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2011-11-25 |
7 October 2011 Roundtable, 2011-0411871C6 F - Employé constitué en société |
Income Tax Act - Section 125 - Subsection 125(7) - Personal Services Business |
PSB can have two spouses as incorporated employees |
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2011-11-25 |
7 October 2011 Roundtable, 2011-0411841C6 F - Succession |
Income Tax Act - Section 104 - Subsection 104(1) |
estate could cease when assets converted to cash and liabilities settled |
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2011-11-18 |
4 November 2011 Internal T.I. 2011-0413341I7 F - Bien agricole admissible |
Income Tax Act - Section 248 - Subsection 248(1) - Farming |
nursery qualifies as farming if focused on growing rather than selling |
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2011-11-18 |
4 November 2011 Internal T.I. 2011-0413341I7 F - Bien agricole admissible |
Income Tax Act - Section 110.6 - Subsection 110.6(1) - Share of the Capital Stock of a Family Farm or Fishing Corporation - Paragraph (a) - Subparagraph (a)(i) |
meaning of “actively engaged on a regular and continuous basis” requirement |
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2011-11-18 |
4 November 2011 Internal T.I. 2011-0413341I7 F - Bien agricole admissible |
Income Tax Act - Section 110.6 - Subsection 110.6(1.3) - Paragraph 110.6(1.3)(c) |
s. 110.6(19) election effected a post-1987 acquisition |
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2011-11-18 |
4 November 2011 Internal T.I. 2011-0413341I7 F - Bien agricole admissible |
Income Tax Act - Section 70 - Subsection 70(10) - Child |
extended meaning of "child" |
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2011-11-18 |
4 November 2011 Internal T.I. 2011-0413341I7 F - Bien agricole admissible |
Income Tax Act - Section 73 - Subsection 73(3) - Paragraph 73(3)(c) |
rollover unavailable where taxpayer rented out the land to a farmer |
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2011-11-18 |
8 November 2011 Internal T.I. 2011-0416651I7 F - Crédit d'impôt pour frais médicaux |
Income Tax Act - Section 118.2 - Subsection 118.2(2) - Paragraph 118.2(2)(a) |
interest expense on loan to finance surgery cannot qualify |
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2011-11-11 |
27 October 2011 Internal T.I. 2010-0382161I7 F - CPN-144 - remises et ristournes |
Income Tax Act - Section 9 - Computation of Profit |
purchase price rebates earned after purchase are income rather than inventory cost reduction |
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2011-11-11 |
27 October 2011 Internal T.I. 2010-0382161I7 F - CPN-144 - remises et ristournes |
Income Tax Act - Section 10 - Subsection 10(1) |
change in methodology for determining cost does not require CRA approval |
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2011-11-11 |
2 November 2011 External T.I. 2011-0413641E5 F - CIEE |
Income Tax Act - Section 122.3 - Subsection 122.3(1) - Paragraph 122.3(1)(b) |
qualifying activities determined by reference to the employer’s business rather than employee’s activities |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411951C6 F - Retenues à la source - options d'achat d'actions |
Income Tax Regulations - Regulation 6204 - Subsection 6204(1) - Paragraph 6204(1)(a) |
conferral on employer of share repurchase right to set off against source deduction obligation engages the exclusion |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411951C6 F - Retenues à la source - options d'achat d'actions |
Income Tax Regulations - Regulation 6204 - Subsection 6204(1) - Paragraph 6204(1)(b) |
loss of prescribed share status where employer granted redemption right to cover s. 153(1.01) withholding obligations |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411951C6 F - Retenues à la source - options d'achat d'actions |
Income Tax Act - Section 153 - Subsection 153(1.01) |
|
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411951C6 F - Retenues à la source - options d'achat d'actions |
Income Tax Act - Section 153 - Subsection 153(1.01) |
treatment of net share issuances under review |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399401C6 - Butterfly, life insurance policies, grandfathering |
Income Tax Act - Section 55 - Subsection 55(1) - Distribution |
CSV of life insurance policy was a cash asset - FMV excess could be an investment asset if no cash-out intention |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399401C6 - Butterfly, life insurance policies, grandfathering |
Income Tax Act - Section 55 - Subsection 55(3.1) - Paragraph 55(3.1)(a) |
a policy loan under a life insurance policy to reduce its CSV would trigger s. 55(3.1)(a) |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399401C6 - Butterfly, life insurance policies, grandfathering |
Income Tax Act - Section 55 - Subsection 55(4) |
s. 55(4) inapplicable if the principal reason for parent’s control of DC was parent's economic interests |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412041C6 F - Accumulated Profits for 20(1)(c) |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(c) - Subparagraph 20(1)(c)(i) |
appraisal increment excluded from accumulated profits |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411811C6 F - Règlement 1101(5b.1) |
Income Tax Regulations - Regulation 1101 - Subsection 1101(5b.1) |
Reg. 1101(5b.1) election can be made in partnership T5013, or by a partner |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412191C6 F - Sec. 86 - Reorganisation of the Capital of a Corp. |
Income Tax Act - Section 51 - Subsection 51(1) |
s. 51(1) applies where share conversion pursuant only to directors’ resolution |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412191C6 F - Sec. 86 - Reorganisation of the Capital of a Corp. |
Income Tax Act - Section 86 - Subsection 86(1) |
reorganization of capital generally requires articles of amendment |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412201C6 F - Art. 160 - dividende en actions suivi d'un rachat |
Income Tax Act - Section 160 - Subsection 160(1) |
s. 160 could apply to a stock dividend followed by a redemption of the stock dividend shares |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0413081C6 F - 227(4) et (4.1) - vente d'un bien à un tiers |
Income Tax Act - Section 227 - Subsection 227(4.1) |
deemed trust applies only to sales proceeds (but such a purchaser does not include a seizing creditor) |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0413081C6 F - 227(4) et (4.1) - vente d'un bien à un tiers |
Income Tax Act - Section 227 - Subsection 227(4) |
deemed trust is a universal floating charge that traces through to sales proceeds |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399421C6 F - Options, biens identiques, PBR |
Income Tax Act - Section 7 - Subsection 7(1.3) |
application of s. 47(1) takes s. 7(1.3) into account |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0407291C6 F - Group Life Insurance Policy |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account - Paragraph (d) - Subparagraph (d)(ii) |
CDA addition for receipt of proceeds of policy on life of shareholder |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0407291C6 F - Group Life Insurance Policy |
Income Tax Act - Section 15 - Subsection 15(1) |
s. 15(1) could possibly apply where a professional corporation pays the premiums, and is designate the beneficiary, of a policy in name of professional |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0406551C6 F - Régime coll. d'ass. maladie et les accidents |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) - Subparagraph 6(1)(a)(i) |
PHSP can include spouses and dependent related persons |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0406551C6 F - Régime coll. d'ass. maladie et les accidents |
Income Tax Act - Section 144.1 - Subsection 144.1(1) - Designated Employee Benefit |
benefit from a group sickness or accident insurance plan may be paid from a Life and Health Trust to the employee, spouse or dependent child |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412211C6 F - Feuillets T4A comptabilité d'exercice |
Income Tax Regulations - Regulation 200 - Subsection 200(1) |
CRA will not automatically assess where a T4A appears to show unreported income |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0420781C6 F - Transfert de RPA à un REER au décès. |
Income Tax Act - Section 104 - Subsection 104(27) |
designation respecting RPP lump sum received by estate respecting disabled minor daughter and transferred to her RRSP |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0420781C6 F - Transfert de RPA à un REER au décès. |
Income Tax Regulations - Regulation 103 - Subsection 103(4) |
withholding required where RPP administrator pays RPP lump sum directly to RRSP of disabled minor daughter beneficiary of estate |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0420781C6 F - Transfert de RPA à un REER au décès. |
Income Tax Act - Section 60 - Paragraph 60(l) - Subparagraph 60(l)(v) - Clause 60(l)(v)(B.01) |
s. 60(l) deduction where RPP administrator pays RPP lump sum directly to RRSP of disabled minor daughter beneficiary of estate |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412221C6 F - Résidence fiducie - Cause St. Michael (Garron) |
Income Tax Act - Section 2 - Subsection 2(1) |
determination of the provincial residence of trust |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399441C6 F - T1135 - coût indiqué d'une assurance-vie |
Income Tax Act - Section 233.3 - Subsection 233.3(1) - Reporting Entity |
cost amount of foreign policy is its adjusted cost basis |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0399441C6 F - T1135 - coût indiqué d'une assurance-vie |
Income Tax Act - Section 248 - Subsection 248(1) - Cost Amount - Paragraph (f) |
adjusted cost basis of policy is generally its “cost” under para. (f) |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0411941C6 F - Covoiturage |
Income Tax Act - Section 6 - Subsection 6(1) - Paragraph 6(1)(a) |
employees and employer must reasonably allocate benefit from gas carpooling expenses being reimbursed |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412061C6 F - Financing Expenses |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(e) - Subparagraph 20(1)(e)(i) |
no s. 20(1)(e) deduction if only capital property that is not a source of income |
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2011-11-04 |
7 October 2011 Roundtable, 2011-0412061C6 F - Financing Expenses |
Income Tax Act - Section 20 - Subsection 20(1) |
property that is source only of capital gains cannot support a s. 20 deduction |