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Get the latest insights and analysis from Canada’s leading experts on SR&ED to help you maximize cash refunds and tax credits for your firm
Take advantage of new financial, technical and industry insights on SR&ED at this innovative one-day symposium.
Come and find out what you need to file successful SR&ED claims through a series of interactive sessions, panels and case studies that cover current interpretation and analysis.
You’ll also be able to expand your network and learn from Canada’s top SR&ED experts – a mix of experienced practitioners as well as representatives from the CRA.
Discounts available for groups of 10 or more. To learn more and redeem, contact Reshma Oza, program coordinator.
Additional options and pricing may be available. See pricing and registration for more details.
Registration and Breakfast
Room: 601 Foyer
Andrea Stupino and Bruce Ball, CPA CanadaRoom: 601-602
Bruce Ball, FCPA, FCA
Looking forward: Canada's SR&ED Tax Incentive Program
Jason Charron, Canada Revenue AgencyRoom: 601-602Over the past decades, Canada and the world have experienced profound economic transformation as a result of fast-paced technological growth. Looking forward, we must make sure that Canadians can take on the headwinds of change and create new technologies as a result of disruptive change. Innovation is a top priority in Canada and abroad and is essential for the economic growth and wellbeing of Canadians. The R&D tax incentives offered by the CRA encourages the discovery of new scientific knowledge, ideas, and technologies that stimulate economic growth and competitiveness. In this session, we will look at the strategic direction the SR&ED program is taking to support R&D innovation in Canada.
SR&ED Tax Incentive Program: Delivering service excellence to Canadians
Ahmed Hassan and Rob Ringrose, Canada Revenue AgencyRoom: 601-602The CRA is committed to providing excellent service to Canadians in administering tax and benefits for their economic and social well-being. Our goal is to ensure that the CRA is operating as a world-class tax and benefit administration, and pursuing excellence in service, compliance, integrity and security, innovation and people. But the world is rapidly changing, and the CRA is under continuous pressure to keep pace. Our clients' and stakeholders' expectations are constantly advancing too. In this session we will look at how the SR&ED program is streamlining its operations and processes to meet the rapidly changing service needs and expectations of Canadians.
Room: 603 Foyer
Recent case law update
Dan Misutka, Felesky Flynn LLP.Room: 601-602
Ensuring SR&ED Success: Accelerate through the SR&ED Cycle
Albert De Luca, DeloittePeter Dorssers, Canada Revenue AgencyJay McLean, MNPNick Melnyk, Canada Revenue AgencyElizabeth Pringle, EYRoom: 601-602In this joint practitioner-CRA presentation, learn emerging trends in SR&ED claims, how to avoid common pitfalls and tips on how accelerate through the SR&ED cycle.
Albert De Luca, FCPA, FCA
Introduction to Precision Inc. Case
Darren Cheung, Canada Revenue Agency, David Douglas, Ryan ULC, David Regan, KPMG, Room: 601-602
David Regan, FCPA, FCA
Case Study Breakout Sessions
Choice of Three Sessions: Mechanical, IT or Financial
Workshop Leaders: David Douglas, Ryan Joseph Naar, Canada Revenue Agency Matthew Pearson, EYFacilitators:Mike Borowitz, Canada Revenue Agency Brian Cardinal, RyanHeather Posgate, RyanGord Watson, RyanMohamed Parpia, Ryan
Workshop Leaders: Darren Cheung, Canada Revenue Agency Dharmesh Gandhi, EY Ed Zacharuk, KPMGFacilitators: Manjit Kochhar, EYJason Zhu, EYRocco Vertucci, EYMartin McLaughlin, EYFarhan Khan, EYAmanda Turnbull, EY
Workshop Leaders: David Regan, KPMG David Durst, KPMG Krista Robinson, EY Al Macklai, Canada Revenue Agency
David Regan, FCPA, FCA
Conclusion to Precision Inc. Case Study
Darren Cheung, Canada Revenue Agency, David Douglas, Ryan ULC, Dharmesh Gandhi, EY, David Regan, KPMG, Room: 601-602
David Regan, FCPA, FCA
CRA Q&A Session
Moderators: Susan Bishop and Elizabeth Pringle, EYPanellists: Patrizia Fontanarosa, Renee MacTaggart, Natalie Migus, Marcel Nugent, Arun Padmanabhan, Amy Siu, Canada Revenue AgencyRoom: 601-602
Metro Toronto Convention Centre - South Building
222 Bremner Boulevard, Toronto, ON M5V 3L9
The award-winning Metro Toronto Convention Centre (MTCC) is Canada’s largest and one of North America’s leading convention centres. Its three-year, $29 million modernization project is complete. The project features a new design, functionality and upgraded finishes. The MTCC is known for its top-of-class service, first-class venue, in a world-class city. And yes, it’s the only facility that has hosted both a G20 and a G7 Summit. Located in the heart of downtown Toronto, plenty of dining, great hotels, shopping and fun things to do are all within easy walking distance. The MTCC certainly has it all.
Toronto - Delta Hotel75 Lower Simcoe Street, Toronto, ON M5J 3A6
Hotel reservations are the responsibility of the participant. CPA Canada has arranged for special rates at the Delta Hotel Toronto, conveniently located less than a 5-minute walk from the Metro Toronto Convention Centre (South Building).
Standard Room (single/double) $259/night (plus taxes/fees) Book online
Rates available until October 17, 2019, or until the room block is full.
Member Development and Support
Andrea Stupino, Principal, Tax Education
Reshma Oza, program manager
It’s said that a crisis brings out the best in people and, in most cases, that’s true. But there is a dark side to tough times, as fraudsters prey on people who are uncertain and looking for easy answers.
March 18, 2020
The federal government’s actions and fiscal support to address the widespread and devastating economic fallout of the COVID-19 pandemic are welcomed by Chartered Professional Accountants of Canada (CPA Canada).
Listen to this special edition Practitioner’s Pulse webinar where we answer some frequently asked questions around practice management issues and some key financial reporting and auditing implications of COVID-19.