2016-11-30 |
7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 7, 2016-0651751C6 F - Recovery Tax of Qualified Disability Trust |
Income Tax Act - Section 122 - Subsection 122(3) - qualified disability trust |
s. 122(1)(c) liability in year of death of disabled beneficiary |
2016-11-30 |
7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 8, 2016-0651731C6 F - Gift by a Former Graduated Rate Estate |
Income Tax Act - Section 118.1 - Subsection 118.1(1) - Total Charitable Gifts - Paragraph (c) - Subparagraph (c)(ii) |
gifts made in Year 5 by a but-for GRE can only be claimed before death or in Years 5 to 10 |
2016-11-30 |
7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 8, 2016-0651731C6 F - Gift by a Former Graduated Rate Estate |
Income Tax Act - Section 118.1 - Subsection 118.1(5.1) |
qualification of gift made in Year 5 of former GRE |
2016-11-30 |
7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 9, 2016-0651801C6 F - Assurance-vie à assurés multiples-110.6(15) |
Income Tax Act - 101-110 - Section 110.6 - Subsection 110.6(15) - Paragraph 110.6(15)(a) |
corporate-owned policy is valued at CSV even if non-shareholder lives are included |
2016-11-30 |
7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 9, 2016-0651801C6 F - Assurance-vie à assurés multiples-110.6(15) |
Income Tax Act - Section 248 - Subsection 248(1) - Small Business Corporation |
corporate-owned policy valued for SBC or QSBCS purposes at the cash surrender value even if non-shareholder lives are included |
2016-11-23 |
12 December 2014 Internal T.I. 2014-0524751I7 F - Redevances perçues d'avance |
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2016-11-16 |
2 August 2016 External T.I. 2014-0544941E5 F - Interaction between ss. 111(12) and 80.01(3) |
Income Tax Act - Section 111 - Subsection 111(12) |
no accrued FX loss on a loan owing by a target to a sub is realized on an AOC where there is a same-day amalgamation and no time-stamping |
2016-11-16 |
2 August 2016 External T.I. 2014-0544941E5 F - Interaction between ss. 111(12) and 80.01(3) |
Income Tax Act - Section 80.01 - Subsection 80.01(3) |
deemed settlement under 80.01(3) before operation of 111(12) |
2016-11-16 |
24 June 2016 External T.I. 2015-0571471E5 F - Passe de ski familiale |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
no taxable benefit if all employees given season’s pass at ski resort/gift policy also applicable |
2016-10-19 |
22 June 2016 Internal T.I. 2016-0632821I7 F - 93(2.01) & Capital Contribution |
Income Tax Act - Section 93 - Subsection 93(2.01) |
a contribution of FA1 shares to FA2 causes the FA2 shares to be substituted property for s. 93(2.01) purposes |
2016-10-19 |
22 June 2016 Internal T.I. 2016-0632821I7 F - 93(2.01) & Capital Contribution |
Income Tax Act - Section 248 - Subsection 248(5) |
ordinary meaning of “substituted” |
2016-10-19 |
22 June 2016 Internal T.I. 2016-0632821I7 F - 93(2.01) & Capital Contribution |
Income Tax Act - Section 95 - Subsection 95(2) - Paragraph 95(2)(a) - Subparagraph 95(2)(a)(ii) - Clause 95(2)(a)(ii)(B) |
inter-affiliate loan generating deemed active business funded out of an interest-free loan from Canco |
2016-10-12 |
30 June 2016 External T.I. 2015-0583561E5 F - Déduction pour gain en capital - contamination |
Income Tax Act - 101-110 - Section 110.6 - Subsection 110.6(1.1) |
AgriInvest accounts do not affect qualification of family farm or fishing corporations |
2016-10-12 |
30 June 2016 External T.I. 2015-0583561E5 F - Déduction pour gain en capital - contamination |
Income Tax Act - 101-110 - Section 110.6 - Subsection 110.6(1) - Share of the Capital Stock of a Family Farm or Fishing Corporation |
AgriInvest accounts do not taint family farm or fishing corporations |
2016-10-12 |
30 June 2016 External T.I. 2015-0583561E5 F - Déduction pour gain en capital - contamination |
Income Tax Act - Section 248 - Subsection 248(1) - Net Income Stabilization Account |
Agri-Québec and AgriInvest accounts included |
2016-10-05 |
13 May 2016 External T.I. 2016-0635601E5 F - Dépenses de commandite |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(l) - Subparagraph 18(1)(l)(i) |
general overview of deductibility limitations re sponsorship expenses |
2016-10-05 |
27 June 2016 External T.I. 2016-0637341E5 F - Partnerships - Negative ACB |
Income Tax Act - Section 53 - Subsection 53(2) - Paragraph 53(2)(c) - Subparagraph 53(2)(c)(v) |
loan advances to a limited partner may give rise to immediate s. 53(2)(c)(v) grind |
2016-10-05 |
27 June 2016 External T.I. 2016-0637341E5 F - Partnerships - Negative ACB |
Income Tax Act - Section 40 - Subsection 40(3.1) |
loans by LP to partner potentially gave rise to negative ACB gain |
2016-10-05 |
27 June 2016 External T.I. 2016-0637341E5 F - Partnerships - Negative ACB |
Income Tax Act - Section 40 - Subsection 40(3.13) |
retention of partnership profits not a contribution |
2016-10-05 |
27 June 2016 External T.I. 2016-0637341E5 F - Partnerships - Negative ACB |
Income Tax Act - Section 53 - Subsection 53(1) - Paragraph 53(1)(e) - Subparagraph 53(1)(e)(iv) |
assumption of loan can be contribution, but not retained profits |
2016-09-28 |
16 June 2016 Internal T.I. 2015-0597971I7 F - Perte réputée nulle - loss deemed nil |
Income Tax Act - Section 40 - Subsection 40(2) - Paragraph 40(2)(g) - Subparagraph 40(2)(g)(ii) |
capital loss potentially could be recognized on a non-interest bearing loan made to a corporation in which the taxpayer had no equity/subordinate purpose sufficient |
2016-09-28 |
16 June 2016 Internal T.I. 2015-0597971I7 F - Perte réputée nulle - loss deemed nil |
Income Tax Act - Section 39 - Subsection 39(1) - Paragraph 39(1)(c) |
BIL potentially could be recognized on a non-interest bearing loan made to a corporation in which the taxpayer had no equity |
2016-09-28 |
17 May 2016 External T.I. 2015-0603711E5 F - Personne assumant les frais d'entretien |
Income Tax Act - Section 63 - Subsection 63(3) - Supporting Person |
parent living abroad was not a supporting person |
2016-09-21 |
27 April 2016 External T.I. 2016-0625001E5 F - Surplus Stripping |
Income Tax Act - Section 84 - Subsection 84(2) |
using a trust to funnel a deemed dividend from creating PUC to a Holdco beneficiary and funnelling that PUC to the individual beneficiary, is surplus stripping |
2016-09-21 |
27 April 2016 External T.I. 2016-0625001E5 F - Surplus Stripping |
Income Tax Act - Section 245 - Subsection 245(4) |
funnelling deemed dividend to holdco trust beneficiary and resulting PUC to individual beneficiary/shareholder was surplus stripping |
2016-09-21 |
27 April 2016 External T.I. 2016-0625001E5 F - Surplus Stripping |
Income Tax Act - 101-110 - Section 104 - Subsection 104(24) |
distribution of s. 84(1) dividend effected with note issuance |
2016-09-21 |
2 May 2016 External T.I. 2016-0633351E5 F - Descarries Case and Document no. 2015-0610711C6 |
Income Tax Act - Section 245 - Subsection 245(4) |
Descarries not to be construed narrowly |
2016-09-21 |
2 May 2016 External T.I. 2016-0633351E5 F - Descarries Case and Document no. 2015-0610711C6 |
Income Tax Act - Section 84.1 - Subsection 84.1(1) |
purpose of 84.1 not restricted to monetization transactions |
2016-09-14 |
11 April 2016 External T.I. 2015-0564161E5 F - IT-522R par. 36 |
Income Tax Act - Section 8 - Subsection 8(1) - Paragraph 8(1)(f) |
non-taxable s. 6(1)(b)(v) allowance for one type of expense does not preclude s. 8(1)(f) deduction for other types |
2016-09-14 |
1 December 2015 Internal T.I. 2015-0588381I7 F - Classification of US-LLCs |
Income Tax Act - Section 248 - Subsection 248(1) - Corporation |
status of Delaware, NY and Florida LLCs as corps not affected by Quebec residence of member |
2016-09-14 |
1 December 2015 Internal T.I. 2015-0588381I7 F - Classification of US-LLCs |
Income Tax Act - Section 96 |
corporation/partnership classification of foreign entity not affected by Quebec residence of member |
2016-09-14 |
1 December 2015 Internal T.I. 2015-0588381I7 F - Classification of US-LLCs |
Statutory Interpretation - Interpretation Act - Section 8.1 |
8.1 effected no change/2 step-approach should be inter-provincial |
2016-09-14 |
10 June 2016 External T.I. 2015-0590371E5 F - Résidence principale - stationnement |
Income Tax Act - Section 54 - Principal Residence - Paragraph (e) |
a parking space can form part of a condo housing unit |
2016-09-14 |
10 June 2016 External T.I. 2015-0590371E5 F - Résidence principale - stationnement |
Income Tax Act - Section 40 - Subsection 40(2) - Paragraph 40(2)(b) |
designating condo parking space for a year does not exhaust exemption for the condo unit |
2016-09-14 |
5 January 2016 External T.I. 2015-0568911E5 F - MRC - Revenu d’entreprise |
Income Tax Act - Section 149 - Subsection 149(1) - Paragraph 149(1)(d.5) |
Quebec regional county municipality is municipality |
2016-09-14 |
5 January 2016 External T.I. 2015-0568911E5 F - MRC - Revenu d’entreprise |
Income Tax Act - Section 256 - Subsection 256(5.1) |
test references dominant person |
2016-09-14 |
10 June 2016 External T.I. 2015-0587131E5 F - Remboursement de frais de repas |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
meal reimbursements within same metro area not a taxable benefit if purpose is to enhance efficiency |
2016-09-07 |
13 July 2016 External T.I. 2013-0478961E5 F - Interest in a family farm or fishing partnership |
Income Tax Act - 101-110 - Section 110.6 - Subsection 110.6(1) - Interest in a Family Farm or Fishing Partnership |
qualification of partnership units as interests in a family farm or fishing partnership can be based on a previous period of farming use of its assets |
2016-09-07 |
13 July 2016 External T.I. 2013-0513701E5 F - Montant pour enfant |
Income Tax Act - Section 118 - Subsection 118(1) - Paragraph 118(1)(b.1) |
child accepted as ordinarily residing with parent with joint custody |
2016-09-07 |
7 June 2016 External T.I. 2014-0532451E5 F - Crédit pour la création d’emplois pour apprentis |
Income Tax Act - Section 127 - Subsection 127(9) - Eligible Apprentice |
apprenticeship contracts include collective agreements/24-month period runs from issuance of apprentice competency certificate |