Nov 27, 2025 · 1:00–4:00 PM EST
Sessions covered updates stemming from the November 2025 federal budget, the integration of artificial intelligence in SR&ED practice, and recent Tax Court rulings.
| Time | Topic | Issues | Presenter |
|---|---|---|---|
| 1:00 PM | Introduction | — | Earl Viner |
| 1:05 PM | 2024–25 SR&ED Tax Cases | Vortex Energy Services (loss), Manning Canning Kitchens (win), Dazzm Inc. (win), Paveit Construction (loss), Blackberry Canada (win) — see the full docket | Justin Frape, Dave Sabina, Ohad Una, Shaun Button |
| 1:45 PM | Artificial Intelligence | New AI guidelines from CIPO and other jurisdictions; analysis of a recent DeepMind judgment in the US; Canadian AI Task Force strategies | Dave Sabina, Ben Mak |
| 2:45 PM | Tax Planning — Owner Wages | Wage structuring options; wages vs. dividends; specifics for doctors & dentists | Dave Sabina |
| 3:00 PM | Federal SR&ED Updates | SR&ED consultation update; new credits in the 2024 budget; Redbook statistics review | Elizabeth Lance, Justin Frape |
| 3:45 PM | Discussion & Questions | — | Earl Viner |
Nov 21, 2024
1:00–4:00 PM EST. Topics: 2023–24 SR&ED tax cases (Biscuiterie Dominic, filing deadlines), Artificial Intelligence (USPTO guidelines, inventorship, subject-matter eligibility), federal SR&ED updates & patent boxes.
Nov 24, 2017
1:00–4:00 PM EST. Interview with the Honourable Donald Bowman, former Chief Justice of the Tax Court of Canada.
Individual agenda, slide, and video files are being re-linked as they're recovered from archived records. Register for the next session on the Become a Member page. Questions or suggestions: registration@sredstakeholder.ca