Taxing Tax Issues for the Sole & Small Firm Lawyer: Part 3, Land Transfer, Morrison V Morrison, HST Rebates

Taxing Tax Issues for the Sole and Small Firm Lawyer: Part 3, Land Transfer, Morrison V Morrison, HST Rebates

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Credits

Professionalism (Ethics, etc.): 0.5

Substantive: 0.25

Published

2017

Presenter(s)

Eldad Gerb

Tannis Waugh

Source

Toronto Lawyers Association (TLA)

Provider

CPDOnline.ca

Language

English

Length

45 minutes

Price

$209.00 plus tax

Includes Handouts

Tax issues are what keep the sole and small firm lawyer up at night. Issues that have crossover application into different areas are the most challenging. This program will address tax topics that commonly intersect in family, estates, real estate, and employment law.

Tannis A. Waugh, Tannis A. Waugh PC

Discussing land transfer tax issues as they apply to family and estate transfers and HST rebates (small professionalism content dealing with conflicts and swearing affidavits)

Eldad Gerb, Gerb Tax Law Professional Corporation

Morrison Estate (Re) (10 minutes): A comprehensive review of the case and the court’s message to the financial services industry; addressing professionalism issues such as conflict (between lawyer and financial services professional and competence)
HST Rebates (10 minutes): Everything you need to know about HST rebates in new construction from CRA enforcement policy, the state of the law and the test for entitlement, issue spotting for estates and family lawyers in drafting separation agreements and administration that deals with new construction homes; addressing professionalism issues such as: (conflict re: swearing of affidavits, competence, obligations regarding fraud)

Presenters

Eldad Gerb

Eldad completed his undergraduate studies at the Schulich School of Business at York University. He attended law school at Suffolk University Law School in Boston. Eldad is called to the Massachusetts, New York and Ontario bars.

Eldad has also completed CPA Canada's 3 year in-depth tax course. Eldad went out on his own last fall after four years at a midsize firm in midtown Toronto. Eldad's practice is primarily focused on the tax disputes of individuals and small and medium sized businesses before the Canada Revenue Agency, Ontario's Ministry of Finance, Tax Court of Canada and Federal Court. Eldad also handles and advises on all manners of fraud including: tax fraud, charity fraud, EI fraud and mortgage fraud. Eldad participated as a mentor in Ryerson's Law Practice Program last fall.

Despite being a failure as a soccer player and Law Society Bencher Candidate, Eldad still maintains a positive outlook on life.

Tannis Waugh

Tannis was called to the bar in 2003 and practices in the areas of real estate, corporate/commercial, and estate planning. In 2018, she was certified as a specialist in real estate by the Law Society of Ontario.

As a former Trustee for the Toronto Lawyers Association, Tannis has been involved in advocacy and education initiatives, most notably the moderator and presenter of continuing education programmes and writer of articles for the TLA journal. She currently sits on the education committee which is responsible for producing CPD programmes for Toronto lawyers.

She is also a member of the Condominium Sub-documents Committee of the Working Group on Lawyers and Real Estate which is responsible for producing province-wide precedent materials for condominium transactions.

Tannis is a frequent presenter for continuing legal education programmes and, in the past, has spoken on the issue of real estate, estates and ethics for the Canadian Bar Association,/Ontario Bar Association, Law Society of Upper Canada, The Commons Institute and the Toronto Lawyers Association.