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CPA Small Practitioners' Forum 2024: Tax Cases Review

Learn to Navigate Tax Case Challenges with Strategic Defenses, Statute Bar Considerations, and Successful Legal Outcomes.

Created byNathan Geibworkspace_premiumBest Instructor
BeginnerUpdated Nov 4, 2024

What You'll Learn

  • check_circleAnalyze recent tax cases to understand their impact on compliance and planning.
  • check_circleLearn strategies to address CRA reassessments and protect client interests.
  • check_circleIdentify common errors in tax planning and how to mitigate them.
  • check_circleUnderstand the use of trust structures and the implications of GAR rulings.
  • check_circleEvaluate CRA’s conduct and apply knowledge of taxpayer rights to advocate for fair treatment.
  • check_circleLearn from successful case outcomes to implement best practices in tax advising and litigation.

About This Course

Stay ahead in the dynamic field of tax practice with insights from the CPA Small Practitioners' Forum 2024. This comprehensive course dives into high-impact tax cases, dissecting critical court decisions that shape current tax law and compliance strategies. Learn from real-world examples of tax disputes involving employee compensation plans, trust structures, shareholder loans, and aggressive tax planning maneuvers.

Our expert panel breaks down each case, highlighting the lessons and strategies to apply in your own practice. Engage in thought-provoking discussions and gain actionable knowledge to navigate statute-barred periods, avoid potential pitfalls, and manage CRA audits effectively. This is your opportunity to deepen your understanding and elevate your advisory services.

Topics List:

  • Statute Bar Cases and Misrepresentation
  • Gross Negligence Penalties: Defense Strategies
  • Employee Compensation and Trusts
  • Capital Dividend Accounts and Avoiding Section 55(2)
  • Judicial Review vs. Tax Court Appeals
  • Privilege in Tax Advisory Work
  • Voluntary Disclosures and Risk Management
  • CRA Conduct and Abuse of Process
  • Implications of the Taxpayer Bill of Rights
  • Successful Case Outcomes and Key Learnings

Course Content

1 activity • 1 videos • duration: 1h 58m

  • videocamCPA Small Practitioners' Forum 2024: Tax Cases
    Duration 118:17

Your Instructors

Nathan Geib

menu_book56 courses
star6,961 reviews

The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.

Kyle A. Ross

Lawyer | Felesky Flynn

Kyle’s practice covers a wide range of taxation law matters with a focus on corporate and personal tax planning, mergers and acquisitions, corporate reorganizations, estate planning and dispute resolution with taxation authorities. Kyle is a sessional instructor in tax law at the University of Calgary Faculty of Law and is a regular presenter on tax topics in other forums. Kyle received many academic awards in law school including the Law Society of Saskatchewan Gold Medal, the Thomas Dowrick Brown Prize for Most Distinguished Graduate and Desjardins Top Eight Academic All-Canadian. He was also the captain of the University of Saskatchewan Men’s Huskie Hockey Team during law school and won various athletic awards during his hockey career.

John Fuller, CPA, CA, TEP, FEA

Partner | Felesky Flynn

With over 25 years of tax experience, John specializes in tax planning, estate planning and dispute resolution for private corporations and family farm organizations. He holds his Bachelor of Laws, along with his Chartered Professional Accountant (CPA, CA), Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP) designations. John lends his wealth of knowledge and specialized relational “soft” skills as a regular presenter at various tax related forums. He is recognized as a leading tax lawyer by Best Lawyers in Canada and made the short list of nominations of the Top 25 Most Influential Lawyers of 2020 in the Changemaker category.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.7 out of 5
Student's Choice
99 reviews
  • RH
    Robert H.
    starstarstarstarstar

    fantastic course

  • SZ
    Sumei Z.
    starstarstarstarstar

    It's interesting. good course!

  • EM
    Eric M.
    starstarstarstarstar

    It covered some relevant issues that I face in my practice

  • BC
    Bianca C.
    starstarstarstarstar

    Good presentation of topic.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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