The Deloitte Centre for Tax Education and Research

School of Accounting & Finance
University of Waterloo
Waterloo, Ontario, Canada N2L 3G1
Phone: 519-888-4567
Fax: 519-888-7562

Stan Laiken
Director
Office in Hagey Hall, room 3124
Send e-mail to snlaiken@uwaterloo.ca
Phone 888-4567 ext.36507

Current Events

Next Tax Policy Research Symposium June 2012

Past Programs, 2004 to 2011.

2011 Deloitte Tax Scholarship Award

Objectives

The School of Accounting and Finance at the University of Waterloo and Deloitte share the objectives of improving the quality of tax education and quantity and quality of tax research at the University of Waterloo and throughout Canada. This Centre will foster a close and continuing working relationship between the School and Deloitte.

Specific examples of activities that the Centre may fund include the following:

Development of cases and other teaching material. There is need in Canada for cases and other teaching material that will facilitate technical tax education as well as integrate tax material with topics in accounting and business decision making. One way to encourage the development of cases and promote the Centre among students is for the Centre to sponsor a student case writing competition with a monetary prize being awarded to the best case.
Improvement of course delivery. New methods of developing and delivering course material are developing very rapidly. Various material relevant to tax education is now widely available via electronic media. There is a need to develop new materials and delivery methods and to integrate electronic media more effectively into regular classroom activity.
Sharing material with educators at other Universities. The Centre will facilitate an exchange of material and teaching methods among tax educators at Canadian universities. This could occur through conferences or by exchange of information through electronic media. Wherever possible the Centre will facilitate work on joint projects with other Universities in Canada and internationally.
Promoting an interchange of research material and activity. Waterloo tax researchers require access to data and information which is not available at Waterloo and most other universities. Researchers also want to make their research relevant to policy issues and practical problems. The Centre will provide an important link between Deloitte and the University to facilitate tax research.
Funding conference travel and registration by tax faculty members. Tax educators and researchers should attend academic and practice conferences to increase their awareness of developing issues and learn about recent developments. Many practice-oriented conferences, for example the Canadian Tax Foundation Conference, are too expensive for academics to attend because of small and declining University travel budgets. Also, some Waterloo faculty could be invited to Deloitte tax meetings.
Funding specific projects that are of interest to Deloitte and the University. Deloitte and University researchers may require information on industry structure, issues and opportunities that is not available. The Centre may undertake to conduct surveys or in other ways develop information that would benefit both parties.
Sponsoring conferences. Both parties can benefit from sponsoring high profile conferences on topics that are of interest to the business and academic communities.
Providing Scholarships. Centre funds could be used to fund PhD research assistantships which typically range from $12,000 to $15,000 per year. This would help to increase the present small number of qualified Canadian tax professors.
The Centre will facilitate the involvement of faculty members from other University of Waterloo departments in tax research and education. Examples could include the involvement of Economics faculty in analyzing public policy issues in proposed tax law and the involvement of Computing Science faculty in the design of electronic products for tax teaching and research.

Centre Governance

An Advisory Board of five people will be established to oversee Centre activities and approve and review funding for specific projects. These five people will be two representatives of Deloitte, two members of the tax group in the School of Accounting and Finance, and the Director of the School. Membership will be expanded if other donors join the Centre or if the Board deems it to be necessary.

A Centre Director will be appointed by the Director of the School upon the advice of the Advisory Board. Funds which would normally be allocated to a Director's stipend will be used to support the teaching and research activities of Centre members.

Centre activities are subject to the provisions of the University of Waterloo Act, 1972.

Projects

Are Canadian Family Businesses an Endangered Species?

The First Success Readiness Survey of Canadian Family-Owned Businesses - 1999

Members of the Centre

Deloitte

Brenda Brazier

Andrew Dunn

Shawn Porter

Charles Taylor

Karen Wilkinson

School of Accounting & Finance

Any member of the University of Waterloo faculty and staff who has an interest in tax education or research is eligible to become an academic member of the Centre. Any employee or partner of any organization that provides funding for the Centre is eligible to become a non-academic member of the Centre. All members must be approved for membership by the Board.

Advisory Board

James Barnett, CA Director School of Accounting and Finance 519-888-4567 x35143 jbarnett@uwaterloo.ca	Andrew W. Dunn, FCA National Managing Partner, Tax Deloitte 181 Bay Street Bay Wellington Tower - Brookfield Place Suite 1400 Toronto, ON M5J 2V1
Stan Laiken (Centre Director) Deloitte Professor School of Accounting and Finance 519-888-4567, X36507 snlaiken@uwaterloo.ca	Mark Robinson, CA Canadian Managing Partner Global Services and Relationships Deloitte 30 Wellington Street Street PO Box 400 Stn Commerce Court South Toronto, ON M5L 1B1
Alan Macnaughton, PhD Associate Professor School of Accounting and Finance 519-888-4567 x35423 amacnaughton@uwaterloo.ca

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