EVENT DESCRIPTION

Practitioner & Tax Conference Banner Image

Back by popular demand, we are proud to announce that CPA Ontario's Practitioner and Tax Conference will be returning on Wednesday October 10 and 11 to beautiful Niagara Falls at the Scotiabank Conference Centre. Last year, over 150 practitioners attended this conference with their peers, where they learned about industry trends, international tax, cybersecurity, legal compliance and more.

Sessions will include plenary and concurrent formats.



Wednesday, October 10, 2018
(Sessions may be subject to change)

8:00 a.m. – 9:00 a.m.

Breakfast and Registration

9:00 a.m. – 9:55 a.m.

Opening Keynote:

Canadian Economic Update
To Be Announced

10:00 a.m. – 10:55 a.m.

Breakout Sessions: (Select One)

Selected Tax Compliance Issues on Death
Lionel Newton FCPA, FCA
Partner, Newton Israelstam LLP


Effective Onboarding, Staffing and Outsourcing Practices to Maximize Your Most Important Asset
Laura Simeoni CPA, CA
Professional Development, Training and Education Consultant, SySim Consulting Ltd


Important Legal Documents for Business Owners
Barry Corbin
Lawyer, Corbin Estates Law Professional Corporation

10:55 a.m. – 11:20 a.m.

Refreshment Break

11:20 a.m. – 12:15 p.m.

Breakout Sessions: (Select One)

Corporate Insolvency
Rob Biehler CPA, CA
Partner, Financial Advisory, Deloitte LLP


U.S. Corporate Tax - 2018 Update
Justin Hoffman CPA, CA
Partner, Cross-border Tax Services, Davis Martindale


Technology Best Practices Panel
To Be Announced

12:15 p.m. – 1:30 p.m.

Lunch

1:30 p.m. – 2:25 p.m.

Plenary Session:

TOSI Overview
Manu Kakkar CPA, CA
President, Manu Kakkar CPA Inc

2:30 p.m. – 3:25 p.m.

Breakout Sessions: (Select One)

U.S. Personal Tax - 2018 Update
Justin Hoffman CPA, CA
Partner, Cross-border Tax Services, Davis Martindale


2018 Budget Tax Implications
Richard Rizzo CPA, CA
Partner, Bateman MacKay LLP


Personal Insolvency - Debt Solutions for Your Clients
Kathy Lanart CPA, CA
Partner & President, Taylor Leibow Inc

3:25 p.m. – 3:50 p.m.

Refreshment Break

3:50 p.m. – 4:45 p.m.

Plenary Session:

The Changing Public Accounting Environment
Nigel Jacobs FCPA, FCMA
Chief Executive Officer, Taylor Leibow LLP

5:30 p.m. – 7:30 p.m.

Dinner Reception


Thursday, October 11, 2018
(Sessions may be subject to change)

8:00 a.m. – 9:00 a.m.

Breakfast and Registration

9:00 a.m. – 9:55 a.m.

Plenary Session:

What is on the Tax Horizon?
Kim Moody FCPA, FCA
Director, Canadian Tax Advisory, Moody Gartner Tax Law LLP

10:00 a.m. – 10:55 a.m.

Breakout Sessions: (Select One)

GST/HST - Commonly Overlooked Issues
Grace Caputo CPA, CA
Senior Manager, Indirect Tax, Grant Thornton LLP


Compensation Strategies for the Owner-Manager
Kody Wilson CPA, CA
Tax Principal, Ginsberg Gluzman Fage & Levitz LLP


CPA Code of Professional Conduct Questions and Scenarios
Practice Advisory, Chartered Accountants of Ontario

10:55 a.m. – 11:15 a.m.

Refreshment Break

11:15 a.m. – 12:10 p.m.

Plenary Session:

Toward a New Standard on Compilation Engagements
Ken Charbonneau FCPA, FCA
Chair, Auditing and Assurance Standards Board

Svetlana Berger CPA, CA
Principal, Auditing and Assurance Standards Board

12:10 p.m. – 1:20 p.m.

Lunch

12:40 p.m. – 1:20 p.m.

Lunch Session:

Feedback & Discussion: New Standard on Compilation Engagements
Ken Charbonneau FCPA, FCA
Chair, Auditing and Assurance Standards Board

Svetlana Berger CPA, CA
Principal, Auditing and Assurance Standards Board

1:20 p.m. – 2:15 p.m.

Breakout Sessions: (Select One)

Bill 148 - Changes You Need to Know
Patrizia Piccolo
Lawyer, Partner and Co-Founder, Piccolo Heath LLP


Best Practices: Avoiding Common Tax Errors that lead to Claims
Malcolm D'Souza CPA, CA
Executive Vice-President, CPA Professional Liability Plan Inc


Strategic Guide to Selling Your Accounting Practice
Darryl Boyd
Regional Market Leader, Poe Group Advisors

2:20 p.m. – 3:15 p.m.

Closing Keynote:

To Be Announced
Michael "Pinball" Clemons