Successful tax dispute resolution requires far more than negotiating a settlement. This presentation explores the full toolkit available to taxpayers and advisors, including the effective use of taxpayer rights, strategic escalation within the CRA, waiver decisions, timing considerations, and collections / payment issues.
We will discuss how these tools can be leveraged to manage risk, preserve options, and improve outcomes throughout the audit, objection, and appeals process. Drawing on practical experience, the session will highlight key strategic considerations, advantages and disadvantages of reaching a settlement at different stages of a dispute, and opportunities to influence the course of a dispute before positions become entrenched.