The #AskAndrew Program with Daphna Schwartz

Tax Strategies and Considerations in Family Law

Guest: Dale Barrett

ABOUT DALE BARRETT:

Dale Barrett is the founder and managing lawyer of Barrett Tax Law and Lawyer & Lattes. He is also the #1 Best Selling Author of Tax Survival for Canadians: Stand Up to the CRA, the Quick and Dirty Business Start-Up Guide, Victory Over the CRA: An Accountant’s Guide to Representing a Client, and Pay Way Less Tax!

A frequent Speaker, Tax Columnist for the Lawyer’s Daily and Editor of the Family Law & Tax Handbook, Dale was Educated at McGill University Law School and holds degrees in both civil and common law. He speaks English, French and Spanish, and following Law school, Dale worked as an articling student at Torys LLP, and shortly after being called to the bar, in 2009 started Barrett Tax Law – a national tax law boutique.

Together with his associates, paralegals, law clerks, and legal assistants, he provides representation and tax advice with respect to matters involving both the Canada Revenue Agency and various provincial taxation authorities. Having represented and provided advice to clients with matters before the Tax Court of Canada, the Federal Court, the Federal Court of Appeal, the Alberta Court of Queen’s Bench, the Ontario Superior Court, and the British Columbia Provincial Court, Dale has developed a broad tax expertise across various courts in various provinces.

Together with his dedicated and hardworking team, Dale works to make the Canadian taxation system a little more fair for the taxpayer who has to compete against the resources of the government. The CRA has enormous capabilities and Dale ensures a level playing field where his clients’ rights are protected.

While Dale has a broad tax practice, he focuses on: providing tax advice, voluntary disclosures (a.k.a. “tax amnesty), tax litigation, Canada Revenue Agency Disputes, Audits, GST/HST Audits, Net Worth Assessments, Unfair Assessments / Reassessments, Late Filing, Criminal Charges related to the Income Tax Act, Failure to File charges, Failure to Comply charges, section 160 assessments, Director’s liability assessments, Section 85 rollovers, First Nations Tax issues, tax liens, wage garnishees, frozen bank accounts, and Requirements to Pay.

Dale also has a broad corporate commercial practice and is involved with his corporate clients in all their life stages – from incorporating companies to working on amalgamations and reorganization to providing representation for the ultimate sale / exit.