September 25, 2018 Full Day Event

There will be seven topics covered during this webinar and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. 


25 Sep 2018, 8:30 AM

8.5 CPD hours

$150

5 (2)

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Course Description

1. A Look at Business Grants. You’ll be surprised to learn what is available for your clients.

Canada gives out more grants to businesses than any other OECD country. This presentation will cover the main business grants that pertain to your clients. The grants include hiring, training, accessing foreign markets, cleantech, and R&D-Innovation. In addition, tips will be provided on what to do and what NOT to do when it comes to applying for grants to ensure success.

    Speaker: Brian Cookson, CPA, CA of RDP Associates

2. GST/HST Update: Tips & Traps

Catch up on everything you need to know about the past years’ developments in GST/HST.  The GST/HST rules can be difficult to navigate for non-specialists. Audits and assessments have been common in recent years. Learn practical tips to help your clients reduce their risk and keep more money in their pocket. This session is intended both to cover new developments and to address ongoing GST/HST issues. Topics include: input tax credits, real property, buying and selling businesses, legislative and case law update.  

    Speaker: Simon Thang, LL.B, LL.M of Thang Tax Law

3. CRA Audits
    
    Speaker: Victor Lee, CPA, CGA, MBA of Victor Lee CPA Tax Group

4. Changes to U.S. Tax Rules

     Speaker: Peter Megoudis, B.C.L., LL.B., LL.M. of Trowbridge PC


5. Cannabis/Marijuana in the Workplace - Accommodating Marijuana Use Without Going Up in Smoke

    Speakers: Stuart Rudner, LL.B. of Rudner Law & Hilda Gan, RN, MHSc, CHRL Founder and Chief People Office - People Bright Consulting


6. Identity Theft and Bank Fraud

    Speakers: Dan Chitiz, LL.B. & Bettina Xue Griffin, J.D. of Chitiz Pathak LLP

7. Custom Reporting - The Alternative to Spreadsheet Hell

Knowing when to use a report writer and when not to use Excel. This first session is simply an awareness or eye opening session. Few are truly aware of the upside of report writing. This session will walk users through the requirements to ensure they understand the investment and probable payback of making the shift from Excel (or Access) to Crystal (or similar). This session details the many aspects that otherwise go unchallenged. It includes samples of several real life requirements. 

    Speaker: Glenn Middleton, CPA, CMA of Middleton Consulting


The cost of the webinar is $150 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

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. 


Course Walkthrough

  • Brian Cookson's Presentation
  • Grants Checklist for Accountants
  • Peter Megoudis' Presentation
  • Hilda Gan's Presentation
  • Stuart Rudner's Presentation
  • Dan Chitiz's Presentation
  • Victor Lee's Presentation
  • Simon Thang's Presentation
  • Glenn Middleton's Presentation
  • Brian Cookson's Recording
  • Simon Thang's Recording
  • Victor Lee's Recording
  • Peter Megoudis' Recording
  • Dan Chitiz's & Bettina Xue Griffin's Recording
  • Stuart Rudner's & Hilda Gan's Recording
  • Glenn Middleton's Recording
  • Certificate: September 25, 2018 Full Day Event
  • Feedback / comments

About the Instructor(s)

Picture of Dan Chitiz
Dan Chitiz

Dan Chitiz is a founding partner at Chitiz Pathak LLP. Called to the Ontario bar in 1990, Dan is a commercial litigator, whose extensive practice covers complex contract disputes, professional negligence claims, oppression remedy and other shareholder based actions, commercial securities litigation, partnership and limited partnership disputes, franchise litigation, employment law and real estate and construction lien litigation.

Dan has appeared before all levels of the Ontario courts, including a broad range of matters on the Toronto Commercial List as well as before the Divisional Court and the Court of Appeal for Ontario. 

Dan acts for and against accounting firms on a wide range of professional issues, including professional negligence claims.  

Dan has a comprehensive arbitration practice, having arbitrated under the Ontario Arbitration Act, the International Commercial Arbitrations Act and NADAP before one member and three member arbitration panels, addressing issues such as ownership of a prominent hockey franchise, wrongful termination of an automobile dealership by a major North American automobile manufacturer, disputes pertaining to post closing purchase price adjustments, an oppression remedy application brought by an equal shareholder against the company’s institutional passive investor, repudiation and conversion of a franchisee’s business by a franchisor, both in the insurance industry and the banking services sector, appropriate compensation and capital payments between accountants on their termination by a prominent accounting firm, breaches of duties of care by a registered investment advisor in its handling of its clients’ investment accounts, constructive dismissal disputes and applicable lease rates on the extension of a lease term.

Dan has appeared as lead counsel before different administrative boards and tribunals throughout the province. Dan is a member of the Advocates Society, Canadian and Ontario Bar Associations and Toronto Commercial Arbitration Society. Dan is also a facilitator of an Expert Witness Certificate Program conducted by Osgoode Hall Law school.

Picture of Brian Cookson
Brian Cookson

Brian Cookson, Managing Director, has specialized in assisting companies fund innovation including government grants, R&D and innovation tax credits for over 25 years in Canada, UK, Europe and the USA. In addition, Brian oversees innovation management services provided to the clients including ideation, customer feedback, product development and strategy.

As Managing Director of RDP Associates, Brian has worked with small to large companies, including many of the top companies in the world, in all types of industries. He has lectured and written extensively on R&D tax credits, government grants and innovation management and participates in government/practitioner meetings. 

Brian is a Chartered Accountant and previously worked for Ernst & Young from 1979 to 1987. In 1987, RDP Associates was established in Canada, and has since grown internationally. 

RDP Associates Ltd. ("RDP") main goal is connect innovation to the bottom line. This includes all types of innovation to grow a company’s business through hiring, training, R&D/product development and accessing foreign markets.

Picture of Hilda Gan
Hilda Gan

Hilda Gan, RN, MHSc, CHRL Founder and Chief People Office - People Bright Consulting is unique among consultants, combining over 20+ years of HR expertise with business acumen and business owner experience. She approaches business by seeking strategic and practical solutions that keep the value of people and the bottom line in perspective.

She honed her expertise when she and her husband built a successful Engineering Consulting business. iTRANS Consulting was a multimillion dollar company that grew from 2 to 125 staff with 7 offices across Canada and was recognized as a Top 10 of the 50 Best Workplace in Canada® for two consecutive years and a finalist in the 50 Best Managed Companies in Canada™.


Picture of Bettina Xue Griffin
Bettina Xue Griffin
Picture of Victor Lee
Victor Lee

Victor Lee is a Chartered Professional Accountant specializing in taxation. He has completed all 3 parts of the CPA Canada In-Depth Tax Program and is currently a Project Supervisor of the program.

His areas of specialization include tax planning for owner-managers, estate and succession planning and non-resident issues.


Picture of Peter Megoudis
Peter Megoudis

PETER MEGOUDIS B.C.L., LL.B., LL.M

Director, Expatriate tax

Trowbridge

Peter Megoudis is a Director with the Expatriate Tax group of Trowbridge in Toronto.   He has over 22 years of tax experience, and has been extensively involved in the field of Canadian and U.S. executive compensation and benefits, as well as cross-border personal tax planning, for the past 19 years. Peter consults with Canadian, U.S., and other international employers on various employee benefits, payroll, deferred compensation and equity compensation matters, as well as with high net worth individuals on cross border entity, trust, and estate planning. 

Peter is a frequent speaker in both internal and external conferences on various compensation and cross-border topics, having appeared or presented at BNN, STEP, the LSUC, the CICA, CERC, the Federated Press, and the US Tax Professionals Association, and has published several articles in various publications on cross border issues.

Peter received his B.C.L. (Civil Law) and LL.B. (Common Law) degrees from McGill University and his LL.M. Master of Laws degree from the University of Toronto. He is currently a member of the Law Society of Upper Canada and the Canadian Tax Foundation.


Picture of Glenn Middleton
Glenn Middleton

Glenn has served as Controller/CFO for Corporations from $15M to $200M for over 30 years. He oversaw all key aspects of Finance & Administration including: financial reporting; audit, tax, business planning, budgeting and forecasting, treasury, human resources, SR&ED, and information technology. For much of his career Glenn also served as Information Technology Manager in both mainframe and PC platforms. Glenn was also an active participant in operations management, logistics and assisting with sales and marketing management. 

His unique set of skills includes Crystal Reports. A largely overlooked application that makes a significant improvement in reporting.

This broad range of experience has given Glenn a keen business acumen and focus on the issues that drive a business. Glenn started his practice to continue to be a ‘change agent’ for small to medium sized businesses. He feels there is significant need for Controllership skills in small business. His efforts continue to add significant value to his clients.


Picture of Stuart Rudner
Stuart Rudner

Called to Ontario Bar: 1999

LL.B.: 1997

B.A. (Hons): Industrial Relations: 1996

Stuart is not one of those lawyers that is ideologically married to one side. He realizes that there is good and bad in every group, and that is why his firm works with both employers and employees. They are able to see every situation from both sides.

Since Stuart has also been trained in Alternative Dispute Resolution techniques and acts as a Mediator in Employment matters, he is able to see things from a third side: that of a neutral third party, working with those involved to achieve a reasonable resolution to their issues.

Stuart chairs and teaches at conferences, and he is the founding Program Director of Osgoode Professional Development’s HR Law for HR Professionals course and the co-founding Program Director of their Advanced HR Law for HR Professionals course. And he is flattered to be regularly contacted by the media for comment on matters relating to Employment Law.

Picture of Simon Thang
Simon Thang

Simon Thang, LL.B, LL.M is a sales tax lawyer and the principal of Thang Tax Law. Simon has over a decade of experience exclusively in sales tax (GST/HST, PST), customs and trade gained at prominent Bay Street law firms. He assists a range of clients including multi-nationals, small and mid-sized businesses and individuals.

This experience gives Simon the insight to advise on a range of issues and industries, including: owner-managed businesses; purchase and sale of businesses, real estate transactions, non-profits and charities, financial services and investments, business reorganizations, cross-border transactions, medical and health professionals, and non-resident businesses. Simon also has experience in customs and trade matters.

In addition to providing sales tax advice, Simon represents clients in all phases of tax disputes.

Simon has taught commodity tax as a member of the adjunct faculty Osgoode Hall Law School in Toronto and has tutored the CPA GST In-Depth course. Simon has written extensively in the area of sales tax and has published book chapters, papers and articles in various publications. Simon is a frequent speaker on commodity tax issues and has presented at the Canadian Professional Accountants’ annual Commodity Tax Symposium, at the Tax Executives Institute’s annual Canadian Tax Conference, to the Law Society of Upper Canada, and to the Ontario Bar Association’s Taxation Group.

Simon received his Canadian law degree from Osgoode Hall Law School and a Masters of Law (Taxation) from the London School of Economics and Political Science (LSE).

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