Practice

Practice
Crossing the border, part three: Individual retirement plan tax issues for Canadian and American expatriates
In the final part of a three-part series on cross-border tax issues, Professor George Gonzalez looks at tax situations in which U.S. residents with IRA and Roth IRA funds relocate to Canada
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Practice
Crossing the border, part two: Individual retirement plan tax issues for Canadian and American expatriates
In the second part of a three-part series on cross-border tax issues, Professor George Gonzalez looks at Canadian residents with RRSP and TFSA funds who expatriate to the United States
- COMMENTS 13
- LIKES 149
- VIEWS 160

Practice
Taxpayers Beware: CRA’s new tools for catching tax evasion, avoiding tax debt
As David J Rotfleisch explains, the most recent federal budget included plans to hold tax professionals accountable as well as notices of non-compliance
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- LIKES 149
- VIEWS 160

Practice
Crossing the border, part one: Individual retirement plan tax issues for Canadian and American expatriates
In the first part of a three-part series on cross-border tax issues, Professor George Gonzalez presents an overview of individual employee retirement plans in Canada and the United States
- COMMENTS 13
- LIKES 149
- VIEWS 160

Practice
Active Asset Management v. The King Case Study
Lorne Saltman of Gardiner Roberts LLP on a recent Tax Court dispute as to whether declared dividends and promissory notes constituted a transfer of property
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- VIEWS 160

Profession
Two more accounting firms censured by Canadian audit watchdog thus far in 2024
Canadian Public Accountability Board prohibits Kingston Ross Pasnak and Macias Gini & O’Connell from accepting new medium and high-risk reporting issuers
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- LIKES 149
- VIEWS 160

Partner Posts
Why our accounting firms teamed up with ADP Canada for payroll solutions
Canadian accountants Kevin Bryden and Rupesh Kapadia explain in their own words why, as principals of their own accounting firms, they partner with ADP
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- LIKES 149
- VIEWS 160

Practice
Guide to Canadian tax rules on benefits arising from use of corporate assets (e.g., money, trips, boats, cars, space trips, etc.
What happens when business owners dip into their corporation's pockets to pay for personal expenses? Potentially dire consequences, says David J Rotfleisch
- COMMENTS 13
- LIKES 149
- VIEWS 160

Profession
US audit watchdog releases audit inspection reports for national accounting firms Deloitte Canada, MNP LLP
Is audit quality on the upswing in Canada? The US Public Company Accounting Oversight Board finds little fault in newly released Canadian audit inspections
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- LIKES 149
- VIEWS 160

Practice
What does Tax Court decide? What does Federal Court decide? Supreme Court clarifies jurisdictions
Through its decisions on Dow Chemical and Iris Technologies, the Supreme Court of Canada has clarified tax appeal jurisdictions, explains David J Rotfleisch
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- LIKES 149
- VIEWS 160

Partner Posts
Combating the shrinking accountant talent pool
Three ways accountants and bookkeeping professionals can usher in the next generation of accounting talent to help curb the ongoing crisis in hiring staff
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- LIKES 149
- VIEWS 160

Practice
When can discovery answers of a deceased Canadian be used under subsections 100(6)-(7) of the Tax Court Of Canada rules?
Canadian accountant and tax lawyer David J Rotfleisch on a Tax Court decision involving the testimony of a taxpayer who died soon after discovery
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- LIKES 149
- VIEWS 160

Career
A Renewed Designation: The rising value of the Registered Professional Accountant (RPA) in Canadian accounting
James Green of the Society of Professional Accountants of Canada explains why the RPA designation is a significant advancement for the accounting profession
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- LIKES 149
- VIEWS 160

Thought Leaders
A Privilege Primer, Part III: Reconsidering accountants’ tax services as legal services
In the third of a three-part series on the Gaudreau case before the FCA in Quebec, Brian Studniberg of Henein Hutchison Robitaille LLP concludes his thoughts on situational forms of privilege between tax accountants and their clients
- COMMENTS 13
- LIKES 149
- VIEWS 160

Partner Posts
The tax profession's talent crisis: The transformative Certificate of Canadian Income Tax Practice
The Certificate of Canadian Income Tax Practice is a game-changer, that helps attract new talent to the tax profession and prepare them for successful careers
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- LIKES 149
- VIEWS 160

Practice
What is the standard of review for discretionary decisions of the CRA appealed to the federal courts?
Canadian accountant and tax litigation lawyer David J Rotfleisch takes a deep dive into the standards for judicial review of taxpayer appeals to the Federal Courts
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- LIKES 149
- VIEWS 160

Profession
BC accounting firm De Visser Gray censured and fined by US audit watchdog
Public Company Accounting Oversight Board notes repeated use of Canadian Professional Engagement Guide (PEG) audit programs for US audits
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- LIKES 149
- VIEWS 160

Practice
Google reviews for mid-market accounting firms
Dean Blachford of Blachford Tax Law explains how and why accounting firms in Ottawa and Toronto pursue client testimonials on Google Reviews
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- LIKES 149
- VIEWS 160

Partner Posts
So, what exactly is carbon accounting?
In recognition of World Environment Day on June 5th, Tamara Somers explains how accountants can help their clients with carbon accounting through Xero
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- LIKES 149
- VIEWS 160

Thought Leaders
DAC Investment and the GAAR: Did the Tax Court of Canada get it right?
Allan Lanthier is unconvinced by the reasoning in a recent Tax Court of Canada decision involving a Canadian-controlled private corporation and the BVI
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- LIKES 149
- VIEWS 160

Thought Leaders
A Privilege Primer, Part II: Where do accountants fit in under existing Canadian law?
In the second of a three-part series on the Gaudreau case before the FCA in Quebec, Brian Studniberg of Henein Hutchison Robitaille LLP examines the settings in which an accountant’s work product could be protected by legal privilege
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- LIKES 149
- VIEWS 160

Practice
Federal Court Of Appeal overturns GAAR assessment on the existence of alternative transactions
Canadian tax accountant and lawyer David J Rotfleisch explains why the FCA quashed a Tax Court of Canada decision involving a CRA GAAR abuse analysis
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- LIKES 149
- VIEWS 160

Thought Leaders
Crystallizing capital gains before June 25: What about the GAAR?
Allan Lanthier explains why the General Anti-Avoidance Rule, as amended by Bill C-59, should not apply to a planning alternative to new capital gains rules
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- VIEWS 160

Practice
Federal Budget 2024 — Proposed Changes to Capital Gains Rules
Greg Farano of Gardiner Roberts LLP does a deep dive into the details of capital gains rule changes that may create uncertainty for taxpayers and their advisers
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- LIKES 149
- VIEWS 160

Profession
EY Canada names Alycia Calvert first female CEO of a Canadian Big Four accounting firm
Current CEO Jad Shimaly transitions to EY global managing partner – client service as part of four-person global team supporting new EY Global boss Janet Truncale
- COMMENTS 13
- LIKES 149
- VIEWS 160