Webinars on Demand: Financial Management

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, [...]

Envelope Savings Challenge

November 22, 2023 12:00 PM - 1:00 PM

Join the Enriched Academy team to show you how to get started with your Envelope Savings Challenge! If you're not a natural saver, the envelope challenge could jump-start a savings habit – and make it feel like a game instead of a chore.Once you've established a practice of setting aside money every day for a few months, [...]

Revisiting the OCA Financial Mastery Program with Enriched Academy and the All-New Learning Management System Join OCA Advance and our good friends at Beyond Law for this webinar to discuss: • Record keeping tips • Report writing tips • When and why your records will be produced • How your records are used by lawyers [...]

Money Smarts & Financial Habits to Teach your Teenager

September 27, 2023 12:00 PM - 1:00 PM

Financial habits are formed early, and it is difficult to change later in life, which makes the teenage years a great opportunity to get your kids on track for a lifetime of sound financial decision making. If you are a little lost about what to teach your teens when it comes to money or want [...]