GTA Accountants & Finance Network

Audit Refresher

This course will review the steps in performing a financial statement audit. It will begin by reviewing Canadian Audit Standards overall and then move on to typical audit deficiencies identified by practice inspection.

Estate Planning Gems 2.0

ESTATE PLANNING GEMS is a practical workshop that will address some estate planning solutions from the toolkit of a fee-only estate planner / chartered accountant.

Using AI to Speed Up Your Writing

During this session, we will comb through the prompting techniques (i.e., the instructions you give to AI) that will ensure you are harnessing AI’s power in a way that speeds up your writing rather than hold it back.

Overview of the Intergenerational Business Transfers Rules

Effective succession planning ensures a smooth transition of leadership and wealth while minimizing tax burdens to protect family wealth and ownership on the transfer of the business to the next generation.

Ethics and Public Practice

ABILs and Stop Loss

This course will include a detailed analysis of the ABIL rules with particular emphasis on audit defense. There will also be an examination of various corporate and personal stop loss rules which can yield unexpected surprises.