Death, Taxes and Insurance - Webinar

This course will cover the basics of how life insurance works and more importantly why it is one part of a comprehensive estate plan. We will cover why business owners use life insurance in estate planning and review the tax efficiencies available within the corporation. How do business ...

2h
Picture of Tony Salgado
Lecturer
Tony Salgado
$59

Fraud & Scams: How To Help Your Client or Employer Spot A Scam And What To Do About it - Webinar

Scams & fraud. What to watch for and how to protect against it. 

In an imperfect world, scam artists are aggressively trying to take advantage of us. In this presentation, Jeff Gregory BA, CFP, CLU, CHS, EPC will be discussing the various forms of scams that are and have occurred, signs to watch ...

2h
Picture of Jeffrey Gregory
Lecturer
Jeffrey Gregory
$59

Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor - Webinar

The stock market crash of 2008 has proven one thing: traditional retirement planning advice is way too risky. Trusting the stock market is like gambling with your family’s future. But how does one plan for retirement without the possibility of losing up to 50 per cent of your investment value...

2h
Picture of David Trahair
Lecturer
David Trahair
$50

The Pitfalls of Jointly Held Property; and Corporate Investment in Today’s Tax Environment - Webinar

There will be two topics covered during this event:

1. The Pitfalls of Jointly Held Property

    Speaker: Kathryn Balter, J.D. of Fogler, Rubinoff LLP        

2. Corporate Investment in Today’s Tax Environment

   Speaker: Catherine Miao, CFP, CPCA, RRC of IG Wealth Management


...
2h
Lecturer
Multiple Lecturers
$59

Section 55 and Safe Income – Pitfalls and Planning; and GST/HST and Sales Tax - The Year in Review & Looking Ahead - Webinar

The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register.


2h
Lecturer
Multiple Lecturers
$59

Contracts 101: Understanding Commercial Contracts for Business; and QST & Other Provincial Sales Taxes in Canada - Webinar

1. Contracts 101: Understanding Commercial Contracts for Business

Every business is faced with making, interpreting, and abiding by contracts. It is important to understand key contractual provisions and how they affect your rights and obligations in order to reduce and mitigate risks.

Topics ...

2h
Lecturer
Multiple Lecturers
$59

Update on the Taxation of Passive Investment Income of CCPCs

There will be two speakers presenting, "Update on the Taxation of Passive Investment Income of CCPCs":

1. Josh Harnett, JD, TEP of Wilson Vukelich LLP

2. Alex Ghani, CPA CA, CGA, CPA (Texas) of CPA Solutions LLP


(2)
2h
Lecturer
Multiple Lecturers
$59

Fraud & Computer Forensics

There will be two speakers for this webinar:

1. Steve McIntyre, CFE, CFI of SKM Forensic Investigations Inc. 

2. Marty Musters, CISSP, CFE, CISA, CPP, PI of Computer Forensics Investigations Inc.

(2)
2h
Lecturer
Multiple Lecturers
$59

Succeeding at Succession & The Role of Critical Illness in the Risk Management of Business Owners

There will be two topics covered during this webinar:

1. Succeeding at Succession

    Speakers: Harris Jones, CPA, CA, CFP, CLU, TEP of Harris Jones Advisory Inc. & Glenn Davis, LL.B., MTI, TEP 

2. The Role of Critical Illness in the Risk Management of Business Owners

    Speakers: Lilian ...

2h
Lecturer
Multiple Lecturers
$59

Family Law Update & Financing Issues

The following topics will be covered during this webinar:

1. Family Law Update

    Speaker: Mark Greenstein, LL.B. of Krol & Krol, Barristers & Solicitors

Like it or not, everyone has known, or will know, someone, whether a client, employer, friend, etc. with a family law issue.  Mark will give ...

2h
Lecturer
Multiple Lecturers
$59

The ABC's of Client Business Succession Planning & Tales from the Trenches: Real Life Experiences in Estate Planning

The following topics will be covered during this webinar:

1. The ABC's of Client Business Succession Planning

    Speaker: Peter J. Merrick, FMA, CFP, TEP, FCSI of TheIceSolution.com

2. Tales from the Trenches: Real Life Experiences in Estate Planning

    Speaker: Howard Simmons, LL.B., LL.M. ...

(3)
2h
Lecturer
Multiple Lecturers
$59

Current M&A Issues

M&A transactions can be found in all industries and all sizes of businesses, and various events, often unexpected, can trigger the need for a purchase, sale, merger, etc.  Financial professionals need to be ready to assist their clients or employers when such situations arise. Join us to hear ...

(2)
2h
Lecturer
Multiple Lecturers
$59

Update & Key Issues in Estate and Disability Planning

The topic covered during this webinar is Disability Planning - Key Concepts and Strategies by the following speakers:

1. Rachel Blumenfeld, LL.B., TEP of Aird & Berlis LLP

2. Genevieve Giroday, LL.B., TEP of Giroday Law

(1)
2h
Lecturer
Multiple Lecturers
$59

Misclassification of Workers: When a "Contractor" is Really an Employee & Changes to the Voluntary Disclosures Program

There will be two topics covered during this webinar:

1. Misclassification of Workers: When a "Contractor" is Really an Employee

    Speaker: Stuart Rudner, LL.B. of Rudner Law

2. Changes to the Voluntary Disclosures Program

    Speaker: Jeremie Beitel, J.D. of Beitel Tax Law

(1)
2h
Lecturer
Multiple Lecturers
$59

The Nuts and Bolts of Pensions: IPPs, Commuted Values, RSAs and More

This session will cover everything you want to know but were afraid to ask about pensions. There will be three speakers covering this topic:

1. Lea Koiv, CPA, CMA, CA, CFP, TEP of Lea Koiv & Associates Inc.

2. William Kennedy, FSA, FCIA of Lesniewski Moore Consulting Group

3. Trevor Parry, M.A., LL....

(4)
2h
Lecturer
Multiple Lecturers
$59

Retirement Planning & Charitable Giving

There will be two topics covered during this webinar:

1. Retirement Planning

   Speaker: Mark Halpern, CFP, TEP of WEALTHinsurance.com 

2. Charitable Giving 

   Speaker: Aneil Gokhale of Toronto Foundation


(5)
2h
Lecturer
Multiple Lecturers
$59

Professional Liability Update & Update from the Liability Insurer's Perspective

Most professionals will need to deal with liability issues at some point in their career, whether on behalf of themselves or others.  Michael and Malcolm will provide an update on such issues from a legal and insurance perspective, as well as useful tips to protect yourself, your practice and ...

2h
Lecturer
Multiple Lecturers
$59

Insurance Strategies to Counter-balance the Recent Finance Announcements, and the ABC’s and Related Tax Issues of Cyber-Currency

There will be two topics covered during this webinar:

1. How Business Owners Can Neutralize the Proposed Private Company Tax Hikes Using Personal Pension Plans and Universal Life Policies

   Speaker: Jean-Pierre A. Laporte, M.A., J.D. (of the Bar of Ontario) of INTEGRIS Pension Management Corp.

2....

2h
Lecturer
Multiple Lecturers
$59

Recovering Fraud Losses, Tax Update, and the ABCs of Keeping CCPCs “Pure” for Minimizing Capital Gains

There will be two topics covered during this webinar:

1. Tax Update and the ABCs of Keeping CCPCs “Pure” for Minimizing Capital Gains

    Speaker: Joe Yukich, CPA, CA of Joseph M Yukich Professional Corporation

2. Recovering Fraud Losses

    Speaker: Joe Albert, CPA, DIFA, Licensed Insolvency ...

(5)
2h
Lecturer
Multiple Lecturers
$59

Assurance Update, and Looking at Income for Support Purposes through the Lens of a Family Law Lawyer

There will be two topics covered during this webinar:

1. Looking at Income through the Lens of a Family Law Lawyer

    Speaker: Natalie Taccone, B.F.A. (Hons.), LL.B. of Bortolussi Family Law

2. Assurance Update including the new CSRE 2400

    Speaker: Marcus Guenther, MBA, CPA, CA of FocusROI Inc. ...

(2)
2h
Lecturer
Multiple Lecturers
$59