Dealing with CRA

From audit to appeal, understand every stage of the CRA process.

Michael Cadesky and Hugh Woolley cover the key steps in managing CRA interactions, including how to defend deductions, draft objections, and navigate interest, penalties, and privilege issues with clarity and precision.

On-Demand
On-Demand

2 Hours CPD
2 Hours CPD

New
New Release

Course Curriculum
5 sections • Expand to view details
  • Why Consider
  • Types of Business Activity
  • Beware the Slippery Slope
  • U.S. Tax Basics
  • U.S. Corporation
  • U.S. LLC
  • Permanent Establishment (P.E.)
  • Nexus
  • How to Own U.S. Corporations
  • Determine Canadian Status of U.S. Corporation
  • Interaction with Canadian Tax (CFA)
  • Capital Gains Exemption
  • U.S. Estate Tax
  • Financing
  • Thin Capitalization
  • How to Operate the Business
  • U.S. Salary
  • Income Splitting
  • Tariffs
  • Issues on Sale – U.S. Corporation

Seminar Snapshot

Date Recorded
June 3, 2025
Presentation
Yes
Slides
Yes
Detailed Notes
No
Technical Corner
NO
Teach Test
NO
Resources
NO
Included in Archive
No

Many clients exploring a U.S. business presence are unaware of the significant tax considerations involved. Even experienced professional advisors often find the cross-border issues complex, and the most common questions difficult to answer. 

That’s why we’ve developed a new program to give you a strong foundation in the Canadian and U.S. tax issues that come with doing business in the U.S.

What we’re seeing: Most clients aren’t looking to leave Canada entirely. Instead, they want to understand how a U.S. presence might help them:

  • Reduce tariff exposure
  • Structure their business more tax-effectively
  • Be closer to the U.S. market
  • Increase business opportunities


But there are many misconceptions, such as:

  • “If I incorporate in the U.S., the income is only taxable there.”
  • “I can capitalize the U.S. company with a big loan and $100 in shares, just like in Canada.”
  • “Incorporating in Delaware means no income tax.”
  • “I can just transfer my sales to a U.S. corporation.”


The Doing Business in the U.S. course cuts through the confusion and lays out the groundwork for further exploration.


Seminar Length: 2.0 hours

Category: International Tax

Frequently Asked Questions
Once you complete your purchase, you will create your account if you haven't already. You can access the course anytime through our platform. All Cadesky Tax Seminars programs come with one-year access.
Yes. This course is eligible for verifiable CPD hours for Canadian CPAs. A downloadable Certificate of Completion will be available once you complete all required modules.
Our programs are designed for CPAs and tax professionals who want to deepen their technical expertise. While no prerequisites are required, a working knowledge of Canadian tax will help you get the most out of the material.
On-demand courses include the full video presentation, downloadable slides, and additional resources mentioned in the Seminar Snapshot (Technical Corner, teach test, checklists).
Yes. You will have unlimited access to the course materials within the 1-year access period, so you can revisit the content anytime to refresh your knowledge.

What You Will Learn
Basic U.S. Tax Rules
Where To Establish Business And How To Form A U.S. Entity
How To Own The U.S. Company And Tax Issues To Consider On Implementation
Strategies To Reduce Tariff Exposure
Understand U.S. Tax Compliance Issues, Filings, And Payments
Identify Canadian Tax Issues And Avoid Common Tax Traps

Meet Your Presenters

Michael Cadesky

Michael Cadesky

FCPA, FCA, FTIHK, CTA, TEP (EMERITUS)

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.

Dean Smith

Dean Smith

PhD, CFP, TEP, CPA, CA, RWM

As the President of Cadesky U.S. Tax Ltd., Dean has been providing U.S./Canada cross-border planning and compliance for over 30 years. He assists private clients with their personal, corporate, and estate planning needs taking into account the unique challenges of integrating two independent tax systems.

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