Section 85 Rollover for Beginners


This workshop is designed to increase practitioner’s knowledge and confidence in preparing a Section 85 rollover. It will not get into many specifics but will touch on possible pitfalls/risks and how to mitigate them.

Who will benefit

Practitioners who have never done a Section 85 rollover or have only done a few.

Participants will learn

  • How it works (in easy to understand language)
  • When to do Section 85 (and when not to bother with it)
  • Alternative ways of rolling assets into a corporation
  • Suggestions to minimize risk of lawsuit
  • Checklist of things to consider when rolling assets into a corporation
  • How to do an actual practice set (prepare T2057 and letter of instruction to lawyer)
  • What to charge for doing a Section 85
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