When the Tax Man Calls: A Practical Survival Guide

When the Tax Man cometh, many a warrior grows weak in the knees!  Fortunately, it need not be that way.  This webinar can equipment you with the tools and confidence you need to meet tax disputes head-on. 


When the Tax Man cometh, many a warrior grows weak in the knees!  Fortunately, it need not be that way.  This webinar can equipment you with the tools and confidence you need to meet tax disputes head-on. 

In this enlightening webinar, Adrienne Woodyard of DLA Piper will share some practical strategies for navigating and resolving a tax dispute with government.  Adrienne will outline how people commonly find themselves in dispute over taxes in the first place, how to manage an audit, negotiation tips, and identify when it’s time to “saw-off” and move on or escalate.

More specifically, this webinar will include the following topics:

 

  • Triggers that can lead to a tax audit
    • an ounce of prevention: assessing and managing risk
    • most common compliance pitfalls for businesses and individuals
    • distressed businesses and director liability

 

  • What to expect
    • anatomy of the audit process
    • understanding your rights and responsibilities
    • waivers and statute-barred years
    • best practices for communicating with the CRA

 

  • Keeping the difficult auditor in check
    • managing CRA deadlines
    • responding to the threat of penalties
    • identifying when to call in reinforcements

 

  • Everything but the kitchen sink?
    • responding to overly broad document disclosure requests
    • protecting solicitor-client privilege

 

  • Practical strategies for reaching a settlement with the CRA

 

  • Agreeing to disagree: Navigating the objection / appeal process

 

  • Timing is everything:  Tips for negotiating with the CRA

 

  • Preparing for a Tax Court hearing

 

  • Other options: outside the audit / appeal process
    • voluntary disclosures
    • taxpayer relief requests
    • complaints to the Ombudsman

 

Target Audience

 

This webinar will be of most interest to tax practitioners, accountants and lawyers, practicing independently or in small to medium-sized firms, or lawyers with a general corporate/commercial practice.

Professional Development Credits

CCH Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

This Webinar Includes:

  • 30 days to review the webinar recording
  • Print version of the presentation slides

 

BIOGRAPHY

This webinar is being presented by Adrienne Woodyard of DLA Piper (Canada) LLP:

 

Adrienne Woodyard

Adrienne advises clients regularly on tax compliance issues and how to manage the audit process, and acts as their advocate in disputes with the Canada Revenue Agency and the Ontario Ministry of Finance. Where disputes cannot be resolved at the administrative level, she litigates on clients’ behalf in the Tax Court of Canada and the Federal Court of Appeal. Adrienne also represents clients who wish to participate in the Voluntary Disclosures Program, an amnesty program designed to allow taxpayers to correct errors or omissions in their past tax returns. She has extensive knowledge of income tax, GST / HST, retail sales tax and excise tax matters, and serves on the Board of Directors of The Advocates’ Society, as well as the editorial board of the Tax Litigation Journal (Federated Press).

Adrienne also advises clients on domestic and cross-border tax matters. Her clients include multinational corporations, privately held and owner-operated enterprises, estates and trusts, entrepreneurs, executives, not-for-profit corporations and registered charities.

She has been quoted and has written extensively on various tax matters, including transfer pricing, director liability, CRA challenges to charitable donation programs, taxpayer relief applications and the tax treatment of damage awards.

Adrienne also advises clients on domestic and cross-border tax matters as well as estate and wealth preservation planning strategies. Her clients are engaged in a variety of business, real estate and investment activities, and include multinational corporations, privately held and owner-operated enterprises, estates and trusts, entrepreneurs, executives and other individuals.

She has been quoted and has written extensively on various tax matters, including transfer-pricing, director liability, CRA challenges to charitable donation programs and the tax treatment of damage awards.