September 17, 2019 Full Day Live Webinar
This live webinar will be held on September 17, 2019 at 9:00 a.m. to 5:30 p.m. The cost of this webinar $150 (+ tax) and you will earn 7.0 PD hours for registering.Please click the above link for more information on the topic descriptions and how to register.
17 Sep 2019, 9:00 AM
7 CPD hours
1. Shedding Light on the Perceived Intimidating Topic of Life Insurance for Estate and Tax Planning Purposes (9:00 a.m. to 10:00 a.m.)
Speakers: Richard Weber, CPA, CA of Osprey Insurance Limited and Jordan Matters, CPA, CA of Leyland Insurance Solutions
2. Get Out of Your Head – Overcoming Behavioural Biases (10:05 a.m. to 11:05 a.m.)
This presentation is about unconscious behavioural biases that can impact our decision making and financial results. Stephanie will address why these biases matter and ways to deal with them.
Speaker: Stephanie Hickmott, MBA, CFA of Leith Wheeler Investment Counsel Ltd.
3. Assurance Update (11:10 a.m. to 12:10 p.m.)
Speaker: Marcus Guenther, MBA, CPA, CA of FocusROI Inc.
4. TBA (1:15 p.m. to 2:15 p.m.)
Speaker: Richard Williams, CFE, CIRP, LIT of James Williams & Associates Inc.
5. TBA (2:20 p.m. to 3:20 p.m.)Speakers: Brian Nichols, J.D. and Lisa Watzinger, J.D. of Goldman, Sloan, Nash and Haber LLP
6. TBA (3:25 p.m. to 4:25 p.m.)
Speaker: Bruce Ball, FCPA, FCA, CFP of CPA Canada
7. Wealth Navigation Strategy (4:30 p.m. to 5:30 p.m.)
Speakers: Chris Annett, CHS and Ryan Stover of Whitewater Financial
Within 48 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Vice President, Taxation
Chartered Professional Accountants of Canada
Acting on the interest of the public, CPA Canada’s Tax group influences the development of an equitable, effective and efficient tax system in Canada, as well as delivers practical information and fresh perspectives on tax to members and the broader tax community. As such, Bruce leads a team of tax professionals who aim to improve the efficiency, effectiveness and recognition of CPA Canada’s work in the tax sector. Bruce also aims to increase CPA Canada’s reputation as the preeminent provider of core tax education in Canada.
Bruce was formerly National Tax Partner for BDO Canada LLP, and the head of the firm’s National Tax Department. As National Tax Partner, Bruce oversaw the firm’s tax practice, providing support and leadership to the tax practice across the country.
Professional Designations & Education:
- Chartered Professional Accountant, Certified Financial Planner and Estate and Trust Practitioner
- Fellow of the Chartered Professional Accountants of Ontario
- Member, Canadian Tax Foundation’s Board of Governors
- Past Chair (CPA) of the Joint Committee on Taxation of the Canadian Bar Association and Chartered Professional Accountants of Canada
- Former member, Canada Revenue Agency’s Action Task Force on Small Business Issues, CPA Canada Tax Education Task Force and CPA Canada Tax Courses Committee
- Former lecturer and Course Coordinator, CPA Canada's Advanced Tax Issues for the Owner‐Manager Business course
- 2011 Recipient of the CPA Canada Award of Excellence for Tax Practice and Education
Marcus Guenther a Vice-President of FocusROI Inc., a company that authors accounting and auditing publications and provides accounting and assurance training. Marcus is also a partner in FocusHGK LLP, which provides quality assurance, monitoring, EQCR and other consulting services.
Prior to joining FocusROI, Marcus was a Senior Manager at BDO Dunwoody LLP, where he was responsible for audit, tax and accounting engagements for clients ranging from municipal government, manufacturing and high-tech to distribution. He also spent several years working for a large multinational automotive parts manufacturer, Tesma Inc., as their Manager of Financial Reporting.
Marcus an accomplished trainer in accounting and auditing, author and consultant. In particular he:
- assists many accounting firms in monitoring their quality control systems,
- authors and presents training courses on accounting and auditing topics, and
- assists with interpreting and applying professional standards on complex accounting and auditing issues.
Marcus is an accomplished author, trainer and consultant on accounting and assurance matters.
Marcus has prepared and presented many accounting and assurance courses for CPA Canada, CPA Ontario, commercial training firms and individual firms over the years.
He is the co-author of the CPA Canada Professional Engagement Manual (CPEM), the Professional Engagement Guide (PEG) and the Quality Assurance Manual (QAM) and has authored other technical publications, such as the Guidance for Auditors - First-Time Reporting on Financial Statements— adopting accounting standards for Private enterprises.
Stephanie has over 20 years of experience in financial services, including banking, wealth management, risk management and finance. She joined Leith Wheeler Investment Counsel in 2016 as a discretionary portfolio manager after spending eight years at BNY Mellon Wealth Management Advisory Services. Stephanie has been working with high net worth families, foundations and institutional investors throughout her career. She has in-depth knowledge of the various products and services available in investment industry. She focuses on managing successful, long-term investment strategies for her clients based on a thorough understanding of their needs and financial objectives. Stephanie obtained her CFA designation in 2002, her MBA from the Schulilch School of Business in 1998 and she holds a BA Economics from McGill University. Stephanie is an active member of 100 Women in Finance and a Finance Committee member for the Canadian Federation of Humane Societies.
Jordan entered the securities industry after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed companies. He obtained his designation as a Chartered Accountant after earning an Honours Bachelor of Accounting degree from Brock University.
Outside of the office, Jordan enjoys playing hockey, golfing, and attending live music and sporting events.
Brian Nichols is Counsel at GSNH and serves as Chair of the firm’s Tax group. Prior to joining GSNH, Brian was a founding partner of a boutique commercial firm after practicing at two leading national law firms.
He represents clients on issues relating to income tax disputes; tax and estate planning; family business succession; shareholder agreements and disputes; amalgamations and other corporate reorganisations; the purchase and sale of corporations or their businesses; and employee buyouts. Brian is experienced in dealing with both the tax and commercial aspects of these issues.
Brian’s wealth of experience contributes to his success with Lawyers’ Professional Indemnity Company (the lawyers’ insurer). They frequently retain Brian to act on behalf of other lawyers who are alleged to have been negligent in the provision of tax related services.
Brian published a paper in which he criticised a legal tax standard that had developed through a series of court decisions. The Supreme Court of Canada considered this legal standard in Stewart v. The Queen, referred to Brian’s paper, and changed the test in the manner that Brian recommended.
Lisa is an associate and member of the firm’s Tax group whose practice focuses on tax litigation and dispute resolution. She represents mid-size corporations and high-net worth clients in resolving income tax and indirect tax disputes with the Canada Revenue Agency and the Ontario Ministry of Finance. Lisa represents clients throughout the dispute process: during audit, at CRA Appeals, and has appeared successfully before many levels of court including the Tax Court of Canada, the Federal Court of Appeal and the Ontario Superior Court of Justice. She also assists clients through the voluntary disclosure process and in requesting taxpayer relief.
Her previous legal experience encompasses two law firms affiliated with the Big Four accounting firms. This experience includes representing large corporations and high-net worth individuals in tax disputes involving a broad range of issues including: the general-anti avoidance rule (GAAR), transfer pricing, withholding tax, residency, director’s liability, offshore investment funds, goods and sales tax/harmonized sales tax and various provincial taxes. Additionally, she clerked for the Justices of the Tax Court of Canada where she gained valuable knowledge and insight, adding to her depth in the field.
Lisa has won numerous awards, including the Tax Executive Institute Award for the highest grades in tax from the University of Ottawa. She is also bilingual representing clients in both English and French.
Richard is a CPA, CA who has been practicing tax throughout his career spanning more than 20 years in accounting firms and as a Tax Partner. More recently, Richard also obtained his life insurance agent license and commenced Osprey Insurance Limited with a view to focusing his practice more closely on estate planning for business owners and high net worth individuals.
He helps coach his son’s hockey, and is an avid hockey, golf and music enthusiast.
Richard Williams CFE, CIRP, LIT
Richard Williams is a Vice President at James Williams & Associates Inc. Richard’s practice focuses on mid-market corporate insolvency and advisory services across a wide range of industry sectors, including manufacturing, construction, information technology and film & media.
Richard is a Licensed Insolvency Trustee and a Certified Fraud Examiner. He has acted as a court-appointed receiver, monitor, and bankruptcy trustee, and advises both companies and secured creditors. He is a member of the Canadian Association of Insolvency and Restructuring Professionals and the Association of Certified Fraud Examiners.