OVERVIEW
Course 2 in the Ethics Series
Practicing tax ethically is a constant challenge, especially in a time of limited resources and constant client, CRA and business pressures. Our ethics courses are specifically designed for the public practitioner dealing with owner-managed businesses.
This 1-hour course examines common ethical dilemmas and other related challenges that public accountants may face when dealing with CRA.
Topics include: Considerations that precede ethics | Why do we have to act ethically? | Aspects in tax that lead to ethical ‘slides’ | Backdating vs. memorializing | Third party penalties and other CRA tools | Hallmarks of acting ethically
Instructors
Presenters James Rhodes, Karen Wensley MBA ICD.D and Joseph R. Devaney CPA, CA lead this course.
Meet the instructors!
Joseph R. Devaney CPA, CA
Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals.
As a member of the Video Tax News Editorial Board, Joe authors and contributes to three tax publications as well as prepares and presents courses across Canada relating to both personal and corporate tax. He has also presented tax research and published articles for a variety of other organizations such as Law Now, Canadian Tax Foundation and various CPA groups.
Joe currently sits on CPA Alberta's Members in Tax Working Group and received CPA Alberta’s distinguished service award in 2023. Joe is a past member the Steering Committee of the Edmonton Young Tax Practitioners Group and of the Board of Directors for Fringe Theatre Adventures.
Connect with Joseph on LinkedIn
Read Joseph’s articles:
- Working from Home: Income tax issues | LawNow | July 2, 2020
- Tax Issues for Older Adults| LawNow | November 3, 2015
- Tax Assistance for Persons with Disabilities | LawNow | March 6, 2014
- Americans in Canada: Amnesty Improvements | Canadian Tax Focus | August 2014
- Americans in Canada: An Amnesty with Broad Appeal | Canadian Tax Focus | August 2012
- Americans in Canada: The End of the Amnesty | Canadian Tax Focus | November 2011
James Rhodes
James Rhodes BSc, LLB, Taxation Lawyers, Kitchener, ON
James Rhodes operates a boutique taxation firm in Ontario. James’ firm focuses mainly on representing clients against the CRA, both at the audit and objection levels and litigating issues in Tax Court. He is also involved in all types of relief sought from the CRA and has developed the methodology to ensure taxpayers’ returns stay statute barred and not opened for reassessment. He is also creating a tax group designed to ensure class actions against tax scheme promoters are investigated and launched to stop them as soon as possible.
James graduated from the University of Manitoba where he received the award for the highest mark in taxation law. Subsequently, he received a prestigious clerkship with the Tax Court of Canada, where he prepared bench memoranda and legal opinions to assist the Justices of the Court.
Following his clerkship, James was employed at PwC and then KMPG, pursued a Master of Tax from the University of Waterloo, and ultimately accepted a role with the Department of Justice carrying on tax litigation. James then worked at Miller Thomson in their Waterloo office, and then subsequently left to form his own practice dedicated to resolving all taxation issues big or small at reasonable fees. James is also the founder of the LinkedIn group ‘Canadian Taxation Professionals’ which has almost 4,700 members who work together to assist one another in navigating and resolving taxation problems.
Click here to learn more about James.
Collaborations:
- Webinars:
- Ethics and Dealing with the CRA
- 5 in 55: CRA Audits - Provision and Retention of Documents, 2019/20 Edition
Karen Wensley MBA ICD.D
Karen Wensley is a special lecturer in business ethics at the University of Waterloo. She was the author of the monthly ethics column for CPA Magazine from 2014 - 2018. She authored the eLearning module on ethics in tax for the InDepth tax course.
Karen retired as a partner of Ernst & Young in 2010, where she spent most of her career as a tax partner, head of tax services to the technology sector, and then became the firm’s managing partner for HR.
Karen is a member of the board of directors and chair of the audit committee of Trillium Heath Partners and Gore Mutual Insurance and a member of the board of directors and chair of the HR committee of Amref Health Canada. She provides workshops and consulting services to businesses in the areas of ethics, culture, executive coaching and team effectiveness.
Collaborations:
- Webinars:
- Practicing Tax Ethically | 1-hour | Online
- Ethics and Dealing with the CRA | 1-hour | Online
- Ethical Leadership in Tax | 1-hour | Online
- Ethics Under Pressure | 1-hour | Online
Pricing and Viewing Options
Pre-Recorded Sessions
These valuable sessions are pre-recorded and the videos can be viewed at any time during your selected session dates. Enjoy the flexibility to break up the sessions as desired as well as to pause, rewind or skip ahead. You can view these videos as many times as required during the session periods.
Investment
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)
- 24/7 access to the course portal during your session dates
- 1-hour online pre-recorded webinar – presentation may be watched as many times as desired and at any time, during the session dates
- Electronic textbook and material
- Online course quiz
- Professional development certificate (1-hour) pending successful completion of the quiz
Discounts
Location Discount — $330 / location / course (unlimited registrants, working at the same firm and location)
Terms and Conditions
Click here to review the standard Terms of Service.
Pricing
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)