• About

Recognition

  • Author

    • Author, "CRA Roundtable — 2016 Canadian Tax Foundation Annual Tax Conference", Tax Topics, December 15, 2016
    • Author, "Review Trusts Holding Principal Residences Before End of 2016", Canadian Tax Focus, Volume 6, Number 4, November 2016
    • Co-author, "Sell now to avoid paying higher taxes upon disposition of goodwill and other intangibles", June 1, 2016
    • Co-author, "Canada - U.S. Tax Treaty: A Practical Interpretation, 4th Edition", Wolters Kluwer, December 2015
    • Author, "Proposed Section 55 Amendments Discussed At Canadian Tax Foundation Roundtable", Global Tax Weekly, Issue 162, December 17, 2015
    • Author, "The 2015 CRA Roundtable at the CTF Annual Conference", Tax Topics, December 3, 2015
    • Author, "Proposed Amendments to Section 55 Contain Unwanted Surprise", Tax Topics, June 11, 2015
    • Author, "Payments to a Partnership with a Non-Resident Member", Canadian Tax Focus, Volume 5, Number 2, May 2015
    • Author, "TCC: Unpaid Dividend Refund Is Not a Refund", Tax Litigation Blog, April 27, 2015
    • Author, "The Case of Szymczyk v. The Queen: The limit of administrative “one-offs” ", Tax Topics, Wolters Kluwer, Number 2240, February 12, 2015
    • Author, “Canada: Private equity basics”, Dentons Financial Services Insights, 2014
    • Author, “What is an avoidance transaction?”, Global Tax Weekly, Wolters Kluwer CCH, Issue 86, Page 14, July 3, 2014
    • Author, "What is an “Avoidance Transaction”? The Federal Court of Appeal finds for the taxpayer in Spruce Credit Union", Tax Topics, No.2206, June 19, 2014
    • Author, "Marzen: Tax Court Upholds Transfer Pricing Adjustments", Tax Litigation Blog, June 17, 2014
    • Author, "Spruce Credit: Avoidance Transactions and the Duke of Westminster", Tax Litigation Blog, June 13, 2014
    • Co-Author, "An Overview of Directors' Liability for unremitted Taxes and Recommendations for Best Practices", Corporate Governance, May 2014
    • Author, “An Overview of Director’s Liability Taxes and Recommendations for Best Practices”, Corporate governance, Volume X, No.1, 2013
    • Author, "Enhanced deductibility for trustees", Personal Tax and Estate Planning Journal, Volume IV, No. 4, 2013
    • Co-Author, “Canadian Taxation of Income Earned and Distributed by a Subsection 94(3) Trust", Canadian Tax Journal, August 2013
    • Author, "Wasting Freezes Now Less Attractive in Ontario", Canadian Tax Focus, August 2013
    • Author, "Canadian Tax Foundation - 2012 Annual Conference", Tax Topics, Number 2127, December 13, 2012
    • Author, "Crime And (No) Punishment:Julie Guindon v. Her Majesty The Queen", Tax Topics, Number 2119, October 2012
    • Co-author, "News Analysis: Canada's Sommerer Decision and Double Taxation", Tax Notes International, Vol. 67, Number 6, August 6, 2012
    • Author, "What Happens if Your CRIC is a ULC?: Foreign Affiliate Dumping and Existing Cross-Border Structures", Tax Topics, May 2012
    • Co-author, "Deadlines Approaching for RRSPs with 'Prohibited Investments", Tax Topics, Number 2090, March 29, 2012
    • Author, "Public Foundation or Private Foundation? The Sheldon Inwentash and Lynn Factor Charitable Foundation v. The Queen", February 2012
    • Author, "2011 Canadian Tax Foundation Roundtable", Tax Topics, no. 2075, December 15, 2011
    • Author, "Canada Revenue Agency Sheds Light On International Tax Issues in Roundtable Discussion", Worldwide Tax Daily, December 2011
    • Author, "St. Michael Trust Corp. v. The Queen - Central Management and Control Test Applies to Trusts", OBA Taxation Law Section Newsletter, Vol. 21, No. 2, April 2011
    • Author, "Canada Revenue Agency Sheds Light On International Tax Issues in Roundtable Discussion," Worldwide Tax Daily, November 2011
    • Author, "Should I Be Taking it Personally?" CCH Tax Topics, November 2011
    • Co-author, "Tax Court Knocks Down Capital Step-Up," CCH International Tax, December 2009
  • Presentations

    Presentations involving Canadian tax law.

    • "Budget 2016 – A Round-up of Changes Relevant to Young Practitioners", Canadian Tax Foundation, April 20, 2016
    • "Estate Freezes, Thaws, and Melts (Including Partnership Freezes)", Canadian Tax Foundation, October 26, 2015
    • "Recent Topics of Interest for Advisers of Owner-Managers", Canadian Tax Foundation, November 19, 2014
    • "Taxing Technology - Startups, Bitcoin and Crowdfunding", Wolters Kluwer CCH Tax, September 16, 2014
    • "Directors’ Liability and ‘New’ Reportable Transactions", Wolters Kluwer CCH Tax, January 21, 2014
    • "Directors’ Liability For Corporate Tax Liabilities", Continuing Professional Development Bootcamp, November 20, 2013
    • "Fundamental Tax Issues for Non-Tax Professionals", FMC CPD Bootcamp, Toronto, November 2012
  • In the Media

    Appearances in worldwide publications

    • Quoted in "Finance tax proposals threaten family business planning", Small Biz Advisor, July 2017
    • Mentioned in “Dentons welcomes five partners to its Toronto office”, Lexpert, March 2016
    • Quoted in "Missed Deadline Costs Company $1.4 Million", The Bottom Line, November 2014
    • Quoted in "South Africa Case Sheds Light on Exit Tax", The Bottom Line, September 2012

Brodlieb Legal - Canada's Tax Law Specialist

Jesse Brodlieb, principal at Brodlieb Legal, is one of Toronto's leading young tax practitioners with over ten years' experience in advising private companies and their shareholders on numerous tax and succession planning matters.

Jesse's clients range from start ups to third- and fourth-generation family businesses and Jesse has the experience and understanding to know what works for each type of client.

Activities & Affiliations

Brodlieb Legal

A boutique tax law firm focusing on private company taxation issues, Brodlieb Legal provides advice on establishing and reorganizing corporate structures in a tax-efficient manner. Whether our client is a first time entrepreneur needing basic structuring advice or a multi-generational high net worth family dealing with complex succession issues, we pride ourselves on providing highly-sophisticated advice and superior service to all our clients.

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