Review of Recent Income Tax and GST/HST Cases; and Hot Topics in Estate and Trust Planning and Compliance

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the more information about the event.

11 Feb 2020, 5:30 PM

3 CPD hours


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Course Description

The following topics will be covered during this event:

1. Review of Recent Income Tax and GST/HST Cases

In this presentation, we will review a number of recent decisions from the Tax Court, Federal Court, and Federal Court of Appeal of interest.  The cases will cover a number of topics relevant to tax practitioners, from tax planners, GST/HST specialists, and tax litigators.

    Speaker: David Piccolo, J.D. of Tax Chambers LLP

2. Hot Topics in Estate and Trust Planning and Compliance

    Speakers: Irina Koropenko, PhD, CFP, CLU, TEP & James Marks, LL.M. 

This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Certificate: February 11, 2020 Evening Event
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About the Instructor(s)

Picture of Irina Koropenko
Irina Koropenko

Irina is a comprehensive Estate and Financial Planning professional working with individual and corporate clients. She provides advanced financial planning including tax, estate, retirement, and business planning. She prepares and runs educational seminars, training sessions, and tutorials in financial, tax and estate planning for advisors and clients. Irina holds several professional designations, among them the Certified Financial Planner, Chartered Life Underwriter, Trust and Estate Practitioner, Chartered Financial Divorce Specialist, Certified Divorce Financial Analyst and is a member of both the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting. She is a Past President and currently sits on the board of the Estate Planning Council of Toronto. Irina also holds the Advanced Certificate in Family Business Advising from the Society of Trust and Estate Practitioners. 

Picture of James Marks
James Marks
Picture of David Piccolo
David Piccolo

David Piccolo’s practice is focused on tax litigation and dispute resolution. He acts as counsel in income tax and GST/HST matters, representing corporate and individual clients at all stages of litigation – from audits and Notices of Objection with the Canada Revenue Agency, to seeking rectification orders in the Ontario courts, to appeals in the Tax Court of Canada. An experienced and savvy advocate, David has appeared in numerous reported cases before the Tax Court of Canada, the Federal Court and the Federal Court of Appeal.

David earned his J.D. from Osgoode Hall Law School where he was the recipient of the Ronald Robertson Q.C. Memorial Tax Prize for the best research paper in the Tax Policy seminar. He has authored a number of papers in the field of tax law which have been published in The Supreme Court Law Review, the LSN Tax Law: Practitioner Series and Taxnetpro.

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