Barrett Tax Law - Blogs

I Lost My Battle with the CRA, but I Won the War (originally on The Lawyer’s Daily)

My law firm cannot make the claim that we have won all of our cases in the Tax Court of Canada, but what we can tell you is that every single case we have won in tax court — either in trial or a settlement — was lost at the CRA objection stage. And in many cases, besides losing our tax assessment objection, we were…

Read on...

A Tale of Two Taxpayers: The Fiscal Arbitrators Client (originally on The Lawyer’s Daily)

In part one of this series, I considered the situation of a hypothetical wealthy client who was involved in the KPMG tax scheme promoted by a big accounting firm. In the end, the taxpayer signed a settlement with the CRA. Part two relates the story of a typical client of the Fiscal Arbitrators tax scheme (which can be found in Torres v. Canada 2013 T.C.J.…

Read on...

20 Tax Audit Triggers

Sometimes a taxpayer is randomly selected for an audit. It’s like winning the worst lottery in the world, and there’s nothing you can do to change that. But apart from a random tax audit, the odds of being targeted for an audit are dependent on a variety of risk factors. In short, the odds of being audited depends on who you are, where you are,…

Read on...

A Tale of Two Taxpayers: the Wealthy Client (originally on The Lawyer’s Daily)

By Dale Barrett – Managing Partner at Barrett Tax Law,  Founder of Lawyers & Lattes Legal Cafe, Author of Tax Survival for Canadians: Stand up to the CRA, Editor of the Family Law and Tax Handbook, and Tax Columnist at the Lawyer’s Daily. Originally published by The Lawyer’s Daily.   Unlike a superior court, which can make an equitable decision — a decision based on fairness — the…

Read on...

The Peril of Family Asset Transfers (originally on The Lawyer’s Daily)

By Dale Barrett – Managing Partner at Barrett Tax Law,  Founder of Lawyers & Lattes Legal Cafe, Author of Tax Survival for Canadians: Stand up to the CRA, Editor of the Family Law and Tax Handbook, and Tax Columnist at the Lawyer’s Daily. Originally published by The Lawyer’s Daily.   Most people don’t think twice before transferring assets between family members. Why would they? People…

Read on...

Dale Barrett Answers Your Pressing Tax Questions (originally on Global News)

As seen on GlobalNews.ca, Dale Barrett, Managing Partner at Barrett Tax Law, answers your pressing tax questions:   THE QUESTION:   I don’t understand the implications of adding my adult child as a joint tenant on my home. I know that there can be capital gains tax implications but don’t really understand how it works. – A Money123 reader    THE ANSWER:   While adding…

Read on...

More Reasons to Abandon the HST (originally on Lawyer’s Daily)

By Dale Barrett – Managing Lawyer at Barrett Tax Law and Tax Columnist at the Lawyer’s Daily. Originally published by the Lawyer’s Daily. In my first article in this series, I expressed the opinion that the entire Harmonized Sales Tax system and its legal framework are fundamentally flawed. I outlined four of the nine problems with HST to help illustrate why it should be abandoned.…

Read on...

HST Hurts Economy and Should be Abandoned (originally on Lawyer’s Daily)

By Dale Barrett – Managing Lawyer at Barrett Tax Law and Tax Columnist at the Lawyer’s Daily. Originally published by the Lawyer’s Daily. According to the 2008 federal budget, the Harmonized Sales Tax (HST) was claimed by the federal government to be “the single most important step provinces with retail sales taxes could take to improve the competitiveness of Canadian businesses.” They were wrong. I…

Read on...

CRA Auditors Less Concerned with Correctness than with the Size of Reassessments (originally on Lawyer’s Daily)

By Dale Barrett - Managing Lawyer at Barrett Tax Law and Tax Columnist at the Lawyer's Daily. Originally published by the Lawyer's Daily. In any self-reporting or honour system like we have in Canadian taxation, there must be a means by which the state can verify the correctness of information provided. Enter the tax audit - a component of such a system, which is both…

Read on...

Ombudsman Not Protecting Rights of Taxpayers (originally on Lawyer’s Daily)

Dale Barrett - Managing Partner of Barrett Tax Law This article was originally published by The Lawyer’s Daily, part of LexisNexis Canada Inc. Although not an actual law as it is in the United States, the Taxpayer “Bill of Rights” sets out sixteen rights, eight of which are within the mandate of the Taxpayers’ Ombudsman’s office. In particular, the Ombudsman is charged with “upholding” the…

Read on...

Hear From Our Clients


"Had a free phone consult with Dale this morning. I had what I thought was an insurmountable tax problem that has had me sleepless for weeks. But after considering the information I provided on my situation, Dale assured me I was not in a situation that would result in any problems and in the remote chance the CRA did come calling, he told me what information to provide to clarify the issue."

Canadian Small Business Owner

“I retained Mr. Barrett for help with the appeal of an audit. Even after his fees were paid I saved over $45K. No complaints here. I would do it again. Thank you sir!”

Canadian Small Business Owner