EY Indirect Tax Financial Services Academy 2027
EY Indirect Tax Financial Services Academy 2027
Join us in Toronto on January 26–27, 2027 for the second annual EY Indirect Tax Financial Services Academy. Designed for new and experienced in-house tax professionals in the financial services space, this two-day, in-person program brings together in-depth technical learning, practical insights and opportunities to connect with industry peers.
Led by EY indirect tax professionals, with contributions from external industry thought leaders, the Academy explores complex legislative provisions and the issues shaping the financial services industry. The refreshed curriculum covers legislative developments, interpretive issues and practical considerations arising from audit activity and jurisprudence — with a new, dedicated session on evolving considerations in the real estate sector.
Dates: January 26–27, 2027
Time: 9:00 a.m.–5:00 p.m. ET; cocktail reception to follow on day one
Location: EY Tower, 100 Adelaide Street West, 40th floor, Toronto
Format: Two-day, in-person program
Program fee: $799
For any questions please reach out to Tariq Nasir (Tariq.Nasir@ca.ey.com).
Key features
Key features
Tax policy and financial services: Past and present challenges in taxing financial services products.
Financial service provisions: Financial services provisions under the Excise Tax Act.
Input tax credit allocation: Input categories, recovery rate options, qualifying institution rules and preapproval, and financial institution change-of-use rules.
Self-assessment requirements: Financial institution provisions covering qualifying consideration and imported taxable supplies.
Rebates: Available rebates for financial institutions.
Selected listed financial institution (SLFI) rules: SLFI status and implications, the special attribution method formula, and provincial attribution percentage rules for certain SLFIs.
Investment and pension plans: Rules for mutual funds, investment limited partnerships, other investment plans and pension plans, including the “look-through” requirements.
Legislative developments and case law: Legislative updates, recent decisions, pending Tax Court of Canada and Federal Court of Appeal cases, and interpretive and practical issues arising from audits and jurisprudence.
New for 2027 — Real estate: A dedicated session on evolving real estate sector considerations.
Sector update, including the role of AI: An overview of the Canadian economic landscape and how AI can play a role with tax functions.
Content
Content
Deepen your technical knowledge. Build your understanding of the provisions and interpretive issues affecting financial services organizations.
Put learning into practice. Gain insights from experienced EY advisors and external industry thought leaders, then explore real-world scenarios through
interactive breakout discussions.
Invest in your professional development. Earn Continuing Professional Education (CPE) hours, receive a certificate of completion and access course presentation materials after the event.
Connect with your industry. Exchange perspectives with fellow professionals and EY leaders over breakfast, lunch and a cocktail reception on day one.
Additional information
Additional information
EY Toronto
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You must hold a Single user license before
purchasing an Additional user license, where applicable.
Please contact us here about large volume discounts.