David Rotfleisch

David Rotfleisch
Rotfleisch & Samulovitch
Founder & Principal

David Rotfleisch, founder and principal of the Toronto-based firm Rotfleisch & Samulovitch PC, focuses on income tax law.

He graduated from McGill University with a Bachelor of Commerce in 1975 and became a chartered accountant in 1977. Mr. Rotfleisch went on to earn a law degree from Osgoode Hall Law School and was called to the Ontario Bar in 1983. He founded the firm in 1987.

A lawyer and chartered professional accountant, Mr. Rotfleisch handles simple and complex tax and estate planning matters, as well as tax amnesty and tax litigation issues. His clients include start-up businesses, resident and non-resident business owners, and corporations.

With a background in the computer and IT industry, Mr. Rotfleisch also assists with technology matters, including high-tech legal issues such as software development and intellectual property.

David Rotfleisch In The News
New T1135s – Canadian tax lawyer comments

By David Rotfleisch . You may have heard of the T1135 form, also known as a Foreign Income Verification Statement. You may have also heard that there have been changes made by Canada Revenue Agency (“CRA”) to the T1135 effective for taxation years ending after June 30, 2013. The purpose of this article is to summarize and describe what a T1135 statement is, who is responsible for filing one, and what must be reported; it will also cover how the new T1135 is different from the former T1135, suggest why this is happening, and describe what solutions are available for those who have not been filing their T1135s. Read More at The Tax Page Blog Read more

Unfiled tax return may require voluntary disclosure

There are many reasons why people may not file a tax return, but there are options available for those who want to remedy their situation with the Canada Revenue Agency (CRA), Toronto tax litigation lawyer David J. Rotfleisch tells The Night Side on Newstalk 1010 . Read more

CRA targeting Canadians with too many wins in TFSAs

By David Rotfleisch . In late 2011, the Canada Revenue Agency (“CRA”) began auditing Tax-Free Savings Account (“TFSA”) holders for the 2009 and 2010 years following the revelation that some TFSA investments had been wildly successful. The result is often a reassessment and a large tax bill for Canadians who thought the TFSA was supposed to be “tax free.” It’s now 2015 and CRA shows no signs of stopping this practice. Read More at The Tax Page Blog Read more

Offshore accounts not illegal, but taxpayers must disclose assets

Letters sent to certain Canadian taxpayers late last year, reminding them of their filing obligation, show that the Canada Revenue Agency (CRA) is turning up the heat on offshore accounts and unreported tax income, Toronto tax litigation lawyer David J. Rotfleisch writes on Financial Independence Hub. Read more

Alberta case shows taxpayers expect duty of care

An Alberta-based company’s move to sue the Canada Revenue Agency (CRA) alleging 'unusual treatment' due to years of audits and a resulting tax bill of more than $200 million is just the latest example of the developing duty of care between taxpayers and the agency, says Toronto tax litigation lawyer  David J. Rotfleisch . Read more

Banks uneasy as foreign tax, money-laundering rules tighten

Amid recent news that a Canadian bank has withdrawn from Latin America and the Caribbean, and last year’s reports that U.S. authorities handed out fines to foreign banks for helping its citizens evade tax, it is clear that banks have become ‘gun-shy’ with respect to international operations, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Large banks unlikely to shun Americans due to tax rules

A small Canadian bank’s recent move to deny accounts to American customers as a result of new U.S. tax rules is unsurprising, but it is unlikely that large financial institutions will follow suit, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Taxpayers should seek answers from professionals, not CRA

A recent survey that suggests as many as one in four business callers to the Canada Revenue Agency (CRA) are receiving inaccurate information highlights the fact that taxpayers should instead be directing their questions to a tax professional, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Tax Court cost rules apply to inappropriate pleadings, recent ruling shows

A rare award of solicitor-client costs handed down by the Tax Court of Canada in a recent case is an example of how the court’s new cost award rules apply to inappropriate pleadings, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Jail sentences typical in 'de-taxer' counselling cases

News that a B.C. man was recently sentenced to jail time for educating others on how to avoid paying taxes shows the zero tolerance that both the Canada Revenue Agency and the courts have for the “cottage industry” of de-tax counsellors, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Cases may signal a new duty of care to taxpayers

While past decisions have held that the Canada Revenue Agency (CRA) owed a duty of care only to the minister of revenue rather than to taxpayers, two recent cases may indicate that a general duty of care is developing, Toronto tax litigation lawyer David J. Rotfleisch writes in Law Times . Read more

Global tax information sharing to increase through 2018

While it is unlikely that the Canada Revenue Agency (CRA) will aggressively pursue offshore banks for the details of Canadians’ unreported income in 2015, this will become reality once a multinational tax swap initiative comes into force in 2018, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Political activity audit strips Dying with Dignity of charitable tax status

OTTAWA – The federal government is stripping Dying with Dignity Canada of its charitable tax status following a political activity audit by the Canada Revenue Agency. Read more

Bank secrecy for tax evasion is coming to an end: Rotfleisch

News that one of the largest banks in Israel admitted that it helped more than 1,500 U.S. account holders evade taxes provides further proof of the end of the era of bank secrecy around tax evasion, says Toronto tax litigation lawyer David J. Rotfleisch . Read more

Tax treatment of Bitcoins

By David Rotfleisch . Bitcoins and other cryptocurrencies such as Litecoin, Dogecoin and Mazacoin are attracting more attention from the media and from Canadian taxpayers. Due to their nature Bitcoins are in use throughout various jurisdictions, however, not all countries treat Bitcoins in the same way when it comes to income taxation.  Read More at The Tax Page Blog Read more

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