Discussion on Recent Tax Cases & Appeals Process
Presented by James Rhodes & Amit Ummat – Tax Lawyers

James began his career in tax law at law school where he received the award for top mark in taxation law in his second year, and shared the top mark in taxation law in his third year. Subsequently, James received a prestigious clerkship with the Tax Court of Canada, where he completed his articles. During his time with the Tax Court, he prepared bench memoranda and legal opinions to assist the Justices of the Court in their role of deciding tax appeals. During his time at PwC, James was responsible for providing legal opinions and tax planning assistance to a range of clients. James currently teaches at University of Dalhousie and operates his private practice. 

Amit ardently advocates for his clients to advance their position and seeks creative solutions to his clients’ tax disputes. Amit is invested in his clients’ tax problems and takes up their cause with unremitting focus.  Amit is familiar with tax issues arising in many industries, including banking, manufacturing, commercial leasing, transportation and resources.

Cadesky Tax Seminars delivers in-depth tax education built for real-world practice. Learn directly from practicing Canadian tax professionals with decades of expertise in the topics that matter most to your clients.

Marco Jotic, CPA, CGA, TEP, is a Partner at Cadesky Tax, where he advises clients on complex tax matters with a focus on trust and estate planning, corporate reorganizations, and tax dispute resolution. A Trust and Estate Practitioner (TEP), Marco is recognized for helping business owners, high-net-worth families, and individuals navigate sophisticated tax planning strategies. He is an active contributor to the tax profession, serving as a Tax Mentor with STEP Canada and as a facilitator for CPA Canada's In-Depth Tax Course, while also authoring and presenting on a range of advanced tax topics. Marco is committed to delivering practical, client-focused solutions that address complex tax challenges with clarity and precision.

Haaris Mian is an Assistant Professor at the University of Waterloo and author of "Foundations of Data Analytics: Accounting and Finance Applications." With involvement in the CPA profession since 2012 and a postgraduate degree in Advanced Artificial Intelligence from the UK, he bridges traditional accounting and emerging technologies.
An entrepreneur since 2015, Haaris founded Creativum for accounting automation solutions and later established BlackFrame AI Consulting, which evolved from broad AI consulting to specialize in voice AI solutions for businesses. As a member of the International Association for Safe and Ethical AI (IASEAI), he advocates for responsible AI deployment in professional services while developing frameworks for integrating data analytics and AI into accounting education and practice.
 

Krista is an associate professor at the University of Waterloo, School of Accounting and Finance (SAF). An awarded research publisher, Fiolleau’s research focuses on the effect of organizational controls and governance on ethical reasoning and the influence of corporate governance on auditor effectiveness. PhD Director and the Director of the Centre for Accounting Ethics, Fiolleau lends her expertise in facilitating conferences, speaking and presenting in the areas of ethics research and teaching. 

The founder of ThreeShield Information Security Corporation, a Canadian cybersecurity company that helps accounting firms protect client trust, reduce cyber risk, and meet cyber insurance and regulatory requirements. 

With more than 25 years in cybersecurity, Chris has served as an IT auditor with both the Office of the Auditor General of Alberta and a Fortune 50 company. He has managed and audited cybersecurity for organizations on every continent except Antarctica, including accounting firms, critical infrastructure, government and defence, manufacturers, aerospace companies, fintech, and businesses processing billions of dollars in annual online transactions.

A frequent speaker on cybersecurity, AI, and privacy, Chris is known for making complex technical topics understandable and giving audiences practical, vendor-neutral advice they can apply immediately.