Taxing Tax Issues for the Sole and Small Firm Lawyer: Part 3, Land Transfer, Morrison V Morrison, HST Rebates

Tax issues are what keep the sole and small firm lawyer up at night.  Issues that have crossover application into different areas are the most challenging.  This program will address tax topics that commonly intersect in family, estates, real estate, and employment law.

Tannis A. Waugh, Tannis A. Waugh PC

• Discussing land transfer tax issues as they apply to family and estate transfers and HST rebates (small professionalism content dealing with conflicts and swearing affidavits)

Eldad Gerb, Gerb Tax Law Professional Corporation

• Morrison Estate (Re) (10 minutes): A comprehensive review of the case and the court’s message to the financial services industry; addressing professionalism issues such as conflict (between lawyer and financial services professional and competence)
• HST Rebates (10 minutes): Everything you need to know about HST rebates in new construction from CRA enforcement policy, the state of the law and the test for entitlement, issue spotting for estates and family lawyers in drafting separation agreements and administration that deals with new construction homes; addressing professionalism issues such as: (conflict re: swearing of affidavits, competence, obligations regarding fraud)