jmagee


Joanne Magee

Photo of Joanne Magee

School of Administrative Studies

Associate Professor

Office: Atkinson College, 215
Phone: 416-736-2100 Ext: 66450 
Email: jmagee@yorku.ca
Secondary website: https://www.cpacanada.ca/en/the-cpa-profession/cpas-and-what-we-do/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 Jinyan Li and Scott Wilkie) of Principles of Canadian Income Tax Law. She is currently the Undergraduate Program Director of York's School of Public Policy and Administration, a member of the York University Senate and Chair of the Senate Joint Sub-committee on Quality Assurance. She also serves on CPA Canada's Income Tax Education Committee and is a former Governor of Canadian Tax Foundation (2001 to 2004) and former member of the governing body of the Institute of Chartered Accountants of Ontario (1994 to 1998). 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 at the York University-TD Community Engagement Centre.

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 later with CPA Ontario. She currently works with the students to organize the 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 currently held at two sites in the Jane/Finch area. One site (the York University-TD Community Engagement Centre) also holds monthly clinics on demand.

Research Interests

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

Current Research Projects

Investor Fraud and Tax Writeoffs

    See more
Private corporations and Investment income: Canadian controlled vs. others

    See more
Taxable Benefits

    See more
Tax-free Savings Accounts (TFSAs)

    See more
Registered Disability Savings Plans (RDSPs)

    See more
Post Secondary Education

    See more
CRA Adminstrative Practice

    See more
Books

Publication
Year

Magee, J, (ed.) Insight into Canadian Income Tax. (2017-18) Toronto: Thomson Carswell.

2017

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

2010

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

2010

Journal Articles

Publication
Year

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.

2014

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

2010

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

2007

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

2000

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

1998

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

1996

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

1994

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

1992

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

1984

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.


Current Courses

Term Course Number Section Title Type
Summer 2019 GS/PACC5560 3.0 B Taxation and Financial Decision-Making LECT
Summer 2019 GS/PACC5560 3.0 A Taxation and Financial Decision-Making LECT



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 Jinyan Li and Scott Wilkie) of Principles of Canadian Income Tax Law. She is currently the Undergraduate Program Director of York's School of Public Policy and Administration, a member of the York University Senate and Chair of the Senate Joint Sub-committee on Quality Assurance. She also serves on CPA Canada's Income Tax Education Committee and is a former Governor of Canadian Tax Foundation (2001 to 2004) and former member of the governing body of the Institute of Chartered Accountants of Ontario (1994 to 1998). 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 at the York University-TD Community Engagement Centre.

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 later with CPA Ontario. She currently works with the students to organize the 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 currently held at two sites in the Jane/Finch area. One site (the York University-TD Community Engagement Centre) also holds monthly clinics on demand.

Research Interests

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

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

Publication
Year

Magee, J, (ed.) Insight into Canadian Income Tax. (2017-18) Toronto: Thomson Carswell.

2017

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

2010

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

2010

Journal Articles

Publication
Year

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.

2014

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

2010

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

2007

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

2000

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

1998

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

1996

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

1994

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

1992

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

1984

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.


Current Courses

Term Course Number Section Title Type
Summer 2019 GS/PACC5560 3.0 B Taxation and Financial Decision-Making LECT
Summer 2019 GS/PACC5560 3.0 A Taxation and Financial Decision-Making LECT