Upcoming events

    • 16 Nov 2021
    • 12:00 PM - 1:00 PM
    • Zoom Online

    ECPAC Board Meeting - November 2021

    This is the monthly meeting of the ECPAC Board of Directors.

    To Join the Zoom Meeting:

    https://zoom.us/j/86003330994
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0

    Audio - You can listen through your computer or tablet

    or

    Dial in from a telephone (Note: You may join this way to accompany your computer screen, or for audio-only participation.)

    • 587-328-1099 (Calgary)
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0
    • 17 Nov 2021
    • 12:00 PM - 1:00 PM
    • Online Zoom event
    Register

    CRA Audit Activity Respecting Trusts – What’s happening, preventive steps and best practices

    NOTE: This will be an online Zoom event.

    This presentation will cover the areas of focus of CRA audits of trusts. Bill Fowlis will discuss these trust audit initiatives. He will also cover suggested best practices and preventive steps that can be taken to avoid an adverse result from these audit activities.

    The presentation will include a discussion of the 21-year rule and potential planning, reversionary trusts and many other CRA trust audit focuses. There will also be a discussion of the CRA Audit Plan for Canadian Trusts.

    Speaker Spotlight: Bill Fowlis

    Bill Fowlis, QC, FCPA, FCA, TEP, FEA of Miller Thompson LLP is a lawyer, a Chartered Professional Accountant/Chartered Accountant, and a Trust and Estate Practitioner (TEP).

    With this complementary professional background, Bill focuses on taxation, corporate, trust, succession, and estate planning law for privately owned businesses, corporations, family enterprises and high net worth individuals. His practice covers merger and acquisition transactions with a focus on private corporations and dealing with taxation authorities on contentious matters on behalf of his clients.

    Bill has been an active member of the Society of Trust and Estate Practitioners (STEP) and was Chair of the Calgary branch and a Director of STEP Canada from 2008-2010. In 2015, Bill received a STEP Founder’s Award in recognition of his outstanding long-term voluntary contributions to STEP.

    Bill is an accomplished speaker and writer. He has presented numerous papers on tax topics at conferences, written articles for many publications, and been a frequent lecturer for income tax courses for the Institute of Chartered Accountants of Alberta.

    **NOTE**

    Online registration closes (note changed date) November 15th at 3 pm. No late registrants please. No refunds, unless ECPAC cancels the event. Registration must be completed prior to these times.  

    Please pass this event information on to your colleagues. Members and non-members can register for online Zoom meetings. Please see the main events page for more details on registering.

    If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.

    • 7 Dec 2021
    • 12:00 PM - 1:00 PM
    • Zoom Online

    ECPAC Board Meeting - December 2021

    This is the monthly meeting of the ECPAC Board of Directors.

    To Join the Zoom Meeting:

    https://zoom.us/j/86003330994
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0

    Audio - You can listen through your computer or tablet

    or

    Dial in from a telephone (Note: You may join this way to accompany your computer screen, or for audio-only participation.)

    • 587-328-1099 (Calgary)
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0
    • 8 Dec 2021
    • 12:00 PM - 2:00 PM
    • A hotel, hopefully - please check back

    Annual General Meeting 2021

    NOTE: This LIKELY will be an online Zoom event. Please check back.

    Details of the event are to be announced.

    **NOTE**

    Online Zoom registration cutoff is 3:00 PM on December 7th. (**NOTE: This will change if we move to a hotel.) No late registrants please. No refunds, unless ECPAC cancels the event. Registration must be completed prior to these times.  

    Please pass this event information on to your colleagues. For online events, members and non-members can register. Please see the main events page for more details on registering.

    If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.

    • 18 Jan 2022
    • 12:00 PM - 1:00 PM
    • Zoom Online

    ECPAC Board Meeting - January 2022

    This is the monthly meeting of the ECPAC Board of Directors.

    To Join the Zoom Meeting:

    https://zoom.us/j/86003330994
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0

    Audio - You can listen through your computer or tablet

    or

    Dial in from a telephone (Note: You may join this way to accompany your computer screen, or for audio-only participation.)

    • 587-328-1099 (Calgary)
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0
    • 19 Jan 2022
    • 12:00 PM - 1:00 PM
    • A hotel, hopefully - please check back
    Registration is closed

    U.S. Tax Implications for Your Clients

    NOTE: LIKELY will be a Zoom online event. Please check back.

    Get up to speed on the tax implications for clients with U.S. tax implications. Krista will discuss the most common issues that your clients may be facing in 2022.

    1. Canadians holding US vacation and other property
    2. US citizens (i.e. Doctors) with Professional corps
    3. US beneficiaries in trust structures

    Speaker Spotlight: Krista Rabidoux

    Krista Rabidoux of Anderson Tax LLP is a Partner who works out of the Calgary and Edmonton offices. She has over 18 years of experience providing U.S., Canadian, and cross-border tax planning advice and compliance services to her clients. Krista works with businesses, individuals, and trusts to manage filing requirements in the U.S. and Canada.

    Her work includes:

    • Assisting U.S. citizens living outside of the U.S. to complete their filing obligations
    • Working with businesses that have operations outside of Canada to meet their worldwide compliance requirements
    • Advising on employer and employee obligations when working across borders
    • Analyzing tax laws and income tax treaties of various jurisdictions to come up with favorable tax solutions
    • Aiding professional athletes and artists with their ever evolving complex tax situations

    **NOTE**

    Online registration closes January 17th (**NOTE: If we resume in-person sessions this will be different.) No late registrants please. No refunds, unless ECPAC cancels the event. Registration must be completed prior to these times.  

    Please pass this event information on to your colleagues. Members and guests can register for online sessions. This changes if we return to hotel sessions. Please see the main events page for more details on registering.

    If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.

    • 15 Feb 2022
    • 12:00 PM - 1:00 PM
    • Zoom Online

    ECPAC Board Meeting - February 2022

    This is the monthly meeting of the ECPAC Board of Directors.

    To Join the Zoom Meeting:

    https://zoom.us/j/86003330994
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0

    Audio - You can listen through your computer or tablet

    or

    Dial in from a telephone (Note: You may join this way to accompany your computer screen, or for audio-only participation.)

    • 587-328-1099 (Calgary)
    • Meeting ID: 860 0333 0994
    • Password: rn9cE0
    • 16 Feb 2022
    • 12:00 PM - 1:00 PM
    • A hotel, hopefully - please check back
    Registration is closed

    February Session - Details TBA

    NOTE: LIKELY will be a Zoom online event. Please check back.

    Details to come.

    **NOTE**

    In-person registration cutoff is 3:00 PM on February 15th (**NOTE: If we can resume sessions at hotels, this will change.). No late registrants please. No refunds, unless ECPAC cancels the event. Registration must be completed prior to these times.  

    Please pass this event information on to your colleagues. Members and guests can register for online sessions. This changes if we return to hotel sessions. Please see the main events page for more details on registering.

    If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.

Past events

20 Oct 2021 [New Speaker] You Work Hard for Your Clients – Top 5 Practice Management Tips
19 Oct 2021 ECPAC Board Meeting - October 2021
15 Sep 2021 New Trust Reporting Rules are Coming
20 Aug 2021 Video Tax News Tax Update 2021
16 Jun 2021 Owner-Manager Compensation/Changes to CEWS & CERS, + the new CHRB
19 May 2021 Are you ready? New Standards for Compilation Engagements
17 Mar 2021 Answering Your Clients' Questions About Pension Plans
22 Feb 2021 Devaney Video Tax News Personal Tax Update 2021
17 Feb 2021 Case Law and Tax Dispute Update for Private Corporations
20 Jan 2021 Credit Markets - Where They Stand and the Diversity of Debt Available
2 Dec 2020 ECPAC 2020 Annual General Meeting
18 Nov 2020 Commercial Real Estate & Business Valuation Fundamentals
17 Nov 2020 ECPAC Board Meeting - November 2020
9 Nov 2020 Video Tax News Tax Update 2020
21 Oct 2020 Commercial Real Estate & Business Valuation Fundamentals
16 Sep 2020 Upcoming Changes to the Compilation Standards
17 Jun 2020 That Sinking Feeling – Insolvency Options for Businesses and Individuals
20 May 2020 Tax Planning During Uncertain Times
14 May 2020 ECPAC Board Zoom Test Meeting
19 Feb 2020 A Guide to Cybersecurity for Your Business
31 Jan 2020 Devaney Personal Tax Update 2020
15 Jan 2020 Collaboration Through the Cloud, Artificial Intelligence & Machine Learning
4 Dec 2019 AGM & Topic: Pricing Your Services
20 Nov 2019 Work and Marriage – A Legal Update
16 Oct 2019 Scientific Research and Experimental Development Tax Incentive (SR&ED) Program
10 Oct 2019 Video Tax News Tax Update 2019
18 Sep 2019 5 Keys to Marketing Your Professional Practice
19 Jun 2019 Resolving Tax Disputes
15 May 2019 Life Insurance Planning for You, The Trusted Private Company Advisor
20 Mar 2019 More Than Just Payroll!
20 Feb 2019 Talking About Dementia
16 Jan 2019 Potpourri of Income Tax Issues - a Discussion
5 Dec 2018 Annual General Meeting
21 Nov 2018 Focus on Practice Review
5 Nov 2018 Video Tax News Tax Update 2018
17 Oct 2018 The Integration of Accounting and Wealth Management
19 Sep 2018 Practice Acquisition; I’ll take 2 cards and an Accounting Practice
20 Jun 2018 A New Approach to Achieve Successful Family Wealth Transitions
16 May 2018 Game-Changing Technologies That Will Give Your Firm Super-Powers
21 Mar 2018 Private Corporation Shares: Post Mortem and Other Planning Strategies: Where are we now?
21 Feb 2018 Changes in Employment Laws and Standards
6 Feb 2018 Devaney Personal Tax Update 2018
17 Jan 2018 U.S. Tax - What's Up With Canadian & U.S. Tax Proposals for Our U.S. Expats
6 Dec 2017 Annual General Meeting
15 Nov 2017 Advanced Topics for Insurance Planning
18 Oct 2017 The July 18 Finance Proposals - Update, Review of Relevant Examples and Planning Considerations
20 Sep 2017 Are We Fair Yet? - Overview of Private Corporation Tax Proposals
21 Jun 2017 Current Tax Issues
17 May 2017 Insurance Planning for CCPC’s
15 Mar 2017 Review of Principal Residence and SBD Rules
24 Feb 2017 Devaney Personal Tax Update
15 Feb 2017 Practice Risk Management
18 Jan 2017 Valuation Issues Facing Owners of Managed Businesses
7 Dec 2016 ECPA 2016 Annual General Meeting
16 Nov 2016 Changes and Trends that Affect Estate Planning