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2016-01-20 |
3 December 2015 External T.I. 2015-0593941E5 F - Allocation of the safe income on hand |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(b) |
quaere whether 7% reduction is significant/ $50,000 is significant in absolute terms |
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2016-01-20 |
11 December 2015 External T.I. 2015-0601561E5 F - Attribution Rules |
Income Tax Act - Section 74.4 - Subsection 74.4(2) |
annual dividends by an SBC to a non-SBC are not an indirect transfer of property to the non-SBC by the individual who formed the SBC |
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2016-01-20 |
8 December 2015 External T.I. 2015-0613401E5 F - Attribution Rules |
Income Tax Act - Section 74.4 - Subsection 74.4(2) |
“technically” s. 74.4(2) may be avoided through a stock dividend |
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2016-01-20 |
8 December 2015 External T.I. 2015-0616321E5 F - CEE - Severance pay |
Income Tax Act - Section 66.1 - Subsection 66.1(6) - Canadian exploration expense - Paragraph (a) |
severance payment not includible in CEE |
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2016-01-20 |
8 December 2015 External T.I. 2015-0616321E5 F - CEE - Severance pay |
Income Tax Regulations - Regulation 1206 - Subsection 1206(1) - Canadian exploration and development overhead expense |
exclusion of severance payment |
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2016-01-13 |
2 October 2015 External T.I. 2012-0463801E5 F - Déduction pour gain en capital – permis de pêche |
Income Tax Act - Section 110.6 - Subsection 110.6(1.3) - Paragraph 110.6(1.3)(b) |
para. (b) test need only be satisfied at end of 24-month period |
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2016-01-13 |
28 July 2015 External T.I. 2015-0585431E5 F - Frais juridiques |
Income Tax Act - Section 42 - Subsection 42(1) - Paragraph 42(1)(b) |
legal expenses incurred by property vendor deemed to reduce proceeds or generate capital loss under s. 42(1)(b) |
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2016-01-13 |
10 October 2014 APFF Roundtable Q. 13, 2014-0538111C6 F - Boni suite à la signature d'un contrat d'appro |
Income Tax Act - Section 9 - Timing |
Canderel and Ikea principles |
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2016-01-06 |
8 December 2015 External T.I. 2015-0610921E5 F - Associated corporations - child under 18 |
Income Tax Act - Section 256 - Subsection 256(1.3) |
s. 256(1.3) can apply where minor turns 18 shortly after the year's start |
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2016-01-06 |
3 December 2015 External T.I. 2015-0613761E5 F - Capital Dividend Account |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account |
exempting a capital gain doubles the CDA addition |
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2015-12-30 |
29 October 2015 External T.I. 2015-0589051E5 F - Pension income splitting and bankruptcy |
Income Tax Act - Section 60.03 - Subsection 60.03(1) - Split-Pension Amount |
election available where pensioner or pension transferee is bankrupt/apportionment of split-pension amount |
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2015-12-30 |
29 October 2015 External T.I. 2015-0589051E5 F - Pension income splitting and bankruptcy |
Income Tax Act - Section 128 - Subsection 128(2) - Paragraph 128(2)(f) |
s. 60.03 deductions/inclusions still available |
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2015-12-30 |
6 November 2015 External T.I. 2015-0611691E5 F - Member of a cooperative corporation |
Income Tax Act - Section 136 - Subsection 136(2) - Paragraph 136(2)(c) |
meaning of “member” informed by corporate law rather than 135(4) definition |
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2015-12-23 |
30 July 2015 External T.I. 2014-0552041E5 F - Permis XXXXXXXXXX |
Income Tax Regulations - Schedules - Schedule II - Class 14 |
renewable government licences were ECP, not Class 14 |
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2015-12-23 |
30 July 2015 External T.I. 2014-0552041E5 F - Permis XXXXXXXXXX |
Income Tax Act - Section 14 - Subsection 14(5) - Eligible Capital Expenditure |
renewable government licences were ECP, not Class 14 |
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2015-12-23 |
26 August 2015 External T.I. 2015-0564171E5 F - Paiements d'un RPAC à un Indien |
Income Tax Act - Section 81 - Subsection 81(1) - Paragraph 81(1)(a) |
pension distribution to Indian included in income under s. 56(1)(z.3) before excluded under s. 81(1)(a) |
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2015-12-23 |
26 August 2015 External T.I. 2015-0564171E5 F - Paiements d'un RPAC à un Indien |
Income Tax Act - Section 153 - Subsection 153(1.1) |
procedure for reduced withholding on pension distributions to status Indian |
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2015-12-23 |
6 August 2015 External T.I. 2015-0565651E5 F - Reliquat dévolu à une administration municipale |
Income Tax Act - Section 149 - Subsection 149(1) - Paragraph 149(1)(l) |
personal benefit rule applies to liquidation right of municipal member |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 1, 2015-0595751C6 F - Deductibility of financing fees and 20(1)(e)(v) |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(e) |
discharge of a debt through its assumption or cash proceeds from sub transferee denies a s. 20(1)(e)(v) deduction |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 2, 2015-0595521C6 F - Meaning of "actively engaged" |
Income Tax Act - Section 120.4 - Subsection 120.4(1) - Split Income - Paragraph (c) - Subparagraph (c)(ii) - Clause (c)(ii)(D) |
IT-349R3 and IT-268R4 potentially relevant to meaing of "actively engaged on a regular basis" |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 3, 2015-0595761C6 F - Application of ss. 18(3.1) |
Income Tax Act - Section 18 - Subsection 18(3.1) - Paragraph 18(3.1)(a) |
no capitalization of repair/maintenance expenses incurred during renovation etc. |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 4, 2015-0595541C6 F - Computation of taxable benefit |
Income Tax Act - Section 15 - Subsection 15(1) |
determination of normal yield re shareholder-provided luxurious property |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 5, 2015-0595651C6 F - Frais de garde subventionnés |
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2015-12-09 |
23 October 2015 External T.I. 2015-0614231E5 F - Frais de garde subventionnés |
Income Tax Act - Section 63 - Subsection 63(1) |
additional Quebec child care contribution is deductible in the care year rather than the subsequent return-filing year (assuming timely payment to ARQ) |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 6, 2015-0595551C6 F - Capital Dividend Account |
Income Tax Act - Section 87 - Subsection 87(2) - Paragraph 87(2)(z.1) |
amalgamation can cause a combined positive CDA balance to be zeroed |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 6, 2015-0595551C6 F - Capital Dividend Account |
Income Tax Act - Section 89 - Subsection 89(1) - Capital Dividend Account |
capital loss does not eliminate positive CDA contribution of capital dividend received |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 7, 2015-0595561C6 F - Computation of adjusted cost base and section 84.1 |
Income Tax Act - Section 84.1 - Subsection 84.1(2) - Paragraph 84.1(2)(a.1) |
terminal-return capital gains exemption claimed on bequested shares grinds their ACB for s. 84.1 purposes to the family beneficiaries |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 8, 2015-0595591C6 F - Dividend Refund and Part IV Tax Payable |
Income Tax Act - Section 129 - Subsection 129(1) |
unclaimed divided refunds do not generate s. 186(1)(b) tax to the dividend recipient |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 9, 2015-0595661C6 F - Question 9 - Table Ronde APFF 2015 |
Income Tax Act - Section 9 - Timing |
damages clause might represent a condition permitting deferral of income recognition |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 9, 2015-0595661C6 F - Question 9 - Table Ronde APFF 2015 |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(m) |
s. 20(1)(m) reserve may be claimable for an amount included under s. 9 rather than 12(1)(a) |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 10, 2015-0595671C6 F - Question 10 - Table Ronde APFF 2015 |
General Concepts - Effective Date |
price adjustment clause not required to reduce income for an excessive management fee |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 10, 2015-0595671C6 F - Question 10 - Table Ronde APFF 2015 |
Income Tax Act - Section 18 - Subsection 18(1) - Paragraph 18(1)(a) - Income-Producing Purpose |
generally should be reimbursement for expenses incurred for affiliate |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 11, 2015-0595771C6 F - Deductibility of interest in a leveraged buyout |
Income Tax Act - Section 20 - Subsection 20(1) - Paragraph 20(1)(c) |
CRA non-committal on interest deductibility where only the indirect use of borrowed funds is to acquire Target’s shares |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 12, 2015-0595601C6 F - Proposed legislation - subsection 55(2) |
Income Tax Act - Section 55 - Subsection 55(2.1) - Paragraph 55(2.1)(b) |
transaction targeted at reducing FMV of Opco shares for creditor-proofing was caught |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 12, 2015-0595601C6 F - Proposed legislation - subsection 55(2) |
Income Tax Act - Section 55 - Subsection 55(2) |
no relief under new rules where Part IV tax is refunded on payment of dividend to individual shareholder |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 13, 2015-0595781C6 F - Reimbursement of attributed income |
Income Tax Act - Section 103 - Subsection 103(1.1) |
no secondary adjustments are required for the operation of most income attribution provisions |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 13, 2015-0595781C6 F - Reimbursement of attributed income |
Income Tax Act - Section 15 - Subsection 15(1) |
no secondary adjustments are required for the operation of most income attribution provisions |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 14, 2015-0595631C6 F - Indirect Monetization of CGD |
Income Tax Act - Section 84.1 - Subsection 84.1(2) - Paragraph 84.1(2)(a.1) |
individual cannot effectively use the ACB of shares previously stepped-up using the capital gains deduction to create a loss to offset a gain on the sale of common shares |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 14, 2015-0595631C6 F - Indirect Monetization of CGD |
Income Tax Act - Section 245 - Subsection 245(4) |
Descarries not consistent with use of ACB on a previous capital gains crystallizatin to create a capital loss for use on a sale |
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2015-12-09 |
9 October 2015 APFF Roundtable Q. 15, 2015-0595641C6 F - Surplus Stripping and GAAR |
Income Tax Act - Section 55 - Subsection 55(2) |
GAAR did not apply where a taxpayer deliberately triggered the application of s. 55(2) |