2012-12-24 |
5 October 2012 Roundtable, 2012-0451291C6 F - Subsection 85(1) and UMIR Marketplace Rules |
Income Tax Act - Section 85 - Subsection 85(1) |
s. 85(1) not available where shares transferred to holding company through the exchange |
2012-12-24 |
5 October 2012 Roundtable, 2012-0453941C6 F - Principal residence owned by a trust-exemption |
Income Tax Act - Section 54 - Principal Residence - Paragraph (c.1) |
status based on s. 248(25) application and actual habitation |
2012-12-24 |
5 October 2012 Roundtable, 2012-0453941C6 F - Principal residence owned by a trust-exemption |
Income Tax Act - Section 54 - Principal Residence - Paragraph (f) |
renunciation by specified beneficiaries immediately before sale would not affect para. (f) exclusion |
2012-12-24 |
5 October 2012 Roundtable, 2012-0453161C6 F - RRIF, prohibited investment, minimum amount |
Income Tax Act - Section 146.3 - Subsection 146.3(1) - Retirement Income Fund |
payout of transitional prohibited investment benefit may be taken into account as satisfying the minimum amount |
2012-12-24 |
5 October 2012 APFF Roundtable, 2012-0453891C6 F - Price Adjustment Clause |
General Concepts - Effective Date |
operation of freeze price adjustment clause depends on share actually being adjusted and can apply for s. 75(2) purposes |
2012-12-24 |
5 October 2012 APFF Roundtable, 2012-0453891C6 F - Price Adjustment Clause |
Income Tax Act - Section 75 - Subsection 75(2) |
price adjustment clause that is implemented potentially can prevent s. 75(2) application to estate freeze |
2012-12-24 |
5 October 2012 APFF Roundtable, 2012-0454171C6 F - Taxable Pref. Shares and Short-Term Pref. Shares |
Income Tax Act - Section 248 - Subsection 248(1) - Taxable Preferred Share - Paragraph (f) |
para. (f) tests applied at time of payment and receipt of dividend |
2012-12-12 |
20 November 2012 External T.I. 2012-0440031E5 F - Quebec Tax Credit for Production of Performances |
Income Tax Act - Section 12 - Subsection 12(1) - Paragraph 12(1)(x) - Subparagraph 12(1)(x)(iv) |
Québec Credit for the Production of Performances includible under ss. 12(1)(x)(iii) and (iv) rather than s. 9 |
2012-12-05 |
7 November 2012 External T.I. 2012-0437821E5 F - Registered Plan - Advantage |
Income Tax Act - Section 207.01 - Subsection 207.01(1) - Advantage - Paragraph (b) |
advantage from swap transaction includes 100% of resulting value increase, income on transferred property and income on income |
2012-12-05 |
5 October 2012 APFF Roundtable, 2012-0454091C6 F - GRIP and deemed dividend pursuant to 84.1(1)(b) |
Income Tax Act - Section 89 - Subsection 89(14) |
s. 84.1 deemed dividend paid to an individual could be an eligible dividend notwithstanding him not being a shareholder of the payer |
2012-12-05 |
5 October 2012 APFF Roundtable, 2012-0454091C6 F - GRIP and deemed dividend pursuant to 84.1(1)(b) |
Income Tax Act - Section 84.1 - Subsection 84.1(1) - Paragraph 84.1(1)(b) |
unnecessary in s. 89(14) for s. 84.1 to have deemed dividend to be paid on shares |
2012-12-05 |
5 October 2012 APFF Roundtable Q. 13, 2012-0454181C6 F - Discretionary Dividend Shares |
Income Tax Act - Section 15 - Subsection 15(1) |
discretionary dividend shares issued for nominal consideration |
2012-12-05 |
5 October 2012 APFF Roundtable Q. 13, 2012-0454181C6 F - Discretionary Dividend Shares |
Income Tax Act - Section 245 - Subsection 245(4) |
general policy against conferring a benefit on a corporation |
2012-12-05 |
5 October 2012 APFF Roundtable Q. 13, 2012-0454181C6 F - Discretionary Dividend Shares |
Income Tax Act - 101-110 - Section 110.6 - Subsection 110.6(7) - Paragraph 110.6(7)(b) |
acquisition by Holdco of discretionary dividend shares of Opco at undervalue could engage s. 110.6(7) application to Opco commons |
2012-12-05 |
5 October 2012 APFF Roundtable Q. 17, 2012-0454111C6 F - Power of attorney and acquisition of control |
Income Tax Act - Section 251.2 - Subsection 251.2(2) - Paragraph 251.2(2)(a) |
power of attorney in event of capacity is an external document which, when judically approved, does not effect a change of control |
2012-11-28 |
22 October 2012 External T.I. 2012-0432241E5 F - Impôt des enfants mineurs - gain en capital |
Income Tax Act - Section 120.4 - Subsection 120.4(4) |
purported dirty s. 85(1) capital gains crystallization by minor child instead generates dividend |
2012-11-28 |
27 August 2012 Internal T.I. 2012-0435571I7 F - Opposition à une cotisation |
Income Tax Act - Section 165 - Subsection 165(1) |
Act does not limit the reasons for an objection (taxpayer can change mind up to objection time) |
2012-11-14 |
22 October 2012 External T.I. 2012-0452491E5 F - Repas fournis dans le cadre d'une formation |
Income Tax Act - Section 67.1 - Subsection 67.1(2) - Paragraph 67.1(2)(a) |
Pink Elephant followed/potential exception for training business where it breaks out meals on its invoices |
2012-11-14 |
22 October 2012 External T.I. 2012-0452491E5 F - Repas fournis dans le cadre d'une formation |
Income Tax Act - Section 67.1 - Subsection 67.1(1) |
trainees required to break out meal portion of their invoices even if not separately identified |
2012-11-14 |
22 October 2012 External T.I. 2012-0452491E5 F - Repas fournis dans le cadre d'une formation |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(b) - Capital Expenditure v. Expense - Know-How and Training |
training expenses deductible (subject to s. 67.1(1)) provided that no new skill or qualification is acquired |
2012-11-14 |
22 October 2012 External T.I. 2012-0452491E5 F - Repas fournis dans le cadre d'une formation |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(h) |
deductibility of meal portion of training charges may be denied under s. 18(1)(h) |
2012-11-14 |
10 October 2012 External T.I. 2012-0451751E5 F - Statut fiscal des artistes /présomption |
Income Tax Act - Section 5 - Subsection 5(1) |
status as an employee not affected by presumption in Quebec Status of Artists Act that an independent contractor |
2012-11-14 |
24 October 2012 Internal T.I. 2012-0454661I7 F - Conseils de planification financière |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) - Subparagraph 6(1)(a)(iv) - Clause 6(1)(a)(iv)(B) |
exclusion can extend to reimbursement or payment of fees for financial planning |
2012-11-14 |
5 October 2012 Roundtable, 2012-0454151C6 F - Registre des déplacements |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(k) |
onus on employer to support benefit computation if kilometer log |
2012-11-14 |
5 October 2012 Roundtable, 2012-0454151C6 F - Registre des déplacements |
Income Tax Act - Section 230 - Subsection 230(1) |
no stipulated documentary requirement for kilometer log |
2012-11-14 |
5 October 2012 APFF Roundtable Q. 8, 2012-0454161C6 F - Computation of CDA and Acquisition of Control |
Income Tax Act - Section 245 - Subsection 245(4) |
purchase of shares of cash-rich company could be part of abusive surplus strip |
2012-11-14 |
5 October 2012 APFF Roundtable Q. 8, 2012-0454161C6 F - Computation of CDA and Acquisition of Control |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account - Paragraph (a) |
CDA deduction for net capital losses not affected by their denial under s. 111(4)(a) |
2012-10-31 |
12 October 2012 External T.I. 2011-0428521E5 F - Société d'État |
Income Tax Act - Section 149 - Subsection 149(1) - Paragraph 149(1)(d.4) |
(d.4) corp cannot be partly owned directly by Crown/capital (as contrasted to share) ownership is relevant only for non-share corps |
2012-10-31 |
10 September 2012 External T.I. 2012-0446921E5 F - Avantage pour automobile |
Income Tax Act - Section 6 - Subsection 6(2) |
transfer to related corp stepped down cost for standby charge purposes to FMV |
2012-10-31 |
10 September 2012 External T.I. 2012-0446921E5 F - Avantage pour automobile |
Income Tax Act - Section 85 - Subsection 85(1) - Paragraph 85(1)(e.4) |
car acquired at cost equal to FMV for standby charge purpose notwithstanding s. 85(1) election |
2012-10-31 |
11 October 2012 External T.I. 2012-0433681E5 F - Résidence principale terrain adjacent |
Income Tax Act - Section 54 - Principal Residence - Paragraph (e) |
adjacent land not included in principal residence if owned by spouse, not by taxpayer |
2012-10-31 |
18 September 2012 External T.I. 2012-0442581E5 F - Fiducie au profit d'un athlète amateur |
Income Tax Act - Section 143.1 - Subsection 143.1(2) |
amounts distributed from athlete trust were business income |
2012-10-31 |
18 September 2012 External T.I. 2012-0442581E5 F - Fiducie au profit d'un athlète amateur |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(a) - Income-Producing Purpose |
expenses of athlete with athlete trust |
2012-10-31 |
18 September 2012 External T.I. 2012-0442581E5 F - Fiducie au profit d'un athlète amateur |
Income Tax Act - Section 3 - Paragraph 3(a) - Business Source/Reasonable Expectation of Profit |
tests for source of business income for amateur athlete |
2012-10-31 |
22 October 2012 Internal T.I. 2012-0459681I7 F - Hiring Credit for Small Business and CCE deduction |
Income Tax Act - Section 63 - Subsection 63(1) - Paragraph 63(1)(d) |
HCSB credit reduces babysitting expense re EI premiums |
2012-10-31 |
18 October 2012 External T.I. 2012-0452131E5 F - CIE, établissement domestique autonome |
Income Tax Act - Section 118 - Subsection 118(1) - Paragraph 118(1)(b.1) |
s. 118(1)(b.1) credit can be claimed for different children by different parents |
2012-10-31 |
20 September 2012 External T.I. 2011-0430811E5 F - Attribution à un établissement stable |
Income Tax Regulations - Regulation 402 - Subsection 402(4) - Paragraph 402(4)(c) - Subparagraph 402(4)(c)(ii) |
application of Reg. 404(4)(c)(ii) to ore processed in two provinces |
2012-10-31 |
20 September 2012 External T.I. 2011-0430811E5 F - Attribution à un établissement stable |
Income Tax Regulations - Regulation 402 - Subsection 402(4) - Paragraph 402(4)(b) |
as Reg. 404(4)(c)(ii) prevailed over Reg. 404(4)(b) re ore processed in two provinces, its application would not be affected by the negotiation of the export sales by personnel in the 2nd province |
2012-10-31 |
18 September 2012 External T.I. 2011-0423941E5 F - Entreprise de prestation de services personnels |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(p) - Subparagraph 18(1)(p)(ii) |
cost of benefit to corp generally equals allowance amount and can be the cost of a non-s. 6 benefit – however no benefit if cell phone used primarily in course of employment |
2012-10-31 |
18 September 2012 External T.I. 2011-0423941E5 F - Entreprise de prestation de services personnels |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
no taxable benefit if cell phone used primarily in employment |