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• 2024 Budget & Tax Update

  • When
    29 May 2024
  •  
    11:30 AM - 1:00 PM
  • Location
    Carriage House Inn

  Register

  
  

  2024 Budget & Tax Update

  

  Location: Carriage House Inn

  Date: May 29, 2024

  Lunch: 11:30am

  Presentation: 12pm

  This session will provide timely insights on the measures announced, including tax policy updates and how they may impact Canadians and businesses. Kim will provide his knowledge, expertise and perspective in a session that you do not want to miss.

  KIM G C MOODY, FCPA, FCA, TEP
  
  Founder of Moodys Private Client, Moodys Tax

  Bio:  Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.

  He is also an accomplished author --- In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

  https://moodysprivateclient.com/team/moody-kim/

  **NOTE**

  Lunch starts at 11:30 am

  Speaker starts at 12:00 noon

  • In-person event only
  • Registration Cut-off is 5:00 pm on Friday, May 22, 2024
    
  • No refunds, unless ECPAC cancels the event

  Please pass this event information on to your colleagues.

  Board Members can register guests. Guests are able to attend 2 times per year.

  Please see the main events page for more details on registering.

  
  

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• Navigating Tax Debt: Strategies for Financial Recovery

  • When
    19 Jun 2024
  •  
    11:30 AM - 1:00 PM
  • Location
    Carriage House Inn

  Register

  Navigating Tax Debt: Strategies for Financial Recovery

  Presented by: Charla Smith & Trevor Cawston

  
  

  Location: Carriage House Inn

  Date: June 19, 2024

  Lunch: 11:30am

  Presentation: 12:00pm
  

  This session will provide information on options and strategies for clients or prospective clients that are substantially behind on tax payments, including those that have been non-compliant over a significant period of time. Charla will discuss how tax debt can be dealt with through an insolvency filing, while Trevor will review strategies to avoid an insolvency filing.

  Charla Smith LIT, CIRP, CPA
  Bio

  Charla Smith is a Licensed Insolvency Trustee (LIT) and President of Charla Smith & Company, which provides individuals, including business owners, with a highly personalized environment where they can work closely with a small team of experienced professionals to find a solution to overwhelming debt.

  Charla earned her CPA-CGA designation while working as an accountant in the oil and gas industry. But after one of her employers had a brush with insolvency, she was drawn to the fast pace of corporate restructuring. After over a decade of managing corporate bankruptcies, proposals, receiverships, and CCAA proceedings, including the high-profile bankruptcy of Redwater Energy Corporation, Charla realized she wanted to take the time to work with the individuals behind the corporations. And Charla Smith & Company was born.

  Trevor Cawston, CPA
  Bio

  Trevor Joined Cawston and Associates in 2007.  His background includes audit representation, voluntary disclosures, collections, assessments, appeals, bankruptcy representation, and taxpayer relief.

  **NOTE**

  Lunch starts at 11:30 am

  Speaker starts at 12:00 noon

  • In-person event only
  • Registration Cut-off is 5:00 pm on Friday, June 14, 2024
    
  • No refunds, unless ECPAC cancels the event

  Please pass this event information on to your colleagues.

  Board Members can register guests. Guests are able to attend 2 times per year.

  Please see the main events page for more details on registering.

  
  

  Show details