Upcoming events

    • 29 May 2024
    • 11:30 AM - 1:00 PM
    • 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.


    • 19 Jun 2024
    • 11:30 AM - 1:00 PM
    • 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.


Past events

12 Mar 2024 Kick-off to Personal Tax Season - Video Tax News
21 Feb 2024 Shaping the Future of Micro Credentialling for Accountants
23 Jan 2024 Tax Update with John Oakey of CPA Canada
17 Jan 2024 Cryptocurrency - The Tax & All About It
8 Dec 2023 AGM
15 Nov 2023 Maximizing the Sales Price of a Business
25 Oct 2023 Tax Planning with Life Insurance
20 Sep 2023 Employment Law - for your Practice & Clients
21 Jun 2023 Estate Impacts of Family Financial Arrangements
17 May 2023 GST on Real Estate and Real Property
14 Mar 2023 March Session - Video Tax News
15 Feb 2023 February Session - Karbon
18 Jan 2023 Cloud Accounting - Making it work in your practice
7 Dec 2022 2022 ECPAC AGM & Speaker
16 Nov 2022 CPAs need to know aspects of Family Law
19 Oct 2022 Shareholder Agreements 2022 Update
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