Dealing with CRA
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From audit to appeal, understand every stage of the CRA process.
Michael Cadesky and Hugh Woolley show you how to handle audits, reassessments, and verification reviews effectively. Learn to manage penalties and objections, apply fairness provisions, and build stronger compliance practices to protect your clients and defend your position.
- Introduction
- Tax Lifecycle, The Outside
- Tax Lifecycle, The Inside
- Tax Payment (Individual, Trust, Corporation)
- E-File
- Result of E-Filing
- Typical Verification Requests
- My Account Issues
- Audits
- High Net Worth Audit
- New CRA Powers
- Reassessment
- Notice of Objection
- Collections
- Waivers
- Waiver Revocation
- Statute Barred
- Misrepresentation
- Tax Attributes
- Penalties
- Gross Negligence Penalty
- Privilege
- Notifiable Transactions
- Reportable Transactions
- Reportable Uncertain Tax Treatment (RUTT)
- Voluntary Disclosure (VDP)
- Fairness Applications
Seminar Snapshot
Whether you work with corporate or individual clients in a tax practice, this seminar gives you the language, logic, and leverage you need when the CRA shows up. From supporting a deduction, drafting an objection, or deciding whether to pay before fighting, you'll walk away with strategies you can use immediately.
Learn how to respond effectively to audits, reassessments, and CRA verification. Understand interest, penalties, objections, privilege, and key risk points across the tax lifecycle to better protect your clients and support your positions.
Who This Program Is For:
This program is designed for tax professionals, CPAs, accountants, and advisors who work with individuals, corporations, and trusts in managing their tax compliance and CRA interactions.
The program follows the complete tax lifecycle from both external (CRA's perspective) and internal (professional's workflow) viewpoints.
Seminar Length: 3.0 hours
Meet Your Presenters
Michael Cadesky
Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. He is a past governor of the Canadian Tax Foundation, past chair of STEP Canada and STEP Worldwide, and past chair of the CPA Canada Tax Committee for Small and Medium-Sized Enterprises. Michael is also the co-author of 11 books on tax subjects and the author or co-author of numerous papers and articles on Canadian and international taxation.
Hugh Woolley
Hugh Woolley is an independent tax consultant who has taught income tax for over 30 years for a number of different professional organizations. Hugh has written courses for CPA Canada and over 10 papers for the B.C. Tax Conference as well as papers for the CTF's National Tax Conference and STEP Canada's National Conference. From 1990–1992 he worked at the CRA's Rulings Directorate in Ottawa writing "butterfly" tax rulings. Hugh is a past Governor of the Canadian Tax Foundation.
Trusted by CPAs and Tax Professionals across Canada
This is a first time for me as well. Your firm was recommended to by one of my friends. Great source of information.
Thank you Mike, Hugh and team! I enjoyed the practical and realistic solutions to various tax issues.
Thank you ALL for such high quality courses and answering the questions in detail! So glad I found you guys!
Thank you very much for the seminars. They are very informative and helpful.
Thank you for the wonderful presentation, materials, and handling of queries as always.
This is my first time taking the Cadesky Tax Seminars. I am learning a lot and watching archived courses too. You have done a great job. Thank you so much!
I really enjoy your seminar series. Your presentations are extremely thorough and you explain complex tax issues very clearly.
The presentations are relevant. The material is easy to follow. Worked examples are excellent. It is a great value.
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