CRA Audit Defence: A Full Day of Advanced Training for Today’s Tax Environment

What does effective CRA audit defence look like in practice? On September 23, the CE Summit: Audit Defence Management will tackle that question across a full day of advanced professional development. The agenda moves from identifying high-risk files and emerging areas of CRA scrutiny through audit and reassessment management, documentation and defence strategies, tax technology and a true-to-life case study that puts the day’s learning into practice.

Where Are the Risks? As CRA expands its use of technology and data in compliance activities, professionals need to understand both where scrutiny is increasing and what those changes mean for the files they prepare and defend. The Summit will examine emerging audit risks, high-risk returns and the areas practitioners should be watching closely, while considering the continuing importance of professional judgment and human oversight.

What Happens When CRA Comes Calling? Identifying risk is only the beginning. The agenda turns to the practical work of managing an audit or reassessment: preparing the file, responding to CRA, supporting the client and developing a defensible position when a filing decision is challenged. Experienced faculty will bring technical knowledge and practical perspectives to complex situations professionals may encounter in their own practices.

Putting the Knowledge to Work. The Real Wealth Management Experience – True-to-Life Case Study brings the day’s learning together through the Smith family of Kamloops. Participants will have an opportunity to consider the tax issues within the context of the family’s broader circumstances and explore how technical knowledge, professional judgment and an understanding of the whole client picture come together in practice.

The Benefits? Participants will leave with a stronger understanding of where audit risks are emerging, how to prepare more defensible client files and how to approach CRA audits and reassessments with greater knowledge of the processes and strategies involved. Just as importantly, the full-day agenda connects technical tax knowledge with technology and practical client application—helping professionals move from understanding the rules to applying them when the stakes are higher.

How Is Technology Changing Tax Practice? The day also includes a Tax Technology Update with Sponsor TaxCycle.

The live virtual Summit includes presentation materials, recordings and accompanying online learning, with the opportunity to earn 20 CE credits.

It is also the first of five advanced updates in the new Senior Tax Specialist Diploma series, providing an opportunity for professionals who want to continue building advanced expertise across personal, corporate, cross-border and trust taxation and business issues over the coming year.

The CE Summit – Audit Defence Management takes place live virtually on September 23. Register by September 9 to save $100 on tuition.