Annual Report 2012/2013

  • July 23, 2013

Submitted by Section Chair, Ted Sutcliffe

Summary of Meetings

Number of Meetings Held: 6

October 17, 2012
Guest Speaker: Ted Sutcliffe
Synopsis: Report on meeting with CRA Pacific Region officials – various practice issues

December 5, 2012
Guest Speaker: Robert Ward
Synopsis: Structuring Real Estate Investment in the US; US Tax Compliance for US Citizens Living in Canada

March 7, 2013
Guest Speaker: Amy Chapman – Fluker and David Thompson
Synopsis: New Tax Issues under the Family Law Act

April 10, 2013
Guest Speaker: Ed Kroft
Synopsis: Procedural Issues in Tax Appeals – Recent Cases and Statutory Proposals

May 15, 2013
Guest Speaker: Jim Thatcher (CRA Aggressive Tax Planning)
Synopsis: Aggressive Tax Planning – Case Comments on Envision, Huskey, Triad, and Guindon

May 29, 2013
Guest Speaker: N/A
Synopsis: Pub Meeting

Comments and Observations of the Chair

Attendance at our meetings is good and there appears to be a high level of interest among our members. The meetings are valuable to tax practitioners, particularly those new to the practice area.