Courses
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$175.00Ethics and Public Practice (May 2020)
This course will include a detailed review of the Code of Conduct in Ontario.
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$49.00Help! I have been appointed to act under a Power of Attorney. Now What?
Have you been appointed to act under a power of attorney? This presentation will focus on options and best practices for handling being appointed to act under a Power of Attorney, particularly if the appointment is unexpected.
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$69.00Trust Fundamentals and (New) Enhanced Trust Reporting Requirements
Join us for an in-depth webinar exploring the fundamentals of trusts under Canadian tax law.
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$49.00Beyond the Numbers: Examining Financial and Other Obligations of Fiduciaries
This presentation will explore key issues related to the duties (both financial and non-financial) of fiduciaries to help them navigate potential risks.
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$49.00Navigating The Incapacity & Estate Planning Spectrum
Join us for an exclusive one-hour panel discussion tailored for accountants, financial advisors, and other professionals involved in personal planning for clients.
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$49.00Estate Planning for Blended Families and Other Family Units
This presentation offers estate planning strategies for blended families, focusing on creating a legacy rather than conflict.