A favorite reference tool for over a decade, Drafting Effective Contracts combines a clear analysis of how effective agreements are structured, a practical breakdown of its essential elements and an overview of the overall process, from conducting the initial client meeting to closing the deal.

This completely updated guide presents consistent structural analysis and a set of fundamentals that can be used from contract to contract. You are led step-by-step through the creation process and offered direction around the obstacles that may be encountered along the way, in drafting agreements for goods and services, promissory notes, guaranties and secured transactions.

You will find a detailed discussion of the 11 drafting elements that every contract may have: parties; recitals; subject; consideration; warranties and representations; risk allocation; conditions; performance; dates and term; boilerplate; and signatures. You also get an array of sample contracts and statutory material, making this the most complete tool for building legal agreements that work.

Table of Contents:

• Part 1: Process
  • Chapter 1: Getting Started
  • Chapter 2: Drafting Elements
  • Chapter 3: Negotiations and Closings
• Part 2: Applications
  • Chapter 4: Agreements for the Sale of Goods and Services - Overview
  • Chapter 5: Agreements for the Sale of Goods and Services - Structural Analysis
  • Chapter 6: Promissory Notes - Overview
  • Chapter 7: Promissory Notes - Structural Analysis
  • Chapter 8: Guaranties - Overview
  • Chapter 9: Guaranties - Structural Analysis
  • Chapter 10: Security Agreements - Overview
  • Chapter 11: Security Agreements - Structural Analysis
• Appendix A: Litigated Language

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

Published: May 2012

Disastrous Decisions: The Human and Organisational Causes of the Gulf of Mexico Blowout is an essential reference for all work, health and safety professionals, directors, officers, managers, safety regulators and engineers.

Written by noted expert Professor Andrew Hopkins, this book takes the reader into the realm of human and organisational factors that contributed to the Deepwater Horizon disaster in 2010. This event resulted in the loss of 11 lives in the explosions and fire, the sinking of the rig and untold damage to the environment and to the livelihood of Gulf residents.

It is important to know what people did, but even more important to know why they did it, so this book attempts to “get inside the heads” of decision-makers and understand how they themselves understood the situations they were in. It also seeks to discover what it was in their organisational environment that encouraged them to think and act as they did.

Hopkins provides a sophisticated analysis of the accident that first identifies a series of critical defences that failed and then goes on to explain why they failed.

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

This guide is designed as a discussion of specific features in Corporate Taxprep and was used during the Fall 2014 Corporate Taxprep seminars. 

We are offering this comprehensive 250 page Seminar Guide to all Corporate Taxprep customers until December 31, 2014. Quantities are limited so order today!

The material within this guide was prepared based on Corporate Taxprep 2014 version 1.1 as well as a pre-release copy of the Corporate Taxprep 2014 version 2.0.

More specifically this guide covers:

• Essential Program Information
• Represent a Client
• New CRA Services
• Technical Changes within Corporate Taxprep
• Federal Tax and Form Changes
• Provincial Tax and Form Changes
• Filing Requirements
• Amending Returns
• Accessing Prior Version Files
• Related and Associated Corporations in Corporate Taxprep
• Ten “Must-know” Taxprep Features
• Importing and Exporting Data
• Printing

This guidebook is available for purchase until December 31, 2014 and quantities are limited so order today! 

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

Corporate Finance and the Securities Laws has been winning over practitioners with its clear "how to do it" approach ever since its publication in 1990. This acclaimed guide is now completely updated in this Fourth Edition to help you meet the challenges of raising capital in today's increasingly regulated marketplace.

Written in plain English by two top experts in the field, this guide is the go-to resource that explains the mechanics of corporate finance together with the statutes that govern each type of deal.

You will receive expert corporate finance analysis, procedural guidance and practical securities law pointers every step of the way to help you structure all types of corporate finance deals, root out problems before deals are put in motion, shepherd transactions through the regulatory process and know what to do when securities law problems crop up.

Table of Contents:

• Chapter 1: Overviews of the Securities Act of 1933 and the Integrated Disclosure System
• Chapter 2: Syndicate Procedures and Underwriting Documents
• Chapter 3: Selected Issues in the Registration and Distribution Process
• Chapter 4: Manipulative Practices and Market Activities During Distributions
• Chapter 5: Liabilities and Due Diligence
• Chapter 6: Rules of the Self-Regulatory Organizations
• Chapter 7: Private Placements
• Chapter 8: Shelf Registrations (Rule 415)
• Chapter 9: International Financings
• Chapter 10: Commercial Paper
• Chapter 11: Innovative Financing Techniques
• Chapter 12: Convertible, Exchangeable and "Linked" Securities; Warrants
• Chapter 13: Transactions with Securityholders: Stock Repurchases, Debt Restructurings and Rights Offerings
• Chapter 14: Asset-Backed Securities

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

Authors: John O. Everett, Cherie Hennig and Nancy Nichols

This all new text provides a solid foundation of tax research skills by teaching the nuances of conducting tax research in today’s environment. The book then provides exposure to frequently encountered tax planning topics and strategies, better preparing users for their future in tax practice.

Build a solid foundation

• Early chapters are devoted to relevant legislative, administrative and judicial authorities, so users understand the how’s and the why’s behind tax practice today
• Users will gain a thorough understanding of how to perform tax research in today’s environment
• Landmark judicial decisions are presented, covering areas such as gross income, deductions, property gains and accounting methods
• Users gain exposure to tax practice issues and learn about tax communications
• Each chapter features case studies and research questions which highlight the real-world relevance of tax research and tax planning.

•  Offers coverage of many key tax planning opportunities and strategies on topics such as individuals, retirement, choice of entity, closely held businesses and more
• This book also provides coverage of critical financial reporting issues such as FAS 109, FIN 48, and Schedule M3, which significantly impact and influence the way practitioners advise their clients
• A chapter on Tax Reform Proposals is also included in order to familiarize the reader with terms and topics such as the flat tax, Value- Added (VAT) Tax, the Fair Tax and much more

• Introduction to Tax Authority — Legislative Authority
• Introduction to Tax Authority — Administrative Authority
• Introduction to Tax Authority — Judicial Authority
• Tax Research — Locating and Assessing Tax Authority
• Landmark Judicial Decisions — Gross Income
• Landmark Judicial Decisions — Deductions
• Landmark Judicial Decisions — Property Gains and Losses
• Landmark Judicial Decisions — Accounting Methods and Records
• Tax Practice — Procedures, Administration and Sanctions
• Tax Communications: Anatomy of a Tax Engagement
• Tax Planning Strategies — Individual Taxpayers
• Tax Planning Strategies — Retirement Issues
• Tax Planning Strategies — Estate & Gift Tax Basics
• Tax Planning Strategies — Advanced Estate & Gift, and Income Tax Issues
• Tax Planning Strategies — Choice of Business Entity
• Tax Planning Strategies — Closely-Held Business
• The Tax Accrual: An Introduction to Financial Accounting Issues & Book Tax Differences
• Tax Reform Proposals

696 pages

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

Consent to Treatment is the single-volume complete library of patient consent topics and solutions. Written by an experienced health care attorney and risk manager, this leading resource helps you formulate your own effective, voluntary and lawful policies and procedures, so that you can successfully limit liability and avoid litigation.

Described as the bible on consent by health lawyers and risk managers, it was recently reviewed by the Journal of the American Medical Association and has been cited in over 90 law review articles and 20 court decisions, including a landmark ruling by the U.S. Supreme Court regarding end-of-life choice-making.

This handbook helps you navigate both common and complex topics to remain compliant with state and federal laws. The Fourth Edition has been updated to include information on the new algorithm on therapeutic consent process. It also includes important developments on HIV testing, human research, minors and organ donation and details the new CMS interpretive guidelines on informed consent

Table of Contents:

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

(Advocis 239)
CCH/Advocis FPSC-approved Capstone Course – 3rd Edition

The new CCH/Advocis FPSC-approved Capstone Course takes students through a concise summary of the core curriculum requirements, introduces them to new material required for the Financial Planning Examination 2 (FPE2), and then develops and tests their ability to integrate the core material.

• Concise, easy-to-follow textbook helps students review and integrate the core competencies required by a financial planner
• Students prepare with integrative case studies and practice in applying core concepts, plus exam writing techniques and practice questions
• Course materials include the same CCH financial planning software professionals use, allowing students to create complete financial plans – oneSource: The CCH Canadian Financial Planning Library and FP Solutions™

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

COURSE 2 (Advocis 232)
CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

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

This guide is designed as a discussion of specific features in Cantax and was used during the Fall 2014 Cantax Productivity seminars. 

We are offering this comprehensive 340 page Seminar Guide to all Cantax customers until December 31, 2014. Quantities are limited so order today!

More specifically this guide covers:

• Cantax T1
  • Interview/Billing
  • Client Invoice
  • Options Preference Settings
  • T183 – What’s New
  • New! - Cantax Connect
  • Preparing Coupled Returns
  • Dependants and Family Returns
  • Reviewing the Return
  • Quick Entry Forms
  • Tax Summaries
  • Cantax T1 Forms, CRA Schedules and Features for 2014
  • Spotlight on - T2125
  • T1135
  • Provincial Form Changes
• 2014 Federal Tax Changes
  • Spotlight on – Claiming Auto Expenses, T2200
  • Provincial Tax Changes
  • Spotlight on – Non Refundable Credits in Various Scenarios
  • Reports
  • Attaching Schedules
  • Columnar Worksheets
  • Breakdown Feature
  • Local and Global Annotations
  • Printing and Printing Defaults
  • Options Form Selection
  • Printing a Return
  • EFILE
• Cantax T2 & T2 Plus
  • T2 Program New and Revised Forms
  • T2 Tax and Form Changes Federal 2014
  • T2 Provincial Tax and Form Changes 2014
  • T2 Print Settings
  • Corporate Internet Filing
  • Alberta Netfile
  • Payment methods
• FormMaster
  • 2014 Tax and Form Changes
  • Preparing Returns
  • Form Manager
  • Print Formats
  • Electronic Filing or Information Returns
  • FormMaster Features
  • Spotlight on – Amending T Slips
  • Cantax T1 Hotkeys Combinations
  • Cantax T2 Hotkeys Combinations

This guidebook is available for purchase until December 31, 2014 and quantities are limited so order today! 

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

Published: November 2012

Canadian Securities Regulatory Requirements Applicable to Non-Resident Broker-Dealers, Advisers and Investment Fund Managers provides foreign securities and investment firms with essential information they need about Canadian securities regulatory licensing requirements.

Written with Canada’s top securities law experts at McCarthy Tétrault LLP, this resource serves as a comprehensive guide to foreign securities and investment firms seeking Canadian clients. In short, anyone who has clients conducting securities business in Canada will require this resource. Foreign investment managers will also require this information to act as an investment fund manager in Canada.

The book covers topics that should be addressed by non-residents before trading securities or providing investment advice to any person or company within Canada.

What's included:

• Dealer registration
• Adviser registration
• Investment fund manager registration
• Prospectus requirements

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

In a landmark decision, the Federal Circuit Court of Appeals in Signature Financial v. State Street Bank held that business methods may be patented. Recently, the US Supreme Court in Bilski v. Kappos left the door open for the availability of patents for business methods. These holdings, together with the explosive growth of electronic commerce and technology, make the business method patent an important growth area of intellectual property.

Now in a revised Looseleaf format, this completely updated second edition is your guide to the unique opportunities and risks in this emerging area of intellectual property law.

Business Method Patents, Second Edition is your authoritative source for expert guidance on:

• The landmark Supreme Court decision in Bilski v. Kappos
• USPTO view on business method patents, including an overview of BPAI rulings
• Mechanics of the patent application
• Prior art searches
• Drafting claims for business method or model and e-commerce inventions
• Drafting the complete specification
• Drawings required for business method patents
• Building a strategic patent portfolio
• Litigating business method patents
• International protection for business methods

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

Since the early days of franchise law over 20 years ago, the Business Franchise Guide has been the only single source of federal and state franchise and distribution laws, regulations, uniform disclosure formats and full-text case reporting.

It contains hundreds of pages of FTC and UFOC guidelines that aid franchisers in developing a uniform format for use under various state laws that require disclosure and registration prior to the sale of franchises. Our experienced editorial staff at CCH has included more than 900 pages of explanations analyzing nearly 150 franchise law topics, with annotations dating back to 1980.

Features:

• Obtain FTC and UFOC guidelines necessary for creating disclosure/ registration documents
• Gain access to over nearly 5,000 court and administrative decisions that litigators can use in their cases
• Guide yourself with the help of more than 900 pages of CCH explanations and analysis that present franchise law in easy-to-understand terms
• Unlock international franchise laws with the English translations of laws and regulations in 18 jurisdictions that keep franchisors with businesses outside the U.S. up-to-date and in compliance
• Stay current with monthly updates along with a newsletter that highlights the latest franchise law changes and developments
• Anticipate new legal requirements with a monthly list of pending state and federal legislation

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

Published: April 2006

To supply the background law students need to succeed in business-related courses - such as accounting, economics, real estate, tax, business organizations, and finance - try the text known for its effectiveness, edition after edition. Business Basics for Law Students, Fourth Edition explains the mechanics, concepts, and legal context of business topics in exceptionally clear and accessible language.

The book demystifies business principles through:

• The combined skills of distinguished authors who draw on their teaching and writing experience to build student confidence
• Straightforward explanations of daunting topics (accounting, financial statements, taxes, mortgages, etc.) tailored to students without a business background
• Generous use of examples to convey ideas and applications
• A helpful list of new terms in the appendix, conveniently keyed to the pages where they are used and explained
• Frequent use of visual aids, such as tax forms, financial quotes as they appear in the newspaper, tables, and graphs
• An accessible design featuring lists of topics keyed to headings at the beginning of each chapter, key terms and concepts bolded for easy identification, and frequent use of lists to clearly enumerate points and examples

Thoroughly updated to respond to recent developments, the fourth edition features:

• New material on recent scandals and reforms in the chapters on accounting, forms of organization, trading, and mutual funds
• The latest information on executive compensation
• Extensive revisions to the chapters on tax and retirement planning, in light of recent and proposed reforms, especially in connection with Social Security
• An expanded chapter on insurance that now includes health insurance, auto insurance, and more
• New material on spinoffs and other divisive reorganization in the chapter on mergers, as well as discussion of taxable and tax-free transactions
• New coverage of securities regulation, antitrust, intellectual property law, and international business transactions integrated throughout the text

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

The new five volume Blumberg on Corporate Groups, 2nd Edition provides a complete treatment of corporate groups and the legal interrelationships of their component parent, subsidiary and affiliated companies. It offers in-depth coverage of statutory and judicial law, federal and state, that affects parent and subsidiaries, franchisors and franchisees, licensors and licensees, health care institutions and medical staff as well as other corporate groups.

Traditional corporation law and "piercing the veil" no longer provide adequate guides to the law of parent and subsidiary corporations. In numerous areas, courts and legislatures are today allocating legal rights and liabilities according to modern enterprise principles. Blumberg's ground-breaking analysis of the law of corporate groups, with thousands of cases and detailed review of major regulatory areas provides the bench, the bar and the academy with a comprehensive review of the new legal principles at work.

Table of Contents:

• Volume 1: Introduction to Corporate Groups
  • Part II: Common Law Veil Piercing Theory
  • Part III: Jurisdiction, Practice & Procedure
• Volume 2
  • Part IV: Substantive Common Law (Contracts, Torts, Property, Conflicts of Law)
  • Part V: Bankcruptcy
• Volume 3
  • Part VI: General Statutory Law
  • Part VII: Enterprise Statutes
• Volume 4
  • Part VIII: World Trade and Enterprise Regulation
• Volume 5
  • Part IX: Franchising and Other Relational Law (Successors, Licensors, Subcontractors)
• Table of Cases
• Table of Statutes
• Index

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

A lawyer’s duty to avoid conflicts of interest is an important aspect of the duty of loyalty that lawyers owe to their clients. For Canadian in-house counsel, the duty to avoid conflicts of interest presents special challenges due to the nature of the relationship of in-house counsel to their employer. This webinar will enable in-house counsel to effectively navigate the conflict rules in the Canadian legal system, and provide participants with the knowledge to successfully implement best practices to avoid conflicts of interest.

This webinar will provide participants with an introduction to key cases including the recent Supreme Court of Canada case of Canadian Railway Co. v McKercher LLP, 2013 SCC 39, and provincial law society rules on conflicts of interest. It will also address when representation might attract a bright line rule, and when a contextual test will be applied; the circumstances in which a lawyer might be disqualified from representation of a client; and why a waiver might be insufficient. It will provide an opportunity to learn about the unique duties of in-house counsel in relation to conflicts of interest. Finally, it will provide discussion on some best practices for creating effective policies and procedures to avoid the creation of circumstances in which a conflict of interest would arise.

Key Learning Objectives:

• Learn about the provincial Law Society rules on conflicts of interest in Canada;
• Learn the key Canadian cases on conflict of interests, the rules that have emerged from the jurisprudence, and the policy concerns of the Canadian courts in relation to a lawyer’s duty to avoid conflicts;
• Understand and reflect on your professional duties to your employer, and to your professional regulator, in circumstances in which a conflict of interest may arise; and
• Learn about best practices and policies to avoid conflicts of interest.

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

Trusts have become extremely valuable tools when planning for the continuance of a person's estate, and are often used in business succession planning as well. For example, discretionary trusts are one of the most flexible tax planning tools available. However, there are many types of trusts, and each can be used to tailor specific planning needs.



Just as trusts are a valuable tool, there are also many tax and legal traps that one needs to be cognizant of when using them in client situations. For example, the very creation of the trust can be particularly troublesome if it is not set up with the correct attributes or if assets are not transferred to it correctly.

This 2 hour webinar will provide a practical and complete overview of the legal definitions and considerations of various trust types, as well as reviewing important tax considerations when planning with trusts. Examples of suggested tax planning structures and related tips will also be provided.



More specifically, topics covered will include:

• What elements are required for a properly created trust
• Tax issues to review when creating a trust and in particular the tax attribution rules
• Review of types of trusts used in estate and business planning - including insurance trusts, spendthrift trusts, asset protection trusts, private foundation trusts and trusts created for probate and estate tax minimization and income splitting
• Change of trustees - change of control from a tax perspective
• What are the tax and other limitations of amending a trust once created
• What ongoing obligations do trustees have to beneficiaries, including reporting and trust accounting

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

Barry Reiter and a panel of experts provide a closer look at the key legal developments influencing Canadian Corporate Counsel today.

Key Learning Objectives

1. You will understand how recent developments in internet and privacy law have changed how businesses operate
2. You will be aware of how the employee/employer relationship has changed as a result of recent developments in employment law
3. You will be cognizant of the curent changing and challenging environment in which in-house counsel operate and how they must respond to a variety of external and internal challenges
4. You will understand why changes to the Competition Act, the current scrutiny of executive compensation, privilege and access to information requests, and the move to IFRS require your attention.

Panel of experts

Format

The following is required to access the archived webinar:

• Flash Player installed in your computer
• Internet Connection
• Sound Card

The webinar consists of a recording only of the live event. There is no time limitation in usage, you can play, pause and stop the presentation at your convenience.

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

Published: May 2012

Arbitrating Under the 2012 ICC Rules: An Introductory User's Guide is structured so as to follow the sequence of events that would typically take place in the resolution of a dispute by arbitration.

Following a discussion of preliminary matters, the authors go on to describe the process leading from negotiation to arbitration, the initial decisions that may be taken by the ICC International Court of Arbitration, and the different steps in the proceedings before the arbitral tribunal. The book concludes with a discussion of the award and its enforcement.

Focusing on the 2012 ICC Rules – which apply to all ICC arbitrations commenced on or after 1 January 2012 unless the parties have agreed that an earlier version should apply – this book serves the needs of the following parties:

• Those who want a full introduction to the topic of ICC arbitration
• Those who already have a good understanding of how ICC arbitration worked under the old 1998 ICC Rules but are looking for an update on the new 2012 ICC Rules
• Those who need to take a decision on whether to opt for ICC arbitration
• Those who have opted for ICC arbitration and need to draft an ICC arbitration clause
• Those who are actually faced with the prospect of an ICC arbitration

Extensive references to relevant books, articles, websites and other resources as well as a comprehensive glossary further enhance the book's practical value.

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

Get an overview of CCH US and International Tax Products from the simplest to the most complete research solution. It contains description of CCH content for products dealing with Federal and State taxes, Estate and Gift taxes, Treatises, Accounting and Audit, international taxes, forms, journals and training. You can order your free printed copy or you can download it here.

To help you chose the most relevant products, you can also use the tool called diagnosis card.

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

Rotch Library - NA2750.P778 2018

Rotch Library - NA1540.F82513 2017

Rotch Library - NA2750.C49 2019

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Rotch Library - NA737.C465 S67 2019

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Rotch Library - NA2543.S6 C37 2019

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Rotch Library - NA105.I5747 2018

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Rotch Library - NA1469.H33 A4 2018

Rotch Library - NA2840.C595 2019

Rotch Library - NA105.S75 2020

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Dewey Library - SB401.W3 H85 2019

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Rotch Library - SB469.4.T43 2020