Beverly Gilbert, CA

Practice Details

• Firm Information
  Position

  Consultant

  Firm Name

  Borden Ladner Gervais LLP
• Representative Cases & Transactions
  Cases

  Representative Work
  Providing advice on the structuring of corporate/commercial transactions when a transaction is first proposed, including assessing tax risk
  potential tax authorities' reaction. Tax paid on acquisition
  disposal costs to can be substantial,
  care needs to be taken to ensure that the tax is recoverable. Managing federal
  provincial tax auditors' dem
  s for documents
  information, negotiating with auditors regarding the audit process
  privileged records
  managing the audit process to maximize the chance of avoiding or reducing the financial impact of a reassessment. Negotiating
  documenting settlements with the Canada Revenue Agency or Department of Justice
  provincial taxation authorities. Completing voluntary disclosures to the federal
  provincial revenue authorities to correct errors without being subject to penalties
  
  fairness submitting (are words missing here? applications to the revenue authorities to reduce interest
  penalties on assessments. Providing advice on the application of commodity tax on sales of business assets including whether tax is payable, the party required to report the tax,
  whether certain elections are available to reduce the amount of tax payable. Conducting commodity tax reviews for businesses, government bodies
  not-for-profit organizations. The risk assessment includes evaluating the risk that tax has been over- or under-paid, as well as evaluating control systems, documentation, books, records,
  tax return preparation manuals. Developing
  implementing creative tax-planning ideas to minimize the commodity taxes payable. The group excels in developing ways transactions can be structured to reduce or eliminate the tax a business pays. Setting up systems for self-assessing PST on inter-provincial acquisitions. Many businesses are required to self-report PST where equipment, building materials,
  capital assets are moved between provinces. These rules are very complex
  require complex reporting systems to ensure that tax is properly reported. Assisting non-resident clients looking to do business in Canada with their Canadian commodity tax requirements. Non-residents may be required to pay commodity taxes that are non-recoverable
  make them non-competitive with Canadian businesses. Financial institutions, pension plans
  income trusts with special reporting requirements for commodity tax purposes, including complex rules as to when tax is collectable by them, enhanced requirements with respect to claiming of tax refunds,
  special requirements to self-report tax.