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T1 ADJUSTMENT REQUESTS

March 27, 2023
    The Canada Revenue Agency (CRA) will only accept one return per tax year.…
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Estate Planning Tools – Trusts

April 12, 2022
ESTATE PLANING TOOLS - III Testamentary and life interests Trusts Previous posts discussed wills and…
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Estate Planning Tools – Joint Tenancy

March 16, 2022
ESTATE PLANING TOOLS - II Previous post discussed wills, which are the basic tool and…
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Estate Planning Tools – Wills

February 15, 2022
ESTATE PLANING TOOLS - II Previous post discussed wills, which are the basic tool and…
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Estate Planning Tools – Managing Affairs of Adults

January 8, 2022
MANAGING AFFAIRS OF THE ADULTS  Power of Attorney The purposes of the Power of Attorney…
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Reversionary Trusts

November 7, 2021
Reversionary Trusts Trusts are meant to hold property for the benefit of someone (beneficiary) other…
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Use Of Trusts-General

October 14, 2021
Use of family trusts The Income Tax Act (ITA) provides for over 50 different types…
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Estate Planning

September 15, 2021
 7 Reasons you should make an estate plan An estate planning is not only for…
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Timing of Departure from Canada

August 12, 2021
Timing of Departure from Canada There is a number of Canadian income tax rules that…
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Departure Tax

July 12, 2021
Departure tax Deemed dispositions When a person is ceasing to be a resident of Canada,…
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Protection Of Intellectual Property

June 10, 2021
Ownership of Intellectual Property The issue of intellectual property has recently came up in a…
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Due Diligence – Acquiring Corporation

May 15, 2021
Acquiring Corporation - Due Diligence In connection with a potential acquisition transaction, the following materials…
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Due Diligence – Acquiring Asset

April 15, 2021
Acquiring Asset - Due Diligence Business report with magnifying glass, smartphone, calculator and pen In connection…
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Where to Keep Your Records

March 14, 2021
Where to keep your records, for how long and how to request the permission to…
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What Are Records And Who Has To Keep Them

February 11, 2021
What are records and who has to keep them? This note will list financial records…
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CEWS Audits

January 13, 2021
Canada Emergency Wage Subsidy (CEWS) audits The Canada Revenue Agency’s (CRA) audits seek to find…
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Trusts – New Filing Requirements

December 20, 2020
New Filing Requirements for Trusts Many Canadian trusts will soon have to face new enhanced…
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Residency Determination

November 5, 2020
Residency Determination Due to COVID-19 application of some rules are suspended, some are modified, and…
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Restrictive Covenants

October 7, 2020
Employment Agreement - Restrictive Covenants Lately I had a lot of questions about what to…
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BCLLP

September 14, 2020
British Columbia Limited Liability Partnership A partnership is the relation between persons carrying on a…
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Taxpayer Bill Of Rights

November 15, 2019
TAXPAYER BILL OF RIGHTS Office of the tax ombudsman publishes rights that you have when…
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TOSI Steps

August 12, 2019
Tax on split income Any income from property received by a Specified Adult Individual (“SAI”)…
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Intestacy Rules Under WESA

August 4, 2017
Intestacy – distribution of the estate When person dies without a will the person dies…
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TOSI Flow Chart

July 17, 2009