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Welcome to our publications page, where we share in-depth insights, analyses, and perspectives on key topics in taxation, business law, and management. Explore our articles, blogs, webinars, and white papers to stay informed on the latest trends and expert insights.
U.S. Tax Law
Explore in-depth articles and analyses on U.S. tax regulations, compliance, and strategies for both individuals and businesses navigating the complexities of the U.S. tax system.
Publications
Explore our analyses, studies, and in-depth reports on key topics. Our experts share their insights to keep you informed about market trends and developments.
Canada Revenue Agency
Stay updated with the latest insights and updates on the Canada Revenue Agency (CRA), including tax compliance, regulations, and strategies for individuals and businesses in Canada.
Budget Tax Updates
Stay informed on the latest tax changes from government budgets, including new policies and their impact on individuals and businesses. Get essential updates and strategic insights.
Wealth and Wisdom After Hours with Simon Mills, President, Valley First & Enderby & District Financial
Watch the replay of our recent Wealth and Wisdom After Hours Event in in Kelowna with Simon Mills, Present, Valley First & Enderby & District Financial. About Simon As president of Valley First and Enderby & District Financial, Simon is responsible for leading and growing ...
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Wealth and Wisdom After Hours with Ian Crosby, Head of Accounting Products at Mercury
Watch the replay of our recent Wealth and Wisdom After Hours Event in Vancouver with Ian Crosby, Head of Accounting Products at Mercury. About Ian Ian Crosby is a seasoned leader and entrepreneur in the financial services and fintech sectors. Currently heading Accounting Products at ...
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Newly proposed changes of significance to Canada Revenue Agency’s (“CRA”) Voluntary Disclosures Program (“VDP”) soon coming into effect
Overview On September 10, 2025, the CRA released a new version of its VDP Information Circular, IC00-1R7[1], along with the new GST/HST Memorandum 16-5-1[2] (collectively referred to as the “new Programs”). The updated policies will apply to disclosures received on or after October 1, 2025, ...
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Webinar Replay – Enterprise Insights: Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises
Watch the replay of our recent session with Krista Rabidoux and Shondell Sabad on Governance, Leadership Transition, and Growth Strategies for Canadian Family Enterprises. Whether you’re managing a Family Office, advising one, or planning for succession, this webinar offers valuable insights. Topics: This webinar is ...
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Canada Federal Legislative Amendments 2025
Overview On August 15, 2025, the Department of Finance released a series of draft legislative proposals for public consultation. Canadians had until September 12, 2025, to make any submissions to the federal government. These proposals include tax measures which had either previously been announced through ...
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MedSleep Inc. v. The King
In MedSleep Inc. v. The King (2025 TCC 70), the Tax Court of Canada considered whether MedSleep’s fee-sharing arrangements with Sleep Physicians gave rise to a separate taxable supply to the physicians, as alleged by the CRA, or whether all services together constituted a single exempt supply ...
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End of the U.S. Customs De Minimis Exemption
Overview End of the De Minimis Treatment Under prior U.S. customs rules, individual shipments with a fair market value below USD $800 qualified for duty- and tax-free entry into the U.S. This de minimis treatment allowed e-commerce platforms to import large volumes of consumer goods ...
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Webinar Replay – BizTax: The Big Beautiful Bill
Watch Savneet Talwar and Kristjan Luik in this insightful webinar breaking down the detail, and impact of The Big Beautiful Bill. Topics: This webinar is for informational purposes only and does not constitute legal, tax, or financial advice. The opinions expressed during the webinar are ...
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