I am co-chairing this Ontario Bar Association program for the Charity and Not-For-Profit Law section at the OBA’s Institute 2011.  The OBA Institute is the largest continuing legal event in Ontario.  Lawyers may find this program helpful if they are interested in the new Ontario non-profit corporate legislation, the new federal Canada not for profit corporations act, avoiding problems with issuing receipts and class action lawsuits dealing with abusive charity gifting schemes.

Corporate Changes and Avoiding Charity Compliance Problems

Program Chairs:
Mark Blumberg, Blumberg Segal LLP
Barbro Stalbecker-Pountney, Barrister & Solicitor

Date: Thursday, February 3, 2011
Time: 10:00 AM
Location: The Fairmont Royal York, 100 Front St. W., Toronto

This program will focus on two important developments affecting non-profits and charities. First, on the federal level and in Ontario there has been dramatic changes to corporate non-profit law with the introduction of two new corporate acts. This will affect all non-profits and charities incorporated federally and in Ontario. Secondly, legal issues involving charity tax shelters have resulted in three class action lawsuits against law firms, approximately 160,000 Canadians have been audited and many charities have been revoked. Legal advisors interested in charities or advising clients on planned giving should understand major Canadian Revenue Agency compliance issues, such as what is a “gift” and appropriate receipting practices. Lawyers and those responsible for risk management in law firms should also understand the scope, impact and potential liability of providing legal opinions about tax shelter investments involving charities.

Full Program Agenda
10:00 am Opening Remarks

10:05 am Ontario’s New Not-for-Profit Corporations Act: Bringing Ontario’s Legislation into the Twenty-first Century
Allen Doppelt, Senior Counsel, Legal Services Branch, Ministry of Consumer Services

10:45 am Canada Not-for-Profit Corporations Act: How Do I Get There From Here?
Coleen Kirby, Corporations Canada Industry Canada – Ottawa

11:25 am Break

11:35 am Canada Revenue Agency: Major Non-Compliance Issues
Danie Huppé-Cranford, Director, Compliance Division, Charities Directorate, Canada Revenue Agency – Ottawa

12:05 pm Receipting 101: Top Receipting Concerns for Canadian Registered Charities
Mark Blumberg, Blumberg Segal LLP

12:30 pm Dangerous Opinions: Legal and Ethical Issues With Legal Opinions on Charity Law and the Income Tax Act
David Thompson, Scarfone Hawkins LLP – Hamilton

1:00 pm Program Concludes

Click Here to Register

Here is the PDF brochure:
Corporate Changes and Avoiding Charity Compliance Problems Brochure – OBA Institute 2011