Indirect Tax Financial Services Academy

What makes this a must-attend program? Highlights include:

• Policy overview: Overview of the past and present challenges and complexities associated with
  the taxation of financial services products. 
• Financial service provisions: In-depth review of the financial services provisions as defined in the
  Excise Tax Act.
• Input tax credit allocation methodology for financial institutions: Overview of the types of inputs
  and the options available to determine the applicable recovery rates for the different categories of
  inputs; a review of the special rules for qualifying institutions; a discussion of the preapproval
  process for qualifying institutions; an outline of the change-of-use rules that apply to financial
  institutions.
• Self-assessment provisions: Overview of self-assessment provisions for financial institutions,
  including the qualifying consideration and imported taxable supply provisions.
• Rebates: Discussion around the various rebates available to financial institutions.
• Selected listed financial institution (SLFI) rules: A review of how a person becomes a SLFI and
  the associated implications; overview on how the special attribution method formula works,
  including a review of the provincial attribution percentages rules for certain types of SLFIs.
• Investment and pension plans: A review of the rules governing investment plans — such as
  mutual funds and investment limited partnerships — and pension plans.
• Case law update: The latest case law developments.

Two-day, in person program: $699 

Can’t join us in person?
We’re offering a virtual package to give you an opportunity to learn from EY’s indirect tax
professionals on-demand. Virtual program: $699