Fenwick v. Canada, 2009 DTC 5525, 2008 FCA 370 -- summary under Paragraph 8(1)(b)

By services, 28 November, 2015

Legal expenses incurred by the taxpayer in defending against a derivative action that was based on his allegedly having caused the corporation to have paid him excessive remuneration, were not deductible. Sharlow, J.A. stated (at para. 8):

Paragraph 8(1)(b) is not intended to permit legal expenses to be deducted when they are incurred in litigation involving a claim for damages involved in disputes other than those arising from the terms of employment, merely because the Defendant's entitlement to a particular remuneration is an element of the claim.

She also stated that "it is an open question whether paragraph 8(1)(b) also applies to legal expenses incurred by an individual who is being sued by an employer or former employer for reimbursement of an over-payment of salary or wages." (Para. 8.)

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expenses were incurred in a dispute broader than recovery or repayment of remuneration
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Node
Drupal 7 entity ID
338764
Extra import data
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