Full Day Trusts and Estates Webinar

22 October 2021, 10:00 AM

The benefits of both a proper estate plan and the use of trusts are numerous.  But there are many complexities and challenges to getting the “right” plan in place, and a number of risks including legal challenges, not achieving the intended objectives and overpayment of taxes and other costs. ...

7h
Lecturer
Multiple Lecturers
$250

The 7 Secrets to Awesome Financial Presentations

26 October 2021, 11:00 AM

This course will reveal the seven secrets to creating awesome financial presentations that accountants never learn. And best of all, they are simple techniques that you can implement right away.

We’ll start with the most important recommendation: simplify your slides.

Next is focus on the design. I...

3h
Picture of David Trahair
Lecturer
David Trahair
$99

What CPAs, Tax and Financial Professionals Need to Know about Evolving Privacy and Ethical Risks

28 October 2021, 1:00 PM

The environment is changing around privacy both in terms of risks and complexity.

Understanding how CPAs and CPA firms obtain, use, share and protect data is critical today as privacy risks rise both in levels of complexity and public awareness. This course will introduce key privacy ...

1.5h
Lecturer
Multiple Lecturers
$69

Business Must-Haves: Tax, Legal, and Valuation Considerations of Shareholders’ Agreements

29 October 2021, 10:00 AM

Shareholders’ Agreements are vital in the context of a private owner managed business. These agreements have significant legal and tax consequences.  A properly drafted Shareholders’ Agreement can effectively becomes the framework document for the ownership and management of the business. 

...

5.5h
Lecturer
Multiple Lecturers
$295

De-stress for Success: The New Normal

1 November 2021, 11:00 AM

We are in a period of significant change in how we work, including working from home and the increased use of video conferencing technology for communication.  The primary catalyst for this "new normal" in our working environment is COVID-19).  Current research on our stress and mental health...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$69

Executor Training 101

3 November 2021, 11:00 AM

Many people end up letting their name stand to be an executor for someone without having the first clue about what they are getting themselves into.

This workshop walks the participant through the estate administration process from A to Z. All participants will also receive the most ...

2h
Lecturer
Multiple Lecturers
$69

Business Writing for CPAs and Finance Professionals

4 November 2021, 12:00 PM

This course will provide you with the tools to become a proficient writer. By improving your writing, you will be able to compose emails and documentation that will lead to greater profitability. 

During this two-hour session, you will develop a writing style that is clear and convincing. ...

2h
Picture of Ryan Standil
Lecturer
Ryan Standil
$69

Ethics for Accountants

5 November 2021, 11:00 AM

In this new 4-hour course we’ll cover all the basics regarding ethics for accountants.

That will include a review of the oversight and disciplinary process, as well as the Code of Conduct for CPA Ontario, BC and Alberta. 

We’ll also conduct a deep dive into violations by rules of ...

4h
Picture of David Trahair
Lecturer
David Trahair
$150

Family Law for Financial and Legal Professionals: The Basics, and Critical Need to Know Issues

9 November 2021, 10:00 AM

This course, which is jam-packed with information and excellent speakers, is a two-part course running from November 9, 2021 at 10:00 a.m. to 5:00 p.m. and November 10, 2021 from 10:00 a.m. to 5:00 p.m.

12h
Lecturer
Multiple Lecturers
$399

Notifiable Transactions, Reportable Transactions and Uncertain Tax Positions: What You Need to Know

11 November 2021, 12:00 PM

Budget 2021 has proposed amendments to broaden the existing reportable transaction regime and to create parallel notifiable transaction and uncertain tax position reporting regimes, with draft legislation to be released in the summer of 2021. These reporting regimes will impose compliance ...

1h
Lecturer
Multiple Lecturers
$39

Helping Clients Make Better Decisions

12 November 2021, 12:00 PM

Clients have many difficult choices to make when they are doing high-stakes planning for their estates or business transition needs. Common decisions include:

  • Selecting an estate trustee and alternate
  • Deciding whether to use a Trust and on what terms
  • An equal estate or an equitable estate?
  • Suc...

1h
Picture of Chris Delaney
Lecturer
Chris Delaney
$39

Shareholders Agreements: Why They’re Like Buying Insurance

17 November 2021, 2:00 PM

Why buy insurance? Can you imagine seriously asking that question if you own a home? What are the odds your home will burn to the ground in an urban neighborhood? 1%? 5% and yet no one would consider not having home insurance. Got your attention? What are the odds something nasty, and maybe ...

1h
Picture of David Shlagbaum
Lecturer
David Shlagbaum
$39

HST & Sales Tax Update

19 November 2021, 11:00 AM

This webinar will cover significant legislative changes over the past 12 months including:

  1. GST/HST registration system for non-residents;
  2. Changes to the ITC documentary requirements;
  3. Relieving rules for New Housing Rebates; 
  4. Virtual currencies, holding companies;
  5. CRA ...

1h
Picture of Simon Thang
Lecturer
Simon Thang
$39

Succession Planning, Buying and Selling for Accounting and Tax Practitioners

23 November 2021, 11:00 AM

Thinking of buying or selling an accounting, bookkeeping or tax practice?  Then this course is for you.  This course discusses the main factors that contribute to a successful practice transition, guides potential vendors and purchasers through the process, and prepares participants for the ...

4h
Picture of Melanie Russell
Lecturer
Melanie Russell
$225

Machine Learning 101

25 November 2021, 11:00 AM

Artificial Intelligence (AI) has been in our collective awareness since introducing the villainous computer HAL 9000 in Stanley Kubrick's classic film 2001. AI has had a few moments in popular culture, such as supercomputer IBM Watson's appearance on Jeopardy in 2011 but has typically been ...

1h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$39

How Digital Marketing and Finance Intersect

30 November 2021, 11:00 AM

Companies are investing more than ever on digital advertising, and consumers are spending and finding businesses more than ever online. This course will introduce finance professionals to the world of digital marketing ROI, teach what to look for in digital marketing plans, and how best to ...

1.5h
Lecturer
Multiple Lecturers
$49

Professional Ethics: Improving Psychological Safety in the Workplace

2 December 2021, 11:00 AM

Psychological safety is a measurement of how comfortable you are to share your thoughts and speak your mind in the workplace.  It is an important area of research in the field of organizational behaviour.  Current research has shown that organizations and teams with higher psychological ...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$69

Review vs. Compilations

3 December 2021, 11:00 AM

A practical review of the new Compilation Standard which is effective for 2021. This course will compare requirements with the existing Review Standard to give practitioners more confidence on what is required, and what is not required, in each engagement. A case study will be used to compare and...

3h
Picture of Peter Thomas
Lecturer
Peter Thomas
$175

M&A and Financing: The Basics & Critical Need to Know Issues (2 part)

7 December 2021, 10:00 AM

This course, which is jam-packed with information and excellent speakers, is a two-part course running from December 7, 2021 at 10:00 a.m. to 4:30 p.m. and December 8, 2021 from 10:00 a.m. to 4:30 p.m.

12h
Lecturer
Multiple Lecturers
$399

An Introduction to Data Analytics

9 December 2021, 12:00 PM

This webinar will examine how auditors traditionally use analytic procedures such as means, modes, and variance analysis.  Collectively these traditional techniques are referred to as summary statistics. However, audit data analytics are much more than summary statistics.  We will define and ...

2h
Picture of Garth Sheriff
Lecturer
Garth Sheriff
$69