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 ...
This course will focus on various post mortem planning needed to eliminate the inherent double tax on private company shares. For more information, please click on the course shell.
This course focuses on the tax implications of a deemed disposition on death including the utilizing of various attributes on death as well as the filing of various tax returns on death. This course provides a mix of both compliance and planning elements needed to prepare an individual’s ...
The corporate tax world is a constantly changing landscape that is shaped by the political environment of the day and the CRA’s initiatives, assessing policies and vast collection powers. This course is structured to help you navigate this increasingly complex world and provide you with the ...
Are you thinking of a career move into public practice? Or, are you thinking of supplementing your income by taking on a few bookkeeping or corporate tax clients? In this course, we dig into the T2 corporate tax return preparation process for small owner-managed businesses.
The morning session had a close look at tax matters and applied them to actual tax return examples. In this session, we shift the focus to the operational challenges faced by practitioners as well as the business and administrative side of running a tax practice that is often overlooked in ...
Are you considering a career move into public practice? Or, are you thinking of supplementing your income by taking on a few personal tax clients?
This course focuses on personal tax topics and the tax return preparation process by taking you through actual T1 returns and mini case studies ...
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the more information about the event.
There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
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...
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening.
There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 9.0 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
This ...
Most small businesses with up to $2.5 million EBITDA sell in the 3-5x multiple range. According to the HBR Guide to Buying a Small Business, these undervalued small businesses can be excellent investments, however most owners of enduringly profitable small businesses do not want to sell, instead ...
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...
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening.
There will be six topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.5 PD hours. Please click the above link to see the topics and speakers for the evening.
There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
The topic, "Unconscious Bias" will be presented by Tanya (Toni) De Mello. This live webinar will start at 1:00 p.m. on October 28, 2019. The cost of this webinar $225 (+ tax) and you will earn 4.0 PD hours for registering. Please click the above link to see more information about the event and ...
The topic, "Unconscious Bias" will be presented by Tanya (Toni) De Mello. Please click the above link to see more information about the event and how to register.
