Corporate/Commercial Part 1 - Protecting Your Clients & Yourself from CRA; Post ITA Amendments: Changes to Existing Legal Structures; Alternate Ways of Doing Business; & Re-Organization of Business Affairs; Cost-Sharing Agreements – What They Are | CPDonline.ca

Corporate/Commercial Part 1 - Protecting Your Clients and Yourself from CRA; Post ITA Amendments: Changes to Existing Legal Structures; Alternate Ways of Doing Business; and Re-Organization of Business Affairs; Cost-Sharing Agreements – What They Are

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CPD Accredited Credits
Professionalism: 0.75
50 minutes
Substantive: 0.25
10 minutes
Published
2019
Presenter(s)
Dean Blatchford
Harold Feder
Bernard Roach
Sarah Saad
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$99.00 plus tax
Includes Handouts

Accreditation Criteria client service best practices generally and 2.6 (best practices for retainer agreements), Rules of Professional Conduct 3.1 (competence) and 3.2 (Quality of service – limited scope retainer). The topic will touch in part on competency issues and the ability of CRA to issues assessments against professional advisors, including solicitors for their roles in clients tax planning/avoidance activities. 

Presenters

Dean Blatchford

Dean is a lawyer who practices exclusively in the area of tax dispute resolution and litigation. He helps his clients solve significant tax disputes effectively and efficiently. He cut his teeth working as a clerk for the judges of the Tax Court of Canada. Dean is considered an “expert” by Thompson Reuters’ TaxnetPro.

Harold Feder

Partner with Brazeau Seller Law. Called to the Bar of Ontario, 1990.

With a multi-faceted background, extensive tax experience and a broad legal practice, Harold has an acute ability to recognize the underlying tax issues in a business transaction. Harold specializes in tax and estate planning and corporate/commercial law, with a particular emphasis on providing tax-effective structures for wealth maximization and providing legal solutions to health care and other professionals. Legal services for professionals and their practices include incorporations, practice sales, leasing and the preparation of partnership, association, shareholders and associate agreements.

Bernard Roach

Bernie Roach is an Ottawa lawyer in our Business & Corporate Law, Estate Planning & Administration, and Tax Practice groups. Bernie specializes in corporate finance and tax issues connected to private corporations and on estate planning issues. He assists our clients with estate planning services such as will planning, trust planning and business succession planning. His tax advisory services include tax planning for private corporations, owner-managed businesses and high net worth individuals including planning connected to wealth preservation, the use of trusts and the transfer of wealth to future generations

Sarah Saad

Sarah attended the University of Ottawa for her undergraduate studies in Psychology and graduated from the University of Ottawa's Faculty of Law with an LL.B. in 2004. She was called to the Ontario Bar in 2005. Her practice concentrates on corporate and commercial work including advising clients on: many corporate areas such as incorporations and re-organizations, shareholders´ rights and remedies, financing and commercial real estate; purchases and sales of businesses, assets and shares, secured transactions, franchising, and leasing; employment, consultancy and cost-sharing matters and agreements; and intellectual property such as issues and disputes with trademarks, copyright, and unfair competition and with respect to protecting, selling, and licensing their intellectual property. Sarah is fluently bilingual and is a member of l’Association des juristes d’expression française de l’Ontario. Sarah is also fluent in Arabic.

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