GTA Accountants & Finance Network

A CPA's Role in the Evolving Family Office Landscape

This webinar will provide an overview of what a family office is, types of family offices that exist, and the current family office landscape in Canada and globally.

Tax & Succession Planning: Maximizing Success From Planning to Closing

This presentation will focus on the business sale process from the early stage planning to the ultimate sale. It will also cover various tax strategies that are important when assisting with the sale of your client's business.

A Refresher on Estate Freeze Planning

Join Kenneth Keung for a 90-minute “Refresher on Estate Freeze Planning” that delves into the technical, practical, and strategic aspects of estate freezes, highlighting key considerations and common pitfalls to avoid.

Practical Financial Negotiation Tips (November 2025)

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking.

Quieting Your Inner Critic

In this course, you’ll learn how to shift your relationship with your inner critic, so it no longer runs the show.

Corporate Reorganization

The purpose of this course to review structures that facilitate access to the capital gains exemption with a particular emphasis on audit defense as there has been an increase in CRA audits in this area over the last couple of years.