State of Tax Changes announced last year; “Hot Button” CRA issues; Advising Clients on New Changes from budget | CPDonline.ca

State of Tax Changes announced last year; “Hot Button” CRA issues; Advising Clients on New Changes from budget

State of Tax Changes announced last year; “Hot Button” CRA issues; Advising Clients on New Changes from budget

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Credits
Substantive: 0.75
45 minutes
Published
2018
Presenter(s)
Boyd Aitken
Russell Gibson
Ian Pryor
Chad Saikaley
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
45 minutes
Price
$89.00 plus tax
2018 CCLA Solicitors Conference
Includes Handouts

The following presentations will be provided from the perspective of advising small and medium size (SME) corporations and businesses followed by time for questions from the attendees, including via the conference APP:

  1. State of Tax Changes announced last year, and the timing (including transition rules), as related to the release of Federal Budget 2018 in mid-to-late March, including a brief summary of “income sprinkling” proposals and “cross border” issues.
  2. “Hot Button” CRA issues – “Introduction” of a reasonableness test (based on the past application of reasonableness test and REOP) and the application of the attribution rules on SMEs.
  3. Advising Clients on New Changes from budget: Budget changes and planning issues arising as a result of the budget from a technical perspective, with an emphasis on small corporations and businesses.

Presenters

Boyd Aitken

Boyd Aitken is an experienced tax litigator. He has appeared before the Federal Court of Appeal, Federal Court of Canada, Tax Court of Canada, Canadian International Trade Tribunal and the Ontario Superior Court of Justice. Fluently bilingual, Boyd has argued cases involving small to medium sized businesses throughout Canada in such areas as arbitrary assessments, directors' liability, third-party assessments and scientific research and experimental development incentives. He has also acted on behalf of the Canada Revenue Agency in bankruptcy matters. Boyd attended Queen’s University where he obtained a Bachelor of Commerce (Honours) in 1992. Concurrently, he operated two small businesses in Kingston in order to finance his education. Boyd attended law school at Western University and Université Laval obtaining a Bachelor of Laws in common law and a Bachelor of Laws in civil law. He subsequently clerked at the Federal Court of Appeal for Justice Robert Décary. Following his Call to the Bar in 1999, Boyd worked in private practice before joining the Department of Justice in 2002 where he practiced for fifteen years. For over twenty years, Boyd served Canada as an infantry officer in the Canadian Armed Forces Primary Reserve. His operational experience includes deployments to Kosovo and the Democratic Republic of Congo with the United Nations. He recently retired from the Army. In his spare time, he enjoys sailing on the Ottawa River and in the Thousand Islands.

Russell Gibson

Russell is co-owner of the Law Firm Gibsons LLP and a lawyer since 1998. He practices primarily as a solicitor, providing planning, transactional and regulatory compliance advice in corporate-commercial, real estate, tax and not for profit/charity matters. Russ has also prepared and presented private legislation before the legislatures in several provinces and appeared before various legislative committees. Russ serves as a director on a number of community and for profit boards of directors and has completed the Directors’ Education Program at the Telfer Business School. Prior to becoming a lawyer, Russ was a journalist and member of the Parliamentary Press Gallery and has published legal, business and news articles. Russ is also a member of the Canon Law Society of Canada.

Ian Pryor

Ian is the founder and President of Pryor Tax Law. His primary areas of expertise are planning for owner-managers of private corporations, high net-worth individuals, and clients with international tax issues. His practice includes personal tax and estate planning, corporate tax planning and implementation, trust planning and preparation, family business succession planning and structuring the purchase and sale of businesses. He works closely with other professionals and advisors to create and implement business and estate plans and enjoys working in a team environment to ensure client needs and goals are met. Ian is regularly asked to speak to accounting and law firms, professional organizations and industry groups on tax and estate planning matters. He has prepared expert reports and been asked to assist as special advisor on tax litigation matters. Ian has contributed to several professional publications including co-authoring the textbook “Taxation of Trusts and Estates: A Practitioner’s Guide” and its companion “Trust Tax Return Guide” published annually by Thomson Reuters, articles for STEP Journal and STEP Capital Accounts, multiple articles for the Canadian Tax Foundation, and co-authored chapters in other professional textbooks.

Chad Saikaley

Chad is a Chartered Professional Accountant who began his career with one of the “Big Four” international accounting firms. He joined the Ottawa accounting firm, Ginsberg Gluzman Fage & Levitz (GGFL) in 2013, and was named Partner in 2015. Chad holds his role as Head of the Tax Group at GGFL, and specializes in tax, estate planning, and corporate reorganizations. He works with a diverse client base and provides a wide variety of services to businesses and business-owners in countless industries. Chad enjoys getting to know his clients and their business well so that he truly understands their needs and challenges. This ultimately enables him and his team to provide tailored service, and sound strategic advice.

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