Tax Insights Panel Discussion For Financial Institutions


Date: 09/14/23

Registration & Breakfast: 8:00 am

Start time: 8:30 am

End Time: 10:00 am

Location: IIAC Office, 100 Wellington St W, 19th floor, Toronto

(If you are out of town and would like to participate virtually, please email, a virtual link will be made available)


Join us for breakfast on Thursday, September 14 for a discussion of the latest developments on the domestic, U.S. and international tax front, including:

  • FATCA and CRS:
    • Technical and tax administration updates (i.e., increased CRA audit activity)
    • FATCA audit-proofing tips and strategies
  • Critical Canadian income tax legislative updates for FIs:
    • Share repurchases
    • Dividend Deduction
    • Mandatory Disclosure update



Ji Hyun Kwon | Partner, Taxation | KPMG in Canada

Simon Lee | Vice President, Tax | CIBC Mellon

June Thong | Director, Global Tax Operations | RBC Wealth Management Canada


*** This session may be eligible for CE credits ***


Bookings are closed for this event.

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