7 October 2022 APFF Roundtable Q. 8, 2022-0942151C6 F - Surplus stripping -- summary under Subsection 245(2)

In order for Brother to avoid the application of s. 84.1 to his sale of half the shares of Opco to his sister’s corporation (Sister-Holdco), he first transfers those shares on a s. 85(1) rollover basis to a Newco formed by him (Brother-Portfolioco), which then sells the shares to Sister-Holdco, and claims the capital gains reserve because most of the sales proceeds are deferred.

CRA indicated that it would not apply s. 245(2) because of the specific creation of Brother-Portfolioco to avoid s. 84.1.

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