Seminars / Webinars
Check with us regularly as we add more seminars, webinars
May 12,
2020
Estate Planning for Canadians with Overview of the Rules and Numerous Tax Savings Opportunities; and
TBA
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Jul 16,
2020
Owning a Property Outside Canada: Issues of Death and Disability; and
Advanced Tax Planning Solutions
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Aug 11,
2020
Evening Event
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Sep 15,
2020
Full Day Event
8:30 AM - 5:30 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
I Know Cybersecurity is Important, But I Have No Idea Where to Start. Help!; and
Litigation 101
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Oct 6,
2020
Full Day Event
8:30 AM - 5:30 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Helping Your Clients With Tax Debts
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Francisco Remolino)
Oct 20,
2020
Trust and Estates for Financial Professionals
8:30 AM - 5:30 PM @ Donalda Club
(Lecturer: Kimberly Whaley)
The 6 Buckets of Estate Planning and Why Most People in Ontario Should Consider Having 2 Wills
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Jim Kibble)
Nov 17,
2020
TBA; and
Cross-Border Investment Management
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: Multiple Lecturers)
Dec 1,
2020
Ethics for Accountants
5:30 PM - 9:00 PM @ Donalda Club
(Lecturer: James Rhodes)
Past Presentations
CRA Audits - How did we get here? What do we do next?
Planning opportunities with Life Insurance and the Personal Pension Plan
Real Estate - Tax, Legal, and Financing Considerations
