Oct
21
Wed
YDCPAA CPD Seminar – Oct 21, 2015 @ Delta Markham Hotel
Oct 21 @ 6:00 pm – 9:00 pm

York District Chartered Professional Accountants’ Association CPD Seminar

An informative CPD session on Wednesday October 21, 2015 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Three speakers will present on the following topics:

Tax Audits and Objections

by Peter Baek, CPA, CA, LLB, Partner, Fogler Rubinoff LLP

In recent years, the CRA has been quite active with audits, reassessments and other enforcement activities with many taxpayers facing significant tax exposure. Many taxpayers are turning to their accountants for help as their first line of defence. How can CPAs help their clients? Drawing upon his experience as a former CRA tax auditor and tax litigator, Peter will shares his thoughts and tips on how to deal with tax audits and objections as well as other issues relating to the tax dispute resolution process.

Peter Baek is a Partner at Fogler Rubinoff LLP. He carries on a general tax practice with a particular emphasis on tax litigation and dispute resolution.

Peter has extensive experience representing and counseling clients in tax controversy matters. Drawing upon his experience as a CRA tax auditor, CA and lawyer, Peter has achieved significant tax savings for his clients in numerous tax matters at various levels of the tax administration process from tax audits to Tax Court of Canada appeals.

How Technology can boost efficiencies for Small Business Accountants

by Jamie Shulman, co-founder and co-CEO, Hubdoc Inc.

Jamie will deliver the following objectives:

Stop chasing bills and statements and never ask clients for a document again
Seamlessly sync key financial docs (and their data) to the accounting system
Setup automatic audit-proofing for clients

Jamie Shulman is the co-founder and co-CEO of Hubdoc Inc., a software company in Toronto that is helping automate small business accounting and bookkeeping. Hubdoc is a huge time-saver for accountants and their clients.

Jamie is a recovering lawyer and a repeat entrepreneur. Prior to Hubcoc, Jamie co-founded Sparkroom, a software company focused on marketing automation, which was purchased in 2010 by Nelnet Inc. Prior to that, Jamie practiced law at Torys LLP in Toronto and Wilson Sonsini in San Francisco, specializing in corporate finance for technology companies. Jamie graduated from Brown University with a B.A. in International Relations and also holds JD & MBA degrees from the University of Toronto.

Equity Crowdfunding and Creditor Proofing

by David Street, partner, Lerners LLP

This presentation reviews the current rules for issuing shares without a prospectus, the recent changes and the current status of equity crowd funding. The changes relate to the “accreditor investor” exemption, the minimum amount exemption, and a new family, friends and business associates exemption for Ontario.

David will also review the common methods of asset protection and then look at the lines not to be crossed in the form of the various statutory prohibitions and tools that can be used to set aside asset protection schemes that have gone too far.

David Street is a partner at Lerners LLP practicing in the areas of business law, estates and real estate with emphasis on the establishment and expansion of entrepreneurial businesses, mergers and acquisitions, securities, corporate finance and reorganization transactions involving private companies. Corporate finance activities include bank financings, venture capital and exempt offerings. A special interest is the drafting of complex agreements for use in a broad range of commercial activities and estate planning.

Proposed schedule:

5:45 pm – Registration
6:00 pm – Dinner
6:45 pm – Presentation by first/second speaker
8:05 pm – Coffee beak
8:15 pm – Presentation by third speaker
9:15 pm – Conclusion

Cost: $65 per person (includes dinner, qualify for 2.5 PD hours)

Registration ends at noon on Monday October 19, 2015

Note the promo code is for speakers only

Register
Nov
25
Wed
YDCPAA CPD Seminar – Nov 25, 2015 @ Edward Village Hotel (formerly Delta Markham)
Nov 25 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

An informative CPD session on Wednesday November 25, 2015 organized by York District Chartered Professional Accountants’ Association (YDCPAA). 

Three speakers will present on the following topics:

Co-op Students Can Add to Your Organization’s Bench Strength

by Kevin McMahon, Associate Director, and Denise Bacon, Regional Manager, University of Waterloo

Kevin and Denise will discuss about how co-op students can add to your organization’s bench strength, the use of the $3,000 Ontario tax credit for hiring co-op and tips on training co-op students.

Kevin McMahon is the Associate Director of Experiential Learning and Career Development within School of Accounting & Finance, University of Waterloo.

Denise Bacon is the Regional Manager of Employment Relations, Co-operative Education & Career Action, University of Waterloo.

Implementing Technology for Your Business

by Jay Goodis, CPA, CA, Co-Founder and CEO, Tax Templates Inc.

The session will address consideration such as:

  • How to determine the best technology for your business
  • How to find software alternatives
  • Important factors when evaluating technology
  • Implementation steps to achieve results

Jay Goodis is a CPA with broad expertise in Canadian taxation. Leveraging his proven process building abilities, Jay creates leading solutions to support Canadian professionals, with a focus on solving challenging tax needs, supporting growth, and optimizing efficiencies.

2015 Income Tax Updates

by Nancy Yan  CPA, CA, TEP, Cadesky and Associates LLP

Nancy will review the changes in the tax world including:

  • 2015 Tax rates and implications
  • Post-election: what could the Liberal party tax platform mean for you?
  • Planning to consider in 2015 and going forwards?
  • Foreign exchange – what you need to know
  • Changes to Testamentary Trusts effective for 2016 and implications
  • Update on voluntary disclosure, CRA audit approaches, and BEPS

Nancy Yan is a tax partner with Cadesky and Associates LLP.  She received her MBA from the University of Toronto and is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP). She is a member of the Tax Specialist Group (TSG) and a member of the International Tax Specialist Group (ITSG).

Nancy specializes in advising privately held businesses and their shareholders on corporate and personal tax planning, international business structuring, trust, estate and succession planning.  Nancy has also assisted clients with tax audits and appeals on a wide variety of matters. Nancy is co-editor of Taxation of Real Estate in Canada (Carswell) and is a regular speaker at a number of professional seminars in Canada.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first/second speaker
  • 8:05 pm – Coffee beak
  • 8:15 pm – Presentation by third speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)

Registration ends at noon on Monday November 23, 2015

Note the promo code is for speakers only

Click on the link below to register or RSVP.

Register
Jan
20
Wed
YDCPAA CPD Seminar – Jan 20, 2016 @ Edward Village Hotel (formerly Delta Markham)
Jan 20 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Tax Restructuring, Cloud Computing and Bitcoin

An informative CPD session on Wednesday January 20, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA). YDCPAA represents all three legacy accounting professionals: CA, CMA and CGA, which are now unified as one single, strong profession under the banner of Chartered Professional Accountant or CPA (www.yorkcpa.ca).

Three speakers will present on the following topics:

Tax Efficient Structures for Owner-Managed Businesses

by Joseph M. Yukich, CPA, CA, Joseph M Yukich Professional Corporation

Joe will discuss tax efficient structures available for owner-managed businesses. His presentation will include discussion on:

  • Maximizing the capital gains exemption (CGE)
  • Purifying existing non-qualifying structures so shares will qualify for the CGE
  • Keeping shares pure for the CGE without paying personal tax on future profits not reinvested in the business
  • Flexible owner compensation strategies to maximize after-tax cash flow
  • Maximizing income splitting opportunities and maximizing after-tax family cash flow
  • Minimizing and deferring taxes at death

Joe Yukich is a tax specialist who has consulted with numerous Canadian corporations and their shareholders over the past several decades. His experience includes corporate and personal taxes, corporate reorganizations, purchase and sale of a business and other owner-manager issues including estate and succession planning. He was a tax partner at KPMG for numerous years where he serviced owner-managed and other affluent family clients. He now consults to the owner-manager community through other accounting firms.

Cloud Computing Security

by Blair Collins, CPA, CMA, InterlockIT.com

Blair will discuss cloud computing security with a review of Google’s most misunderstood policies in the Canadian consumer, business, and education sectors. This session will be led by a cloud savvy accountant with practical tips anyone can implement.

  • How safe is your data?
  • Is your data mined for marketing purposes?
  • Who owns data stored in the cloud?
  • Does storing data outside of Canada break laws or PIPEDA?
  • How are organizations hacked?
  • What can accountants do to avoid getting hacked?
  • Securing your data in a mobile first world.

Blair Collins, CPA, CMA has been focused on Cloud Computing solutions since 2005 and is a successful entrepreneur having previously built a $7 million per year, 55 employee ERP software reseller and consulting organization which he sold in 2003.

Blair now leads InterlockIT.com which focuses on “Moving Businesses to the Cloud” and is Canada’s top selling Google Apps for Work Premier Partner. InterlockIT.com is also a leading provider of Microsoft Office 365, Norada Solve CRM, Xero Accounting solutions, and Google App Engine custom software solutions.

An Overview of Bitcoin

by Michael Perklin, President, Bitcoinsultants Inc.

Michael will provide an overview of cryptocurrencies including their history and the future of this new technology. Michael will share his expertise on many related topics such as:

  • What are cryptocurrencies?
  • What is blockchain technology?
  • How can blockchains assist the fields of accounting and forensic accounting?
  • What are the benefits to fraud investigations?

Michael Perklin is a blockchain and bitcoin veteran who has worked with the technologies since 2010. With a background in digital forensics and cyber security, Michael consults with bitcoin exchanges and blockchain startups to help them design secure systems and ensure the security of their cryptocurrencies even if their infrastructure gets hacked, or to investigate incidents of fraud or theft of cryptocurrencies, testifying to the digital evidence left behind. Michael helped found the Bitcoin Alliance of Canada, a non-profit organization dedicated to bitcoin education and outreach, and the CryptoCurrency Certification Consortium (C4), a non-profit standards organization that has published a variety of blockchain standards including the CryptoCurrency Security Standard which serves as the “PCI of blockchains.” Michael’s expertise has been called upon by a variety of government and industry bodies to bring clarity to issues surrounding these new technologies.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first/second speaker
  • 8:15 pm – Coffee beak
  • 8:30 pm – Presentation by third speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)

Registration ends at noon on Monday January 18, 2016

 

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Feb
17
Wed
YDCPAA CPD Seminar – Feb 17, 2016 @ Edward Village Hotel (formerly Delta Markham)
Feb 17 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Dear Fellow CPAs,
Practice Innovation, Alternative Banking and Condo Corporations
We are pleased to invite you to an informative CPD session organized by York District Chartered Professional Accountants’ Association (YDCPAA). YDCPAA represents all three legacy accounting professionals: CA, CMA and CGA, which are now unified as one single, strong profession under the banner of Chartered Professional Accountant or CPA (www.yorkcpa.ca).
Three speakers will present on the following topics:
  • Innovation in Practice by Steve McIntyre-Smith, recognized as one of the World’s top 12 consultants to the accounting profession The session provide you with insights in how to embrace innovation and take your practice earnings to the next level with these cloud-based tools:
    • What the cloud means to your clients
    • The profound effect it can have on your practice
    • The opportunity to introduce Business Advisory Services
    • How to identify opportunities within your existing group of clients
    • How to price these services and where and how to get started
  • Condominium Corporations by Stephen Chesney, FCPA, FCA, Parker Garber & Chesney, LLP The session will discuss the newly released New Condominium Act and the related implications:
    • Audit planning
    • Operating Funds vs. Reserve Funds and Reserve fund studies
    • Investments – eligible and ineligible
    • Operating deficits and illegal use of reserve funds
    • Taxes in condominiums
  • How Credit Union and Cooperative Banking Are Reshaping the Financial Landscape in Ontario by Charles Licalzi and Joe Collura, Meridian Credit Union The session will share some facts about Meridian Credit Union and how more and more consumers are discovering alternative ways to bank:
    • How credit unions differ from banks
    • Why consumers and businesses transitioning to Meridian Credit Union
    • How Meridian Credit Union balances risk management with a common sense approach
    • What CPA’s need to know when working with Meridian Credit Union
Proposed schedule: 
  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first/second speaker
  • 8:15 pm – Coffee beak
  • 8:30 pm – Presentation by third speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)
Registration ends at noon on Monday February 15, 2016
Click on the link below to register or RSVP.

 

Register
Mar
16
Wed
YDCPAA CPD Seminar – Mar 16, 2016 @ Edward Village Hotel (formerly Delta Markham)
Mar 16 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Tax, Tax, Tax!

An informative CPD session on Wednesday March 16, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA). YDCPAA represents all three legacy accounting professionals: CA, CMA and CGA, which are now unified as one single, strong profession under the banner of Chartered Professional Accountant or CPA (www.yorkcpa.ca).

Three speakers will present on the following topics:

Strategies and Tips for Personal Tax Season

by Boris Volfovsky, CPA, CA, Founder, Solutions 4U and Alex Ghani, CPA, CA, CGA, CPA (Texas), Partner, Taxation Services

Boris and Alex will discuss many of the need to know items for personal tax season such as:

  • The rules changes to the T1135’s
  • Common errors by practitioners
  • Strategic deductions in light of changing tax rates
  • CRA enhancements such as Auto-Fill, new e-file forms, and new features on Represent a Client
  • Refresher of prior year budgets and their impacts
  • Recent cases and interpretation

Boris Volfovsky is the founder of CPA Solutions 4U. Boris has over 12 years of public practice experience. He specializes in Canadian taxation and serves as a tax consultant to a number of professional service firms in the GTA. Boris has previously presented at the YDCPAA as well as AJAG and served as a facilitator at the Ontario School of Accountancy as well as In-depth Tax Courses.

Alex Ghani has over 10 years of experience working in the accounting departments of large companies and as a public practitioner. In his current role, he focuses on tax compliance and planning issues which clients encounter. Alex has completed the CICA In-Depth Tax Course, assisted in preparing the official CGA Tax Planning Guide, and is a member of the Canadian Tax Foundation (CTF).

 US Tax Primer

by Dean Smith, PhD, CFP, TEP, CPA, CA, Partner, Cadesky Tax

Dean will discuss many of US tax issues such as:

  • U.S. individual tax matters, filing requirements, common mistakes and penalties, etc.
  • Expanding into the U.S.A.

Dean Smith is a Partner at Cadesky Tax. Dean has been practicing in taxation since 1989. Dean is also the President of British Canadian Chamber of Trade and Commerce (BCCTC), Past Chair tax committee of American Chamber of Commerce in Canada (Amcham). Dean is a frequent speaker at conferences and seminars.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first  speaker
  • 7:45 pm – Coffee beak
  • 8:00 pm – Presentation by second speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)

Registration ends at noon on Monday March 14, 2016.

 

Register

 

May
18
Wed
YDCPAA CPD Seminar – May 18, 2016 @ Edward Village Hotel (formerly Delta Markham)
May 18 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Federal Budget Tax Update, Alternative Financing and Employment Laws
We are pleased to invite you to an informative CPD session organized by York District Chartered Professional Accountants’ Association (YDCPAA). YDCPAA represents all three legacy accounting professionals: CA, CMA and CGA, which are now unified as one single, strong profession under the banner of Chartered Professional Accountant or CPA (www.yorkcpa.ca).
Three speakers will present on the following topics:
  • Federal Budget & Tax Update by Peter H. Baek, CPA CA LLB, Partner, Ricketts Harris LLP, Barristers and Solicitors  The session will discuss some key aspects of the 2016 federal budget as well as recent significant tax developments (including section 55 changes) that you should be aware of before the summer break.
  • The Rise of Alternative Financing Platforms by Ben Gibbons, Partner, Collins Barrow Toronto Corporate Finance  The session will discuss the rise of alternative financing platforms and the resulting options for companies and investors such as:
    • Traditional debt and equity funding – cost of capital and what that means from a security/control perspective
    • Alternative financing options – ABL, SaaS lending, LP lending
    • Alternative platforms – TSX Private Markets, Aequitas, Crowdfunding
    • Considerations for determining the right financing option
 
  • Employment Law for Accountants by Martin Rosenbaum and Vanessa Ibe, Rosenbaum & Ibe LLP  The session will share the key elements surrounding liability calculations, employer obligations & employee misconduct:
    • Wrongful dismissal damages and severance. The numbers!
    • Employment Contracts, HR Policies and Codes of Conduct
    • Employer Obligations of Employee Misconduct
Proposed schedule: 
  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first/second speaker
  • 8:15 pm – Coffee beak
  • 8:30 pm – Presentation by third speaker
  • 9:15 pm – Conclusion
Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)
Registration ends at noon on Monday May 16, 2016
Click on the link below to register or RSVP.

 

Register
Jun
22
Wed
YDCPAA CPD Seminar – June 22, 2016 @ Edward Village Hotel (formerly Delta Markham)
Jun 22 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Tax Update, Business Succession Planning & AGM

An informative CPD session on Wednesday June 22, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

This month’s event includes the Annual General Meeting (AGM) of the YDCPAA. An agenda will be provided at the meeting.

After the AGM, two speakers will present on the following topics:

Business Succession Planning

by Michael Goldberg, Partner, Minden Gross LLP

Michael will be sharing a real life case study illustrating the implementation and unwinding of a family business succession and equalization plan. The presentation will highlight many important tax concepts such as estate freezes, tax deferred corporate retirement funds, and will planning.

Michael will also discuss some practical planning opportunities in light of the recent changes to the eligible capital property rules.
http://mindengross.com/docs/default-source/publications/sell-now-how-the-2016-budget-will-impact-business-owners-exit-strategies-michael-goldberg-short.pdf?sfvrsn=10

Michael Goldberg is a Partner in the Tax Group and works with clients and their advisors to assist them with their corporate, estate, personal, and international tax planning needs. Michael has a business degree and chose tax as his legal specialty as it appealed to his practical and creative mind. Responsive and forthcoming, Michael ensures his clients always know where they stand and gets them the solutions they need when they need them. Michael’s experiences outside of law have provided him with a unique understanding of how businesses run and the importance of any tax savings had. Michael cares a lot about his clients and goes to great lengths to help improve the operation of their enterprises.

As a prolific writer and speaker, Michael frequently publishes in a number of Wolters Kluwer tax publications and speaks to associations and industry groups on succession planning and current tax issues. Michael also presents a quarterly conference call, Tax Talk with Michael Goldberg, about current, relevant, and real life tax situations for professional advisors who serve high net worth clients.

 

Canadian & U.S. Tax Update – 2016

by Jamie Golombek, CPA, CA,  Managing Director, Tax & Estate Planning, CIBC Wealth Strategies Group

This session will look at some of the major personal tax changes that have occurred in 2016 in both Canada and the U.S. with an emphasis on tax rates and the current state of the U.S. estate tax. Recent tax cases and CRA technical interpretations of interest will also be examined.

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Wealth Strategies Group, Jamie works closely with advisors from across CIBC to support their high net worth clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning.

Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and was a regular personal finance guest on The Marilyn Denis Show. Jamie has also worked for Deloitte’s as a tax specialist, where he specialized in both personal and corporate tax planning. He received his B.Com. from McGill University, earned his CA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:30 pm – Annual General Meeting
  • 7:00 pm – Presentation by first speaker
  • 7:55 pm – Coffee beak
  • 8:05 pm – Presentation by second speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.5 PD hours)

Registration ends at noon on Monday June 20, 2016

Register
Oct
19
Wed
YDCPAA CPD Seminar – October 19, 2016 @ Edward Village Hotel
Oct 19 @ 5:45 pm – 9:00 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Tax Update & Insurance Planning

An informative CPD session on Wednesday October 19, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Two speakers will present on the following topics:

2016 Income Tax Updates

by Nancy Yan  CPA, CA, TEP, Cadesky and Associates LLP

Nancy will review the changes in the tax world including:

  • 2016 Tax rates and implications
  • Important changes from the March 2016 Federal Budget
  • Tax case updates
  • Small Business Deduction – new rules and implications

Nancy Yan is a tax partner with Cadesky and Associates LLP.  She received her MBA from the University of Toronto and is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP). She is a member of the Tax Specialist Group (TSG) and a member of the International Tax Specialist Group (ITSG).

Nancy specializes in advising privately held businesses and their shareholders on corporate and personal tax planning, international business structuring, trust, estate and succession planning.  Nancy has also assisted clients with tax audits and appeals on a wide variety of matters. Nancy is co-editor of Taxation of Real Estate in Canada (Carswell) and is a regular speaker at a number of professional seminars in Canada.

Value Through Insurance Planning

by Daniel Gibson, Co-Founder of Consilium Wealth & Advisory Inc.

Daniel will be covering the following insurance topics:

  • The challenges facing the insurance industry
  • The integration of Insurance and Financial Planning
  • Using insurance to create value
  • Insurance Planning Concepts
  • Tax changes coming into effect in 2017

Daniel serves affluent individuals, corporations, and trusts with private wealth solutions which includes insurance planning, wealth management planning, and tax planning. To best serve his clients, Daniel is dedicated to ethical alignment, client-education and goal-oriented financial planning.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first speaker
  • 8:00 pm – Coffee break
  • 8:15 pm – Presentation by second speaker
  • 9:00 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.0 PD hours)

Registration ends at noon on Monday October 17, 2016

 

Register
Nov
23
Wed
YDCPAA CPD Seminar – November 23, 2016 @ Edward Village Hotel
Nov 23 @ 5:45 pm – 9:00 pm

York District Chartered Professional Accountants’ Association CPD Seminar

IFRS/ASPE Update & Succession Planning

An informative CPD session on November 23, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Two speakers will present on the following topics:

Accounting Update: IFRS & ASPE
by Jane M. Bowen, FCPA, FCA, Senior Lecturer at the University of Ontario Institute of Technology

Jane will review recent and upcoming changes to the accounting standards which include:

  • IFRS: Leases, Financial Instruments, and Revenue from Contracts with Customers
  • ASPE: Subsidiaries, Interests in Joint Arragements, Investments
  • ASPE for Not-For-Profit Organizations

Jane M. Bowen, FCPA, FCA has been involved in professional development and education for Members and students for many years. She currently lectures in financial accounting and audit at the University of Ontario Institute of Technology (UOIT) in Oshawa.  She authors, mentors authors, and presents courses in the CPA Ontario professional development program.  Jane also contributes to the following CPA Canada publications: Guide to Accounting Standards for Private Enterprises (GASPE) – a comprehensive publication that reviews each of the sections in Part II of the CPA Canada Handbook; and Guide to International Financial Reporting Standards in Canada.  Jane is currently the Chair of the CPA Canada Competency Map and often authors publications issued by CPA Canada’s Research Guidance and Support Group, addressing the implementation of new accounting and assurance standards.

Assembling a Multidisciplinary Team for Business Succession Planning
by Peter J. Merrick, BA, FMA, CFP, TEP, FCSI, Consultant at TheIceSolution.com

The principal theme of this session is that developing a successful exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent your client.

Peter J. Merrick is a trust and estate practitioner and a consultant at TheIceSolution.com, an exit planning firm in Toronto. Peter has been a columnist for Lexisnexis’ The Bottom Line for the past 17 years. He is the author of three LexisNexis text books: ASK – Advisors Seeking Knowledge, The TASK – The Trusted Advisor’s Survival Kit and The Essential Individual Pension Plan Handbook. He has also been a university instructor and a regular financial commentator for CTV News Network.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first speaker
  • 8:00 pm – Coffee break
  • 8:15 pm – Presentation by second speaker
  • 9:00 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.0 PD hours)

Registration ends at noon on Monday November 21, 2016.  Refunds will only be considered before this date.
Limited seating available.  Registration will be closed once maximum capacity has been reached.

 

Register
Jan
18
Wed
YDCPAA CPD Seminar – January 18, 2017 @ Edward Village Hotel
Jan 18 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

Purchase & Sale of an Accounting Practice, Advantages of the Cloud, and How to Get Through the Busy Season

An informative CPD session on January 18, 2017 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Three speakers will present on the following topics:

Purchase and Sale of an Accounting Practice
by Jamie Herman, BAS, MTax, CPA, CA, Hennick Herman LLP

This presentation will cover the practical considerations when purchasing or selling an accounting practice including the different options which it can be divested.  A scenario analysis will be provided to illustrate three different ways an unincorporated accounting practice can be sold to a potential purchaser along with other tax considerations.  A summary of tax court cases regarding the purchase and sale of an accounting practice will be provided to ensure that you aware of all the tips and traps whether you are the purchaser or seller. Don’t miss out on this presentation as you might be losing out on more dollars in your pocket!

Jamie is the Director of Taxation at Hennick Herman LLP and has worked in accounting and tax groups ranging from small to large sized public accounting firms.  He specialized in taxation (income tax and commodity tax) where he has been involved in domestic and international tax planning and compliance.  His experience encompasses a diverse client portfolio including estate planning and corporate reorganizations for high-net worth individuals and owner-managers, foreign corporations operating in Canada, and individuals immigrating to and emigrating from Canada.  Jamie has authored numerous publications for the Canadian Tax Foundation and presents regularly on tax topics to other professionals.

The Advantages and Future of the Cloud
by Zarar Rana, Co-founder & CEO of Kloudville Inc.

Zarar Rana is a serial entrepreneur with a proven track record of founding and building software and technology companies. He has over 30 years of experience in the enterprise software and telecom space, ranging from strategic planning and product development to leading and building global ventures.

While managing Kloudville, he is also the founder & CEO of ZCOM Systems Inc. a global systems integration company specialized in implementation of Ericsson’s Order and Catalogue Management Software (Concept Wave) for telecom carriers.

Prior to founding ZCOM Systems, he was Co-founder and CEO of Concept Wave (Acquired by Ericsson in 2012). He built a global company, delivering world class Order and Catalogue Management Software products and solutions to many of the largest telecom companies.

Previously, he was the Co-founder and President of Objectel (Merged with Architel); where he developed network inventory products and delivered software development services to telecom providers. Several years later Architel was sold to Nortel Networks.

In addition, he led several senior leadership roles at Telecom companies, including AT&T and Nortel Networks.

How to Get Through the Busy Season with More Energy and Less Stress
by Michael Greenwood, CPA, CA, CFP, STEP, Pelorus Financial Group

Prepared by an accountant for accountants, this interactive fast paced session will explore the impact of the physical, mental and emotional challenges of the busy winter season. You will learn more about your body’s physiological response, why you should be concerned, and what you can do too feel better, have more energy and cope better with stress we all experience.

The presentation draws from recent research into the fields of human physiology, neural science, behavioural change, and health trends within the Canadian workplace. You will come away with practical suggestions that you can act upon and have a much better understanding of why you should consider making changes to your workplace.

Michael Greenwood, CPA, CA, CFP, STEP is a seasoned professional with over 30 years of experience in finance, consulting and business operations. He is team leader for the benefits and pension practice at Pelorus Financial Group, an innovative family practice firm dealing with the SME market place.

During the past 15 years that that he has specialized in providing insurance and group benefits solutions, he has witnessed a dramatic rise in the incidence of chronic illness and stress within the workplace. This trend is driving up healthcare costs and reducing work force productivity. In response, Michael has shifted the focus of the Pelorus Benefits practice to introduce preventative solutions that positively impact workplace culture, health and productivity.

Before entering the insurance industry, Michael worked for a national consulting firm and in the private sector in various financial and senior operational roles. A long distance runner who still relishes time in the wilderness, hiking, canoeing and skiing, Michael thrives on working through unique client challenges to develop tailored solutions.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:45 pm – Presentation by first speaker
  • 7:30 pm – Presentation by second speaker
  • 8:15 pm – Coffee break
  • 8:30 pm – Presentation by third speaker
  • 9:15 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.25 PD hours)

Registration ends at noon on Monday January 16, 2017.  Refunds will only be considered before this date.
Limited seating available.  Registration will be closed once maximum capacity has been reached.

 

Register
Feb
15
Wed
YDCPAA CPD Seminar – February 15, 2017 @ Edward Village Hotel
Feb 15 @ 5:45 pm – 9:15 pm

York District Chartered Professional Accountants’ Association CPD Seminar

CPAO Road Show  & Tax Seminars

An informative CPD session on February 15, 2017 organized by York District Chartered Professional Accountants’ Association (YDCPAA).
Three speakers will present on the following topics:

CPA Ontario – Road Show
by Carol Wilding, FCPA, FCA, CEO of CPA Ontario
Carol Wilding will present an overview of the current state of the profession and CPA Ontario.  She will cover topics such as:
– CPA branding and the presence of the CPA profession
– The role of CPA Ontario and its path forward
– The new Association model and its objectives
Carol Wilding was appointed by the Chartered Professional Accountants of Ontario’s Council as the President and CEO in October 2014. In her role, Ms. Wilding leads the qualifying and regulatory body of Ontario’s more than 80,000 CPAs and approximately 20,000 CPA students. CPA Ontario serves the public interest by developing, monitoring and enforcing the highest standards of professional competence and ethical conduct.

Reviewing CRA Audit & Collection Powers – An Examination of the Federal Court’s Jurisdiction
by David Piccolo, BBA, J.D., Partner of TaxChambers LLP
David Piccolo will be sharing practical insights regarding the use of the Federal Court in overseeing CRA’s use of the collection and information gathering tools provided to them in the Income Tax Act.  The presentation will begin by differentiating the powers of the Federal Court from the Tax Court.  Once the jurisdiction of the Federal Court is explained, Mr. Piccolo will highlight the various remedies within the Federal Court’s jurisdiction and how these remedies can be used practically within the Tax context.
David Piccolo is a Canadian lawyer practicing taxation in Toronto, Canada. He has authored a number of papers in the field of tax law which have been published in The Supreme Court Law Review and The LSN Tax Law: Practitioner Series.

General U.S. Tax Update, Tax on U.S. Real Estate, and Trump’s Tax Proposals
by Dean Smith, CPA, CA, Partner of Cadesky Tax
Dean Smith will be present on the following US tax issues:
– Selected Recent Developments in US Tax
– Trump Tax Proposals
– US Tax on Real EstateDean Smith is a Partner at Cadesky Tax. Dean has been practicing in taxation since 1989. Dean is also the President of British Canadian Chamber of Trade and Commerce (BCCTC), Past Chair tax committee of American Chamber of Commerce in Canada (Amcham). Dean is a frequent speaker at conferences and seminars.

Proposed schedule: 
  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:40 pm – Presentation by first speak, Carol Wilding
  • 7:05 pm – Presentation by second speaker, David Piccolo
  • 7:55 pm – Coffee break
  • 8:10 pm – Presentation by third speaker, Dean Smith
  • 9:15 pm – Conclusion
Cost: $70 per person (includes dinner, qualify for 2.25 PD hours)
Registration ends at noon on Monday February 13, 2017.  Refunds will only be considered before this date.
Limited seating available.  Registration will be closed once maximum capacity has been reached.
Register
Mar
15
Wed
YCPAA CPD Seminar – March 15, 2017 @ Edward Village Hotel
Mar 15 @ 5:45 pm – 9:15 pm

York Chartered Professional Accountants’ Association CPD Seminar

Income Tax & HST Update Seminar

An informative CPD session on March 15, 2017 organized by York Chartered Professional Accountants’ Association (YCPAA).
Two speakers will present on the following topics:

2016 Income Tax Update
by Nancy Yan, CPA, CA, TEP, Cadesky Tax

Nancy will review recent changes regarding personal taxes in preparation for the upcoming income tax season.
Nancy specializes in advising privately held businesses and their shareholders on corporate and personal tax planning, international business structuring, trust, estate and succession planning.  Nancy has also assisted clients with tax audits and appeals on a wide variety of matters. Nancy is co-editor of Taxation of Real Estate in Canada (Carswell) and is a regular speaker at a number of professional seminars in Canada.

GST/HST Update (2017) and Recent Cases of Note
by Bobby Solhi, J.D., Partner of TaxChambers LLP

Bobby Solhi will cover the latest updates regarding GST/HST.  Topics include:

– Bill C-29
  • Close related test
  • Alternative arguments by the Minister of Objections / Appeals
– GST/HST Rulings
  • Online requests
– Recent Cases
  • Focus on “Agency” and ITCs
Mr. Bobby Solhi is a tax lawyer and partner of TaxChambers LLP.   Bobby has a broad legal practice focused on the GST/HST and income tax law for individuals and closely held companies. Bobby is frequently recommended to advise on and implement ownership structures, re-organizations and business succession plans involving the use of trusts, partnerships, and  corporate structures.  He is a valued tax advisor to many high-net worth individuals and privately held companies in Canada and to a number of international tax consultancy firms with Canadian tax law concerns.

Proposed schedule: 

  • 5:45 pm – Registration
  • 6:00 pm – Dinner
  • 6:30 pm – Presentation by first speak, Nancy Yan
  • 7:45 pm – Coffee break
  • 8:00 pm – Presentation by second speaker, Bobby Solhi
  • 9:00 pm – Conclusion
Cost: $70 per person (includes dinner, qualify for 2.0 PD hours)

Registration ends at noon on Monday March 13, 2017.  Refunds will only be considered before this date.
Limited seating available.  Registration will be closed once maximum capacity has been reached.

Register