Upcoming events

    • 19 Oct 2022
    • 12:00 PM - 1:00 PM
    • Carriage House Inn
    Register

    Shareholder Agreements 2022 Update

    Description:

    Hear about the real life situations that Derrick will share when it comes to drafting shareholders’ agreements. Stay on top of:

    ·         Clauses now being introduced into the language

    ·         Structures when it comes to holding companies

    ·         Inclusion of spouses - vesting

    ·         Options for funding a SHA

    ·         Is there a need for SHA between a family trust and preferred shareholders?

    ·         Types of liquidity mechanisms – tag alongs, puts, calls


    Derrick Hosanna of Carscallen LLP

    Derrick is a tax lawyer whose practice covers a broad range of Canadian income tax matters, including transactional tax advice, estate planning and tax dispute resolution and litigation. He has extensive experience dealing with the Canada Revenue Agency and the Department of Justice in resolving tax disputes on behalf of clients.

    Prior to joining Carscallen LLP, Derrick practiced at a national law firm and an Alberta based tax law boutique. Derrick is a frequent writer and speaker on taxation matters, including for the Canadian Tax Foundation, Canadian Bar Association, Legal Education Society of Alberta and the Federated Press' Tax Litigation Journal.



    IN-PERSON EVENT

    • Carriage House Inn - Calgary
    • In-person registration cutoff is 5:00 PM on Friday, October 14, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

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

    If you have a problem registering, please contact: Administrator


    • 16 Nov 2022
    • 12:00 PM - 1:00 PM
    • Carriage House Inn

    CPAs need to know the aspects of Family Law

    Accounting and tax can have its own complexities.  Layer on family dynamics, divorce, separation and relationships that our children and our clients' children will have can lead to further complexities. Learn more for you and your clients.

    - What are the division of property rules in AB?

    -Impact of marriage/cohabitation agreements

    -Collision of trust law & family law

    -Can you have an AIP & a Spouse? What is an AIP?

    - What happens upon death under WSA?

    And more....

    Presenter Elizabeth Stock, Partner, Bell and Stock Family Law LLP

    Since being called to the Alberta Bar in 1997, Elizabeth has practiced exclusively in the area of Family Law. She uses her experience and training in Collaborative Law and Mediation to assist clients to reach amicable resolutions. As an experienced litigator, Elizabeth will skillfully ensure her clients rights are protected, when needed. 

    Elizabeth has volunteered extensively and was named one of Calgary's Top 40 Under 40 in Avenue Magazine 


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


    • 7 Dec 2022
    • 10:30 AM - 2:00 PM
    • Carriage House Inn

    2022 ECPAC Annual General Meeting & Speaker 

    This is your chance to learn about your ECPAC for the fiscal year ended June 30, 2022.

    **LUNCH***Great Speaker***Networking and catch-up with your co-ECPAC members.

    Agenda:

    • 10:30 am - Arrival time (refreshments available)
    • 11:00 am - AGM begins
      • Call to Order
      • Report on ECPAC activities during 2021-22
      • Review of the Society's 2021-22 audited financials

      • Nominations for 2023 Board of Directors members
      • Other business
      • Close Meeting
    • 11:30 am - Lunch is served
    • 12:00-ish - Speaker's presentation begins
    • Until 2:00 pm - Fellowship & networking

    Speaker: Brad Parry

    President & CEO, Calgary Economic Development

    Calgary Economic Development is a civic partner of the City of Calgary overseen by an independent Board of Directors. The organization works with businesses, governments, educators, and community partners to position Calgary as a location of choice for business investment that provides opportunities for our highly skilled talent.

    “Calgary is a city that can help change the world for the better in so many ways and I am humbled to be able to work with the incredible people in this organization and throughout this city to create a future of economic prosperity where all Calgarians can thrive,” said Parry. “Calgary’s future will be shaped by the insights and actions of Calgarians, and I am truly excited to get to play a part in charting that path forward with so many talented and inspirational people.”

    **NOTE**

    • Only ECPAC members are permitted to attend the Annual General Meeting
    • In-person registration cutoff is 5:00 PM on Friday, December 2, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Please see the main events page for more details on registering.


    • 18 Jan 2023
    • 12:00 PM - 1:00 PM
    • To be determined

    Topic to be announced

    NOTE: We do not yet know if this will be an in-person and/or an online event


    **NOTE**
    • In-person registration cutoff is 5:00 PM on Friday, January 13, 2022
    • Online Zoom registration cutoff is 5:00 PM on Monday, January 16, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Members and guests can register for online 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 2023
    • 12:00 PM - 1:00 PM
    • To be determined

    Topic to be announced

    NOTE: We do not yet know if this will be an in-person and/or an online event


    **NOTE**
    • In-person registration cutoff is 5:00 PM on Friday, February 10, 2022
    • Online Zoom registration cutoff is 5:00 PM on Monday, February 13, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Members and guests can register for online 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 Mar 2023
    • 12:00 PM - 1:00 PM
    • To be determined

    Topic to be announced

    NOTE: We do not yet know if this will be an in-person and/or an online event


    **NOTE**
    • In-person registration cutoff is 5:00 PM on Friday, March 10, 2022
    • Online Zoom registration cutoff is 5:00 PM on Monday, March 13, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Members and guests can register for online 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.

    • 17 May 2023
    • 12:00 PM - 1:00 PM
    • To be determined

    Topic to be announced

    NOTE: We do not yet know if this will be an in-person and/or an online event


    **NOTE**
    • In-person registration cutoff is 5:00 PM on Friday, May 12, 2022
    • Online Zoom registration cutoff is 5:00 PM on Monday, May 15, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Members and guests can register for online 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.

    • 21 Jun 2023
    • 12:00 PM - 1:00 PM
    • To be determined

    Topic to be announced

    NOTE: We do not yet know if this will be an in-person and/or an online event


    **NOTE**
    • In-person registration cutoff is 5:00 PM on Friday, June 16, 2022
    • Online Zoom registration cutoff is 5:00 PM on Monday, June 19, 2022
    • No late registrants please
    • No refunds, unless ECPAC cancels the event

    Please pass this event information on to your colleagues. Members and guests can register for online 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

21 Sep 2022 Essential Pieces of an Estate Plan – The Complexities
15 Jun 2022 Delaying CPP and OAS and More…Are You and Your Clients Missing Out?
18 May 2022 Budget 2022-2023: What’s in Store and More
16 Mar 2022 GST/Indirect Tax Update 2022
16 Feb 2022 Wills: What You Need to Know for You and Your Clients
19 Jan 2022 U.S. Tax Implications for Your Clients
8 Dec 2021 Annual General Meeting 2021
17 Nov 2021 CRA Audit Activity Respecting Trusts – What’s happening, preventive steps and best practices
20 Oct 2021 [New Speaker] You Work Hard for Your Clients – Top 5 Practice Management Tips
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
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
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