An intensive update on planning, filing, and defending SR&ED claims under T661-08. This two hour program is specifically targeted to the needs of accounting professionals who work with SR&ED claims in either public practice or industry.
While most professionals are aware of the new claim form, there are other significant changes that come into play for year-end flinigs starting 2009.
First off, both the 2008 and 2009 federal and Ontario budgets contained legislative adjustments that significantly increase the amount of available maximum ST&ED cash refund.
Then in mid-2008, CRA began implementing a series of subtle but significant changes in its administration of the SR&ED tax credit program. on the surface, these changes seem to have culminated in the release of a new T661 claim form.
All fo this adds up to what could be the most profound set of changes in the SR&ED program since the introduction of the 18 month filing deadline back in 1994.
The presentation will address the following issues and topics:
- Tax planning points to maximize SR&ED cash fow. New opportunities arising from the 2008 and 2009 budget changes.
- A tour through the new T661 claim form and how it will affet your next SR&ED claim.
- New form or new policy? Observed changes in CRA's eligibility assessment criteria. Why is the Taxpayer's Ombudsman investigating SR&ED administration?
- Achieving compliance: proper record-keeping will be a vital aspect of audits under T661-08. We'll help you understand what's required and give you some practical strategies for achieving it.
- Redress options. What to do when CRA says NO. How to use notice of objections. When is it time for tax court?
Speakers:
- David Hearn, CET - Managing Director, Scitax Advisory Partners LP
- Peter Weissman, CA TEP - Partner Taxation, Cadesky and Associateds LLP
Advance registration is required
$60 fee includes courseware and continental breakfast.
Pay by company cheque or cash
To register, or for additional information visit the Event Registration tab at www.scitax.com or call Louise Gray at 416.350.1214
DATES:
- Toronto (North York) - February 16, 2010
- Ottawa (Kanata) - February 18, 2010
- Windsor - February 23, 2010
- Kitchener/Waterloo - February 25, 2010
- Kingston - March 4, 2010
- London - March 10, 2010
- Burlington - March 25, 2010
Scitax Advisory Partners LP
77 King Street West, Suite 2401
Toronto, ON M5K 1G8
416.350.1214
www.scitax.com |