Author: Andrea S. Kramer

A three-volume set, the book provides a road map to work one’s way through the tax and regulatory maze of financial products. It details the policies, rules, and interpretations that govern the federal regulation and taxation of securities, derivatives, commodities, options, and hybrid products. It provides reliable answers to questions about financial markets and products and will help in planning transactions and in defending challenged tax positions.

Part 1:       Overview of the Markets
Part 2:       Overview of Selected Market Participants
Part 3:       Taxation of Market Participants
Part 4:       Taxation of Capital Transactions
Part 5:       Taxation of Ordinary Income Transactions
Part 6:       Profit Motive, Sham, Business Purpose, and Other Anti-Abuse Considerations
Part 7:       Treatment of Gain or Loss on Terminations of Contract Rights and Obligations
Part 8:       Taxation of Dividend Income, Interest Income, Security Loans, and Repurchase
                   Transactions
Part 9:       Taxation of Stock and Other Equity Securities, Publicly Traded Partnership Interests,
                   and Publicly Traded Trust Interests
Part 10:     Taxation of Debt Securities and Options on Debt Securities
Part 11:     Taxation of Asset-Backed Securities
Part 12:     Taxation of Physical Commodities and Options on Commodities
Part 13:     Taxation of Section 1256 Contracts
Part 14:     Tax Consequences of Holding Offsetting Positions (Straddles)
Part 15:      Foreign Currency and International Operations
Part 16:      Notional Principal Contracts

1,152 pages


Related Products

U.S. Master Bank Tax Guide (2014)

Accounting Desk Book – 23rd edition (2014) (US)

Fiduciary Accounting Answer Book, 2014 (US)

Financial Instruments: A Comprehensive Guide to Accounting & Reporting (2014) (US)

GAAP Guide (2014) (US)

International Accounting/Financial Reporting Standards Guide (2014)

If you would like more details about this product, or would like to order a copy online, please click here.

Updated: November 2012

Bring the expertise of America's foremost authority on contracts into your practice with this comprehensive three-volume set. Farnsworth on Contracts, Third Edition is where doctrine meets practice. Busy practitioners count on Farnsworth's proven ability to identify the essentials and omit extraneous material.

Farnsworth illustrates how contemporary contract law has been shaped by both the Restatement (Second) of Contracts - for which he served as Reporter - and the Uniform Commercial Code. Easy access to specifics, new cases, new drafting tips, new references, and timesaving features like cross-referenced cases and marginal headings make this three-volume set a valuable resource for contracts research and practice, including litigation and arbitration.

Coverage includes:

• Good faith and fair dealing
• Precontractual liability
• Agreements to negotiate
• Vienna Convention on International Sales Contracts
• UNIDROIT principles
• Constitututional issues
• Settlement of disputed claims by check
• Options and rights of first refusal
• Employee handbooks
• Covenants not to compete
• Self-help measures

If you would like more details about this product, or would like to order a copy online, please click here.

A favorite reference tool for over a decade, Drafting Effective Contracts combines a clear analysis of how effective agreements are structured, a practical breakdown of its essential elements and an overview of the overall process, from conducting the initial client meeting to closing the deal.

This completely updated guide presents consistent structural analysis and a set of fundamentals that can be used from contract to contract. You are led step-by-step through the creation process and offered direction around the obstacles that may be encountered along the way, in drafting agreements for goods and services, promissory notes, guaranties and secured transactions.

You will find a detailed discussion of the 11 drafting elements that every contract may have: parties; recitals; subject; consideration; warranties and representations; risk allocation; conditions; performance; dates and term; boilerplate; and signatures. You also get an array of sample contracts and statutory material, making this the most complete tool for building legal agreements that work.

Table of Contents:

• Part 1: Process
  • Chapter 1: Getting Started
  • Chapter 2: Drafting Elements
  • Chapter 3: Negotiations and Closings
• Part 2: Applications
  • Chapter 4: Agreements for the Sale of Goods and Services - Overview
  • Chapter 5: Agreements for the Sale of Goods and Services - Structural Analysis
  • Chapter 6: Promissory Notes - Overview
  • Chapter 7: Promissory Notes - Structural Analysis
  • Chapter 8: Guaranties - Overview
  • Chapter 9: Guaranties - Structural Analysis
  • Chapter 10: Security Agreements - Overview
  • Chapter 11: Security Agreements - Structural Analysis
• Appendix A: Litigated Language

If you would like more details about this product, or would like to order a copy online, please click here.

A lawyer’s duty to avoid conflicts of interest is an important aspect of the duty of loyalty that lawyers owe to their clients. For Canadian in-house counsel, the duty to avoid conflicts of interest presents special challenges due to the nature of the relationship of in-house counsel to their employer. This webinar will enable in-house counsel to effectively navigate the conflict rules in the Canadian legal system, and provide participants with the knowledge to successfully implement best practices to avoid conflicts of interest.

This webinar will provide participants with an introduction to key cases including the recent Supreme Court of Canada case of Canadian Railway Co. v McKercher LLP, 2013 SCC 39, and provincial law society rules on conflicts of interest. It will also address when representation might attract a bright line rule, and when a contextual test will be applied; the circumstances in which a lawyer might be disqualified from representation of a client; and why a waiver might be insufficient. It will provide an opportunity to learn about the unique duties of in-house counsel in relation to conflicts of interest. Finally, it will provide discussion on some best practices for creating effective policies and procedures to avoid the creation of circumstances in which a conflict of interest would arise.

Key Learning Objectives:

• Learn about the provincial Law Society rules on conflicts of interest in Canada;
• Learn the key Canadian cases on conflict of interests, the rules that have emerged from the jurisprudence, and the policy concerns of the Canadian courts in relation to a lawyer’s duty to avoid conflicts;
• Understand and reflect on your professional duties to your employer, and to your professional regulator, in circumstances in which a conflict of interest may arise; and
• Learn about best practices and policies to avoid conflicts of interest.

If you would like more details about this product, or would like to order a copy online, please click here.

Rotch Library - NA1997.I34 2017

Rotch Library - NA737.N325 A4 2018

Rotch Library - NA1469.H33 A4 2018

Online Resource

Online Resource

Online Resource

Barker Library - TH1719.W46 2019

Rotch Library - NA7880.V56 2019

Quick Facts for Payroll Managers 2010 will help you save time in your day-to-day tasks.

The 2010 edition contains handy "desktop" information such as:q

• Payroll Calendar, weeks are numbered to enable easy calculations
• Charts covering Federal and Provincial labour standards
• Personal income tax data
• CPP/QPP exemptions
• Employment insurance and Workers' Compensation information
• Section on reporting requirements

Publication date: February 2010

If you would like more details about this product, or would like to order a copy online, please click here.

Make your job easier, stay informed and increase efficiency!

Penfacts is a one-stop guide to pensions in Canada. It provides information on pension plans that is of significant benefit to plan sponsors, administrators, students, and other pension stakeholders. Penfacts also provides easy to understand information about pension plan investing as well as brief and easy to read details about the role of actuaries in the field of pensions.

Includes focus on:

• Pension Plans
• Legislation
• Investment Management
• Other Retirement Programs
• Pension Administration
• Interpreting an Actuarial Report

Penfacts is written in conjunction with the Association of Canadian Pension Management (ACPM), and edited by Neil Cohen, B.Sc., B.A., LL.B., a research lawyer who concentrates his work in the area of pensions and benefits. A graduate of the University of Western Ontario’s Law School and a member of the Bar of the Law Society of Upper Canada, Neil is a member of various pensions and benefits organizations.

If you would like more details about this product, or would like to order a copy online, please click here.

HR Quick Facts 2010 will save you valuable time by putting the answers to HR questions at your fingertips!

The 2010 edition contains handy information including:

• Payroll Calendar, weeks are numbered to enable easy calculations
• EI/CPP/QPP/workers compensation tables
• Charts covering Federal and Provincial labour standards including maternity, parental and other leave regulations at a glance
• Statutory holiday and holiday pay regulations by province
• Hours of work and wage payment charts
• Personnel Records Retention Chart by Jurisdiction
• Prohibited Grounds of Discrimination
• Sources of Other Information – important web site addresses at a glance

Publication date: March 2010

If you would like more details about this product, or would like to order a copy online, please click here.

Quick Facts for Payroll Managers 2014 will help you save time in your day-to-day tasks!

The 2014 edition contains handy "desktop" information such as:

• Payroll Calendar, weeks are numbered to enable easy calculations
• Charts covering Federal and Provincial labour standards
• Personal income tax data
• CPP/QPP exemptions
• Employment insurance and Workers' Compensation information
• Section on reporting requirements  

This booklet has sleek coil binding to provide easy access to 7-tabs of quick referenced payroll information. It includes a full 2014 payroll calendar (along with snapshots of the 2013 and 2015 calendars for further reference), charts and calculations helpful for anyone working in Payroll or has a strong interest in keeping up to date with Payroll information. 

Actual view:

If you would like more details about this product, or would like to order a copy online, please click here.