Scientific research and experimental development (SR&ED) symposium 2019

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

Event Details

Location and date:
Toronto November 19, 2019

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.

View the agenda

Special offers/promotions

Group discount options available. To learn more and redeem, contact Reshma Oza, program coordinator.

Additional options and pricing may be available. See pricing and registration for more details.



$695

7 CPD hour(s)
Pricing & registration

Topics include:

  • common issues in SR&ED reviews
  • current CRA administrative practices and policies
  • SR&ED case law updates
  • financial and technical case study workshops

Who should attend?

  • professional accountants, lawyers, engineers and others who advise clients on SR&ED
  • CFOs, controllers, treasurers and other financial executives responsible for SR&ED
  • government professionals responsible for policy and compliance related to SR&ED

More Details:

Session Descriptions

Opening remarks
CPA Canada

1. Looking forward: Canada's SR&ED Tax Incentive Program
Jason Charron

Over 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.

2. SR&ED Tax Incentive Program: Delivering service excellence to Canadians
Jody Unrau and Rob Ringrose

The CRA is committed to providing excellent service to Canadians in administering tax and benefits for their economic and social wellbeing. 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.


3. Recent case law update: Practical implications

Networking Lunch

4. Ensuring SR&ED Success: Accelerate through the SR&ED Cycle
Nick Melnyk and Peter Dorssers, CRA
Albert De Luca, Deloitte
Jay McLean, MNP
Elizabeth Pringle, EY


5. Technical and Financial Case Study Workshops

6. CRA and Practitioner Roundtable - 20 questions
Moderator: Susan Bishop
Panelists: Renee MacTaggart and Natalie Migus, CRA
David Douglas, Carlo Ciaramitaro

Symposium Ends

Venue[s] and Accommodation[s]

Venue[s]:

Metro Toronto Convention Centre - South Building
222 Bremner Boulevard, Toronto, ON M5V 3L9
t.:416-585-8000

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.

 


Accommodation[s]:

Toronto - Delta Hotel
75 Lower Simcoe Street, Toronto, ON M5J 3A6
t.:416.849.1200

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.


Contacts

Please contact:

Member Development and Support
Tel: 1-800-268-3793
Email: customerservice@cpacanada.ca

Andrea Stupino, Principal, Tax Education
Tel: 416-204-3463
Email: astupino@cpacanada.ca

Reshma Oza, program manager
Tel: 416-204-3265
Email: roza@cpacanada.ca