10 February 1989 Income Tax Severed Letter 5-7083 - [Employee Stock Purchase Plan]

By services, 22 July, 2022
Official title
[Employee Stock Purchase Plan]
Language
English
Document number
Citation name
5-7083
Severed letter type
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
656295
Extra import data
{
"field_external_guid": [],
"field_proprietary_citation": [],
"field_release_date_new": "1989-02-10 07:00:00",
"field_tags": []
}
Main text

A.B. Adler (613)957-8962

February 10, 1989

Dear Sirs

Re: Your reference XXXX Employee Stock-Purchase Plan

This is in reply to your letter dated November 22, 1988 concerning the eligibility for capital gains deductions under section 110.6 of the Income Tax Act where certain shares were acquired pursuant to an employee stock purchase plan.

In your example employees will purchase units of an inter vivos trust from the trustee of an employee stock purchase plan trust. The trustee will then use the sale proceeds to purchase shares of the employer company. We concur that this trust will not qualify as an individual for purposes of the definition of a "qualified small business corporation share" in subsection 110.6(1) of the Act.

The issue that you have raised concerns tax policy and, as such, is the responsibility of the Honourable Michael H. Wilson, Minister of Finance. We have therefore forwarded a copy of your letter to him for his information.

We regret the delay in replying to your letter.

Yours truly,

Director Financial Industries Division Rulings Directorate