Published: January 2011

Whether the ‘A’ stands for ‘appropriate’, ‘amicable’, or ‘alternative’, all out of court dispute resolution modes, collected under the banner term ‘ADR’ , aim to assist the business world in overcoming relational differences in a truly manageable way.

The first edition of this book (2006) contributed to a global awareness that ADR is important in its own right, and not simply as a substitute for litigation or arbitration. Now, drawing on a wealth of new sources and developments, including the flourishing of hybrid forms of ADR, the subject matter has been largely augmented and expanded on two fronts: in-depth analysis (both descriptive and comparative) of methodology, expectations and outcomes and extended geographical coverage across all continents.

ADR in Business: Practice and Issues Across Countries and Cultures, Volume II covers twenty-nine ‘intertwined but variegated’ essays (to use the editor’s characterization) that provide substantial insight in such specific topics as:

• ADR’s flexible procedures as controlled by the parties
• ADR’s facilitation of the continuation of relations between the parties
• Privilege and confidentiality
• Involvement of non-legal professionals
• The identity and the role of the ‘neutral’ as well as the role of the arbitrator
• The implementation of ICC and other international ADR rules
• The workings of Dispute Boards and
• The role of ADR in securing investment and other specific objectives

In its compound thesis – growing in relevance every day – that numerous dispute resolution methods exist whose goals and developments are varied but fundamentally complementary, the multifaceted approach presented here is of immeasurable value to any business party, particularly at the international level.

Practitioners faced with drafting a dispute resolution clause in a contract, or dealing with a dispute that has arisen, will find expert guidance here, and academics will expand their awareness of the issues raised by ADR, in particular as it relates to arbitration. A broad cross section of interested professionals will discover ample material for comparative study of how disputes are approached and resolved in numerous countries and cultures.

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A Practical Guide to the GST/HST is a hands-on reference with helpful tips, real-life examples, and expert guidance to solve common areas of difficulty.

The 7th edition of A Practical Guide to the GST/HST has been updated to illustrate the current state of the GST/HST in Canada. New to this edition is an outline of the Quebec Sales Tax (“QST”) including its relationship with GST/HST and related concerns for taxpayers carrying on business from or within Quebec.

Recognizing that the GST/HST regime now authorizes varying rates, exemptions and rebates on a province-specific basis, the book is structured to highlight these provincial differences to facilitate compliance across jurisdictions. Common issues that arise out of topics such as assessments and objections procedures, exempt vs zero-rated supplies and input tax credits are addressed with easy-to-follow explanations and practical examples. 

Designed for non-commodity tax specialists and corporate tax specialists, this reference guide is an invaluable tool for all who must comply with this increasingly complicated framework. 

Key topics include:

• Advantages, disadvantages and requirements of GST/HST registration
• The obligations of a GST/HST registrant, including documentary requirements for input tax credits
• Special GST/HST collection rules and alternate simplified tax remittance methods
• Administrative relief, including the cancellation or waiver of interest, and remission orders
• Objection and appeal procedures
• Imports and exports
• “Place of supply” rules (with accompanying reference charts)
• Zero-rated and exempt supplies
• Application of GST/HST to employee benefits

New in this edition:

• Additional chapters addressing jurisdiction specific issues
• Updated  ratios, prescribed rates, and prescribed  factors  to facilitate compliance with increasingly complex rules
• Revised material and references reflecting  the most recent legislative updates and administrative materials provided by the Department of Finance, the Canada Revenue Agency, and provincial authorities
• More practical examples to ensure easy compliance in this complicated framework

About the Authors: 

Jacques Roberge, B.A.A., has more than 30 years of experience in commodity tax. He initially worked for Revenue Canada, and was later employed by three of the Big Four accounting firms to develop commodity tax consulting services. During that time, as well as being an independent consultant, he also assisted hundreds of taxpayers in the resolution of FST, GST/HST, QST and provincial retai

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A Practical Guide to Estates and Trusts provides pertinent estate and trust compliance information for professionals who complete tax returns for estates and trusts. Accountants and lawyers who provide advice on the administration of estates or trusts will find the tips and checklists provided by the author, helpful in the planning process.

Since the last edition was published, there have been substantial changes that impact estate planning in the form of budgetary pronouncements, legislative changes, new case law, and CRA administrative positions.

The new edition of A Practical Guide to Estates and Trusts has been updated to include:

• all legislative changes to October 2010
• new CRA administrative filing requirements
• new CRA technical interpretations
• new court cases with respect to trust residency determination

Other topics covered include:

• Estate Administration
• Calculating Income Taxes Payable
• Income and Capital Interest in Trusts
• Family Trusts
• Executor's Compensation
• Estate Accounting
• Capital Gains Deduction
• Allocations – Designations
• Anti-Avoidance Rules
• The 21-Year Deemed Disposition Rule

The author provides guidance on completing appropriate Canada Revenue Agency forms. Selected Interpretation Bulletins and Information Circulars are reproduced to further assist in the completion of the relevant forms.

Related Products

Implementing Estate Freezes, 3rd Edition

Estate Planning with Life Insurance, 5th Edition

Death of a Taxpayer, 10th Edition

The Estate Planner's Handbook, 4th Edition

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Bonus Feature
Your purchase includes a FREE eBook!

What's an eBook?
An eBook is a digital version of a conventional printed book. Portable and perfect for your office or home, the eBook is easy to access from wherever your business may take you. Adobe Digital Editions is a highly recommended free download eBook program designed to view and keep your eBooks organized and centralized.

Published: November 2014

A Practical Guide to eDiscovery in Canada is your one-stop resource for successful and efficient production of electronically stored information.

An essential tool for the digital age litigant, this comprehensive guide offers an understanding of key terms and processes, from initial planning and preparation through to the data gathering, production, and post-collection stages. With contributions by industry experts, it gives insider insight and practical tips on adoption of strategies, effective communication and collaboration, legislative requirements, and engagement of third-party experts to ensure efficiency, best practices, and successful risk-management.

What's included:

• A FREE eBook
• Convenient tables listing factors and tips for consideration at various stages of the eDiscovery process
• A comprehensive check-list for your eDiscovery plan, start to finish
• Appendices containing ready-to-use templates and sample documents, including an Information Technology Questionnaire, Custodian Interview Questionnaire, Litigation Hold Notice, Chain of Custody Log, Litigation Hold Notice Reminder, and Litigation Hold Release Notice
• Summaries of important case law and its practical implications for the eDiscovery process

About the Authors
Shelby Austin, LL.B, is a Partner with Deloitte Forensic and had published and presented extensively on the topic of eDiscovery and legal outsourcing. Formerly the Founder of ATD Legal Services PC, which managed large documentary discovery and due diligence projects, and a Partner at a leading Bay Street law firm. She is the recipient of the Risings Stars (Lexpert Magazine) and Canada’s Most Powerful Women: Top 100 awards and a Member of the Sedona Canada Working Group, the E-Discovery Implementation Committee, and the Ontari

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Updated annually, 1120S Express Answers is a spiral-bound resource that helps practitioners prepare Form 1120S tax returns quickly, easily and accurately – with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1120S - General Information
- Schedules A and B
- Schedules K and K-1
- Schedles M-1, M-2 and M-3
- Schedule D
- Corp. Level Taxes and Estimated Tax Payments
- Special Rules
- Distributions to Shareholders
- Taxation of Shareholders
- Formation of an S corporation
- Funding the S Corporation
- Administrative Matters
- Stock Transfers and Terminations
- Election Statements and Checklists
- State Tax Information
- Index

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

Updated annually, 1065 Express Answers is a spiral-bound resource that helps practitioners prepare Form 1065 tax returns quickly, easily and accurately - with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.

- Form 1065 - General Information
- Income and Deductions
- Schedules A and B
- Schedule K
- Schedules L, M-1, M-2 and M-3
- Schedule D
- Partner’s Schedule K-1
- Allocation Rules
- Partnership Formation
- Depreciation
- Transfers of Interest
- Death or Retirement of a Partner
- Terminations, Mergers and Divisions
- Real Estate Partnerships
- LLCs, LLPs and LLLPs
- State Tax Information
- Election Statements
- Form 1065 Checklist
- Index

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Updated annually, 1041 Express Answers is a spiral-bound resource that helps tax practitioners who prepare fiduciary income tax returns.

1. Compliance oriented, line-by-line approach,
2. Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
3. New rules and form changes highlighted.

Tab 1: Filing Issues
Tab 2: Form 1041
Tab 3: Income In Respect of a Decedent
Tab 4: Business Income (or Loss)
Tab 5: Farm Income (or Loss)
Tab 6: Rents, Royalties, Partnerships
Tab 7: Schedules A - Charitable Deduction and B - Income Distribution Deduction
Tab 8: Schedule G - Tax Computation and Other Information
Tab 9: Schedule I - AMT
Tab 10: Schedule D - Capital Gains and Losses
Tab 11: Schedule J - Accumulation Distribution
Tab 12: Depreciation, Depletion, Amortization
Tab 13: Schedule K-1
Tab 14: Modification and Termination
Tab 15: State Tax Information
Tab 16: Index

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

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

• Form-oriented organization presented the way you work - line-by-line, right down the return.
• Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
• New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize tax-saving opportunities and avoid pitfalls.

Tab 1        Form 1040
Tab 2        Schedules A and B
Tab 3        Schedules C, F and SE
Tab 4        Schedule D and Form 4797
Tab 5        Schedule E: PALs and At-Risk Rules
Tab 6        Form 2106
Tab 7        Form 4562: Depreciation
Tab 8        Cars and Listed Property
Tab 9        Social Security and Retirement Planning
Tab 10      Tax Credits and AMT
Tab 11       Estimated Payments/Penalties/Amended Returns
Tab 12      Tax Representation Issues and Filings
Tab 13      Family and Education
Tab 14      Estate Planning
Tab 15      State Tax Information
Tab 16      2013 Developments and Planning Tools
Tab 17      Tax Tables
Tab 18      Index

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

1040 Express Answers is a spiral bound quick-reference guide that will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

- Form-oriented organization presented the way you work - lineby-line, right down the return.
- Plain English guidance, making the complex rules (and exceptions to the rules) easier to understand and apply.
- New rules and form changes highlighted, so you can ensure your clients take advantage of new law changes to maximize taxsaving opportunities and avoid pitfalls.

Tab 1 Form 1040
Tab 2 Schedules A and B
Tab 3 Schedules C, F and SE
Tab 4 Schedule D and Form 4797
Tab 5 Schedule E: PALs and At-Risk Rules
Tab 6 Form 2106
Tab 7 Form 4562: Depreciation
Tab 8 Cars and Listed Property
Tab 9 Social Security and Retirement Planning
Tab 10 Tax Credits and AMT
Tab 11 Estimated Payments/Penalties/Amended Returns
Tab 12 Tax Representation Issues and Filings
Tab 13 Family and Education
Tab 14 Estate Planning
Tab 15 State Tax Information
Tab 16 Developments and Planning Tools
Tab 17 Tax Tables
Tab 18 Index

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

Available: December 2011

This spiral bound quick-reference guide will help you and your staff prepare 1040 tax returns quickly, easily and accurately - with practical, plain-English guidance that makes complex rules and exceptions easy to understand.

You'll benefit from...

• Compliance oriented, line-by-line approach,
• Plain-English guidance, making the complex rules (and exceptions to the rules) easy to understand and apply.
• New rules and form changes highlighted.  
• Charts and tables summarizing important concepts, facts and figures
• Quick-reference icons which identify Cautions, Examples, Planning Pointers, and Gray Areas to alert you to must-know information.
• References to U.S. Master Tax Guide paragraphs.

• 1041 Express Answers (2012)
• 1065 Express Answers (2012)
• U.S. Master Tax Guide®,2012
• ProSystem fx Tax: for U.S. Tax Returns
• INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes, Winter 2012 Edition
• U.S. INCOME TAX REGULATIONS, Winter 2012 Edition

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

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