Strategies for Compliance and Effective Management

Explore the intricate landscape of indirect tax audits with our comprehensive course, "Navigating Indirect Tax Audits: Strategies for Compliance and Resilience." Delve into the impact of the Canada Revenue Agency's (CRA) intensified audits, gaining insights into preparation strategies amid shortened notice periods. From pandemic-related considerations to industry-specific challenges in construction and housing, discover the nuances of tax audits in various sectors. Learn effective communication strategies, compliance practices, and proactive preparation techniques to build resilience against unexpected audits. The course addresses legal and tax issues, government interdepartmental sharing, and the implications of non-compliance. Equip yourself with invaluable knowledge to navigate audits seamlessly, fostering a proactive approach that safeguards your business.
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For the last 20+ years, I have enjoyed assisting clients with their indirect tax obligations and savings opportunities, with clients across numerous sectors, and around the globe. I have worked with many oil and gas exploration and production, oilfield services, petroleum product marketing, renewable energy and power generation, real estate development and construction clients and nearly everything in between, on various indirect tax planning, controversy and audit support as well as compliance. I have also worked with several multi-national software and digital services companies, striving to comply with the new remote seller rules under the GST/HST and provincial sales tax regimes in Canada. I work frequently with non-resident clients on cross-border indirect tax issues related to setting up operations in Canada or doing business with their customers in Canada. Throughout my firm career and now under my own practice, I have concentrated my service offering in the area of GST/HST, but also focused on the various Canadian Provincial Sales Taxes as well as excise, carbon and fuel taxes. I am a member of the Chartered Professional Accountants of Alberta and am also the past co-chair of the Sales and Indirect Tax Committee of the Canadian Association of Petroleum Producers and held the role of committee's provincial sales tax Director and Liaison. I have been an active member of the Canadian Petroleum Tax Society and have presented indirect tax updates and papers at the Society's annual conference and monthly luncheons. I have been an active member of the US Institute of Professionals in Taxation and sat on the annual VAT and Sales Tax Symposia organizing committee and frequently presented at the annual event. I am also a former member of CPA Canada's Annual "The One" conference organizing committee.

LearnFormula Host
I have over a decade of multimedia experience as a desktop publisher, Livestream producer, PA announcer, webcast director, professor, emcee, and more. I am a radio broadcasting graduate with additional coursework in political science and journalism. I gained critical knowledge while shadowing veteran broadcasters. I have extensive training in creative writing, current affairs, freelancing, and story structure. I have crafted current affairs interviews with Justin Trudeau, Romeo Dallaire, Ed the Sock, Kenny and Spenny, and Mike MacDonald. I love working as a creative storyteller and having conversations with people from all walks of life. My goal is to connect with diverse voices and to foster discussions on complex issues while striving to make the conversations as accessible and inclusive as possible.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.