Events

Learn how to buy or sell an accounting practice.

This CPA Ontario course is for CPAs who are looking to buy or sell an accounting practice. The seminar is designed to guide participants through the entire process of practice transition. Buyers will learn key markers of a successful practice, concerns of the seller and how to smoothly transition into the new role. Sellers will learn about developing transition plans, pitching their practice and purchase agreements.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Overview

Auditors require continual knowledge of changing standards and practice issues. This seminar reviews recent revisions to the CPA Canada Handbook– Assurance and other practice matters that have occurred over the last year.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Accountants often need basic business valuation knowledge and skills to assist their clients or employers. This seminar provides participants with practical insight into business valuation. Participants will learn about and apply various valuation tools such as the capitalized cash flow (CCF) approach and the discounted cash flow (DCF) approach to business case studies. The seminar also focuses on business valuation interpretation and the mechanics of the valuation process under an asset approach, income approach, and market approach.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

An overview of the new CSRS 4200 Compilation Standard for new and experienced practitioners. This seminar will include hands on opportunities to review application of standard to different scenarios, comparison with previous standard and with other non-assurance standards.

NOTE: This course description has been revised to include updates to the course material for 2021. If you have any questions, please contact pdevents@cpaontario.ca

The taxation of investment holding corporations have seen a number of significant changes over the past few years. This course will review these and other changes using a number of examples, as well as examine the issue that is now faced by many clients – should I keep or wind up my investment corporation?

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

The objective of this seminar is to provide participants with an understanding of the essentials of Part I - International Financial Reporting Standards (IFRS). The seminar is aimed at participants that want to know what IFRS is about but do not have to implement the standards and understand all of the technical details.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

This course reviews the manner in which partnerships and their partners are taxed, with reference to the relevant statutory provisions, case law and CRA administrative positions. The course is being offered in order to allow participants to better understand “what” and “why” issues in preparing returns, as well as to allow participants to better advise clients with or considering partnership structures.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Many Canadians own a principal residence, but the tax implications of transactions involving principal residences are not always well known or fully understood. This seminar examines all aspects of principal residences from a federal tax perspective, including unusual situations and the unexpected issues or outcomes that can arise in such cases.

NOTE: This course description has been revised and reflects updates for 2021. If you have any questions, please contact pdevents@cpaontario.ca

Providing a high level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector. Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

A new standard on review engagements will come into effect for reviews of financial statements and financial information for periods ending on or after December 14, 2017. This professional development program is essential for experienced practitioners who are already aware of the requirements of the new standard, CSRE 2400, and the differences from the requirements of the current standard.

NOTE: This course description has been revised and reflects updates for 2022. If you have any questions, please contact pdevents@cpaontario.ca

SCHEDULE

• Wednesday, September 21, 2022, 8:30 am to 12:30pm
• Thursday, September 22, 2022, 8:30 am to 12:30pm

This full-day seminar provides a detailed technical review of the numerous issues faced when preparing terminal or year-of-death filings.

The last tax return for a deceased individual carries significant implications for the executor and the inheritors under the will. In order to alleviate potential misunderstandings, this seminar provides a detailed technical review of the numerous issues faced when preparing terminal or year-of-death filings.