act

Drafting Effective Contracts: A Practitioner's Guide, Second Edition

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.




act

Dodd-Frank Wall Street Reform and Consumer Protection Act: Law, Explanation and Analysis

Published: July 2010


Dodd-Frank Wall Street Reform and Consumer Protection Act: Law, Explanation and Analysis provides comprehensive analysis of this sweeping new banking and securities legislation. These historic reforms will transform the way banks, hedge funds, credit rating agencies, broker-dealers, investment advisers, accountants, public companies and other financial institutions – and the attorneys who advise these entities – operate. Thus, a comprehensive understanding of these changes will be vital to all participants in the U.S. financial system. This definitive publication provides immediate insight into the impact of the new law.

Written by the CCH editorial staff of banking and securities attorneys, the 1,600-plus page book explains every provision of this complex legislation, providing over 600 pages of the analysis you need to understand the impact of this historic legislation. Commentary includes discussion of the relevant legislative history, including committee reports and floor remarks, detailed citations to new and amended law sections, and editorial comments and caution notes. This publication also features the full text of the legislation and committee reports, tables of effective dates and statutes amended, and a topical index.

The law includes these elements:

  • Establishes a Financial Stability Oversight Council
  • Establishes an orderly liquidation authority
  • Creates a Consumer Financial Protection Bureau
  • Creates an Office of Financial Research
  • Creates a Federal Insurance Office
  • Eliminates the Office of Thrift Supervision
  • National minimum underwriting standards for home mortgages
  • Stricter oversight of credit rating agencies
  • New capital standards for banks based on size and risk
  • Requires affiliate structure for derivatives trading operations deemed risky
  • Limits proprietary trading at the largest financial firms (the Volcker Rule)
  • Regulates derivatives on exchanges or through clearing organizations
  • Requires SEC registration of hedge funds and private equity funds
  • Imposes retention requirements on securitized loans
  • Promotes use of stricter state-level consumer protection laws
  • Requires independent compensation committees
  • Gives shareholders a non-binding “say-on-pay”
  • Investor protection for seniors and underserved investors

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




act

Discovery: Principles and Practice in Canadian Common Law, 2nd Edition

Published: February 2009


Wouldn't it be great to have a how-to guide in your pocket when navigating the complex discovery process?

Discovery: Principles and Practice in Canadian Common Law, 2nd Edition is the practical manual and legal text in one that describes the current state of the law, guides you through each stage of the process and covers the skills required to execute an effective and smooth discovery.

Topics covered:

  • Privilege
  • Examination practice tips
  • Written interrogatories
  • Preparing a witness
  • Use of discovery at trial
  • Email documentary production case law
  • Privilege issues arising from email production cases
  • The use of e-discovery

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




act

Defending Class Actions in Canada, 3rd Edition

Published: December 2011


Defending Class Actions in Canada, 3rd Edition is Canada’s top resource for enterprises exposed in any way to potential or actual class actions and for the lawyers who represent them.

Any company doing business in Canada will encounter growing enthusiasm for class actions among plaintiffs’ lawyers and the courts. This book outlines the procedural machinery of Canadian class actions and the law that governs them, provides strategic analysis on managing the risks they entail, and explains the most important recent developments and trends on a national and international scale.

The greatest strength of the book derives from its authorship by seasoned class action defence lawyers at McCarthy Tétrault, who practise as members of a national class actions defence practice group, often engaged together and with counsel in the United States and abroad in the defence of parallel actions involving similar allegations brought against the same entity in multiple separate jurisdictions.

Topics covered:

  • Increased Accessibility of Class Proceedings
  • Current Trends in Certification Standards
  • The Evolution of Pre-Certification Defence Strategies
  • State of Play for Multi-Jurisdictional Cases and the National Class
  • What's New in Securities, Competition, and Product Liability Class Actions

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




act

Contract Enforcement

Use the power of the courts to your advantage to grant equitable, non-monetary relief in contract enforcement when you follow the incomparable guidance of Yorio and Thel. With current, detailed information for today's practitioner, Contract Enforcement covers every aspect of the availability and inherent limitations of equitable remedies in such contract areas as real estate, sale of goods, intangible personality, construction contracts, covenants not to compete, wills and other property agreements, employment agreements, franchise agreements and international trade.

You will find in-depth analysis of the policies that underlie contract remedies, as well as clear explanations of the practical consequences of those policies in contract litigation. The effect on availability of equitable relief by such factors as right to a jury trial, legal limits on contract damages, disgorgement of profits and agreed remedies are also examined.

Throughout the book, you'll find concise analysis of all significant specific performance cases, legislation and commentary.

Table of contents:
Part I: General Principles of Equitable Relief
Chapter 1 Overview of Contract Remedies
Chapter 2 The Adequacy Test
Chapter 3 Practical Limitations
Chapter 4 Equitable Defenses - An Overview
Chapter 5 Equitable Defenses - In Particular
Chapter 6 Mutuality of Remedy
Chapter 7 Insolvency

Part II: Relationship Between Legal and Equitable Relief
Chapter 8 Limitations on Damages
Chapter 9 Monetary Adjustments

Part III: Survey of Particular Contracts
Chapter 10 Real Estate
Chapter 11 The Sales of Goods
Chapter 12 Intangible

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




act

Contemporary Tax Practice: Research, Planning and Strategies (Third Edition)

Authors: John O. Everett, Cherie Hennig and Nancy Nichols

This all new text provides a solid foundation of tax research skills by teaching the nuances of conducting tax research in today’s environment. The book then provides exposure to frequently encountered tax planning topics and strategies, better preparing users for their future in tax practice.

Build a solid foundation

  • Early chapters are devoted to relevant legislative, administrative and judicial authorities, so users understand the how’s and the why’s behind tax practice today
  • Users will gain a thorough understanding of how to perform tax research in today’s environment
  • Landmark judicial decisions are presented, covering areas such as gross income, deductions, property gains and accounting methods
  • Users gain exposure to tax practice issues and learn about tax communications
  • Each chapter features case studies and research questions which highlight the real-world relevance of tax research and tax planning.
Then take it to the next level
  •  Offers coverage of many key tax planning opportunities and strategies on topics such as individuals, retirement, choice of entity, closely held businesses and more
  • This book also provides coverage of critical financial reporting issues such as FAS 109, FIN 48, and Schedule M3, which significantly impact and influence the way practitioners advise their clients
  • A chapter on Tax Reform Proposals is also included in order to familiarize the reader with terms and topics such as the flat tax, Value- Added (VAT) Tax, the Fair Tax and much more
Table of Contents:
  • Introduction to Tax Authority — Legislative Authority
  • Introduction to Tax Authority — Administrative Authority
  • Introduction to Tax Authority — Judicial Authority
  • Tax Research — Locating and Assessing Tax Authority
  • Landmark Judicial Decisions — Gross Income
  • Landmark Judicial Decisions — Deductions
  • Landmark Judicial Decisions — Property Gains and Losses
  • Landmark Judicial Decisions — Accounting Methods and Records
  • Tax Practice — Procedures, Administration and Sanctions
  • Tax Communications: Anatomy of a Tax Engagement
  • Tax Planning Strategies — Individual Taxpayers
  • Tax Planning Strategies — Retirement Issues
  • Tax Planning Strategies — Estate & Gift Tax Basics
  • Tax Planning Strategies — Advanced Estate & Gift, and Income Tax Issues
  • Tax Planning Strategies — Choice of Business Entity
  • Tax Planning Strategies — Closely-Held Business
  • The Tax Accrual: An Introduction to Financial Accounting Issues & Book Tax Differences
  • Tax Reform Proposals

696 pages

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




act

Consent to Treatment: A Practical Guide, Fourth Edition

Consent to Treatment is the single-volume complete library of patient consent topics and solutions. Written by an experienced health care attorney and risk manager, this leading resource helps you formulate your own effective, voluntary and lawful policies and procedures, so that you can successfully limit liability and avoid litigation.

Described as the bible on consent by health lawyers and risk managers, it was recently reviewed by the Journal of the American Medical Association and has been cited in over 90 law review articles and 20 court decisions, including a landmark ruling by the U.S. Supreme Court regarding end-of-life choice-making.

This handbook helps you navigate both common and complex topics to remain compliant with state and federal laws. The Fourth Edition has been updated to include information on the new algorithm on therapeutic consent process. It also includes important developments on HIV testing, human research, minors and organ donation and details the new CMS interpretive guidelines on informed consent

Table of Contents:

  • Chapter 1: The Rules for Consent to Treatment
  • Chapter 2: Exceptions to the Rules
  • Chapter 3: Reproductive Matters and Consent
  • Chapter 4: Prisoners and Detainees
  • Chapter 5: Minors
  • Chapter 6: Mental Illness, Mental and Developmental Disability, and Consent
  • Chapter 7: The Right to Refuse Treatment
  • Chapter 8: Human Research and Experimentation
  • Chapter 9: Organ Donation and Autopsy
  • Chapter 10: The Elderly and Consent
  • Chapter 11: Alcohol, Drug, and Substance Abuse in the Workplace: Consent Issues
  • Chapter 12: Documentation of Consent and Practical Rules for Consent
    • If you would like more details about this product, or would like to order a copy online, please click here.




      act

      CCH/Advocis Education Program Course 2: Contemporary Practices in Financial Planning, 10th Edition

      COURSE 2 (Advocis 232)
      CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

      Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

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




      act

      CCH Practice

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




      act

      CCH ActiveData

      Microsoft® Excel plug-in for data extraction and analysis.

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




      act

      Canadian Income Tax Act with Regulations, Annotated - Academic 98th Edition

      When it comes to staying on top of the latest tax laws, Canadian Income Tax Act with Regulations, Annotated is the defi nitive guide on the Income Tax Act in Canada. Containing the full text of the Act, with comprehensive notes, annotations, references and commentary, it’s the resource of choice for more than 10,000 tax professionals across the country. No other single reference offers the same degree of authoritative analysis and editorial excellence on the Income Tax Act.

      Provide your students with valuable insight and analysis from our 23-member editorial board, which includes some of the most distinguished tax experts in Canada.

      This guide is also available in eBook format featuring the same familiar look and feel of the print edition, with robust search functionality and the convenience and portability of the iPad.

      Also, available as a special bundle with

      Introduction to Federal Income Taxation in Canada, 35th Edition, 2014-2015


      Federal Income Taxation: Fundamentals, 7th Edition, 2014-2015

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




      act

      BLUE BOOK 2013: Joint Committee on Taxation's General Explanation of Tax Legislation Enacted in the 112th Congress

       Authors: Lois Ruffner Plank, Donald Morris, Bryan R. Plank and Christie Plank Ciraulo

      Provides a detailed explanation of the tax-related provisions contained in over 40 pieces of legislation enacted in the 112th Congress during 2011 and 2012.

      The Blue Book provides the legislative history for each Act, a provision-by-provision description of the prior law and new law, the reasons for the law change if the provision was reported out of committee before enactment, and the effective date of each law change. Descriptions prepared by the Joint Committee on Taxation were included in the absence of other committee reports or when the Joint Committee issued a contemporaneous technical explanation of the bill. An Appendix shows the estimated budget effects of the tax legislation enacted in the 112th Congress for fiscal years 2010 – 2012.

      The Blue Book's explanations serve as a useful guide in understanding the intent and meaning of the new tax laws and, along with committee and conference reports, is considered substantial authority for the tax treatment of an item for purposes of avoiding the Code Sec. 6662 accuracy-related penalty on substantial understatements of income tax (Reg. §1.6662-4(d)(3)(iii)).

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




      act

      Best Practices in Financial Planning for Accountants Archived Webinar 2012

      This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This second webinar will cover:

      • The role of the accountant in financial planning
      • What is permitted and what is prohibited
      • The importance of the engagement letter
      • The financial planning process from setting goals to presenting the plan
      • Best practices and lessons learned

      Part One:
      Why Financial Planning is Important to Accountants Archived Webinar 2012

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




      act

      Archived Webinar: Conflicts of Interest: Professional Duties and Best Practices for In-House Counsel

      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.




      act

      Archived Webinar - GST/HST and Real Property Transactions

      By popular demand, we are now offering an archived version of the webinar GST/HST & Real Property Transactions that took place on November 20, 2014.
       
      Although many GST and HST concepts are well understood by taxpayers, many of the real property rules are less well known. The rules associated with real property are complicated, having led even tax practitioners astray, and the dollar values of these transactions are usually high. Accordingly, audit activity in the sector is also high and GST/HST errors have led to costly CRA reassessments.

      Although many GST and HST concepts are well understood by taxpayers, many of the real property rules are less well known. The rules associated with real property are complicated, having led even tax practitioners astray, and the dollar values of these transactions are usually high. Accordingly, audit activity in the sector is also high and GST/HST errors have led to costly CRA reassessments.

      This archived webinar will provide a practical understanding of the complex rules for real property transactions and the current issues faced by the industry in applying the GST/HST in the development, construction and sale of real property.

      Topics specifically covered include:

      • Current state of affairs
      • Bare trustees
      • Joint ventures
      • Partnerships
      • Sales of vacant land
      • Self-assessments
      • New housing rebates
      • Rental property rebates
      • Documentary requirements for input tax credits

      By purchasing this archive webinar, you will receive:

      • 30 days to review the webinar recording 

      • PDF version of the presentation slides

      Our Speaker: 

      Wayne Mandel, PwC LLP


      Wayne Mandel is an Indirect Tax Manager with PricewaterhouseCoopers LLP. He specializes in the Goods and Services Tax and the Harmonized Sales Tax and has concentrated his area of practice primarily in the real estate sector. Wayne has provided advice and interpretation on a wide range of issues and has also provided assistance to clients in preparing for government audits, support during the audit process and resolving assessment issues. Wayne has experience in the appeals process and making submissions under the government's taxpayer relief provisions. He has delivered numerous presentations to clients on changes and new developments in these taxes.

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




      act

      Alternative Dispute Resolution Practice Manual

      The Alternative Dispute Resolution Practice Manual has been carefully compiled to give you everything you need to speed up the resolution of disputes in the following practice areas:

      • Commercial Law
      • Insurance Law
      • Environmental Law
      • Family Law
      • School Mediation
      • Employment and Labour Law
      • Landlord and Tenant Law

      Key topics include:

      • Dispute Resolution Spectrum
      • Arbitration
      • Mediation
      • Mini-trials
      • Negotiation
      • Liability of ADR Neutrals
      • Court-annexed ADR
      • Preparing for and Attending Mediation
      • ADR in the Workplace

      The manual also provides checklists, legislation, rules of various arbitration and mediation organizations, selected international material, a directory of dispute resolution centers and services, as well as sample agreements, clauses and practical “how to” advice. Included with your subscription is the quarterly newsletter, ADR Forum.

      Number of Volumes: 2


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




      act

      Affordable Care Act – Law, Regulatory Explanation and Analysis (2015) (U.S.)

      With the publication of this book, CCH is providing practitioners with a single integrated law and explanation of the tax provisions of the landmark health reform legislation and guidance. This resource includes IRS regulations and other regulatory decrees executing the many aspects of health care reform. This edition contains complete coverage of the final employer mandate regulations, the simplified options for employer reporting, the small employer health credit regulations, the premium assistance tax credit reporting and much more.

      The law is arranged in code section sequence with italicized type used for all new language that amends previous code sections.

      CHAPTER 1.    HEALTH CARE REFORM

      • Timeline and Implementation
      CHAPTER 2.     INDIVIDUALS
      • Individual Health Insurance Mandate
      • Health Insurance Premium Assistance Refundable Credit
      • Itemized Deduction for Medical Expenses
      • Medical Benefits for Children Under Age 27
      CHAPTER 3.     BUSINESSES
      • Employer Mandate to Provide Health Insurance
      • Small Employer Health Insurance Credit
      • Exchange-Participating Qualified Health Plans Offered Through Cafeteria Plans
      • Health Flexible Spending Accounts Offered in Cafeteria Plans
      • Simple Cafeteria Plans
      • Elimination of Deduction for Federal Subsidies for Certain Retiree Prescription Drug Plans
      • Limitation on Excessive Employee Remuneration
      • Excise Tax on High Cost Employer-Sponsored Health Coverage
      • Excise Tax on Sales of Medical Devices
      • Fee on Manufacturers and Importers of Prescription Drugs
      • Additional Requirements for Charitable Hospitals
      CHAPTER 4.     INFORMATION REPORTING REQUIREMENTS
      • Inclusion of Cost of Employer-Sponsored Health Coverage on W-2
      • Health Care Coverage Reporting
      • Reporting of Employer Health Insurance Coverage
      CHAPTER 5.     HEALTH CARE EXCHANGES AND OTHER PROVISIONS GOVERNING HEALTH CARE PLANS
      • Establishment of Health Insurance Exchanges
      • Exchange Requirements—American Health Benefit Exchanges
      • Small Business Health Options Program (SHOP Exchange)
      • Procedures for Determining Eligibility for Exchange Participation, Tax Credits, and Cost-Sharing Reductions
      • Cost-Sharing Reductions
      • Advance Determinations and Payments
      • Contents of Essential Health Benefits Package
      • Grandfathered Plans in the Individual and Group Health Markets
      • If you would like more details about this product, or would like to order a copy online, please click here.




      act

      ADR in Business: Practice and Issues Across Countries and Cultures, Volume II

      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.

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




      act

      A Practical Guide to the GST/HST, 7th Edition

      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

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




      act

      A Practical Guide to Estates and Trusts, 3rd Edition

      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

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




      act

      A Practical Guide to eDiscovery in Canada

      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

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




      act

      Theories and practices of architectural representation / Michael Christenson

      Rotch Library - NA2750.C49 2019




      act

      Drawing imagining building: embodiment in architectural design practices / Paul Emmons

      Rotch Library - NA2705.E46 2019




      act

      BIM in principle and in practice / Peter Barnes

      Online Resource




      act

      Fire design of steel structures: ec1 - actions onstructures actions on str. exposed to fire. ec3 ... design of steel structures part 1-2.

      Online Resource




      act

      Inscription: tracing place: history and memory in architectural and literary practice / edited by Klaske Havik, Susana Oliveira, Jacob Voorthuis, Noortje Weenink

      Rotch Library - NA2543.L5 I57 2018




      act

      Non-standard architectural productions: between aesthetic experience and social action / edited by Sandra Karina Löschke

      Rotch Library - NA2542.4.N66 2020




      act

      Congreso internacional eficiencia engergética y edificación histórica: actas = International conference energy efficiency in historic buildings: proceedings / edited by Fundación de Casas Históricas y Singulares, Fundación Ar

      Online Resource




      act

      The architecture under King Ludwig II: palaces and factories / edited by Andres Lepik and Katrin Bäumler ; with photographs by Ulrike Myrzik ; translation from German into English, Richard Toovey, Roderick O'Donovan

      Rotch Library - NA1073.K65513 2018




      act

      Buildings used: human interactions with architecture / Nora Lefa, Pavlos Lefas

      Rotch Library - NA2542.4.L42 2020




      act

      Atlas of emerging practices: being an architect in the 21st century / [edited by] Gianpiero Venturini

      Rotch Library - NA687.A8524 2019




      act

      Building character: the racial politics of modern architectural style / Charles L. Davis II

      Rotch Library - NA2543.R37 D385 2019




      act

      Whole building air leakage: testing and building performance impacts / editors, Theresa Weston, Keith Nelson, and Katherine Wissink

      Barker Library - TH1719.W46 2019




      act

      Spatial practices: modes of action and engagement with the city / edited by Melanie Dodd

      Rotch Library - NA2765.S615 2019




      act

      [ASAP] Carbon Dioxide Reduction by Multimetallic Uranium(IV) Complexes Supported by Redox-Active Schiff Base Ligands

      Organometallics
      DOI: 10.1021/acs.organomet.9b00792




      act

      [ASAP] CO<sub>2</sub> (De)Activation in Carboxylation Reactions: A Case Study Using Grignard Reagents and Nucleophilic Bases

      Organometallics
      DOI: 10.1021/acs.organomet.9b00838




      act

      [ASAP] Synthesis and Reactivity of (NHC)Au<sup>I</sup>–Mercaptopyridine Complexes

      Organometallics
      DOI: 10.1021/acs.organomet.0c00118




      act

      [ASAP] Activation of C–C Bonds via s-Bond Metathesis: Hydroborenium-Catalyzed Hydrogenolysis of Cyclopropanes

      Organometallics
      DOI: 10.1021/acs.organomet.0c00099




      act

      [ASAP] Neutral Ni(II) Catalysts Based on Maple-Lactone Derived [N,O] Ligands for the Polymerization of Ethylene

      Organometallics
      DOI: 10.1021/acs.organomet.0c00061




      act

      [ASAP] Synthesis, Characterization, and Catalytic Reactivity of {CoNO}<sup>8</sup> PCP Pincer Complexes

      Organometallics
      DOI: 10.1021/acs.organomet.0c00167




      act

      [ASAP] NHC-Palladium(II) Mononuclear and Binuclear Complexes Containing Phenylene-Bridged Bis(thione) Ligands: Synthesis, Characterization, and Catalytic Activities

      Organometallics
      DOI: 10.1021/acs.organomet.0c00091




      act

      [ASAP] C–F Bond Activation of a Perfluorinated Ligand Leading to Nucleophilic Fluorination of an Organic Electrophile

      Organometallics
      DOI: 10.1021/acs.organomet.0c00176




      act

      [ASAP] Linkage Isomerism in Dinuclear Al and Ga Organometallic Complexes: Structural and Reactivity Consequences

      Organometallics
      DOI: 10.1021/acs.organomet.0c00096




      act

      [ASAP] Self-Assembled Redox-Active Tetraruthenium Macrocycles with Large Intracyclic Cavities

      Organometallics
      DOI: 10.1021/acs.organomet.0c00116




      act

      [ASAP] Effect of the Lead(II) Bond Angle on the Reactivity of Diaminoplumbylenes toward Ammonia: From Inertness to Immediate Ammonolysis

      Organometallics
      DOI: 10.1021/acs.organomet.0c00196




      act

      [ASAP] Sila-Peterson Reaction of Cyclic Silanides

      Organometallics
      DOI: 10.1021/acs.organomet.0c00106




      act

      [ASAP] Synthesis and Characterization of an Oxo-Centered Homotrimetallic Uranium(IV)–Cyclobutadienyl Dianion Complex

      Organometallics
      DOI: 10.1021/acs.organomet.0c00104




      act

      [ASAP] Development of Quinoline-Derived Chiral Diaminocarbene Ligands and Their Transition Metal Complexes: Synthesis, Structural Characterization, and Catalytic Properties

      Organometallics
      DOI: 10.1021/acs.organomet.0c00141




      act

      [ASAP] Reactivity of [Ce(NR<sub>2</sub>)<sub>3</sub>] (R = SiMe<sub>3</sub>) with Prospective Carbon Atom Transfer Reagents

      Organometallics
      DOI: 10.1021/acs.organomet.0c00186




      act

      [ASAP] Reactivity of Amidinatosilylenes and Amidinatogermylenes with [PtMe<sub>2</sub>(?<sup>4</sup>-cod)]: <italic toggle="yes">cis</italic>- versus <italic toggle="yes">trans</italic>-[

      Organometallics
      DOI: 10.1021/acs.organomet.0c00188