pass this event information on to your colleagues. Only members can register, but members can add non-member guests to their registration. Please see the main events page for more details on registering.

If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.


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