2008 CICA Conference on Succession Planning |
 | Be ready to profit from the wave of business transition that is beginning in Canada. Statistics show that between 80 and 90 percent of Canadian businesses are family-owned and less than one out of three will continue as a family operation into the second generation. Benefit from the knowledge, experience and insights of presenters who are experts in the area of succession planning including: tax issues; identification of successor or purchaser; realistic timelines; proper documentation; and communication and contingency plans. Spend two days with like minded practitioners, and youll walk away with valuable tools and proven techniques that will help you develop a strategy immediately to take advantage of the current marketplace and help your clients successfully transition their businesses. This two-day comprehensive conference is for chartered accountants and other professionals who provide services to family businesses. |
2008 CICA Conference on Succession Planning, November 3-4, 2008, Toronto, ON
 The complete conference includes the following audio synchronized to PowerPoint presentations... MONDAY, NOVEMBER 3 - Succession Planning — Understanding the Players and the Process
- Overview of Succession Planning Tax Issues
- Structuring the Estate Plan to Provide Flexibility in Succession Planning: A Legal Perspective
- Luncheon Speaker from the Family Firm Institute
- Valuation — So What is it Worth?
- Financing Considerations in Succession
TUESDAY, NOVEMBER 4 - What Really Happens in the Succession Process — A Panel Discussion
- Tax Traps to Avoid in Succession Planning
- Managing Family Dynamics
- Creating Next Generation Leaders
- The Business Plan as a Succession Tool
- Divestitures — Getting the Business Ready to Sell
- After the Transition: How Your Client's Relationship With Money Impacts the Succession Plan
- Succession in the Boardroom
- The How and Why of an Inter-Disciplinary Team
- The Use of Life Insurance in a Succession Plan
- Next Steps — Engaging Your Clients in the Process
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