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LPC Notes (page 41)

Farm quota as 14.1 Property

Posted on: November 9, 2016 Last updated on: November 9, 2016 Written by: John Loukidelis

CRA technical interpretation 2016-0660861E5 dated September 27, 2016, provides a handy summary of how the transitional rules will work for milk quota that changes from eligible capital property (ECP) to Class 14.1 depreciable capital property (14.1 property) especially where only some of the quota is sold after 2016.

Continue reading “Farm quota as 14.1 Property”…

Sham and Golini

Posted on: October 26, 2016 Last updated on: October 26, 2016 Written by: John Loukidelis
On Golini v R, 2016 TCC 174, Karen Stilwell writes: With respect to the assignment by Holdco, however, the Court reached a different conclusion. It found that though the collateral assignment by Holdco to secure its guarantee presented itself as…
Continue reading “Sham and Golini”…

Assessing beyond

Posted on: October 26, 2016 Last updated on: October 26, 2016 Written by: John Loukidelis

Assume that a taxpayer did not make a negligent misrepresentation in a year and that the year is beyond the normal reassessment period. Are the transactions undertaken in that year subject to further review by the CRA?

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Employee advances

Posted on: October 18, 2016 Last updated on: October 18, 2016 Written by: John Loukidelis
Neal Armstrong notes that the CRA, in technical interpretation 2015-062357 (dated April 26, 2016), takes the position that an employee advance is taxable when received even if the amount must be repaid if the services aren’t performed.
Continue reading “Employee advances”…

Resigning as a director

Posted on: September 30, 2016 Last updated on: September 30, 2016 Written by: John Loukidelis

What does it take to resign as a director of a corporation? An undated and unsigned resignation that sits in a lawyer’s file will not suffice, according to R v Chriss, 2016 FCA 236, rev’g 2014 TCC 254.

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Get that divorce!

Posted on: September 20, 2016 Last updated on: September 25, 2016 Written by: John Loukidelis
In Balanko Estate v R, 2015 TCC 66, an informal procedure case, the taxpayer could not claim the principal residence exemption for a property because she had never divorced her husband, from whom she had been living separate and apart…
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The S 160 Family Law Exception

Posted on: September 17, 2016 Last updated on: September 17, 2016 Written by: John Loukidelis
Subsection 160(4) of the Income Tax Act (Canada) in effect provides an exception to the “long arm” of section 160 where at any time a taxpayer has transferred property to the taxpayer’s spouse or common-law partner pursuant to a decree,…
Continue reading “The S 160 Family Law Exception”…

Partnership negative ACB

Posted on: September 1, 2016 Last updated on: December 3, 2016 Written by: John Loukidelis
In general, the negative ACB of an interest of a general partner does not trigger a capital gain at the end of a fiscal year. The negative ACB does not give rise to a capital gain until the partner disposes…
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Form matters, again

Posted on: September 1, 2016 Last updated on: September 1, 2016 Written by: John Loukidelis
In David Anthony v Canada (National Revenue), 2016 FC 955, the taxpayer applied for judicial review of a decision of the Minister. The taxpayer had requested that the Minister adjust his return for 2001 to permit the deduction of lease…
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Narrow De Facto Control

Posted on: August 16, 2016 Last updated on: August 16, 2016 Written by: John Loukidelis
Ashvin Singh, “FCA Reinstates Narrow View of De Facto Control” 6:3 Canadian Tax Focus (August 2016): The potential expansion of de facto control in McGillivray Restaurant Ltd. (2014 TCC 357) … has been curtailed by McGillivray Restaurant Ltd. v. The…
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Guest post on the DTC

The following article on the disability tax credit was written by Tanya O’Connell, a former law clerk at Loukidelis Professional Corporation. The Disability Tax Credit (DTC) The DTC is a personal tax credit available under section 118.3 of the Income…
Continue reading “Guest post on the DTC”…

Inter-company loans

Subsection 15(1) of the Income Tax Act could apply where Aco loans money to Bco and Bco has no means of repaying the money. On the other hand, subsection 246(1) will not apply where Bco and its shareholder have no…
Continue reading “Inter-company loans”…

Change in use and flipping

The CRA has confirmed that a deemed disposition under subsection 45(1) of the Income Tax Act resulting from a change in use is not a disposition for the purposes of the flipping rules in subsections 12(12) and 12(13). See 2024-1027831C6.
Continue reading “Change in use and flipping”…

Swiss bank account trouble

In Azmayesh-Fard v R, 2025 TCC 20, the Court considered whether the CRA had properly reassessed a taxpayer beyond the normal reassessment period and imposed gross negligence penalties for unreported income from a Swiss bank account and for failing to…
Continue reading “Swiss bank account trouble”…

Price adjustment clause

An accounting colleague has reported to me on a CRA audit involving a price adjustment clause. The CRA challenged the valuation used for a transfer of property. The taxpayer and the CRA eventually agreed on a valuation that was about…
Continue reading “Price adjustment clause”…

Recent Posts

Guest post on the DTC

The following article on the disability tax credit was written by Tanya O’Connell, a former law clerk at Loukidelis Professional Corporation. The Disability Tax Credit (DTC) The DTC is a personal tax credit available under section 118.3 of the Income…
Continue reading “Guest post on the DTC”…

Inter-company loans

Subsection 15(1) of the Income Tax Act could apply where Aco loans money to Bco and Bco has no means of repaying the money. On the other hand, subsection 246(1) will not apply where Bco and its shareholder have no…
Continue reading “Inter-company loans”…

Change in use and flipping

The CRA has confirmed that a deemed disposition under subsection 45(1) of the Income Tax Act resulting from a change in use is not a disposition for the purposes of the flipping rules in subsections 12(12) and 12(13). See 2024-1027831C6.
Continue reading “Change in use and flipping”…

Swiss bank account trouble

In Azmayesh-Fard v R, 2025 TCC 20, the Court considered whether the CRA had properly reassessed a taxpayer beyond the normal reassessment period and imposed gross negligence penalties for unreported income from a Swiss bank account and for failing to…
Continue reading “Swiss bank account trouble”…

Price adjustment clause

An accounting colleague has reported to me on a CRA audit involving a price adjustment clause. The CRA challenged the valuation used for a transfer of property. The taxpayer and the CRA eventually agreed on a valuation that was about…
Continue reading “Price adjustment clause”…

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Archives

Categories

Recent Posts

Guest post on the DTC

The following article on the disability tax credit was written by Tanya O’Connell, a former law clerk at Loukidelis Professional Corporation. The Disability Tax Credit (DTC) The DTC is a personal tax credit available under section 118.3 of the Income…
Continue reading “Guest post on the DTC”…

Inter-company loans

Subsection 15(1) of the Income Tax Act could apply where Aco loans money to Bco and Bco has no means of repaying the money. On the other hand, subsection 246(1) will not apply where Bco and its shareholder have no…
Continue reading “Inter-company loans”…

Change in use and flipping

The CRA has confirmed that a deemed disposition under subsection 45(1) of the Income Tax Act resulting from a change in use is not a disposition for the purposes of the flipping rules in subsections 12(12) and 12(13). See 2024-1027831C6.
Continue reading “Change in use and flipping”…

Swiss bank account trouble

In Azmayesh-Fard v R, 2025 TCC 20, the Court considered whether the CRA had properly reassessed a taxpayer beyond the normal reassessment period and imposed gross negligence penalties for unreported income from a Swiss bank account and for failing to…
Continue reading “Swiss bank account trouble”…

Price adjustment clause

An accounting colleague has reported to me on a CRA audit involving a price adjustment clause. The CRA challenged the valuation used for a transfer of property. The taxpayer and the CRA eventually agreed on a valuation that was about…
Continue reading “Price adjustment clause”…

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