Webinars on Demand: Financial Management

The webinar will help you understand how to minimize the risk of depleting your savings during retirement, how to use your corporation to generate retirement income, and how to plan for long-term care and medical expenses in retirement. It will also touch on optimizing tax strategies and making informed decisions regarding your CPP and OAS benefits. Presenter Richard Skeels - [...]

Minimizing Tax Pain for OCA Business Owners

May 8, 2024 12:00 PM - 1:00 PM

Join our financial education partners, Enriched Academy with SRJCA to learn how to take advantage of all the available deductions and benefits available to small business owners. Learning Outcomes: a. How to fully utilize available tax deductions and credits. b. Audit triggers and valuable tips for record keeping. c. When a small business should incorporate [...]

Wills and Estate Planning

May 1, 2024 12:00 PM - 1:00 PM

Join the Enriched Academy team for a very practical, easy-to-understand explanation of wills and estate planning. Dying without a will leaves a huge mess behind for your loved one to clean up and can create all sorts of issues that you never intended. The team will show you why everyone should have a will (62% [...]

Mortgage Renewals and the Home-Buying Process

April 10, 2024 12:00 PM - 1:00 PM

The decision to buy a home is one of the most important decisions you will ever make, and the process is complicated and comes with its own rules and language, even when renewing your current mortgage. It's imperative you understand all the ins and outs so you can avoid surprises and ensure you get the [...]

Our good friends at SRJ Chartered Accounting will help you uncover the advantages of automated bookkeeping! This webinar will discuss increasing efficiency, reducing errors, real-time data access and cost savings for your practice. Speaker(s):  Christine Duggan CPA, CA, Sr. Manager, SRJ Chartered Accountants Original Broadcast: February 28, 2024 Watch the Webinar

Tax Savings Strategies, TFSAs & RRSPs

February 21, 2024 12:00 PM - 1:00 PM

This session offers an introduction to Canada's tax structure and highlights many deductions and tax credits available to lower your taxes. It will also explain the basics of the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP) and how they can be used to invest your money and cut your tax bill. [...]

This webinar will delve into: • How to facilitate the payment of your sale : All cash deals vs. Earnouts vs. Negotiating ongoing consulting fees • A deeper dive into the pros and cons of an Asset sale vs. Share sale • How to mitigate legal risks and liability when selling your practice • How [...]

Debt Elimination Action Plan with Enriched Academy

January 31, 2024 12:00 PM - 1:00 PM

Many Canadians live paycheque-to-paycheque, have a low savings rate, insufficient retirement funds, and are heavily indebted with both mortgage and consumer debt. Learn to analyze and prioritize your current debts and create an effective, realistic repayment plan with the help of our "Debt Crusher" online tool (you have free access through our online portal). Many [...]

Beyond Law delivers a panel of experiences that health care practitioner will address, including: The ins and outs of HCAI What to include in your OCF-18 (and what not to include) How to effectively communicate with the adjuster Protected accounts Speaker(s) Kate Mazzucco - Partner, Beyond Law Original Broadcast June 22, 2022 Watch the Webinar [...]

In this webinar, we discuss valuation methods, tax efficient strategies and organizational structure. Whether you are an investor or a seller, this presentation will outline the components of practice value and the importance of understanding the types of goodwill that determines a practice's value. Speaker(s) Shayan Rashid, CPA, CA, SRJCA Patrick McCabe, Chartered Business Valuator, [...]