The annual CRA roundtable at the Society of Trust and Estate Society Practitioners (STEP) National Conference allows attendees to hear directly from agency representatives about tax policy and administration.

This year’s roundtable, held June 13, was moderated by Paul LeBreux of Globacor Tax Advisors Professional Corporation and featured Michael Cadesky of Cadesky Tax and Kim Moody of Moodys Gartner Tax Law on the practitioner side. The CRA representatives were Steve Fron, manager, Trusts Section, Income Tax Rulings Directorate and Marina Panourgias, industry sector specialist, Trust Section II, Income Tax Rulings Directorate. CRA cautioned that its verbal answers were conversational in tone, and that its full commentary would be released in a few months. (Update, September 5: the commentary can be found here.)

Read Part 1 of our summary here and below, see our Twitter summary of the last eight questions.

Originally published on Advisor.ca
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Frank Miemiec

The twitter summary of the STEP roundtable has to be the worst format to choose. No detail possible in 140 character blocks. Please think about the user’s needs and choose a more appropriate format for this type of technical content.

Thursday, Sep 7, 2017 at 12:12 pm Reply