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Wed, Dec 07


Webinar (1.5 CPD Hours)

A Primer on Shareholder Disputes

In affiliation with GTA Accountants & Finance Network. Topics covered will include: the important of annual resolutions and waiver of audits, when to recommend shareholders' agreements, spotting red flags, restructuring, and conflicting loyalties when matters go awry.

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Time & Location

Dec 07, 2022, 11:00 a.m. EST

Webinar (1.5 CPD Hours)

About the Event

After initial incorporation, accountants are often the only professional advisor to business corporations and provide guidance to business owners both before, and after, disputes emerge. Knowing when to recommend legal advice or question a clients’ instructions can often avert disaster.

Topics to cover include:

  • The importance of annual resolutions and waiver of audits

(A) Requirements under the Ontario and Canada Business Corporations Acts regarding annual shareholders’ meeting and waiver of audits

(B) Recommended best practices

(C) Common problems when disputes arise

  • When to recommend shareholders’ agreements

(A) General purpose of Shareholders’ Agreements

(B) Key provisions in Shareholders’ Agreements such as management and termination

(C) Interaction between Shareholders’ Agreements and the oppression remedy

(D) The optimal timing for Shareholders’ Agreements

  • Spotting red flags;

(A) cash payments

(B) management personal expenses

(C) self-dealing by management

  • Restructuring

(A) succession planning

(B) estate freezes

(C) other transfers of ownership

(D) protecting against disputes post-restructuring

  • Conflicting loyalties when matter go awry

(A) role as advisor to the company versus role as advisor to management

(B) relationships with individual shareholders


  • Tamara Ramsey, LL.B., Partner at Dale & Lessmann LLP
  • David Shaw, LL.B., Partner at Dale & Lessmann LLP


  • 1.5 CPD Hours

    Tax: HST included
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