November 13, 2018 Full Day Event

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

13 Nov 2018, 9:00 AM

8.5 CPD hours


5 (3)

Register Now

Course Description

The following topics will be covered during this webinar:

1.  Strategic Philanthropy: Helping Clients Minimize Taxes and Maximize Giving

Mark will explain how to introduce the philanthropic talk with clients and describe many smart strategies to help them pay less tax while creating lasting legacies for causes they are passionate about.

    Speaker: Mark Halpern, CFP, TEP of 

2. 2018 Canadian and U.S. Tax Update

    Speaker: Debbie Pearl-Weinberg, LL.B. of CIBC Wealth Strategies Group

Tax Update - What You Need to Know to Maximize Your Tax Potential

    Speakers: Dave Thompson, CPA, CA and Shavon Hyatt, CPA, CA of MNP LLP

4. Exercise and Nutrition for Mental Health

    Speaker: Igor Klibanov, CEO of Fitness Solutions Plus

5. Kill Your Haystacks: Are you Struggling to Find Important Files and Documents?

In a 2011 study, PricewaterhouseCoopers reported professionals are spending upwards of 50% of their time looking for information. They also indicated that over 10% of documents are lost or misfiled. Can you imagine what that does for productivity… and profitability?

If looking for information is like looking for a needle in a haystack, learn how the low-tech technique of taxonomies can support compliance requirements in Health and Safety, Canada Revenue Agency, Quality Management Certifications, Privacy, Security, regulatory, and other business needs. Kill your haystacks. Find the needle.

    Speaker: Claudia Mamros, PMP, MCBA of iCinfo

6. Issues in Family Law:  Everything you Need to Know about Common Law Relationship Breakdowns

   Speaker: Rina Revel-Chopra, LL.B. of Bortolussi Family Law

7. How CRA Collects Tax Owing From Third Parties

CRA has a variety of powerful collection tools at its disposal to collect tax from third parties. A review of their statutory powers including section 160, beneficiaries, mortgagees and important recent developments.

    Speaker: Ian Morris, CPA, CA, B.C.L., LL.B., TEP of Morris Kepes Winters LLP

8.  Best Practices: Hire a Contractor or an Employee

For most businesses, workforce costs represent a large portion of the day-to-day operating expenses. In order to remain profitable and competitive, particularly in today's quickly changing marketplace, it is important for business owners and managers to adopt successful workforce strategies. Part of these strategies includes properly assessing and determining whether to hire a worker as an employee or as a contractor.

At this seminar Christine Ashton, a lawyer and partner at Wilson Vukelich LLP, will speak about helping your clients with hiring employees and contractors. She will cover:

- the legal obligations and liability exposure in regards to employees vs contractors; and

- the best practices for drafting employee and contractor agreements.

    Speaker: Christine Ashton, LL.B. of Wilson Vukelich LLP



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

  • Rina Revel-Chopra's Presentation
  • Rina Revel-Chopra's Recording
  • Debbie Pearl-Weinberg's Presentation
  • Debbie Pearl-Weinberg's Recording
  • Igor Klibanov's Presentation
  • Igor Klibanov's Recording
  • Claudia Mamros' Presentation
  • Claudia Mamros' Recording
  • Ian Morris' Presentation
  • Ian Morris' Recording
  • Dave Thompson's & Shavon Hyatt's Presentation
  • Dave Thompson's & Shavon Hyatt's Recording
  • Christine Ashton's Presentation
  • Christine Ashton's Recording
  • Mark Halpern's Presentation
  • Mark Halpern's Recording
  • Certificate: November 13, 2018 Full Day Event
  • Feedback / comments

About the Instructor(s)

Picture of Christine Ashton
Christine Ashton

Christine is a partner with Wilson Vukelich LLP, a full service firm in Markham and a leader in business and tax law. Christine’s practice is devoted to the areas of labour and employment law, tax litigation and related litigation. 

In regards to her labour and employment law practice, Christine represents unionized and non-unionized employers in all aspects of labour and employment law. Christine is thoroughly versed in issues surrounding the employment relationship from hiring, discipline, compensation, performance management, workplace health and safety, human rights, through to termination.

In regards to her tax litigation practice, Christine represents individuals and corporations in their disputes with the Canada Revenue Agency. Christine works with accountants to successfully represent clients at the objection stage, at the appeal stage before the Tax Court of Canada, on applications for judicial review before the Federal Court, on rectification applications, for remission orders, and in regards to requests for taxpayer relief. Christine is particularly focused on positively resolving business related tax disputes, such as the improper assessment of independent contractors as employees, the denial of valid business expense claims, shareholder benefit assessments, and director assessments.

Christine is an active member of various committees, boards, and associations, including acting as the 2018 President of the Ajax Pickering Board of Trade. Christine regularly moderates and speaks at events, including those held by the Ontario Bar Association, the Professional Engineers Ontario, the Ajax Pickering Board of Trade, and the Oshawa Chamber of Commerce. 


Picture of Mark Halpern
Mark Halpern

Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor – Philanthropy (MFA-P), has helped business owners, entrepreneurs, professionals and wealthy Canadians for over 28 years. 

As CEO of®, Mark provides creative insurance strategies to protect families and their businesses while reducing and eliminating taxes. He works closely with accountants, lawyers, bankers and financial advisors to provide their clients with comprehensive estate planning solutions

Mark has been a keynote speaker at Top of the Table meetings, The Million Dollar Round Table, World Critical Illness Conference, CALU, Advocis, ideacity,  and other industry conferences and association functions.

He is a member of The Toronto Estate Planning Council, the Society of Trust & Estate Practitioners, Canadian Association of Gift Planners and CALU.

In his spare time, Mark is the President of Aish Hatorah Toronto and teaches leadership and business ethics courses at the University of Toronto, York University, Ryerson University and University of Western Ontario.

Mark lives in Thornhill, Ontario, has been married for 24 years and kept busy with 5 children, 23 years of age and under.

Picture of Shavon Hyatt
Shavon Hyatt
Picture of Igor Klibanov
Igor Klibanov

Igor Klibanov is the author of 4 books on fitness, the most recent of which is STOP EXERCISING! The Way You Are Doing it Now. He is also the CEO of one of Toronto's premier personal training companies, Fitness Solutions Plus. Together with his team of fitness professionals, he specializes in helping busy professionals improve their fitness, energy levels, and health.

In the past, Igor has been hired to run fitness seminars for IBM, RBC, the Toronto Lawyers Association, Professional Engineers of Ontario, and others. 

To learn more about Igor, please visit

Picture of Claudia Mamros
Claudia Mamros

Claudia Mamros, PMP, MCBA

President & CEO, iCinfo

As a business architect, Claudia Mamros specializes in helping companies formulate business automation solutions which control their most valuable asset – their information.

Her consultative approach began in 1999 with KPMG and has been honed with years of professional experience in helping organizations develop and implement systems to increase efficiency and profitability.

Claudia has experience in a variety of industries including automotive, aerospace, banking and financial, construction, professional services, non-profit, retail franchising, and municipal government.

Picture of Ian Morris
Ian Morris

Ian is a senior tax practitioner and represents domestic and international clients in tax controversy matters with the Canada Revenue Agency and with the Ontario tax authorities.  He has broad experience dealing with the different audit and appeals branches of the CRA and the Ministry of Finance.  He routinely appears at the Tax Court of Canada and the Ontario Superior Court of Justice.   

Ian obtained his designation as a Chartered Accountant in 1982 and then graduated from the University of Ottawa Law School (B.C.L./L.LB.) in 1986. He has been a member of the Quebec and Ontario Bars since 1988, as well as the Chartered Professional Accountants of Ontario. After being admitted to the Law Society of Upper Canada, Ian was employed by the Department of Justice in Ottawa where he worked in the Legal Services Branch and later in the Tax Litigation Section. He then joined the Department of Finance as a Tax Policy Officer.

Picture of Debbie Pearl-Weinberg
Debbie Pearl-Weinberg

Executive Director, Tax & Estate Planning, CIBC Wealth Strategies Group 

Debbie is a tax and estate planning lawyer, having obtained her LLB from Osgoode Hall Law School, and being called to the Ontario bar in 1989.  She is Executive Director, Tax & Estate Planning with the CIBC Wealth Strategies Group. She writes and consults on a variety of personal and small business tax issues on behalf of CIBC’s clients.  She was previously General Tax Counsel to CIBC, where she worked extensively on CIBC’s wealth management offerings.    

Debbie is currently Chair of the Investment Fund Institute of Canada’s Taxation Working Group and sits on a number of its sub-groups.  She also works with the Investment Industry Association of Canada on tax matters concerning the investment industry. She is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Canadian Tax Foundation.

Picture of Rina Revel-Chopra
Rina Revel-Chopra

Rina Revel-Chopra, B.Sc. (Hons.), LL.B.

Family Law Lawyer / Collaborative Lawyer / Litigator 

Rina has been practicing Family Law exclusively since her call to the Ontario Bar in 2009. She practices in all areas of Family Law and has experience representing clients in complex Family Law disputes, dealing with complicated parenting, custody, property and support issues. Rina represents clients in the Collaborative Family Process, in lawyer-assisted mediation and in litigation. Rina obtained her Bachelor of Laws degree from the University of Ottawa and a Bachelor of Science degree and Honours degree in Psychology from McGill University.

Rina is a member of the Law Society of Upper Canada and the York Region Law Association.

Picture of Dave Thompson
Dave Thompson

David Thompson, CPA, CA, is a Partner with MNP’s Taxation Services group in Mississauga. For more than 30 years David has provided a broad range of taxation services to owner-managed private companies, including tax, will, estate and succession planning, corporate reorganizations and planning and structuring for purchase and sales. He is experienced working with clients in the manufacturing, automobile, real estate and construction industries. He also works regularly with professionals, including those in the medical, dental and legal fields.

David fosters strong relationships with his clients, working closely with them to identify their needs and business opportunities. He creates innovative solutions to meet their planning goals and provides services to minimize income taxes on current income and during transition, succession and exit planning. David quickly identifies needs and concerns and swiftly resolves issues to help his clients meet their tax and estate planning objectives. He is a frequent speaker at numerous tax conferences and seminars and was a seminar leader at the ICAO School of Accountancy for seven years.

David obtained his Chartered Professional Accountant (CPA, CA) designation in 1983 after graduating with a Bachelor of Business Administration degree (Honours / HBA) from Richard Ivey School of Business. He completed the CICA / CPA Canada In-Depth Tax Course in 1986. He has been of member of the Society of Trust and Estate Practitioners (STEP Canada) since 2000 and obtained a STEP Advanced Certificate in Family Business Advising in 2012.

David is active in the community, sitting on committees for Canada Basketball and Touch Football Ontario and coaching youth sporting teams in soccer, basketball and flag football.

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