Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on June 6th and 7th, 2019. As usual, the STEP Canada/Canada Revenue Agency (CRA) Roundtable was one of the highlights of the conference. During the Roundtable, the CRA provided detailed answers to 18 pre-selected questions posed by trust and estate practitioners across Canada on a variety of topics, including 6 questions requesting clarification on the relatively new "tax on split income" (TOSI) rules.

In advance of the release of the CRA's official answers to the 2019 Roundtable questions later this summer, Katherine and Jocelyn are pleased to provide their summaries of the verbal answers given.

Click here to view the referenced summary in its entirety.

Related Insights

  • Default Deference to Administrative Tribunals
  • Invoice Interest: The Alberta Court of Appeal provides a warning to suppliers
  • Creditors and the Oppression Remedy
  • A Primer on Regulatory Offences
  • Licensors Be Wary - Are you Actually Franchising?
  • Public Companies Should Keep in Mind Climate Change-related Risk Disclosures
  • On Your Marks! A Reminder to Register Your Trademarks
  • Good Faith Disclosure: Some Relief for Franchisors