Co-authored with Andrew Plant · Atlantic Provinces Tax Conference, 2022, 9:1-35
Examines CRA audit procedures, Requirements for Information, and solicitor-client privilege for accountant work.
Tax Hyperion, Vol. 19, Issue 5, September–October 2022
Three-part publication on leveraging the non-refundable medical expense tax credit under s.118.2 for wellness therapies.
Tax Hyperion, Vol. 18, Issue 5, September–October 2021
Examines deeming rules and available exceptions including joint election for spousal rollover relief.
Tax Hyperion, Vol. 18, Issue 4, July–August 2021
Examines subsection 186(7) of the Income Tax Act regarding how “connected” should be interpreted.
Tax Hyperion, Vol. 18, Issue 2, March–April 2021
Planning considerations for QSBCS definitions and Lifetime Capital Gains Exemption access.
Tax Hyperion, Vol. 18, Issue 1, January–February 2021
Examines how a client list functions as a critical asset for service-based sole proprietors.
Tax Hyperion, Vol. 17, Issue 6, November–December 2020
Addresses employer handling of employee relocations and the three approaches to moving expenses.
Tax Hyperion, Vol. 17, Issue 4, July–August 2020
Examines Bill C-20 modifications to CEWS program revenue decline requirements.
Tax Hyperion, Vol. 16, Issue 5, September–October 2019
Examines solicitor-client privilege for communications among lawyers, accountants, and clients in tax planning.