Joseph Monaco is a partner in the firm and restricts his practice to income tax law.

Joseph has been involved in a tax practice for over 20 years, and during that time there is very little that he has not encountered on behalf of clients in his practice. He has advised clients in most business sectors, from start-up ventures to large multinational public companies.

Other lawyers, accountants and professional advisors routinely refer highly complex and sensitive tax matters to him. Joseph is respected, and enjoys an excellent reputation with the courts, other professionals and his clients as one of the leading tax law lawyers in the Region.

His tax practice includes the following services:

• Corporate Reorganizations
• Tax opinions and Advance Rulings
• Income Tax Appeals and Dispute Resolution with Canada Revenue Agency
• Personal Tax Planning
• Tax Issues in Estate Planning
• International Tax Planning
• Owner Manager Planning
• Pre Sale Tax Planning
• Cross-border taxation

Joseph has completed the Canadian Institute of Chartered Accountants, Tax Specialist Program and prior to joining the firm was a tax lawyer in a national chartered accounting firm. He has been a frequent speaker and author on taxation matters on behalf of the Canadian Tax Foundation, Law Society of Upper Ontario Bar Association. He was also appointed a member of the CRA Appeals Advisory Committee. Joseph is currently a member of the CRA - Hamilton Tax Consultation Committee.

Articles

	When Is An Objection Not A Valid Objection? The recent decision of the Federal Court of Appeal in 870 Holdings Ltd. v. Her Majesty the Queen, 2003 FCA 460, is an important reminder to all tax practitioners of the importance...
	Accountants And "Client Privilege" As a general rule, a client who communicates with a lawyer for the purpose of obtaining legal advice can rest assured that the lawyer will not divulge the content of the communication...
	Challenging CCRA Fairness Decisions Gives the Minister the discretion to waive or cancel any or all of the interest and penalties (but not the tax) owed by a taxpayer or partnership. What happens if a taxpayer makes...