Seminar for Charities: Compliance and Best Practices

Date

Monday, September 9, 2024 | 8:30am - 10:30am

Where

Sherman Campus, 4600 Bathurst Street, Toronto – exact location to be shared upon confirmation of registration. This opportunity is for in-person participation only.

Cost

Free

We are pleased to invite you to a seminar on promoting compliance and best practices for registered charities. 

 

To ensure a productive discussion while respecting confidentiality, we invite attendees to submit questions in advance to Nathalie Dilouya at: [email protected]. Our moderator will present these anonymously to our expert panelists during the seminar.

 

Please note that due to space limitations, attendance is restricted to professional staff and board members of registered charities that support the charitable objects of United Jewish Appeal of Greater Toronto and Jewish Federations Canada-UIA.

 

Light refreshments served (Kashruth Observed).

 

Deadline to register: September 4th, 2024.

 

SPEAKER

Adam Aptowitzer,
Partner and National Leader, Charitable and Not-For-Profit Law, KPMG Law LLP

Adam Aptowitzer has practiced law with special expertise in the areas of law that pertains to charities, not-for-profit organizations, and other non-taxable entities in Canada. His practice involves tax litigation for private taxpayers and charities, and he has represented clients at the Tax Court of Canada, the Federal Court of Appeal and the Supreme Court of Canada.

Adam’s practice is diverse and includes high level tax planning for charities engaged in business activities, operating overseas, corporate governance and gift planning; for donors planning large donations; and international organizations seeking to work in Canada or with Canadian organizations operating abroad.

Adam contributes to the public policy debate through his academic papers and expert witness testimony. He has been a frequent contributor to the Canadian Taxpayer and the Canadian Not for Profit News, and has authored two papers on tax matters for the C.D. Howe Institute.

Prior to joining KPMG Law, Adam was the managing partner of a firm in the charity and not-for-profit law space.

Robert Hayhoe,
Partner, Miller Thomson LLP

Robert Hayhoe is a leading adviser in the charities and non-profit sector in Canada. Certified by the Law Society of Ontario as a specialist in Tax Law, Robert provides both general counsel and specialized tax advice to charities and not-for-profit organizations across Canada.

Robert advises clients on the tax law governing charitable registration and non-profit status. He has experienced dealing with the complex law governing foreign expenditures and activities by Canadian charities, and with establishing structures to permit foreign charities to work and fundraise in Canada. Robert coordinates teams of Miller Thomson lawyers to provide advice on large projects such as national mergers.

Robert provides sophisticated advice on cutting-edge charity law issues including social enterprise structures and political activities. Robert often represents charities and not-for-profit organizations faced with tax audits on these issues, and on other compliance issues.

UJA Federation of Greater Toronto
Jewish Federations of Canada