Joanne Magee

School of Administrative Studies

Associate Professor

Office: Atkinson College, 215
Phone: 416-736-2100 Ext: 66450
Emailjmagee@yorku.ca
Secondary websitewww.cpacanada.ca/en/the-cpa-profession/meet-our-members/female-leaders-in-accounting-joanne-magee

Professor Joanne Magee, LLM, MBA, FCPA, FCA, CFP, teaches tax law, tax policy and tax planning at York University. Her research interests include the following: personal and small business tax policy, compliance and planning; the delivery of social benefits through the tax system; and improving student learning.

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Professor Joanne Magee, LLM, MBA, FCPA, FCA, CFP, teaches tax law, tax policy and tax planning at York University. Her research interests include the following: personal and small business tax policy, compliance and planning; the delivery of social benefits through the tax system; and improving student learning and and she is a frequent writer and speaker on these subjects. Joanne is the co-author (with Peter Hogg and Jinyan Li) of Principles of Canadian Income Tax Law and the update editor of Insight into Canadian Income Tax. A former Acting Dean and Associate Dean at York University (1999 to 2007) and a former Director of York's School of Public Policy and Administration (2007 to 2010), Professor Magee was also a trustee of the York University Pension Fund (2001 to 2010) and a member of the York University Senate (2004 to 2012). She was also a Governor of Canadian Tax Foundation (2001 to 2004) and member of the governing body of the Institute of Chartered Accountants of Ontario (1994 to 1998). She currently serves on CPA Canada's Income Tax Education Committee and Tax Continuing Education Task Force. She is a Fellow of the Financial Planning Standards Council and CPA Ontario and supervises student volunteers year-round at York University tax return preparation clinics for low-income taxpayers.

Area of Specialization

Income Tax Law

Degrees

LLM, York University
MBA, University of Toronto
Honours BSc, McMaster University
FCA, Ontario
CFP, Canada

Professional Leadership

See secondary website above for leadership profile on CPA Canada website.

Community Contributions

Has organized and supervised students at income tax return preparation clinics since the mid 1990s, first with the Canada Revenue Agency and now with CPA Ontario. She currently works with the students to organize the CPA Ontario/York University Tax Return Preparation Clinics. These clinics are staffed by approximately 80 third and fourth year School of Administrative Studies students who prepare over 300 tax returns and other forms for low-income taxpayers each year. The clinics are held at three sites in the Jane/Sheppard and Jane/Finch area. One site (the York University TD Community Engagement Centre) also holds monthly clinics.

Research Interests

Education , Social Development and Welfare , Tax Policy, Tax Compliance, Tax Planning

Current Research Projects

Investor Fraud and Tax Writeoffs

Private corporations and Investment income: Canadian controlled vs. others

Taxable Benefits

Tax-free Savings Accounts (TFSAs)

Registered Disability Savings Plans (RDSPs)

Post Secondary Education

CRA Adminstrative Practice

All Publications

Books

Hogg, P.W., Magee, J. and Li, J. Principles of Canadian Income Tax Law 7th ed.(2010) Toronto: Thomson Carswell.

Magee, J. (ed.) Understanding Income Tax (2010-11) Toronto: Thomson Carswell.

Magee, J, (ed.) Insight into Canadian Income Tax. (2010-11) Toronto: Thomson Carswell.

Journal Articles

Magee, J., Tax Writeoffs for Investment Losses: Lessons from Cases Involving Victims of Investment Fraud, (2014) Vol. 62, No. 1 Canadian Tax Journal, 221-244.

Magee, J. "Tax Planning for Post-Secondary Education", (2010) Canadian Tax Journal, Vol. 58, No. 2, 393-416

Magee, J. "Personal Services Businesses". (2010) Canadian Tax Journal, Vol. 55, No. 1, 160-183

Magee, J. “The Kiddie Tax: Major Changes for Minor Children” (with Maureen Donnelly and Allister Young), (2000) Canadian Tax Journal, 979-1018.

Magee, J.“Tax Planning for Post-Secondary Education”, (1998) Canadian Tax Journal, Vol. 46, No. 5, 1079-1115

Magee, J. "Real Estate Rental Losses and the Application of the Reasonable Expectation of Profit Test after Tonn v. The Queen", (1996) Canadian Tax Journal, Vol. 44, No.4,1150-1176

Magee, J. "Repossessions, Foreclosures, and Powers of Sale: Tax Consequences to a Vendor or a Creditor When a Real Estate Venture Fails", (1994) Canadian Tax Journal, Vol. 42, No. 3, 914-932

Magee, J. "Tax Planning for the Disabled and Elderly and Their Caregivers", (1992) Canadian Tax Journal, Vol. 40, No. 6, 1364-1383

Magee, J. "Employee Benefit Plans Revisited", (1984), Canadian Tax Journal Vol. 32, No. 4, 773-791

Approach To Teaching

My objective as a teacher is to help students understand tax law and tax policy choices from the perspective of the government as well as how taxpayers use the law to do tax planning. I help students learn how to research and analyze tax issues. We look at the Income Tax Act as well as case law and CRA administrative practice My courses cover current issues and use practical problems and case studies. Students must be able to use excel (for case study analyses) and powerpoint (for presentations). My students volunteer annually at income tax return preparation clinics for low-income taxpayers in the Jane Finch and Jane Sheppard areas.

Upcoming Courses

TermCourse NumberSectionTitleType 
Fall 2017 AP/ADMS4561 3.0  Taxation Of Personal Income in Canada BLEN  


Professor Joanne Magee, LLM, MBA, FCPA, FCA, CFP, teaches tax law, tax policy and tax planning at York University. Her research interests include the following: personal and small business tax policy, compliance and planning; the delivery of social benefits through the tax system; and improving student learning.


Professor Joanne Magee, LLM, MBA, FCPA, FCA, CFP, teaches tax law, tax policy and tax planning at York University. Her research interests include the following: personal and small business tax policy, compliance and planning; the delivery of social benefits through the tax system; and improving student learning and and she is a frequent writer and speaker on these subjects. Joanne is the co-author (with Peter Hogg and Jinyan Li) of Principles of Canadian Income Tax Law and the update editor of Insight into Canadian Income Tax. A former Acting Dean and Associate Dean at York University (1999 to 2007) and a former Director of York's School of Public Policy and Administration (2007 to 2010), Professor Magee was also a trustee of the York University Pension Fund (2001 to 2010) and a member of the York University Senate (2004 to 2012). She was also a Governor of Canadian Tax Foundation (2001 to 2004) and member of the governing body of the Institute of Chartered Accountants of Ontario (1994 to 1998). She currently serves on CPA Canada's Income Tax Education Committee and Tax Continuing Education Task Force. She is a Fellow of the Financial Planning Standards Council and CPA Ontario and supervises student volunteers year-round at York University tax return preparation clinics for low-income taxpayers.

Area of Specialization

Income Tax Law

Degrees

LLM, York University
MBA, University of Toronto
Honours BSc, McMaster University
FCA, Ontario
CFP, Canada

Professional Leadership

See secondary website above for leadership profile on CPA Canada website.

Community Contributions

Has organized and supervised students at income tax return preparation clinics since the mid 1990s, first with the Canada Revenue Agency and now with CPA Ontario. She currently works with the students to organize the CPA Ontario/York University Tax Return Preparation Clinics. These clinics are staffed by approximately 80 third and fourth year School of Administrative Studies students who prepare over 300 tax returns and other forms for low-income taxpayers each year. The clinics are held at three sites in the Jane/Sheppard and Jane/Finch area. One site (the York University TD Community Engagement Centre) also holds monthly clinics.

Research Interests:

Education , Social Development and Welfare , Tax Policy, Tax Compliance, Tax Planning

Current Research Projects

Investor Fraud and Tax Writeoffs

Private corporations and Investment income: Canadian controlled vs. others

Taxable Benefits

Tax-free Savings Accounts (TFSAs)

Registered Disability Savings Plans (RDSPs)

Post Secondary Education

CRA Adminstrative Practice

All Publications

Books

Hogg, P.W., Magee, J. and Li, J. Principles of Canadian Income Tax Law 7th ed.(2010) Toronto: Thomson Carswell.

Magee, J. (ed.) Understanding Income Tax (2010-11) Toronto: Thomson Carswell.

Magee, J, (ed.) Insight into Canadian Income Tax. (2010-11) Toronto: Thomson Carswell.

Journal Articles

Magee, J., Tax Writeoffs for Investment Losses: Lessons from Cases Involving Victims of Investment Fraud, (2014) Vol. 62, No. 1 Canadian Tax Journal, 221-244.

Magee, J. "Tax Planning for Post-Secondary Education", (2010) Canadian Tax Journal, Vol. 58, No. 2, 393-416

Magee, J. "Personal Services Businesses". (2010) Canadian Tax Journal, Vol. 55, No. 1, 160-183

Magee, J. “The Kiddie Tax: Major Changes for Minor Children” (with Maureen Donnelly and Allister Young), (2000) Canadian Tax Journal, 979-1018.

Magee, J.“Tax Planning for Post-Secondary Education”, (1998) Canadian Tax Journal, Vol. 46, No. 5, 1079-1115

Magee, J. "Real Estate Rental Losses and the Application of the Reasonable Expectation of Profit Test after Tonn v. The Queen", (1996) Canadian Tax Journal, Vol. 44, No.4,1150-1176

Magee, J. "Repossessions, Foreclosures, and Powers of Sale: Tax Consequences to a Vendor or a Creditor When a Real Estate Venture Fails", (1994) Canadian Tax Journal, Vol. 42, No. 3, 914-932

Magee, J. "Tax Planning for the Disabled and Elderly and Their Caregivers", (1992) Canadian Tax Journal, Vol. 40, No. 6, 1364-1383

Magee, J. "Employee Benefit Plans Revisited", (1984), Canadian Tax Journal Vol. 32, No. 4, 773-791


Teaching:

Approach To Teaching
My objective as a teacher is to help students understand tax law and tax policy choices from the perspective of the government as well as how taxpayers use the law to do tax planning. I help students learn how to research and analyze tax issues. We look at the Income Tax Act as well as case law and CRA administrative practice My courses cover current issues and use practical problems and case studies. Students must be able to use excel (for case study analyses) and powerpoint (for presentations). My students volunteer annually at income tax return preparation clinics for low-income taxpayers in the Jane Finch and Jane Sheppard areas.


Upcoming Courses

TermCourse NumberSectionTitleType 
Fall 2017 AP/ADMS4561 3.0  Taxation Of Personal Income in Canada BLEN