Tax Conference Programs

Waterloo Tax Policy Research Symposium 

2016 Symposium

May 16 & 17, Toronto Region Board of Trade, 77 Adelaide St. W., Toronto, ON (note new location this year)

Monday, May 16, 2016
12:00 pm Buffet lunch (served until 1pm) and registration

1:30 pm - 5:00 pm

Welcome: Albert Baker, Global Tax Policy Leader, Deloitte

Panel

“Stock Options and Equity-linked Compensation”
Moderator:  Ken Klassen, University of Waterloo

Panelists:
Andrew Bird, Tepper School of Business, Carnegie Mellon University
Alister Boyes, Australian Taxation Office

Victor Fleischer, School of Law, University of San Diego

Sofia Johan, Schulich School of Business, York UniversityCharles Taylor, Deloitte, Calgary


5:00 pm - 6:00 pm Reception

6:15 pm

Dinner

At participants expense, local restaurant. To be arranged.


Tuesday, May 17, 2016

7:30am

Breakfast

Event Description

8:30 am

55 minutes per paper, divided as follows:

  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)

15 minutes audience discussion


8:30 am

Michael Smart (University of Toronto), The Devolution of the Revolution: Taxation of High Incomes in a Federation


Academic discussant: Carl MacArthur (Western University)Deloitte discussant:  Heather Evans, Deloitte Toronto

9:25 am Break

9:55am

Scott Legree (University of Waterloo), Estimating Elasticities of Taxable Income: Canadian Evidence from the Tax on Income (TONI) Reform of 2000/2001


Academic discussant: Michael Veall (McMaster University)Deloitte discussant:  Christy MacDonald, Deloitte Kitchener


10:50am Break

11:20am

Saul Templeton (University of Calgary), Eroding Taxpayer Privacy: FATCA and Sharing Information with Police

Academic discussant: Alan Macnaughton (University of Waterloo)

Deloitte discussant: Ranvir Chana, Deloitte Toronto


12:15pm Lunch

1:15pm

Jonathan Farrar (Ryerson University), The Effects of Interpersonal Fairness, Informational Fairness and Delay on Taxpayers’ Compliance Intentions

Academic discussant: Marion Steele (University of Guelph)

Deloitte discussant:  Karen Wilkinson, Deloitte Kitchener


2:10pm

Larry Chapman (Canadian Tax Foundation), New Developments at the Canadian Tax Foundation


2:30pm Break

3:00pm

Victor Fleischer (University of San Diego), Alpha: Labor is the New Capital

Academic discussant: Lisa Philipps (York University)

Deloitte discussant:  Shawn Porter, Deloitte Toronto


3:55pm Wrap-up and End of Event

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2015 Symposium

June 19 & 20, St. Andrews Club (note change: 16th floor), 150 King St.W., Toronto, ON
Monday, June 1, 2015
12:30pm Registration and Reception

1:00pm - 5:00pm

Panel: "Interest and Other Financing Payments: The OECD's BEPS Action 4"

Moderator: Ken Klassen, University of Waterloo

Panelists:

Albert Baker, Global Tax Policy Leader, Deloitte, Toronto

Jennifer Blouin (accounting), University of Pennsylvania

David Duff (law), University of British Columbia

Michael Kobetsky (law), University of Melbourne


5:00pm - 6:00pm Reception

6:00pm

Dinner

At participants expense, local restaurant TBD


Tuesday, June 2

7:30am

Breakfast

Event Description

8:30am

55 minutes per paper, divided as follows:

  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)
  • 15 minute audience discussion

Art Cockfield (Queen's University) and Carl MacArthur (Western University), Country-by-Country Reporting and Commercial Confidentiality

Discussants: Alex Edwards (University of Toronto); Shiraj Keshvani, Deloitte discussant


9:25am Break

9:55am

Andrew Bird (Carnegie-Mellon University), Governance and Taxes: Evidence from Regression Discontinuity

Discussants: Suzanne Paquette (Laval University); Craig Cowan, Deloitte discussant


10:50am Break

11:20am

Tim Edgar (York University), Risk-Based Overrides of Share Ownership as Specific Anti-Avoidance Rules

Discussants: Lindsay Tedds (University of Victoria); Hugh Chasmar, Deloitte discussant


12:15pm Lunch

1:15pm

Alex Edwards (University of Toronto), Peer Effects in Tax Avoidance

Discussant: Andrew Oldham, Deloitte discussant


2:10pm

Colin Campbell (Western University), New CTF Book: "Timing and Income Taxation"

Ben Alarie (University of Toronto), Experimenting with IBM's Watson re Employed vs. Self Employed


2:30pm Break

3:00pm

Scott Legree (University of Waterloo) and Micahel Wolfson (University of Ottawa), The Use of Private Companies for Income Splitting - Recent Canadian Experience

Discussants: Frances Woolley (Carleton University); Paul Walker, Deloitte discussant


3:55pm Wrap-up and End of Event

Waterloo Tax Symposia Programs

2014 Symposium

June 19 & 20, St. Andrews Club (note change: 16th floor), 150 King St.W., Toronto, ON
Thursday, June 19, 2014
1:15pm Registration and Reception

2:00pm - 5:30pm

Panel: “International Tax Planning: Canada and the OECD’s Base Erosion and Profit Shifting Project"
Moderator:
Christy MacDonald, Deloitte

Panelists:
Albert Baker, Global Tax Policy Leader, Deloitte
Art Cockfield (law), Queen’s UniversityDhammika Dharmapala (economics), University of Illinois
Ken Klassen (accounting), University of Waterloo
 


5:30pm - 6:30pm Reception

6:30pm

Dinner
 

Comments by:
 

Ken Klassen, Director, Waterloo Centre for Taxation in a Global Economy

James Barnett, Associate Director, Waterloo Centre for Taxation in a Global Economy


Friday, June 20

7:30am

Breakfast

Event Description

8:30am

55 minutes per paper, divided as follows:

  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)

15 minutes audience discussion

Lindsay Tedds, University of Victoria, User Fee Design and Implementation Guide


Discussants: Marion Steele, University of Guelph; Charles Taylor, Deloitte


9:25am Break

9:55am

Andrew Bauer, University of Illinois, Estimating downside Tax Risk: Exploration of Unfavourable Tax Settlements


Discussants: Michael Smart, University of Toronto; Muris Dujsic, Deloitte


10:50am Break

11:20am

Wei Cui, University of British Columbia, Taxing Indirect Transfers: Improving an Instrument for Stemming Tax and Legal Base Erosion


Discussants: Jinyan Li, York University; Jay Niederhoffer, Deloitte


12:15pm Lunch

1:15pm

Michael Wolfson, University of Ottawa, Piercing the Veil - Private Corporations and the Income of the Affluent

Discussants: Devan Mescall, University of Saskatchewan; Christy MacDonald, Deloitte

2:10pm Larry Chapman, New Developments at the Canadian Tax Foundation

2:30pm Break

3:00pm

Benjamin Alarie, University of Toronto, Policy Preferences and Expertise in Canadian Tax Adjudication

Discussants: Frances Woolley, Carleton University; Tom Crowe, Deloitte

3:55pm Wrap-up and End of Event

Waterloo Tax Symposia Programs

2013 Symposium

June 20 & 21, St. Andrews Club, Toronto, ON
Thursday, June 20, 2013
1:15pm Registration

1:45pm Conference start

1:50pm The Effect of Taxes on the Global Equity Supply Chain of Multinationals
Kevin Markle, School of Accounting and Finance, University of Waterloo (with Scott Dyreng, Brad Lindsey and Doug Shackelford)

Discussants:
Michael Smart, Department of Economics, University of Toronto
Julia Belova, Deloitte

2:45pm Tax Havens and Strategic Trade Policy – Economic and Legal Implications
Geoffrey Loomer, Schulich School of Law, Dalhousie University (with Johannes Becker)

Discussant:
David Duff, Faculty of Law, UBC

3:25pm Ron Durand, Vice-President, Canadian branch of the International Fiscal Association

3:30pm Break

3:55pm Activist-Driven Tax Policy
Allison Christians, Faculty of Law, McGill University

Discussant:
Maureen Donnelly, Faculty of Business, Brock University

4:35pm

Financial Constraints and the Incentive for Tax Planning
Alexander Edwards, Rotman School of Management, University of Toronto (with Casey Schwab and Terry Shevlin)

Discussants:
Kathleen Powers, McCombs School of Business, University of Texas
Shiraj Keshvani, Deloitte


5:30pm Reception

6:30pm Dinner

Keynote speaker: Robin Boadway, Department of Economics, Queen's University


Friday, June 21, 2013
7:30am Breakfast

8:30am Tax Avoidance and the 2013 Budget

Moderator: Heather Evans, Deloitte
Panelists:
  • Wayne Adams, Canadian Tax Foundation (formerly CRA)
  • Ben Alarie, Faculty of Law, University of Toronto
  • Neil Brooks, Osgoode Hall Law School, York University
  • Ken Klassen, School of Accounting and Finance, Univ. of Waterloo
  • Charles Taylor, Deloitte

Background reading: Tax Avoidance Measures in 2013 Budget

12noon Lunch

1:15pm The Timing and Direction of Statutory Rate Changes by the Canadian Provinces
Bev Dahlby, Department of Economics, University of Calgary (with Ergete Ferede)

Discussants:
Anindya Sen, Department of Economics, University of Waterloo
Charles Taylor, Deloitte

2:10pm Larry Chapman, Canadian Tax Foundation

2:30pm Break

3:00pm Tax Credits for Foreign Location Shooting of Films: No Net Benefit for Canada
John Lester (formerly Dept. of Finance in Ottawa)

Discussants:
Marion Steele, Department of Economics, University of Guelph
Albert Baker, Deloitte

3:55pm Wrap-up

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2012 Symposium

June 21 & 22, St. Andrews Club, Toronto, ON

Thursday, June 21, 2012
1:15pm Registration and Welcome

2:00pm - 5:30pm Discussion of tax incentives for R&D, including both the budget proposals and the Jenkins panel, Review of Federal Support to Research and Development (report released October 2011).

Moderator:
Christy MacDonald will moderate the session and open the discussion by presenting a comparison of the Jenkins report recommendations and the March budget proposals

Panelist:
Natan Aronshtam, Deloitte
Bev Dahlby, University of Alberta (and a member of the Jenkins panel)
John Lester, research director of the Jenkins panel
Ken McKenzie, University of Calgary
Pierre Mohnen , Maastrich University, Netherlands

5:30pm - 6:30pm Reception

6:30pm Dinner

Keynote speaker:
Wayne Adams, Canadian Tax Foundation (retired from the Canada Revenue Agency)

Friday, June 22, 2012
7:30am Breakfast

Event Description 55 minutes per paper, divided as follows:
  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)
  • 15 minutes audience discussion
8:30am Pierre Mohnen, Maastrich University, Sunk costs, extensive R&D subsidies and permanent inducement effects

Discussants: Albert De Luca, Deloitte and Frances Woolley, Carleton University

9:25am Break

9:55am Kenneth Klassen, University of Waterloo, Corporate Tax Compliance: The Role of Internal and External Preparers

Discussants: Tina Lee, Deloitte and Alex Edwards, University of Toronto

10:50am Break

11:20am Carl MacArthur, University of New Brunswick, The Meaning of 'Beneficial Owner' in Articles 10, 11 and 12 of the OECD Model Treaty: A Canadian Perspective

Discussants: Sandra Slaats, Deloitte and Colin Campbell, Western University

12:15pm Lunch

1:15pm Jonathan Farrar, Ryerson University, The Individual Impact of Tax Fairness Dimensions on Tax Compliance: Canadian Evidence

Discussants: Thaddeus Hwong, York University

2:10pm Larry Chapman, New Developments at the Canadian Tax Foundation

2:30pm Break

3:00pm Ole-Kristian Hope, University of Toronto, Tax Avoidance and Geographic Earnings Disclosure

Discussants: Andrew Oldham, Deloitte and Suzanne Paquette, Université Laval

3:55pm Wrap-up and End of Event

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2011 Symposium

June 9 & 10, St. Andrews Club, Toronto, ON

Thursday, June 9, 2011
1:00pm Registration

2:00pm Opening remarks and introductions

2:15pm Panel: The Taxation of Corporate Groups: Loss Transfer, Full Consolidation, or Stay with the Existing Informal System?
Panel members:
  • Albert Baker, Deloitte (Moderator)
  • Brian Ernewein, Department of Finance, Ottawa
  • Charles Taylor, Deloitte
  • Graeme Cooper, University of Sydney
  • Steve Orsini, Ontario Ministries of Finance and Revenue
  • Michael Smart, University of Toronto
  • Allister Young, Brock University
  • Antony Ting, University of Sydney
Issues:
  1. For many years, the Department of Finance and the CRA have accommodated unofficial means by which the losses of one member of a corporate group could be used to offset the taxable income of another member of the group. Is there a need to modify or replace this system, as discussed in the Departmentof Finance consultation paper of November 2010?
  2. Provinces have long had concerns about tax planning which aims to shift taxable income from one province to another. Would a group taxation scheme make this worse?  
  3. Perhaps “the devil is in the details” with respect to systems for group taxation. Would some systems create unacceptable complexity and high taxpayer compliance costs?

3:35pm Break

4:05pm Panel continued

6:00pm Reception

7:00pm Dinner

Keynote address:
Reflections on Canada's Tax System, Richard Bird, Professor Emeritus of Economics, University of Toronto

Friday, June 10, 2011
7:30am Breakfast

Event Description 55 minutes per paper, divided as follows:
  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)
  • 15 minutes audience discussion
8:30am François Vaillancourt, Université de Montréal, Prefilled Income Tax Returns: A Comparative Analysis of Australia, Belgium, California, Québec and Spain.

Discussants: Rod Quiney, Simon Fraser University and Karen Wilkinson, Deloitte

9:25am Break

9:55am Devan Mescall, University of Saskatchewan, How Does Transfer Pricing Risk Affect Premia in Cross-Border Mergers and Acquisitions?

Discussant: Kevin Markle, University of Waterloo and Muris Dujsic, Deloitte

10:50am Break

11:20am Lyne Latulippe, Université du Québec à Montréal, International Tax Co-ordination: Lessons from the Past

Discussants: Geoff Loomer, Dalhousie University and Shiraj Keshvani, Deloitte

12:15pm Lunch

1:15pm Michael Smart, University of Toronto, Repatriation Taxes and Foreign Direct Investment: Evidence from Tax Treaties

Discussants: Ken Klassen, University of Waterloo and Tony Ancimer, Deloitte

2:10pm Larry Chapman, New Developments at the Canadian Tax Foundation

2:30pm Break

3:00pm Benjamin Alarie, University of Toronto, Price Discrimination in Income Taxation: Defending Half-Hearted Anti-Avoidance

Discussants: Graeme Cooper, University of Sydney and Charles Taylor, Deloitte

4:05pm Wrap-up and End of Event

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2010 Symposium

June 10 & 11, St. Andrews Club, Toronto, ON

Thursday, June 10, 2010
12:00pm Registration and Welcome

1:00pm Opening remarks and introductions
1:15pm Panel: Stock Options and Other Equity-Linked Compensation
 

Panel members:
- Shawn Porter, Deloitte (Chair)
- Neil Brisley, University of Waterloo
- Alan Macnaughton, University of Waterloo
- Amin Mawani, York University
- Peter Megoudis, Deloitte
- John Ruffolo, Deloitte

Issues:

  1. From a corporate finance and economic perspective, should there be any tax incentives for employee stock options? If so, for which types of options?
  2. Are private companies different from public companies in these respects?
  3. Should companies using stock options for employee compensation receive a tax deduction for the bargain share issue or for cash-out? If so, when?
  4. The 2010 budget solved the "Nortel problem" and ended deferral of taxation of stock option gains until sale. Was this appropriate?
  5. Are there other anomalies in the taxation of employee options?

3:00pm Break

3:30pm Panel continued

4:00pm Reception

5:30pm Dinner

Keynote address:
Professor Daniel Shaviro, Wayne Petty Professor of Taxation, New York University School of Law

Friday, June 11, 2010
7:30am Breakfast

Event Description 55 minutes per paper, divided as follows:
  • 20 minutes author
  • 10 minutes discussant #1 (academic)
  • 10 minutes discussant #2 (Deloitte)
  • 15 minutes audience discussion
8:30am Kevin Markle, Shift Happens: A Comparison of the Income Shifting of Multinationals in Territorial and Worldwide Countries

Discussant: Christy Macdonald

9:25am Break

9:55am Maureen Donnelly and Allister Young, Substantiating an Allowable Business Investment Loss Deduction: An Analysis of the Key Elements

Discussants: Chris Wormsbecher and Joanne Magee

10:50am Break

11:20am Ling Chu, Alan Macnaughton and Nicole Verlinden, Curtailing Income Tax Relief for Cosmetic Medical Expenses

Discussant: David Duff

12:15pm Lunch

1:15pm Andy Bauer, Internal Control Quality as an Explanatory Factor of Tax Aggressiveness

Discussants: Andrew Oldham and James Chyz

2:10pm Larry Chapman, The new web-based TaxFind

2:30pm Break

3:00pm Michael Veall, Top Income Shares in Canada: Updates and Extensions

Discussants: Peter Megoudis and James Davies

3:55pm Wrap-up and End of Event

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2009 Symposium

August 20 & 21, St. Andrews Club, Toronto, ON

Thursday, August 20, 2009
1:00pm Registration, Opening remarks and Introductions

2:15pm Panel: Aggressive Tax Planning: Quebec Discussion Paper

Panel members:
- David Duff, University of British Columbia
- Leandra Lederman, University of Indiana
- Geoff Loomer, Dalhousie University
- Jane Meagher, Canadian Tax Foundation
- Andrew Dunn, Deloitte

4:00pm Break

4:30pm Panel continued

5:30pm Reception

6:30pm Dinner

Keynote address:
Professor Joel Slemrod: Paul W. McCracken Collegiate Professor and Director of the Office of Tax Policy Research, Stephen M. Ross School of Business at the University of Michigan

Friday, August 21, 2009
8:30am Larry Chapman, Canadian Tax Foundation

8:45am [Deloitte person]: Comfort Letters to Taxpayers

9:15am Art Cockfield, Queen's University Protecting Taxpayer Privacy Rights under Enhanced Cross-border Tax Information Exchange: Toward a Multilateral Taxpayer Bill of Rights

Discussant: Daniel Sandler, University of Western Ontario

10:00am Break

10:45am Christy MacDonald, University of Waterloo Multi-Jurisdictional Tax Incentives and the Location of Innovative Activities

Discussant: Alex Edwards, University of Washington

11:30am Lunch

1:00pm William McCarten, Ottawa Evaluating the Costs and Benefits of the Federal Small Business Deduction: A Study of Tax Expenditure Evaluation

Discussant: Bev Dahlby, University of Alberta

1:45pm Geoff Loomer, Dalhousie University Tax Treaty Abuse: Is Canada Responding Effectively?

Discussant: Shawn Porter, Deloitte, Toronto

2:30pm Break

3:15pm Lindsay Tedds, University of Victoria Quantifying the Benefits of Backdating: A Canada-US Comparison (with Ryan Compton and Daniel Sandler)

Discussant: Suzanne Paquette, Laval University

4:00pm Frances Woolley, Carleton University The Tax/Benefit Implications of Recognizing Same-Sex Partnerships (with Casey Warman)

Discussant: Thaddeus Hwong, York University

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2008 Symposium

August 25 & 26, St. Andrews Club, Toronto, ON

Monday, August 25, 2008
1:00pm Registration, Opening remarks and Introductions

2:15pm Panel: Tax Free Savings Accounts

Panel members:
- Ben Alarie, University of Toronto
- Heather Evans, Deloitte
- David Hulse, University of Kentucky
- Jon Kesselman, Simon Fraser University
- Richard Shillington, Infometrica

3:45pm Break

4:15pm Panel continued

5:30pm Reception

6:30pm Dinner

Keynote address:
Johanne Gelinas, Deloitte: Tax Policy and the Environment

Tuesday, August 26, 2008
7:30am Breakfast

Paper Presentations The plan for each paper session is that the author has 20 minutes, the discussant has 10 minutes, and 15 minutes is devoted to general discussion.
8:30am Tim Edgar and Alan Macnaughton: Opening Remarks

8:40am Larry Chapman, Canadian Tax Foundation: CTF Research Grants

9:00am Martha O’Brien, University of Victoria Some Income Tax Implications for Canadians of the EU’s Free Movement of Capital Rules

Discussant: Amir Pichhadze, London School of Economics

9:45am Break

10:15am Bev Dalby, University of Alberta Tax Cuts, Economic Growth and the Marginal Cost of Public Funds for Canadian Provincial Governments (with Ergete Ferede)

Discussant: Lindsay Tedds, University of Victoria

11:00am Richard Ainsworth, Boston University Zappers as a Means of Tax Evasion: Comparing Technological Solutions from Quebec, Greece and Germany

Discussant: Efrim Boritz, University of Waterloo

11:45am Lunch

1:00pm Ken Klassen, University of Waterloo Cross-Jurisdictional Income Shifting: Employing a Multi-year Approach (with Stacie Laplante)

Discussant: Kevin Markle, University of North Carolina

1:45pm Jon Kesselman, Simon Fraser University Splitting of Personal Investment Incomes and the Deductibility of Investment Interest Expense

Discussant: Michael Veall, McMaster University

2:30pm Break

3:00pm Kevin Milligan, University of British Columbia Child Benefits and Child Outcomes(with Mark Stabile)

Discussant: Frances Woolley, Carleton University

3:45pm David Duff, University of Toronto Taxation of Outbound Direct Investment: Comments on the Advisory Panel on Canada’s System of International Taxation Consultation Paper Enhancing Canada’s International Tax Advantage

Discussant: Bev Dahlby, University of Alberta

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2007 Symposium

August 23 & 24, St. Andrews Club, Toronto, ON

Thursday, August 23, 2007
1:00pm Registration

2:00pm Panel: Canada’s system of international taxation and the May 14, 2007 proposals to deny interest deductions related to “double dip” financings

Speakers:
- Brian Arnold (Goodmans LLP)
- Harry Grubert (US Treasury)
- David Holland (independent consultant)
- Jack Mintz (University of Toronto and University of Calgary)
- Sandra Slaats (Deloitte)

5:30pm Reception

6:30pm Dinner

Keynote address:
Joseph Thorndike: Tax Analysts and University of Virginia

Friday, August 24, 2007
7:30am Breakfast

Paper Presentations The plan for each paper session is that the author has 25-30 minutes, the discussant has 10-15 minutes, and the rest of the time is devoted to general discussion.
8:30am Frances Woolley, Liability without control: The curious case of pension income splitting

Discussants: Karen Wilkinson, Deloitte and Neil Brooks, York University

9:25am Lisa Philipps, York University, Just “Helping Out”: How Should Tax Law Deal With Informal Family Workers?

Discussant: Kim Brooks, McGill University

10:20am Break

10:50am Amin Mawani and Suzanne Paquette, Pre-Retirement RRSP Withdrawals

Discussant: Jinyan Li, York University

11:45am Gilles Larin, overview of monograph Can Canada Learn from Selected Anti-Avoidance Measures in the UK, the US and Australia?

12:20pm Lunch

1:30pm Arthur J. Cockfield, Queen’s University, Purism and Contextualism within International Tax Law Analysis: How Traditional Analysis Fails Developing Countries

Discussant: Bev Dahlby, University of Alberta

2:20pm Break

2:50pm Maureen E. Donnelly, Fayez A. Elayan and Allister W. Young, To Tax or Not to Tax Income Trusts: The Valuation Effect of a Canadian Dividend Tax Cut

3:50pm Marion Steele, The Wholesale-Retail Rental Housing Split: Tax Treatment, Tax Forgiveness, on Rollover, and Implications for Tenantsbr>
Discussants: Mitch Stein, Queen’s University and Christy MacDonald, University of Waterloo

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2006 Symposium

August 24 & 25, St. Andrews Club, Toronto, ON

Thursday, August 24, 2006
1:00pm Registration and Reception

2:00pm Panel: General Anti-Avoidance Rule

Speakers:
- Brian J. Arnold (Goodmans LLP)
- David Duff (University of Toronto )
- Gord Williamson (Deloitte)

5:40pm Reception

6:30pm Dinner

Keynote address:
Jack Mintz, University of Toronto

Friday, August 25, 2006
7:30am Breakfast

Paper Presentations The plan for each session is that the speaker has 30 minutes, the discussant has 10-15 minutes, and 15-20 minutes are devoted to general discussion.
8:30am Neil Brooks and Thaddeus Hwong , York University, The Social Benefits and Economic Costs of Taxation: A Comparison of High- and Low-Tax Countries

Discussant: Jack Mintz, University of Toronto

9:30am Karim Moussaly-Sergieh and Franois Vaillancourt, Universit de MontralDid the Fiscal Reform of 2001 have an Impact on Labour Supply of Households in Alberta?

Franois Vaillancourt and Ghislaine Geoffrion, Can an Examination of Sub-National Flat Taxes Teach Us Anything? Labor Supply Decisions of Married Men and Women in the USA and Canada

Discussant: Michael Veall, McMaster University

10:30am Break

11:00am Martha O'Brien, University of Victoria, Surrogatum, Source and Tsiapralis: Is There a Principled Basis for the Tax Treatment of Damages and Settlement Payments?

Discussant: Jinyan Li, York University

12:00pm Lunch

1:15pm Tamara Larre, University of Saskatchewan, The Taxation of Personal Injury Damages: Towards a Coherent yet Workable Approach

Discussant: Ben Alarie, University of Toronto

2:15pm Ling Chu, Wilfrid Laurier University, and Alan Macnaughton, University of Waterloo, Canadian Personal Tax Refunds: Voluntary or Involuntary?

Discussant: Lindsay Tedds, University of Manitoba

3:15pm Break

3:40pm Pierre Pascal Gendron, Humber Institute of Technology & Advanced Learning, Toronto, Value Added Tax Treatment of Financial Services: A Developing Country Perspective

Discussant: Tim Edgar, University of Western Ontario

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2005 Symposium

August 25 & 26, St. Andrews Club, Toronto, ON

Thursday, August 25, 2005
2:00pm Panel: Income Trusts

Speakers:
- Kenneth Klassen (University of Waterloo), presenting 2 papers
- Felipe Aguerrevere (University of Alberta), presenting a paper
- Amin Mawani (York University)
- Roman Dubczak, investment banker, CIBC
Discussant: Ilana Singer (Ontario Securities Commission) and Shawn Porter (Deloitte)
The 3 papers are included in the passworded website of papers mentioned above.

5:40pm Reception

6:30pm Dinner

Keynote address:
Brian Arnold

Friday, August 26, 2005
7:30am Breakfast

Paper Presentations The plan for each session is that the speaker has 30 minutes, the discussant has 15 minutes, and 10 minutes are devoted to general discussion.
8:30am Herbert Schuetze, University of Victoria, Income Splitting among the Self-Employed

Discussants: Daniel Sandler, University of Western Ontario and Lindsay Tedds, University of Manitoba

9:25am Benjamin Alarie and Matthew Sudak, University of Toronto, The Taxation of Strike Pay

Discussant: Felice Martinello, Brock University

10:20am Break

10:35am Alan Macnaughton, University of Waterloo, The Basic Analytics of the Taxation of Non-Resident Athletes

Discussant: Art Cockfield, Queen's University

11:30am Miranda Stewart, University of Melbourne (visiting York U.), Waiting for consensus of the experts? Expert discourse and the politics of tax reform

Discussant: Geoffrey Hale, University of Lethbridge

12:25pm Lunch

1:25pm Lindsay Tedds, University of Manitoba, Keeping it off the Books: An Empirical Investigation into the Characteristics of Firms that Engage in Tax Noncompliance

Discussant: Suzanne Paquette, Universit Laval

2:20pm Break

2:35pm Thaddeus Hwong, York University, A Quantitative Exploration of Judicial Decision Making in Income Tax Cases in the Supreme Court of Canada, 1920-2003

Discussant: Glenn Feltham, University of Manitoba

3:30pm Break

3:45pm Francis Favre, University of Waterloo (subject to confirmation), An Elective Entity Classification System for Canada

Discussant: Tim Edgar, University of Western Ontario

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2004 Symposium

August 26 & 27, St. Andrews Club, Toronto, ON

Thursday, August 26, 2004
2:00pm Panel: Proposed Interest Deductability Limits

Speakers:
- David Duff (University of Toronto)
- Lawrence Purdy (Department of Finance)
- John Van Ogtrop (Deloitte), Tim Edgar (University of Western Ontario)

5:40pm Reception

6:30pm Dinner

Keynote address:
Reflections on Tax Policy
Steve Richardson, Director, Canadian Tax Foundation and former Senior Assistant Deputy Minister, Tax Policy Branch, Department of Finance

Friday, August 27, 2004
7:30am Breakfast

8:30am Daryl Young and Roman Meyerovich, Compliance Research and Strategic Analysis Division, Canada Revenue Agency, An Overview of the Compliance Research Program

9:10am Max Baylor, Tax Policy Branch, Department of Finance, Excess Burden of Taxation in a General Equilibrium Model

9:40am Break

9:50am Marion Steele, University of Guelph, The Home Buyers' Plan: A Tax Expenditure Worth Having?

Discussant: Michael Veall, McMaster University

10:30am Lisa Philipps, York University, New Models of Fiscal Citizenship:  Innovations in Budget and Tax Policy Making Processes Internationally

Discussant: Ben Alarie, University of Toronto

11:10am Break

11:20am Michael Veall, McMaster University: The Evolution of Higher Incomes in Northern America: Lessons from Canadian Evidence

Discussant: Neil Brooks, York University

12:00pm Lunch

1:00pm Keith Horner, Ottawa, Savings Incentives and OAS/GIS Costs

Discussant: John Burbidge, University of Waterloo

1:40pm Shanker Trivedi, York University: An Experimental Economics Analysis of Individuals' Attitudes, Intentions and Tax Compliance Decisions

Discussant: Greg Berberich, Wilfrid Laurier University

2:20pm Break

2:35pm David Duff, University of Toronto, The Decline and Abolition of Wealth Transfer Taxes: Lessons from Canada, Australia and New Zealand

Discussant: Keith Horner, Ottawa

3:15pm Suzanne Paquette, Laval University: Tax Incentives on Equity and Firms' Cost of Capital: Evidence from the Qubec Stock Savings Plan

Discussant: Vijay Jog, Carleton University
3:55pm Break

4:10pm PhD Student Research: Devan Mescall, Thaddeus Hwong

4:20pm Kim Brooks, University of British Columbia, Globalization and the Corporate Income Tax

4:35pm Ken Klassen, University of Waterloo, An Issue in Transfer Pricing

4:45pm Neil Brooks, York University, A Critique of the Fraser Institute's Tax Facts 13

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