About
Join tax dispute expert James Rhodes and Video Tax News editorial board member Caitlin Butler as they navigate the complexities of CRA review and audit requests. Are you and your team prepared for these CRA information requests? Understand CRA’s authority in obtaining information, and get equipped to effectively manage communications and the release of required information.
In this dynamic 1-hour webinar, you’ll discover strategies to manage both your clients' and your professional risks and obligations and explore key considerations for creating a document retention strategy for your clients and firm.
Equip your team with the essential knowledge and skills to handle CRA requests, minimizing the risk of oversharing information and inadvertently harming you and your client’s dispute.
Who is it for? Accountants and financial professionals involved in representing clients or providing information to CRA during the course of a tax dispute.
Topics
- CRA Requests, Audits and Communications
- CRA Statutory Powers
- Firm Policy – Tips and Traps
- Firm Policy – Retaining Documents
Instructors
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Meet the instructors!
Caitlin L. Butler CPA, CA
Caitlin is a tax specialist dedicated to the education of tax and financial professionals; focusing on personal and corporate tax matters for the owner-managed business person.
As a member of the Video Tax News Editorial Board, Caitlin regularly authors and edits multiple publications and presents courses to thousands of professionals annually. In addition, she authors and presents for various external organizations such as the Canadian Tax Foundation, The Centre for Public Legal Education and several CPA groups.
After spending many years working on numerous private company tax and assurance files at an international accounting firm in Vancouver, B.C., Caitlin has gained a deep appreciation of these areas. To maintain a solid practical base, Caitlin assists small to mid-sized accounting firms with tax matters.
Caitlin has completed CPA Canada’s three-year In-Depth Tax Course. She also holds a Bachelor of Science in Kinesiology.
Connect with Caitlin on LinkedIn
James Rhodes BSc, LLB
James Rhodes BSc, LLB, Beitel Tax Law, Toronto, ON
James undertakes all routes of dispute resolution from audits to objections with the Canada Revenue Agency, to appeals to the Tax Court of Canada and Federal Court of Appeal. Along with tax disputes, he also represents taxpayers on tax evasion charges, does Voluntary Disclosure Program applications, Taxpayer Relief submissions, and provides tax opinions to ensure tax years remain statute barred.
James started his career in tax law clerking at the Tax Court of Canada where he prepared bench memoranda and legal opinions to assist the Justices of the Court. Subsequently, he went on to work at PwC and KPMG, and then worked for the Department of Justice litigating hundreds of appeals before the Tax Court on behalf of the CRA. Subsequent to this, James worked at a major law firm and then started his own practice, TaxationLawyers. From there, he went on to become senior counsel with one of Canada’s leading law firms, Beitel Tax Law.
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: $115 / registrant
- 24/7 access to the course portal during your session dates (select your 1-week session below).
- 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
Early Bird Discount — Save $10 by registering by July 31, 2024.
Group Discounts (4 or more) — Each additional registrant after the third registration will be $35 (a savings of $80 for each additional registrant). Additional registrants for the same session are accepted after the initial registration. The main contact from the initial registration must initiate and complete the order for additional registrants. Please contact the office via email if required (info@videotax.com).
TERMS AND CONDITIONS
Click here to review the standard Terms of Service.
Pricing
$115 / registrant
Early Bird Discount — Save $10 per registrant by registering by July 31, 2024.
Group Discount — Register 3 registrants and any additional registrant is $35 / registrant