Course content

    1. Presentation

    2. Recording

About this course

  • $59.00
  • 2 CPD hours
  • October 29, 2020

Course Description

In this course, we will provide an overview of the entire audit process you and your client might expect.

Topics to be discussed:
  • The types of audits you can expect to encounter;
  • The CRA statutory powers to compel production of documents;
  • Review of you and your clients’ obligations on document retention for time and content;
  • Discussion of what you should or should not retain in your records;
  • Considerations for what Information to be provided to different types of audits; and,
  • Discussion on your firm practices to consider in dealing with the CRA and their conduct of audits.

Instructor(s)

James Rhodes

James Rhodes operates a boutique taxation firm, TaxationLawyers. The firm focuses on representing clients in tax disputes against the CRA, both at the audit and objection levels, as well as litigating issues to Tax Court of Canada and Federal Court of Appeal. In addition, the firm also provides all types of relief sought from the CRA such as Voluntary Disclosure Program and Taxpayer Relief applications, and rectification orders. The firm also works with accounting firms to provide audit insurance to ensure taxpayers’ returns stay statute barred and not opened for reassessment.

James received his law degree from the University of Manitoba where he received the award for the highest mark in taxation law. Subsequently, James received a prestigious clerkship with the Tax Court of Canada. During his time with the Tax Court, he prepared bench memoranda and legal opinions to assist the Justice of the Court in their role of deciding tax appeals.

Following his clerkship, James was employed by PwC and then KMPG. He went on to pursue (uncompleted) a Master of Tax from the University of Waterloo and ultimately accepted a role with the Department of Justice carrying on tax litigation and conducted over a hundred trials before the Tax Court and also appearing before the Federal Court of Appeal.

Subsequently, James was hired to create a tax dispute resolution practice for the Miller Thomson’s Waterloo office. After working with Miller Thomson, James left in 2012 to form TaxationLawyers.

TaxationLawyers has expanded into a network of former Department of Justice tax lawyers that provide tax dispute services across Canada.

James is also the founder of the LinkedIn group ‘Canadian Taxation Professionals’ which has over 8,000 members who as a community work together to assist one another in navigating and resolving tax problems.