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Spring 2017 Events
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Scitax is proud to present our 2017 SR&ED seminars in cooperation with the Mississauga and Toronto Boards of Trade.
This year we offer two different programs: The first is entirely devoted to tax court appeals of rejected SR&ED claims. The second on avoiding rejection in the first place by aligning your claim with the latest rules.
See details below for events on May 3rd, May 9th and June 6th.
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Details, Dates and Registration |
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What To Do When CRA Says No
Some areas of taxation are inherently conflict prone such as the eligibility for and timing of expense deductions or the status of workers as employee vs. contractor. Also, there has been a sharp rise in SR&ED-related disputes between taxpayers and the CRA over the past five years. This seminar will explain the processes for resolving disputes with the CRA through an appeal to the Tax Court of Canada. A denied SR&ED claim will serve as the lead case example; however, the approach is equally applicable to any federal income tax or GST/HST issue.
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Topics
- How the CRA audits SR&ED claims
- Overview of civil and criminal tax offences
- CRA Collection methods - how far back can they go?
- Appealing to the Tax Court of Canada - informal and general procedures
- Tax court processes - pleadings, replies, discovery, settlements and trial
- SR&ED claim litigation - a complex mix of fact and law
- Effective use of expert witnesses
- Cost awards
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 Wednesday May 3, 2017, 8:00 am - 11:30 am
 Toronto Board of Trade
First Canadian Place, 77 Adelaide St W, 3rd Floor, Toronto ON
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Registration
Toronto Board of Trade
Non-members please email
events@bot.com
or call 416-862-4500
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Tuesday June 6, 2017, 8:00 am - 11:30 am
Sheraton Four Points Meadowvale
2501 Argentia Road, Mississauga ON
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Registration
Mississauga Board of Trade
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Successful SR&ED Claims
In this seminar, you'll learn practical strategies for planning, preparing, and defending your claims according to CRA's current eligibility policies. We'll explain the latest rules for federal and provincial R&D tax credits, along with any changes resulting from the 2017 federal / provincial budgets. Finally, we'll introduce some emerging tax credit concepts such as patent boxes and flow through-shares.
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Topics
- Have the goalposts moved for SR&ED? Understanding CRA's latest eligibility criteria
- "Aim your claim" - defining the project
- Earning more tax credits - maximizing your claim within the rules
- Alternative tax credits mechanisms - patent boxes and flow through share structures
- Achieving compliance - dealing with the CRA on SR&ED
- A review of recent Tax Court of Canada Rulings on SR&ED and their impact on your next claim
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Tuesday May 9, 2017, 8:00 am - 11:30 am
Sheraton Four Points Meadowvale
2501 Argentia Road, Mississauga ON
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Registration
Mississauga Board of Trade
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Presenters |
David Hearn
is a senior expert on R&D tax credits and other government incentives for the technology sector. Prior to entering the field of tax consulting at a multinational consulting firm in 1994, Mr. Hearn held engineering and R&D positions in the electronics industry.
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Richard Yasny
is a tax litigation lawyer who began his tax law practice in 1992. He is a member of the Law Society of Upper Canada and holds a Master of Laws degree (Tax) from York University (Osgoode Hall Law School). He represents clients on audits and objections to the CRA and on appeals to the Tax Court of Canada.
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