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2020 US-Canada Joint Meeting Agenda
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Ropes & Gray


Joint Meeting of the US and Canada Branches
February 26, 2020
Westin Copley Place
10 Huntington Avenue
Boston, Massachusetts, 02116


This event will include speakers from both the US and Canada Branches of IFA. In addition, the event will include a luncheon keynote speaker David Alward, Counsel General of Canada to Boston, and will conclude with a networking cocktail reception at the Boston Public Library. Following the Joint Meeting, on Thursday and Friday February 27-28, the USA Branch Annual Conference will be held. A special registration fee will be offered for those who wish to attend both meetings.



Wednesday February 26

7:00 – 8:00 a.m.

Registration and Breakfast


8:00 – 8:15 a.m.

Welcome and Opening Address

Sol Coffino, President, IFA USA Branch


8:15 – 9:30 a.m.

M&A/Cross Border Structuring – Canada to United States Investment



William Curran, Davis Polk


Tim Barrett, Thorsteinssons

Chris Kelly, EY

Eric Levesque, Stikeman

  • Structuring after the TCJA
  • Use of hybrid entities and Canadian Limited Partnerships
  • Application of Section 267A

9:30 – 10:00 a.m.

Refreshment Break


10:00 – 11:15 a.m.

M&A/Cross Border Structuring – United States to Canada Investment



Michael Kandev, Davies


Nik Diksic, EY

Pamela Glazier, Ropes & Gray

Barry Horne, PwC

Nicola Lemay, Foley Hoag LLP

YIN Reporter:

Alyssa Pratt, Foley Hoag LLP

  • Structuring after the TCJA
  • Use of hybrid entities and Canadian Limited Partnerships
  • Application of Section 245A

11:15 a.m. – 12:00 p.m.

Current Issues and Considerations in Cross Border Financing



Drew Morier, Osler


Beat Baumgartner, Loyens & Loeff Switzerland LLC

John Lennard, Davies

Paul Seraganian, Osler

YIN Reporter:

Christopher J. Montes, Felesky Flynn LLP

  • Funding Subsidiaries

12:00 – 2:00 p.m.

Lunch with Speaker: David Alward, Counsel General of Canada to Boston

Sponsored by Ropes & Gray


2:00 – 3:00 p.m.

Cross Border Issues Related to Individuals, including Cross Border Mobility, PE Issues for Employers, GILTI as Applied to U.S. Taxpayers in Canada with Canadian Corporations



Abraham Leitner, Goulston & Storrs


Richard Andersen, WilmerHale

Theo Ciju, PwC

Heather Ripley, Alston & Bird

Elie Roth, Davies

YIN Reporter:

Yao Tang, Vacovec Mayotte & Singer

  • Cross Border Mobility
  • PE Issues for Employers
  • GILTI as Applied to U.S. Taxpayers in Canada with Professional Corporations

3:00 – 3:45 p.m.

US – Canada Income Tax Treaty



Ken Buttenham, PwC


Peter Glicklich, Davies

Terry McDowell, EY

Kortney Wallace, KPMG

  • Limitation on Benefits Provisions
  • Arbitration
  • PPT/ Anti-Treaty Shopping/GAAR
  • Sharing of Information

3:45 – 4:15 p.m.

Refreshment Break


4:15 – 5:30 p.m.

Panel Discussion Related to the Technology Sector



John Lorito, Stikeman


Michael Colborne, Thorsteinssons

Mark Dumalski, Deloitte

Gabe Gartner, PwC

Adrienne Woodyard, DLA Piper

  • IP Boxes
  • Structuring
  • Application of TCJA

5:30 – 8:00 p.m.

Boston Public Library Cocktail Reception and Tours



Sponsors are Welcome!
For sponsorship and exhibiting opportunities, please contact Michael Davis:
E. T. (604) 739-4653.

2020 Joint Meeting IFA USA-Canada

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2020 Joint Meeting of the USA and Canada Branches
February 26, 2020
Boston, MA
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