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The expertise of today's practitioners and tax leaders goes deeper than just the numbers. It may start with compilations, review engagements and tax, but goes well beyond and encompasses the whole financial picture. Their business acumen needs to be comprehensive, varied and evolving. CPA Ontario's Practitioner & Tax Conference will give you the latest tools to tackle current economic, legislative and other challenges. Join us at the two-day event from October 10-11 at the Niagara Falls, Scotiabank Convention Centre.

Learn the latest from tax law, to staffing best practices, debt solutions, adapting to economic change, and other common issues and technology trends impacting practitioners.

Over the course of this two-day event, you will network with peers and leave with new insight and understanding on how to best balance the varied demands facing today’s practitioners and tax leaders.

Thank You to Our Generous Sponsors

Supporting Exhibitors

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:

The Economic & Financial Outlook
Derek Burleton
Vice President and Deputy Chief Economist, TD Bank Group

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
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)

Tips on Working with Your Client’s Lender When the Company is in Trouble
Sheldon Title, CPA, CA
Senior Vice-President, MNP Ltd

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

Best Practices and Technology Panel
Mark Stebbing, CPA, CMA
Principal Accountant, Numbers Plus Professional Corporation

Aldo Sistilli, CPA, CMA
Aldo Sistilli CPA Professional Corporation

Dwayne Bragonier, CPA, CA
President, Bragonier + Associates Inc

Gordon Ahier, CPA, CA
Partner, MAC LLP

12:15 p.m. – 1:30 p.m.


1:00 p.m. – 1:30 p.m.

Lunch Session:

Investing in Yourself through Mindfulness Meditation
Samantha Yu, CPA, CA
Practice Advisor, Chartered Professional Accountants of Ontario

1:30 p.m. – 2:25 p.m.

Plenary Session:

Recent Developments in Income Splitting Rules
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: Tax and Planning Update
Justin Hoffman, CPA, CA
Partner, Cross-border Tax Services, Davis Martindale

Changes to Small Business Deduction and Taxation on Passive Investment Income
Richard Rizzo, CPA, CA
Partner, Bateman MacKay LLP

Personal Insolvency - Debt Solutions for Your Clients
Kathy Lenart, 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

Morton's Grille
6740 Fallsview Blvd. (Marriott Fallsview Hotel)

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

7:45 a.m. – 9:00 a.m.

Breakfast and Registration

8:00 a.m. – 8:50 a.m.

Breakfast Session:

Profiling Tomorrow's Accountant Today
Scott Zandbergen
Head of Product, QuickBooks, Intuit Canada

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

Staying out of Trouble
Kavika Bourbeau, CPA, CA
Practice Advisor, Chartered Professional Accountants of Ontario

Samantha Yu, CPA, CA
Practice Advisor, Chartered Professional Accountants of Ontario

Donna Genova, CPA, CA
Practice Advisor, Chartered Professional 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.


1:20 p.m. – 2:15 p.m.

Breakout Sessions: (Select One)

Bill 148: Important Changes Employers Should 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:

All Heart
Michael "Pinball" Clemons
Founder, Michael “Pinball” Clemons Foundation