Note:
All of our live webinars are recorded and available on demand within a day of the session. If you are not able to watch the webinar live, you can watch the recording at your convenience.
September 2025 Webinars
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$170.00Shareholder Benefits
This course will cover an overview of the rather broad shareholder benefit rules. Topics included are a review in detail the 15(1) shareholder benefit rules, 15(2) shareholder loan rules and more esoteric benefit rules under 56(2) and 246(1).
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$49.00Crystal-Clear Writing: Five Techniques to Avoid Ambiguity
This webinar will cover five techniques for drafting clear emails & documentation. By applying these techniques, you will ensure that your clients & colleagues can fully understand your written communication, even when your subject matter ...
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$69.00Navigating Uncertainty With Resilience and Clarity
Uncertainty doesn’t have to send you into spiraling or overdrive. In this course, you will learn how to meet the unknown with steadiness, clarity, and self-trust, and come out stronger on the other side.
October 2025 Webinars
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$69.00Redefining Work-Life Balance
Tired of feeling torn between work demands and personal fulfillment? This empowering course guides professionals to create genuine work-life balance by taking control of their own lives—on their own terms.
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$170.00Audit 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.
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$79.00Estate 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.
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$49.00Using 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.
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$49.00Overview 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.
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$170.00Ethics and Public Practice
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$170.00ABILs 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.
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$49.00A 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.
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$150.00A 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.
November 2025 Webinars
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$69.00Quieting 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.
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$170.00Corporate 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.
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$69.00From Self-Doubt to Self-Confidence
Do self-doubt and hesitation prevent you from achieving your goals or advocating for yourself? This transformative course empowers professionals to shed self-doubt and build genuine confidence that lasts.
December 2025 Webinars
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$49.00Email Best Practies for CPAs and Finance Professionals
In this webinar, we will cover important concepts relating to email communication for CPAs and finance professionals. These concepts include tone, formality, email length, appropriate response time, subject lines, copying, and using pleasantries.
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$69.00Managing High-Functioning Stress & Anxiety
Are you thriving on the outside but feeling overwhelmed by stress and anxiety on the inside? This course is designed to help high-achieving professionals manage stress and anxiety using mind-body techniques that don’t require meditation.
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$150.00What’s New in Tax
This 90-minute webinar will cover recent developments in corporate, individual and trust taxation that you should be aware of when advising private clients.
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$170.00Practicing Safe Tax
The purpose of this course is to understand how to prevent an accountant from being sued by a client for an income tax planning mandate.
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$69.00Boundaries That Stick
Struggling to say no or protect your time ? This course is designed to help high-functioning professionals set and hold boundaries with more confidence and less guilt.