This newsletter is a valuable tool to keep corporate counsel up to date on the latest in this rapidly growing and demanding profession. Each issue is committed to providing you with

• Informative lead articles written by legal experts on timely issues that directly affect corporate counsel
• A summary of recent cases and significant decisions
• An overview of new legislative developments
• Expert guidance and practical tools to aid you in your job
• A listing of upcoming CCCA and CCH professional development events

 Available in PDF format.

This newsletter is included free with your subscription to the Ultimate Corporate Counsel Guide.

Update Frequency: Monthly

If you would like more details about this product, or would like to order a copy online, please click here.

Window on Canadian Tax newsletter gives you the commentary portion of Window on Canadian Tax. You'll also have "at-a-glance" updates on current topics.

Updated monthly. Available to be e-mailed in PDF format only.

If you would like more details about this product, or would like to order a copy online, please click here.

Published: December 2011

The Executor's Handbook, 4th Edition is a comprehensive and practical resource designed to assist the administrator or executor of an estate in the administration process. Regardless of the province or territory you reside in, it provides you with the appropriate information and resources you will need to administer either a simple or complex estate.

This latest edition updates the existing content, and will also expand the commentary and legislative references to include valuable new estate administration information.

Specific attention has been given to the law as it applies in the province in Quebec, and the commentary has been expanded to reflect the difference in Quebec compared to the other provinces and territories.

Topics covered:

• Considerations regarding digital assets and online activity of deceased 
• Treatment of new registered plans (tax-free savings accounts and registered disability savings plans) at death
• Updated information on finding suspected or lost life insurance policies
• Updated information regarding income tax filings and considerations
• Updated probate tax information

About the Author
Leanne D. Kaufman is Vice-President of the Professional Practice Group at RBC Wealth Management, Estate and Trust Services. She oversees a team that provides ongoing legal, tax and technical guidance, advice and training to a national group of trust professionals, and senior management. Ms. Kaufman also has experience as an associate lawyer practicing commercial litigation.

Contributors
Anne Chaurette
K. Thomas Grozinger
Shamim Panchbhay

 

If you would like more details about this product, or would like to order a copy online, please click here.

If you are or will be serving as a director of a Canadian corporation, you will need The Directors Manual. Widely regarded as 'the bible' for directors in Canada, it gives you a plain language overview of the duties, responsibilities, and liabilities you face as a director. In particular, it discusses the potential liability of directors under corporate law, securities regulation, tax, trade practices, labour standards law, and environmental protection legislation. The Manual also includes useful precedents, selected legislation relating to corporate directors, plus numerous checklists and practical tips on how to manage your role as a director, including the associated risks.

Relevant commentary is provided on the following topics:

• Corporate Governance
• Formal Provisions
• Corporate Finance
• Duties and Powers
• Takeover Bids
• Disclosure
• Remuneration of Directors
• Meetings
• Financial Information
• Controls and Sanctions
• Risk Management
• Environmental Liability
• Unlawful Trade Practices
• Not-for-Profit Corporations
• Financial Institutions
• Bankruptcy and Insolvency

Included with your subscription is Directors' Briefing, a newsletter published three times annually containing feature articles, digests of recent cases, and updates to legislation that affect the duties, responsibilities, and liabilities of corporate directors in Canada.

 

If you would like more details about this product, or would like to order a copy online, please click here.

Essential primary source documents from the CRA

Wolters Kluwer CCH Tax Window Files is a collection of published Technical Interpretations, Advance Tax Rulings and internal memoranda from CRA staff written in response to questions and inquiries.

Tax Window Files provides you with an enormous volume of internal CRA documents, complete with comprehensive linking to related documents to power your research.

Combine Tax Window Files with the commentary provided in Window on Canadian Tax to gain a comprehensive understanding of how the CRA works.

The Internet version is updated weekly.

Bonus features:

• Free training and technical support

Wolters Kluwer CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

Professionals who subscribe to the Tax Window Files also find these publications instrumental to their practice:

• Window on GST/HST
• Canadian Tax Reporter
• Tax Topics

If you would like more details about this product, or would like to order a copy online, please click here.

Canada's weekly bulletin for tax specialists

Also known as the “Green Sheets,” Tax Topics is the longest running, most recognized and most trusted publication on federal income tax in Canada.

For more than 50 years, tax specialists across Canada have counted on Tax Topics as the quickest and most convenient way to stay current on important tax issues.

Articles are written by leading tax practitioners chosen for their expertise, with commentary that zeroes in on the most significant court decisions and tells you how they will affect your practice. Content includes:

• Articles on relevant and timely topics chosen specifically to benefit the tax specialist, including:
  • Federal and provincial budgets
  • Recent cases
  • Amended regulations
  • Federal court rules
• Candid analysis from leading experts to ensure that you’re always aware of the factors driving change in the industry
• Time-saving text links to applicable CCH subscriptions

Bonus features:

• Monthly in-depth feature articles by tax experts at Dentons Canada (formally Fraser Milner Casgrain LLP) with invaluable insight into the key issues of the day
• Notification of legislative and administrative changes and revisions
• Information circulars
• Case digests

CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

Professionals who subscribe to Tax Topics also find these publications instrumental to their practice:

• Canadian Tax Reporter
• Window on Canadian Tax

If you would like more details about this product, or would like to order a copy online, please click here.

Canada's most widely read tax newsletter

For over 25 years, tax professionals have relied on Tax Profile for the most up-to-date information and analysis on the tax issues affecting their clients. Issued monthly, it's a must-have for anyone preparing tax strategies for individuals, Canadian companies or international corporations.

Timely and topical, Tax Profile is the only publication of its kind - authored by respected tax authority Jack Bernstein of Aird & Berlis LLP. You won't want to be without this comprehensive analysis of current federal tax and important provincial tax issues.

• Highly authoritative content you can rely on
• Focused on relevant and timely strategies for practitioners
• Updated monthly, so you’re always current

Bonus features:

• Access to all archival issues
• News Tracker gives you instant access to the latest tax and accounting documents. You choose the topic and how frequently you want to be updated.
• Cross-references to relevant materials are built into legislation and other key documents, saving you valuable time. Commentary is fully searchable and is extensively referenced.
• Activity logs help you keep track of time spent doing research.

About the author: Jack Bernstein is the senior tax partner and chair of Aird & Berlis LLP's International Tax Practice. He is a member of the firm's Tax Group and Tax Litigation Group, as well as the Mergers & Acquisitions Team. Jack appears in all editions of the Guide to the Leading 500 Lawyers in Canada, published by Lexpert and American Lawyer, as a leading lawyer in the areas of corporate tax, estate planning and personal tax planning.

CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

Professionals who subscribe to Tax Profile also find these publications instrumental to their practice:

• Canadian Estate Planning Guide
• Canadian Wealth Management Guide
• International Tax Newsletter

If you would like more details about this product, or would like to order a copy online, please click here.

Valuable insights and tips for strategic tax planning

With authoritative advice from some of the leading experts in the industry, this focused resource gives you quick answers to questions that commonly arise when developing tax strategies for owner-managers of privately held corporations and small businesses.

It discusses tax issues for various stages of the small business lifecycle and provides valuable insights and tips for delivering the best solutions to your clients. Designed as an all-in-one small business resource, it also includes information relating to federal income tax, GST/HST and provincial tax.

Topics covered include:

• Incorporation and basic corporate tax planning
• Distributions to owner-managers (salaries and bonuses)
• Income splitting through an incorporated business
• Small business deduction for qualifying businesses
• Retirement compensation arrangements (stock options)
• Employee equity participation
• Business deductions and tax incentives
• Capital cost allowance (depreciation)
• Purchase and sale of a business
• Capital gains exemption
• GST/HST
• Provincial commodity tax

Bonus features:

• Small Business Times newsletter
• News Tracker brings you up-to-the-minute information on the latest tax developments. You choose the topic and how frequently you want to be updated.
• CRA documents on income tax and GST/HST
• Activity logs help you keep track of time spent on research
• Free training and technical support

Wolters Kluwer CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

Professionals who subscribe to the Tax Planning for Small Business Guide also find these publications instrumental to their practice:

• Canadian Estate Planning Guide
• Canadian Wealth Management Guide

If you would like more details about this product, or would like to order a copy online, please click here.

An accurate and well written guide to estate planning, estate freeze, income splitting and post mortem tax planning.

The successful transfer of a family business from one generation to the next is notoriously difficult. In Tax and Family Business Succession Planning, authors David Louis, Samantha Prasad and new co-author Michael Goldberg, of Minden Gross LLP, provide an in-depth discussion of the myriad aspects of planning a successful transfer of a family business from one generation to the next.

Expert guidance on such complex income tax matters as:

• Implementing, adjusting and – if necessary – undoing an estate freeze
• Reversionary trust rules
• Crystallization of capital gains
• Life insurance
• Stop-loss rules
• Small business deduction
• Attribution rules
• Spin-outs
• Post-mortem issues

Non-tax matters integral to the succession planning process also considered include:

• Trustees’ powers and duties
• Shareholders’ agreements
• Buy-sell agreements
• Family law
• Creditor proofing
• RRSP, RRIF and life insurance designations

Updated and expanded:

The third edition of Tax and Family Business Succession Planning has been updated and expanded to reflect budgetary pronouncements, legislative changes and new case law, including:

• Control premium issues
• Valuation of discretionary trust
• Planning for 21st anniversary of a trust 
• Shareholder agreements relating to buy outs on death
• Association rules and trusts/choice of executor
• New developments in distributions to non-residents
• Estates and acquisition of control rules
• Structures to multiply the capital gains exemption
• Discussion of recent technical interpretations (including APFF and STEP Round Tables) and case law developments

Abbreviated Table of Contents

• Chapter 1 – Introduction to Tax and Family Business Succession
• Chapter 2 – Estate Freezes
• Chapter 3 – Trusts
• Chapter 4 – Capital Gains Exemption & Crystallizat

  If you would like more details about this product, or would like to order a copy online, please click here.

  
  
  Full Article
  
  

 The best-selling Shareholders' Agreements: a Tax and Legal Guide is a practical, easy to read reference guide to the major business, financial, and tax considerations involved when structuring shareholders' agreements. The book has been revised since the last edition to take into account changing tax legislation and updates to common legal precedents such as:

• Enhanced GAAR discussion with comments on recent Superior Court of Canada decision
• Changes relating to non-competition agreements
• New dividend taxation rules
• New issues on share purchase on death
• Increased lifetime SBC capital gains deduction
• Changes relating to non-resident vendors/purchasers

The above changes will impact the typical shareholders' agreement as it would relate to payment of dividends vs. retention of income at the corporate level, structuring buyouts in the most tax effective way and the role of holding companies.

Consequently, the content of the book has been updated in order to meet the needs of professionals such as lawyers, accountants, insurance agents, and financial advisors who are frequently asked to comment on these types of agreements. This is especially important since shareholders' agreements form an integral part of business succession and estate planning, which is an area of projected growth given an aging population.

Additional Content:

Shareholders' Agreements: a Tax and Legal Guide also includes boilerplate samples on the accompanying DVD. Working sample agreements and variable clauses will be included on the DVD for convenient agreement creation.

About the Authors:

Jack Bernstein is a Senior Tax Partner with the law firm of Aird & Berlis LLP and a CCH author. Jack is a leading practitioner in the areas of corporate tax and estate planning. He is a well-known lecturer with several professional associations and has written for a number of trade publications. Jack is the original author of the 1988 work.

Stuart Bollefer is also a Senior Tax Partner and a member of the firm's Tax Group, as well as Chair of the Wealth Management and Succession Planning Team. Stuart has more than 25 years of extensive experience providing domestic and international tax advice with respect to mergers and acquisitions, inbound and outbound investment and business expansion, and estate and wealth preservation planning. Stuart acted as editor in chief and contributor in this edition.

Steven Kelman and Dennis Miller are Partners with Aird & Berlis LLP's Corporate Finance group, practising in the areas of corporate finance, mergers & acquisitions, debt and equity financings, and shareholders' agreements. Steven and Dennis have presented at a numbe

If you would like more details about this product, or would like to order a copy online, please click here.

There is no better way to stay on top of key developments in securities law in Canada. When you subscribe to the Securities Law News Tracker, you get notices of all updates via e-mail. Your updates give you instant access to changes that originate from a variety of primary and secondary sources such as:

• Press releases
• Cases
• National Instruments, Policies, and Notices
• Securities Commission Rules, Policies, and Notices
• Stock Exchange By-Laws, Rules, and Policies
• By-Laws and Regulations of the Investment Dealers Association (IDA)
• By-Laws and Regulations of the Mutual Fund Dealers Association of Canada (MFDA)

This current awareness tool also give you a 10-day summary and 60-day archive of past news items, organized federally and provincially, in a searchable format.

If you would like more details about this product, or would like to order a copy online, please click here.

Arguably the foremost corporate tax planning tool available, the “rollover” is used in virtually every corporate reorganization. It allows the transfer of assets with accrued gains to defer the payment of tax that would otherwise be payable immediately. Covers rules governing the rollover, its uses as a planning tool, checklists, common questions, tips, and traps.

If you would like more details about this product, or would like to order a copy online, please click here.

This webcast was recorded on June 11, 2008

The purpose of Retail Sales Taxation in Canada is to keep organizations up-to-date about recent developments and ongoing compliance issues with respect to retail sales tax (RST) in Canada. Participants will receive timely information about legislative changes and current administrative policy in each of the five RST provinces – British Columbia, Saskatchewan, Manitoba, Ontario and Prince Edward Island. This webinar also offers practical advice on how to deal with many common RST issues.

Retail Sales Taxation in Canada is intended for finance professionals working in industry or public practice who are responsible for managing RST issues for their organization or their clients.

Agenda
Overview of RST in Canada

• Application of tax
• Real property
• Exemptions
• Recovery of tax

2008 Provincial Budget Developments

• British Columbia
• Saskatchewan
• Manitoba
• Ontario
• Prince Edward Island

Common RST Compliance and Audit Issues

• Records retention
• Tax on consumption
• Real property
• Audit period
• Overview of audits

Recent Case Law

Format
Participate right from your desk or office. All you need is an Internet connection and a sound card.

This archived webinar will include:

• PowerPoint presentation with slides
• Speaker and facilitator voice-over presenting the slides and answering pre-recorded questions

The total length of recording: 172 minutes and 35 seconds.

The Speakers
This webinar is presented by specialists from Ryan (formerly Robert Brakel & Associates), the leading tax services firm in North America.

Jim Day is a CA and the Director of Tax Advisory Services for Ryan, where he advises a broad range of clients on all aspects of federal and provincial sales taxes in Canada.

Jeffrey Shaw is the Manager of Tax Advisory Services at Ryan, where his current responsibilities focus on providing commodity tax advice and guidance to clients throughout North America.

If you would like more details about this product, or would like to order a copy online, please click here.

Do you need timely, accurate answers to today's tough regulatory questions? You'll find the answers in this completely revised and updated edition of Regulation of Securities: SEC Answer Book. Featuring a practical question and answer format similar to that embraced by the SEC, it answers virtually any question that could arise in day-to-day corporate compliance, and provides convenient access to relevant rules, procedures, case law, and forms. It gives you straightforward answers to relevant, real-world securities law questions.

An extensive array of time-saving tables simplifies your work. Other research tools for streamlining your research include Securities Act registration forms, Exchange Act forms and schedules, and key SEC releases by topic.

If you would like more details about this product, or would like to order a copy online, please click here.

ProSystem fx Practice Management puts you in control of your firm with just a few clicks to improve your processes and profitability.

You get all the tools you need to manage your firm:

• firm and employee dashhboard,
• time and expense entry,
• billing and invoicing,
• accounts receivable,
• project management,
• contact management,
• reporting,
• marketing tools to generate mass emails, labels and letters

Three levels of ProSystem fx Practice Management are available:

Basic Edition -	More features than any comparable tax and accounting billing package.
Office Edition -	The Microsoft® Sequel Express solution.
Enterprise Edition -	The optimal Microsoft® Sequel solution.

Download the brochure:

• ProSystem fx Practice Management - Basic
• ProSystem fx Practice Management - Office/Enterprise

If you would like more details about this product, or would like to order a copy online, please click here.

These are special collections for the non-specialist: tax generalists, sole practitioners and in-house financial officers. The key to these collections is flexibility – you are able to build the information bundle that best suits your needs, at a price that best fits your budget. These Collections differ from the CCH Tax Libraries because instead of having Dominion Tax Cases (DTC) from 1920 to present, they have DTC Digests, covering cases from 1972 to the present, with “headnotes” or summaries of each case for those years. Also, some infobases are updated less frequently.

If you would like more details about this product, or would like to order a copy online, please click here.

Ontario Tax Reporter newsletter is designed to keep you up-to-date on legislative changes and other tax developments in Ontario. You'll also benefit from practical feature articles and columns written by prominent practitioners.

Updated monthly. Available to be e-mailed in PDF format only.

If you would like more details about this product, or would like to order a copy online, please click here.

This edition is current to July 31, 2007

Now in its 28th edition, this well-known title consolidates the full text of the Ontario Retail Sales Tax Act and Regulations and includes current Retail Sales Tax Guides, Small Business Pointers, Information Notices, Interpretation Letters, and General Information Bulletins. The expert comprehensive commentary, by the firm of Ryan (formerly Robert Brakel & Associates), reflects recent changes, including those announced in the 2007 Ontario Budget.

Topics covered:

• Specific applications of Ontario sales tax
• Exemptions
• Refunds
• Vendor responsibilities
• Audits
• Assessments
• Appeals

Features include:

• Quick reference charts, including an overview of taxable and exempt goods and services
• Frequently asked questions and answers highlighted throughout the commentary

Updates include:

• New rules for the application of sales tax to computer software and related services
• Changes to the rules pertaining to purchase exemption certificates
• Changes to the rules pertaining to related party transactions
• Consequential amendments to the change in the GST rate
• Changes to various exemptions and rebates
• 2005, 2006, and 2007 Ontario Budget changes
• Updated commentary, for all recent changes in legislation and case law
• Updated legislation, incorporating all recent amendments to July 31, 2007
• New and revised administrative guides and publications, including updated guides on computer software and purchase exemption certificates
• A new guide on common audit issues and additional interpretations on leases and rentals and telecommunications services

Table of Contents

• Foreword
• Summary of Amendments
• Quick Reference Charts
• Ontario Retail Sales Tax Commentary
• Retail Sales Tax Act
• Regulation 1012: Definitions, Exemptions and Rebates
• Regulation 1013: General
• Regulation 10/03: Rebate for Energy-Efficient Appliances
• Retail Sales Tax Information Notices
• Retail Sales Tax Guides
• Small Business Pointers and Small Business Guide
• Retail Sales Tax Interpretation Letters
• Ministry of Revenue Tax Offices
• Topical Index

About the Author
Formerly known as Robert Brakel & Associates, Ryan is the leading tax services firm in North America, with the largest transaction tax practice in the United States and Canada. Since 1974, the firm's Canadian practice, located in Toronto, Ontario, has performed work for more than 5500 organizations on a variety of tax matters, both provincially and nationally. Headquartered in Dallas, Texas, the firm provides a comprehensive range o

If you would like more details about this product, or would like to order a copy online, please click here.

This is the 'must have' publication for real estate practitioners in Ontario. The Ontario Real Estate Law Guide gives you complete monthly coverage of topics related to real estate transactions in Ontario. It is comprehensive; it provides you with text of all relevant Acts and regulations, as well as related forms and precedents, and checklists of procedures.

New to the guide are comprehensive, interactive Smart Charts on the following topics:

• Residential/Commercial Owners Title Insurance Policy Comparison
• Residential/Commercial Loan Title Insurance Policy Comparison
• Mortgage Remedies
• Eviction Notice Periods

Also included are summaries of recent cases, as well as relevant and practical editorial commentary on the following topics:

• Professional Duties and Liabilities
• Purchase andSale Agreements
• Document Registration Guide
• Taxes
• Mortgages
• Title Conveyancing
• Condominiums
• Remedies
• Cottages/Rural Property
• Residential Tenancies
• Commercial Tenancies
• Environmental Issues
• Aboriginal Issues

Included with your subscription is Ontario Real Estate Law Developments, a monthly newsletter that summarizes all recent developments in real estate law across Ontario.

Included with your Online subscription is the Real Estate Law News Tracker. With News Tracker, you get notices of all updates via e-mail. Your updates give you instant access to changes in the law that originate from a variety of primary and secondary sources such as press releases, legislation, and cases.

 

If you would like more details about this product, or would like to order a copy online, please click here.

Ontario Real Estate Law Developments is a newsletter that summarizes all recent developments in real estate law in Ontario, including a legislative updates and case summaries.

If you would like more details about this product, or would like to order a copy online, please click here.

The Ontario Accident Benefit Case Summaries Newsletter summarizes Ontario accident benefit cases from the Financial Services Commission of Ontario, private arbitration, and the courts.

If you would like more details about this product, or would like to order a copy online, please click here.

Ontario Accident Benefit Case Summaries gives you concise summaries of every relevant decision from the Financial Services Commission of Ontario, private arbitration, and the courts. It includes extensive Finding Lists and a detailed Topical Index so you can locate information quickly. You can also access archived case summaries dating back to 1991 in the Online version of this product.

Information is divided under the following headings:

• Appeals
• Case Summaries
• Legislation
• Expanded Topical Index
• Case Tables

Included with your subscription is a bi-monthly newsletter, Ontario Accident Benefit Case Summaries. 

About the Author
Eric Grossman, BA, LLB, is a founding partner of the Toronto law firm Zarek Taylor Grossman Hanrahan LLP, where he represents insurers in casualty and property disputes. Eric is a founding partner of this firm, which opened in October 1997. Eric was recognized as a Certified Specialist in Civil Litigation by the Law Society of Upper Canada in December of 1999 and has been recognized by Lexpert in the Canadian Legal Lexpert Directory as a repeatedly recommended expert in personal injury law.

If you would like more details about this product, or would like to order a copy online, please click here.

oneSource

Special Offers available for Association Members and Affinity Program Partners. Is your firm participating? Call to check: 1-800-268-4522.

Whatever you need to know about Wealth Management And Estate Planning, you'll find it in this one comprehensive source. With a key word searchable database, you'll find it faster and easier than you can imagine. With Internet updating, you'll know about any news and changes as soon as they are reported. When you subscribe to this database, you'll also receive free subscriptions to two electronic newsletters: The Estate Planner and the Wealth Management Times.

Topics include:

• Complete retirement and estate planning, including tax planning strategies
• Investment planning & products including alternative investments
• Will, trusts and pension plans
• Full tax and taxation issues including U.S. information
• Comprehensive insurance information
• CRA Bulletins & Information Circulars
• Legal, Compliance and Finance matters
• Business Succession Planing
• Immigration and Emigration

Features:

• Keyword and phrase searches make information retrieval quick and easy
• Hypertext links walk you through legislation, commentary and government forms and checklists
• Copy, paste and print functions allow you to use information in your own client materials, newsletters or Web pages
• The subscription is updated frequently so you stay current and up-to-date on all the topics you need to know

If you would like more details about this product, or would like to order a copy online, please click here.

Offerings of Asset-Backed Securities is an accessible, easy-to-use guide to the new SEC rules and the key issues associated with structuring and executing securitization transactions. It is the only detailed guide on regulation AB and the new securities offering reform rules.

Features include:

• A step-by-step approach to spotting issues and solving problems
• Practical, transaction-oriented advice from the perspective of experienced practitioners
• Insights into specific issues that frequently arise in transactions
• Solutions to common problems

Includes issue spotting checklists and other practice aids to ensure that this resource serves as a reliable, quick reference.

If you would like more details about this product, or would like to order a copy online, please click here.

Bonus Features:
Your purchase includes a FREE eBook!

Webinar - Company Meetings: Preparation, Conduct and Best Practices
Purchasers of the 8th edition will receive unlimited access to the recorded webinar conducted by the author. Click Here to view the agenda.

---

The penalty for misinformation can be steep – knowing your rights and responsibilities inside and out is critical! If you are a Chair or Secretary of a meeting, Member of a Board of Directors or the solicitor advising them, Nathan's Company Meetings is a must-have guide to ensure that you effectively manage the many corporate governance issues that can arise at Board and especially Shareholder meetings. 

What's New in the 8th Edition?

• Strategic tips for contentious board and shareholders' meetings
• Relevant updates to the Canada Business Corporations Act (CBCA)
• Expanded commentary
• an updated and easy-to-use Table of Concordance to other provincial Corporations Acts so you can easily compare and contrast jurisdictions

About the Author

Hartley R. Nathan, Q.C. is a senior member of the Corporate/Commercial Group at Minden Gross LLP in Toronto and is designated as a Certified Specialist (Corporate and Commercial Law) by the Law Society of Upper Canada. His practice concentrates on corporate commercial law, with an emphasis on corporate governance matters and corporate meetings.

If you would like more details about this product, or would like to order a copy online, please click here.

Tax disputes don't just take place in a courtroom. Controversies occur before and during tax audits. You need to be ready to maximize your client's position. In fact, if you have the right tool - one that helps you to maximize your client's position - you may be able to end the dispute and avoid the courtroom completely. McCarthy Tétrault on Tax Disputes is the right tool. It's loaded with practical, useable information that will help keep you up-to-date and well-equipped to handle potential disputes.

This publication gives you the edge with:

• Current knowledge of assessing practices and audit projects
• References to current cases
• Tips on tax dispute preparation
• Techniques for dispute resolution
• Necessary skills for settlement negotiation

Loose leaf, DVD, and Internet updated bi-monthly.

McCarthy Tetrault on Tax Disputes represents the views and experience of lawyers in the Tax Dispute Resolution Group of McCarthy Tetrault.

If you would like more details about this product, or would like to order a copy online, please click here.

Manitoba & Saskatchewan Tax Reporter newsletter is designed to keep you up-to-date on legislative changes and other tax developments in Manitoba and Saskatchewan. You'll also benefit from practical feature articles and columns written by prominent practitioners.

Updated monthly. Available to be e-mailed in PDF format only.

If you would like more details about this product, or would like to order a copy online, please click here.

Complete, up-to-date coverage of tax law in the province

Manitoba & Saskatchewan Tax Reporter is an essential resource for tax professionals who have clients with business interests in the region. Updated frequently, it provides full coverage of the latest developments in Manitoba and Saskatchewan tax law as well as valuable time-saving tools and commentary. Content includes:

• Statutes and regulations pertaining to:
  • Income tax (personal and corporate)
  • Health and post-secondary education tax (payroll tax)
  • Fuel tax, oil and gas production tax, mineral tax, mining and royalties tax, tobacco tax, sales tax, corporation capital tax and land transfer tax
• Official government publications and commentary related to personal and corporate income tax

Bonus features:

• Provincial Tax News monthly newsletter
• Handy federal and provincial tax charts
• Inter-provincial sales tax charts
• Budget dispatches
• News releases
• Case digests
• Full-text case law
• Administration and personnel charts
• A summary of the progress of provincial legislation

CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada’s tax professionals, significantly reducing research time.  

Professionals who subscribe to Manitoba & Saskatchewan Tax Reporter also find these publications instrumental to their practice:

• Alberta & Territories Tax Reporter
• Ontario Tax Reporter
• British Columbia Tax Reporter
• Provincial Tax Reporters - All Provinces & Territories
• GST Reporter
• Window on GST/HST

If you would like more details about this product, or would like to order a copy online, please click here.

IT Lawyer Éloïse Gratton addresses the emerging issues created by the new privacy laws and cutting-edge online and wireless technologies. Help your clients who operate or host websites, are involved in e-commerce or online advertising take advantage of the Internet and mobile technologies while still respecting consumers' privacy.

Topics covered

• Website privacy compliance, online advertising, spam and e-commerce privacy issues
• the European and North American legal framework
• mobile services, tracking technology and privacy issues
• translating the legal framework into best business practices

About the Author

Éloïse Gratton LL.B., LL.M. is a leading expert in new media and privacy issues and is Counsel to the firm for information technology issues. She is also pursuing a PhD degree at the University of Montreal and Université de Panthéon-Assas (Paris II). She also acts as privacy officer for our Montreal office. She was previously partner at McMillan (Corporate Law group) which she joined in 2002. Prior to joining the firm, she acted as Director of Corporate & Legal Affairs for a wireless technology company.

Publication Year: 2003

If you would like more details about this product, or would like to order a copy online, please click here.

International Securities Law Handbook answers the need for a user-friendly source of information that addresses securities law in the most significant jurisdictions. This invaluable reference presents key elements of securities law and regulations in 30 jurisdictions.

Countries include Argentina, Australia, Austria, Belgium, Brazil, Canada (including Quebec), Denmark, France, Germany, Hong Kong, India, Ireland, Israel, Italy, Japan, Malaysia, The Netherlands, Norway, The Philippines, Portugal, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, United Kingdom, and United States of America.

Country chapters, each written by an expert in the particular country's securities law, appear alphabetically. Readers can also make easy comparisons between treatments of particular issues by different jurisdictions. International Securities Law Handbook is an easily accessible desk reference on multinational and cross-border transactions.

Topics covered:

• Description of the securities markets
• Principal laws regulating the securities markets
• Quasi-securities and derivatives
• Exemptions available
• Special cases such as employee share schemes, rights issues, and takeovers

If you would like more details about this product, or would like to order a copy online, please click here.

Published December 2011

Implementing Estate Freezes provides expert, yet highly practical guidance on implementing estate freezes. The author, David Louis, C.A., LL.B. of Minden Gross LLP., is one of Canada's most respected tax commentators. It's an essential addition to the library of all estate planners!

Topics covered:

• Transferring Assets
• Internal and Holding Company Freezes
• Corporate Estate Freezes – Technical Issues
• Alternative Methods and Variations
• Capitalization Considerations and Shareholders Provisions for Estate Freezes
• Estate Freeze Work Sheets
• Section 85 Basics
• Valuation Issues
• Use of a Trust to Hold Common Shares
• Checklist for Section 85 Rollovers
• Control of the Corporation
• Paid-up Capital
• Section 86 Freezes
• Section 51 Freezes
• Stock Dividend Freezes
• Personal, Trust, and Corporate Attribution Rules
• Distributions from a Family Trust
• GAAR
• 'Melts', 'Thaws', 'Gels', and 'Refreezes'
• Shareholders' Agreements
• Redemption Rights
• Retraction Rights
• Family Law Issues
• Accounting Considerations

Features include:

• An appendix containing an extensive case study, "Inter Vivos Trusts - Current Tax Issues", that highlights potential complications, not only with regard to income tax, but also with regard to family law, trust law, corporate law, and cross border taxation issues
• Diagrams, charts, checklists, and precedents that will be valued by both novice and seasoned practitioners alike

If you would like more details about this product, or would like to order a copy online, please click here.

Global Integrator (CCH Canadian Limited) is a web-based tax provisioning, compliance and reporting application for businesses with multiple international or domestic locations.

If you would like more details about this product, or would like to order a copy online, please click here.

Published: November 2003

Considering going public? Concerned about the risks? Want to know more about the advantages?

The decision to go public is not an easy one. It can be a time-consuming and expensive process and the company becomes subject to a host of ongoing requirements. However, management at most companies who've gone public would say that it was worth the effort and expense.

Getting and Staying Listed: A Primer for Public Company Executives and their Professional Advisors discusses the pros and cons of going public, along with a description of the process. Throughout, extensive footnotes help you locate the rules easily. The chapter breakdown allows you to find the relevant material quickly. Its scope is national, with all applicable securities legislation and rules of the three Canadian marketplaces covered: the Toronto Stock Exchange, the TSX Venture Exchange, and the Canadian Trading and Quotation System.

About the Author
Timothy S. Baikie LL.B., B.C.L., LL.M., is head counsel to the Canadian Trading and Quotation System Inc. (CNQ) and has played an instrumental role in shaping its rules and policies.

 

If you would like more details about this product, or would like to order a copy online, please click here.

When you need a quick answer to a securities question, turn to Fundamentals of Securities Regulation. Loss and Seligman have distilled their authoritative 11-volume treatise, Securities Regulation, into one convenient volume, offering expert analysis of every significant aspect of securities law including:

• Primary liability under 10(b), insider trading
• Sanctions
• Disclosure requirements
• Rules and forms for offerings
• SEC reporting
• Forward-looking statements
• Class action suits
• Bespeaks caution cases
• ADR in securities disputes
• And more

The 5th edition covers recent developments such as the Sarbanes-Oxley Act and impact on federal securities rules and regulations, amendment and interpretation of the SEC's Management Discussion and Analysis, new insider trading rules, recent global research analyst settlements and ensuing SEC, NYSE and NASD rules and more.

To facilitate more detailed analysis, its 14 chapters parallel the organization of the full treatise, and extensive cross-references show you exactly where to turn. Find the answers to your securities law questions quickly with this sensible volume.

If you would like more details about this product, or would like to order a copy online, please click here.

Why we created Financial Planning Education for Accountants: A Fast Track to the CFP(TM) Examination. Your clients require help in managing their personal finances. They need complete financial planning services and who is better positioned to provide that service than you? As their accountant, you've earned your client's trust and respect. Helping them to manage their retirement and wealth is a natural step forward. By offering complete personal financial services, you'll serve their needs better, while enhancing your business practice. The modular curriculum of our accredited CFP™ Education Program enables you to focus on topics that are least familiar or where you may require an update. This saves you time. Accountants with three years of related industry experience may qualify to challenge FPSC’s CFP™ Examination. If so, you can use this educational product to fully prepare to earn your CFP(TM) designation. You can also use it simply to add to and update your financial planning knowledge for everyday use.

Content: There are a total of 19 modules provided in the CCH/Advocis CFP(TM) qualifying program. Ten modules are strongly recommended for accountants. They include areas of personal financial services that you may not have studied recently, or at all, or encountered in prior work experience. These topics were selected by accounting experts and survey respondents. They stated that having this knowledge would help them add significant value for their clients. There are also nine optional modules which present the remaining topics covered in the FPSC CFP™ Examination syllabus.

Self-study and Online Self-Testing: In addition to receiving four bound volumes of printed educational content, you obtain online access to the testing portion of the qualifying program. With two opportunities to test yourself over a period of one year, you’ll know what to review further and when you are ready to sit for the CFP™ Examination.

Significant savings: Four Complete Texts and one year of self-testing for $795. If you qualify to challenge the CFP Examination, you can obtain this learning at about half of the price of the full registration fees of the complete qualifying program..

In-class Instruction: Contact us or Ashton College, one of our CFP™ Education Program academic partners, to determine when this program is offered.

Recommended Modules: The following highly recommended modules are included in print and online testing: M 3- Legal Fundamentals and Family Law; M 4- Government Sponsored Benefit Programs; M 8- Professional Standards and Financial Industry; M 9- Risk Management- Fundamentals, Health, and Property & Casualty; M 10- Risk Management- Life Insurance and Living Benefits; M 11- Registered Pension Plans; M 14- Retirement Planning; M 16- Investments- Products; M 17- Investment Planning; M 19- Estate Planning.

Opti

If you would like more details about this product, or would like to order a copy online, please click here.

Full Article