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Recognized as one of Canada's Top Tax Law Boutiques.

         
  • Free Consultation
  • Tax Services
    • Voluntary Disclosure
    • Audit
    • Objection
    • Tax Court of Canada
    • Cryptocurrency
    • Unfiled Returns
    • Tax Debt
    • Taxpayer Relief
    • Residency
    • More Services
      • Disability Tax Credit
      • Avoiding Bankruptcy
      • Criminal Defence
      • Judicial Review
      • Rectification
      • Remission Orders
      • Tax Planning
      • Business Advisory
  • Corporate Services
    • Acquisitions
    • Business Formation
    • Commercial and Residential Leasing
    • Commercial Contract Drafting and Review
    • Commercial Financing
    • Corporate Law and Record Maintenance
    • Corporate Reorganizations
    • Mergers
  • Our Firm
    • Our Team
    • About Us
    • Results
    • Decisions
    • Testimonials
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      • Student Committee
  • Tax Law Blog
  • Contact Us
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  • Free Consultation
  • Tax Services
    • Voluntary Disclosure
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    • Cryptocurrency
    • Unfiled Returns
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Leading Canadian Tax Lawyers

Legal Team

Jason Rosen VCARD

Jason Rosen

Position:
Founding Partner
Email:
jason@rosentaxlaw.com
Phone:
(416) 593-4357

Personal Experience

Jason Rosen is founding Partner at Rosen & Associates and recognized by the Law Society of Ontario as a Certified Tax Law Specialist.

Jason provides effective and aggressive representation by taking a proactive, client centered approach for his domestic and international clients alike. Throughout his time in the field, Jason has gained a comprehensive understanding of tax procedures and the dispute resolution process. Jason advises a variety of clients involved in a broad range of disputes with provincial and federal tax authorities. Jason successfully represents a large range of clientele, from individual taxpayers to small and medium size corporations. Jason has been counsel of record on matters at the Tax Court of Canada, Ontario Superior Court of Justice and the Federal Court of Appeal.

Not only is Jason a litigator, he also assists clients throughout the audit and objection processes. Furthermore, Jason delivers effective negotiations with respect to collections arrangements, drafts applications for taxpayer relief to eliminate interest and penalties as well as manages all aspects of the Voluntary Disclosures Program.

Jason holds a Bachelor of Commerce in Accounting from Ryerson University. He began his law career studying abroad at Bond University in Gold Coast, Australia, and completed his JD at the University of Windsor Ontario.

Jason’s experience has equipped him with the ability and capacity to provide tax related advice of the highest quality. During Jason’s spare time, he enjoys travelling, playing hockey and golf, and keeping up with technological trends.

Media

Toronto Star: Owe Money to the CRA and Can’t Afford to Pay? Here’s What You Should Do

CTV News: Leafs’ Leader, Tavares, Challenges CRA Over Tax Dispute

YouTube: CRA CERB Audit Podcast

Bloomberg Tax: Cyrptocurrency, Coinbase and Tax Evasion

Advisor.ca: Receivable owing on Emerge ETFs creates unique tax challenge

CBC News: Do Ottawa’s proposed capital gains tax changes affect inherited properties?

Directory of Certified Specialists

Recent Decisions

Charles v HMK, 2024-2463(IT)I

The Estate of the Late Cazmer Wisniewski v Attorney General of Canada, T-307-22

Xu v. HMK, 2021-1015(GST)APP – Tax Court of Canada (incorrect decision regarding GST/HST)

Torabi v. HMQ, 2021-512(IT)G – Tax Court of Canada (Business income was re-characterized as a capital gain, and gross negligence penalties were removed)

Behnke v HMK 2021-1061(IT)G

Broderick v HMK 2021-860(IT)G

Coward v HMK 2021-871(IT)G

Bukhari v HMK, 2021-1705(IT)I

Bukhari v HMK, 2021-1706(IT)I

Velasquez v HMK 2020-1000(IT)G

Ord v HMK 2020-1604(IT)G

Greenham v HMK 2020-2066(IT)G

Kares v HMK 2020-453(IT)G

O’Hara v HMK 2020-481(IT)G

The Estate of the Late Wilfredo Farias v HMK 2020-540(IT)G

Roth v HMK 2020-963(IT)G

Bradley v HMK 2020-978(IT)G

6478620 Canada Inc. v. HMK, 2020-409(IT)G

ASIF v. HMK, 2020-538(IT)G

McLean v. HMQ, 2020-630(IT)I – Tax Court of Canada (Settlement to allow all foreign tax credits claimed)

Verrelli v. HMK, 2019-594(IT)G – Tax Court of Canada (Taxable gains associated with home purchase)

HSU, Vicky v HMQ 2019-1334(IT)G

Ghosh v HMK, 2019-3260(IT)G

Hsu v HMQ, 2019-1334(IT)G

Don’t Forget Me Doggies Inc. v HMK, 2019-3261(IT)G

Wong v. HMQ, 2019-2427(GST)I – Tax Court of Canada (Appellant allowed New Home House Rebate. Minister did not even issue a Reply)

Rutledge v. HMQ, 2018-3388(IT)G – Tax Court of Canada (Section 160 assessment vacated following settlement with the Department of Justice)

Isbister v. HMQ, 2018-3922(IT)I & Spafford v. HMQ, 2018-3928(IT)I – Tax Court of Canada (Appellant allowed all interest expenses)

Proulx v. HMQ, 2018-3780(IT)G – Tax Court of Canada (Business expenses were allowed through settlement)

Smith v. HMQ, 2018-2275(IT)I & 2018-2276(IT)I – Tax Court of Canada (Donations allowed, and gross negligence penalties removed following hearing at the Tax Court)

Mendes, Godfrey v HMQ 2018-1264(IT)G

Melen v. HMQ, 2018-3107(IT)G – Tax Court of Canada (Appellant allowed his employment expenses through a settlement with the Department of Justice)

Smith v HMQ, 2018-3782(IT)G

Juriansz v. HMQ, 2017-3563(IT)G & 2018-705(GST)G – Tax Court of Canada (Appellant allowed principal residence exemption, removal of GST/HST and penalties)

Prasher v. HMQ, 2017-3097(IT)G -Tax Court of Canada (Principal residence exemption originally denied, but settlement successfully allowed the claim)

Beaudrow v. HMQ, 2017-1896(IT)G – Tax Court of Canada (Appellant’s shareholder benefit reduced by hundreds of thousands of dollars)

1501954 Ontario Inc v. HMQ, 2017-1897(GST)G & 2017-1894(IT)G – Tax Court of Canada (Appellant allowed additional expenses, and taxable income lowered by over a hundred thousand dollars)

Dhingra v. HMK, 2017-3794(IT)I – Tax Court of Canada (Reducing taxpayer income)

Mong, Tung Le v HMK, 2017-5072(IT)G

Timberview Developments Ltd v HMQ, 2017-5004(IT)G

Ebiye v HMQ, 2017-3229(IT)G

Morgan v HMQ, 2017-5005(IT)G

Acosta v. HMQ, 2016-3936(IT)I – Tax Court of Canada (Travel expenses were allowed through settlement)

Wood v HMK, 2016-1919(IT)G

Chan v. HMQ, 2016-5049(IT)G – Tax Court of Canada (Appellant entitled to principal residence exemption on the sale of a home owned for a few short months)

Kasik v. HMQ, 2016-3166(IT)I – Tax Court of Canada (Appellant allowed to deduct 70% of claimed expenses)

Lu v. HMQ, 2016-2414(IT)I – Tax Court of Canada (Appellant allowed $48,652.33 of expenses and gross negligence penalties deleted)

Sakaria v. HMQ, 2016-237IT(G) – Tax Court of Canada (Loan forgiveness considered valid consideration in lowering a Section 160 Assessment issued against the taxpayer)

Robertson Amusements Ltd, 2015-1261(GST)G – Tax Court of Canada (Appellant’s taxable income reduced by $2,575,000, and Appellant’s GST/HST reduced by $325,000)

Idone v HMK, 2015-2699(IT)G

Stubbs, Christina v HMQ – 2015-2206(IT)G

Stubbs, Colin v HMQ – 2015-2208(IT)G

Stubbs, Colin v HMQ – 2015-3301 (GST)I

Eghbalkhah v HMQ, 2015-4704(IT)I

Juriansz v. HMQ, 2015-3945(IT)G – Tax Court of Canada (Appellant allowed principal residence exemption, removal of GST/HST and penalties)

2189788 Ontario Inc. v. HMQ, 2015-5012(IT)G – Tax Court of Canada (Appellant income reduced by $4.53 million dollars which was 85% of what CRA assessed as unreported income)

Wilfredo v MNR., T-113-21 – Federal Court (RRSP over-contribution penalty removed through a settlement with the Department of Justice)

Maconachie v A.G.C., T-1430-21 – Federal Court (Through settlement with the Department of Justice, the Applicant’s judicial review request was sent back to the CRA for a fresh review)

Lee v. MNR, T-1884-17 – Federal Court (Judicial Review of decision not to allow taxpayer relief, settlement allowing relief)

Northcut v. Ontario (Minister of Finance), 184-17 – Ontario Superior Court of Justice (Minister vacated Director’s Liability Assessment)

Gingell v. MNR, T-1283-16 – Federal Court (Taxpayer entitled to taxpayer relief and awarded full costs)

Boroumand v. Canada, 2016 FCA 313 – Federal Court of Appeal

Blog Posts

Family Tax Planning Strategies to Maximize Tax Savings

Family Tax Planning Strategies to Maximize Tax Savings

Family tax planning involves organizing your financial affairs to minimize the overall tax liability of your household. It takes into account the income,...

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April 23, 2025
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Canada’s GST/HST Tax Break: Bill C-78

Canada’s GST/HST Tax Break: Bill C-78

The Canadian government has introduced a GST/HST Tax Break to provide financial relief for consumers during the holiday season. This initiative temporarily...

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January 24, 2025
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Tax Court of Canada: A Guide on Informal Procedure

Tax Court of Canada: A Guide on Informal Procedure

Disputing a tax assessment with the Canada Revenue Agency (CRA) can be a daunting process. Fortunately, the Tax Court of Canada provides an accessible and...

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January 16, 2025
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Protective Relief Requests with the CRA

Protective Relief Requests with the CRA

Dealing with the Canada Revenue Agency (CRA) can be overwhelming, especially when faced with tax penalties and interest due to unforeseen circumstances. A...

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January 16, 2025
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Estate Taxation: Strategies and Common Mistakes

Estate Taxation: Strategies and Common Mistakes

Estate taxation in Canada plays a significant role in determining the financial legacy you leave behind. While Canada does not have a formal "estate tax"...

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December 20, 2024
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Notice of Appeal: A Step-by-Step Guide for Canadian Taxpayers

Notice of Appeal: A Step-by-Step Guide for Canadian Taxpayers

A Notice of Appeal is a critical legal document that initiates the appeals process when disputing a decision made by the Canada Revenue Agency (CRA) or...

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December 20, 2024
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Collections Legal Action: What to Expect When Facing Debt

Collections Legal Action: What to Expect When Facing Debt

Collections legal action occurs when a creditor or collection agency takes formal legal steps to recover unpaid debts. In Canada, ignoring unpaid debts or...

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December 20, 2024
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Tax for Remote Workers: Canadian Employees and Freelancers

Tax for Remote Workers: Canadian Employees and Freelancers

As remote work becomes increasingly common in Canada, understanding the tax implications of working from home is essential. Whether you’re a salaried...

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December 20, 2024
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CRA Notice of Reassessment: What It Means and How to Respond

CRA Notice of Reassessment: What It Means and How to Respond

Receiving a Canada Revenue Agency (CRA) Notice of Reassessment can be an unsettling experience. Whether it arrives unexpectedly or in response to a tax...

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December 6, 2024
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Selling Your Home: What You Need to Know

Selling Your Home: What You Need to Know

Selling your home is a significant financial decision that involves more than just finding the right buyer. From understanding the tax implications to...

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December 6, 2024
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Can’t Pay Taxes on Time? What to Do

Can’t Pay Taxes on Time? What to Do

Finding yourself unable to pay your taxes on time can be stressful and overwhelming. Whether due to financial hardship, unexpected expenses, or simply...

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December 6, 2024
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Income Splitting: A Strategy for Tax Savings

Income Splitting: A Strategy for Tax Savings

Income splitting is a tax strategy that can significantly reduce a family's overall tax burden by shifting income from a higher-income earner to a...

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December 6, 2024
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Rosen and Associates is a national tax law firm based in Toronto, Ontario. We take a proactive, client focused approach allowing our lawyers to provide comprehensive legal tax advice and representation.

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