Overview
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About Tax Research
4 mins
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Determining the Issue
20 mins
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Sources of Tax Research
33 mins
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Negotiating And Adopting Tax Treaties
49 mins
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Evaluating Authoritative Sources and Reaching Conclusions
78 mins
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Communicating your Findings
106 mins
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-
General ANTI Avoidance Rule
159 mins
Course Description
With high
client demands for fast results, it is more important than ever to perform tax
research accurately, thoroughly and efficiently. Frequent, complicated changes
to the tax law mean that even experienced tax professionals often need to
research tax questions. This continuing professional development course teaches
a systematic research methodology that tax researchers may use in order to
identify and analyze tax issues efficiently, accurately and thoroughly.
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The tax
professional approaches a tax problem in a similar manner to how a doctor cures
their patient. A misstep along the way can result in less-than-optimal results,
unfinished problems to solve, and an unhappy client. In this CPD webinar, learn
the process to resolve a client’s tax problem and how to avoid the most common
traps to getting the best outcome for your client. We will cover best practices
and tips that will help you optimize the results for your client and avoid the
most common missteps in tax problem solving.
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This course
has been designed to assist CPAs, Tax professionals and from different
professional areas like accountants, lawyers, people in public practice,
industry, education, and those in government who are specializing in this area
and who have a basic familiarity with the concepts and principles of Canadian
Income Tax.
The online CPD course modules cover each step in the tax research process. You
will learn how to establish the facts of a situation, determine the issues,
investigate sources of tax research, and eventually communicate your findings.
This CPA CPD course will also cover how to read the Income Tax Act and Income
Tax Regulations and at the end, we have discussed the general anti-avoidance
rule (GAAR) because, being a tax researcher, it is essential to be aware of the
case law and legislation relating to tax avoidance.
Key topics
covered in this online CPD/CPE webinar
- Take a transactional
approach to answering research questions to efficiently identify all
important tax problems.
- The different types of
primary sources of tax research, and their hierarchy of authority.
- How to use secondary
sources and annotations efficiently.
- How to use
explanations and annotations to find the most relevant primary authorities.
- When and how to use legislative
history in their tax research.
- How to stay on track
throughout the research process and how to prepare a research outline.
- Ethical considerations
in performing tax research and formulating conclusions.
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Learning Objectives
- To discuss the facts and determine issues in relation to a tax question.
- To discuss the various tax research resources and their relative authority.
- To interpret the federal Income Tax Act.
- To determine the application of different case laws.
- To determine how much to rely on Canada Revenue Agency (CRA) and other government support.
- To evaluate the strategies that can be used for using commercial tax research database.
Recommended For
This online CPD webinar is recommended for Canadian CPA and Tax Professionals who want to be more effective and efficient in tax research, writing memos, and reading tax act
Who Should Attend?
- Bookkeepers & Accountants & Tax Preparers
- Certified Public Accountant (CPA)
- Chartered Professional Accountant
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Entrepreneurial CPA
- Tax Accountant (Industry)
- Tax Attorney
- Tax Director (Industry)
- Tax Firm
- Tax Managers
- Tax Practitioners
- Tax Preparer
- Tax Professionals
- Tax Pros
- Young CPA
