Failing to Plan is Planning to Fail – An Update of Estate Law Plus a Holiday Reception
Henry Korenblum, MBA, CPA, CA, CIM, CFP, TEP, FEA, MFA-P, CPA (Illinois), Estate & Taxation Consultant, will present on a range of current Estate and Tax Planning topics, incl. Bill-245, strategies to mitigate Probate and the use of life insur...
Tax Smart Investing for Business Owners
Join Tina Tehranchian of Assante Capital Management Ltd. for an analysis of the complexities of business succession planning. We will explore the alternatives available to business owners to minimize tax on their investments and grow their wealth.
Life Insurance: The Wealth Tax Shelter and Estate Enhancement Solution
This presentation will show how to implement life insurance concepts for clients based on their various needs.
Ethics and Public Practice (December 2022)
This course will include a detailed review of the Code of Conduct in Ontario.
Quality Management – Getting ready to apply the new quality management standards (CSQM1 & 2, CAS220)
Firms performing assurance engagements, other assurance or related services engagements, including compilation engagements, will be required to have systems of quality management designed and implemented in accordance with CSQM 1 by Dec. 15, 2022.
A Primer on Crypto Assets: Maximizing the Use of Tax Losses Related to the Crypto Market & Auditing
Learn about how you can advise your clients about keeping records, recognizing losses, and to assist them in responding to crypto asset audits.