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ISSUE 63 • July 27, 2011
Your e-connection to CGA-BC


Get the latest scoop on CGA-BC's hottest jobs...


CGA-BC PD

See our PD schedule for 2011.


Certificate In Executive Leadership

Make the most of your leadership potential and take your career to the senior executive level. Check out the CGA-BC Certificate in Executive Leadership—where leaders are made. Learn all you need to know about this exciting opportunity here.




Chapter PD

See which professional development seminars the chapters are presenting in August.
CGA-BC's Diamond Anniversary

We're recording our thoughts on the Association's 60 Years of Excellence for posterity. Visit our online guestbook and wish CGA-BC happy anniversary, share a memory, reminisce about colleagues, or tell us what the next 60 years might bring CGA.


Check Us Out on Social Media

TwitterFacebook

Whether you’re interested as a student, member, potential student, educator or member of the media, you can follow us on Twitter. We're extremely social. With more than 1,300 Twitter followers, CGA-BC has the most followers of any provincial accounting designation in Western Canada.

You can also follow us as a fan on Facebook.


Subscribe Now to Your Chapter Newsletter

The best way to stay up-to-date on your chapter's activities and news is by subscribing to your online chapter newsletter. It's easy.

  1. Visit the Chapter Newsletter page of our website.
  2. Select your newsletter.
  3. Click on the orange RSS Feed button on the top right of the newsletter.
  4. Select the 'Subscribe to this feed' button to automatically receive new posts via email.

Now you won't need to remember to visit the newsletter online, the news will come to you.

 

Disciplinary Summaries

Content not available.
Under policies developed and approved by the CGA-BC Board of Governors, disciplinary notices expire in the greater of two years or until all discipline requirements have been met. As a result, this newsletter has been edited to reflect that change.



Maintaining Public Trust

As part of CGA-BC's commitment to upholding our high standard of conduct, members and students are reminded to visit the Protecting the Public section of our website on an ongoing basis. Open to the public, this section relates to our commitment to transparency and full disclosure. It explains our ethics process and provides up-to-date information on public advisories and the latest disciplinary summaries.




Free In-person Tax Seminars

Did you know you can attend free events and seminars held by the Canada Revenue Agency (CRA) to help you understand your tax-related obligations or those of your client?

The CRA's popular tax seminars are held across Canada and give individuals, businesses, and their representatives important information about how to manage their tax affairs. Seminars for individuals include such topics as: seniors and income tax, the Child Disability Benefit, and newcomers to Canada. Seminars for businesses include topics such as: registering for a GST/HST account, payroll requirements, T4 slip preparation, and more.

Go to B.C. events to register for an event in your area.



New Routes to Professional Development

If you’re interested in webcasts, video seminars and online courses, it’s time to check out PD Net. Visit today and discover a wealth of opportunities on a huge variety of topics. You’ll find seminars on ethics, taxes, leadership and more. And all of these seminars are designed for working CGAs like you.
CGA Labour Mobility Challenge Goes to a Panel Hearing
There has been a significant development in the CGA quest for full mobility for public accountants seeking to practice in Ontario. On July 12, the Government of Manitoba formally requested the establishment of a Panel to rule on the challenge under the Agreement on Internal Trade. The Panel relates to Manitoba's ongoing challenge against the Ontario government's posting of a Notice of Measure to Achieve a Legitimate Objective under Chapter 7 of the AIT for public accountants.

The three other western provinces, British Columbia, Alberta and Saskatchewan, have provided written notice that they will be Intervenors in the matter.

Restrictions put in place by the province of Ontario under the Public Accountants Council limit the ability of qualified public accountants from other provinces to practice, which is at odds with the letter and the spirit of the AIT.

"Under the AIT, if a worker has the same qualifications for the same occupation in one province and a regulatory authority of that province has certified the worker is qualified for that occupation, the worker must be recognized as qualified, for that occupation in another province," says CGA-BC Chief Executive Officer Gordon Ruth, FCGA.

"In an age when we need to be able to compete with companies from China to Brazil to Germany, it is hard to believe that these restrictions exist within our own country," Ruth said.

The initial challenge by the Government of Manitoba was launched in November 2010 on behalf of CGAs and CMAs. The request to move to the Panel phase applies to CGAs only.
Candace Nancke, CGA, Elected Second Vice-Chair of CGA-BC
Candace Nancke, CGA, Elected Second Vice-Chair of CGA-BCThe Certified General Accountants Association of British Columbia is pleased to announce that Candace Nancke, CGA, of Coquitlam, B.C., was elected Second Vice-Chair by the CGA-BC Board of Governors on June 25, 2011. She now joins the CGA-BC Executive.

CGA-BC Chair Bruce Hurst, FCGA, praised the Board's selection of Ms. Nancke. "Candace is an exceptional member of our Association and the Board recognized that she would make a tremendous contribution to the governance of CGA-BC," said Mr. Hurst.

Ms. Nancke, who is a Managing Partner with the firm of Loren, Nancke & Company, Certified General Accountants in North Vancouver, brings passion for the CGA designation to her role as a member of the Association's Executive Committee.

[Read More...]


BFL
Association Introduces Electronic Voting for 2012 Board of Governors Election
In recent years the Association has taken steps towards adopting electronic voting processes for its annual Board elections. With amended Bylaws, updated Board policy and a new election audit plan in place, CGA-BC is now ready for electronic voting for this Fall's Board election.

Member-based organizations increasingly are replacing mail outs, paper ballots and manual tabulation of votes with electronic voting systems. As well, professional associations, credit unions, educational institutions and publicly held corporations are bringing their election processes in line with their electronic communications and web-based services.

[Read More...]
A Clear Line of Communication: An Update on the CA-CMA Merger
With the news that our two main competitors are in merger discussions, I have committed to providing regular updates as the talks continue and as more information becomes available. Most recently, I provided a recap of events in the summer issue of Outlook. I also know that some of you have posted comments on the visioncga.org site and elsewhere. You may also have seen the July and August issues of the Bottom Line which had articles providing a range of views.

Talks continue between the CAs and CMAs nationally—though at the time of writing CMA Ontario and CMA Newfoundland and Labrador were not participants as they had not signed a Memorandum of Understanding which they saw as a precursor to any such discussions. The CAs and CMAs will continue to hold meetings with their members over the next few months to solicit feedback.

[Read More...]
Conference 2011 Just 10 Weeks Away
Registration
The Conference brochure and registration form have been mailed out to all CGA members. Register online now. Many of the professional development sessions have sold out early the last couple of years, so don't be disappointed, register now.

Registrations received by August 1, 2011 will receive an early bird gift upon check-in at the conference registration desk.

If you have any questions about registration, please email Pardeep Clair or call her at (604) 730-6228; (800) 565-1211 Ext.228.

Exceptional PD
The 2011 Conference will feature an exceptional roster of speakers and professional development seminars. Two dynamic speakers will kick things off with keynote breakfast presentations on Wednesday, September 21.

Todd Buchholz is a former director of economic policy at the White House, a managing director of the $15-billion Tiger hedge fund, and an award winning economics professor at Harvard. Buchholz is a renowned author and his latest book is New Ideas from Dead CEOs: Lasting Lessons from the Corner Office.

Chris Molineux has had over 20 years' experience as a stand-up comedian, performing at Just for Laughs and working with the likes of Jerry Seinfeld, Jim Carrey and Ellen DeGeneres. He has been working as a public speaking and communication skills coach since 1998, helping individuals and groups overcome fears and discover the unique factors that define their communication style.


Friday Fun Night



Step back into Hollywood's Golden Age. On September 23, you'll receive the red carpet treatment when the Salons at the Victoria Conference Centre will be transformed into world of Hollywood glamour and Las Vegas glitz. While some details must remain secret, the Conference Committee is pleased to reveal that after an exhaustive audition process Vaguely Vegas will be the evening's featured musical performer. This dynamic and occasionally hilarious show will take you on a fast-paced journey through time, celebrating the glory days of some of the most memorable entertainers of the 1950s, '60s, and '70s. Legends such as Marilyn Monroe, Roy Orbison and Elvis Presley will take centre stage and provide an unforgettable entertainment experience.

Accommodations
Special hotel rates for delegates

Learn about special Conference hotel rates at the Fairmont Empress, Magnolia Hotel & Spa and Victoria Marriott Inner Harbour Hotel. The rates and deadlines differ, so check out our Conference specials now.
Member Benefit Partners
Best Western Plus Hotels

Best Western Plus Hotels offer CGA-BC Members special preferred rates at three of their locations:

Best Western Plus Downtown Vancouver
Best Western Plus Carlton Plaza Hotel Downtown Victoria
Best Western Plus, Dorchester Hotel Nanaimo.

All the hotels are centrally located and offer well-appointed guest rooms and kitchenette rooms. Rates include wired and wireless Internet access, local telephone calls and fitness centre access. The hotels also offer pet-friendly rooms and meeting room facilities. The Best Western Carlton Plaza rate includes complimentary valet parking and in-room bottled water.

See the table of rates and more information.


One World, Many Great Deals with UNIGLOBE Travel

UNIGLOBE Geo Travel is providing our members and students with exclusive vacation specials to destinations all over the world. In addition to the lowest price guarantee, as a Relationship Rewards member with UNIGLOBE Geo Travel, when you book a pre-packaged vacation from this edition you will receive complimentary leather passport folders, a gift card valued at $25 (examples include: Tim Horton's, Boston Pizza, HomeSense,) no service fees on pre-packaged vacations, 25 per cent off Victorinox luggage and more. (Note: These rewards change with each 15 day rotation.)

To join this program, sign up with Amanda Arbour at UNIGLOBE Geo Travel at RRP@geo.ca. She will send you the webpage address as it is not available to the general public.

UNIGLOBE refreshes their offers on the 1st and 15th of every month with a new travel supplier and deal. Travel must be booked within 30 days of the offer.

Family members or friends are welcome to participate provided they are traveling with a qualified participant.

If you would like information on a destination that is not offered within their rewards plan, UNIGLOBE Geo Travel would be happy to assist you.
DAP Luncheon Was a Great Success!
Every summer, CGA-BC and UBC’s Diploma of Accounting (DAP) students join forces to organize one of the Association’s liveliest and most successful networking events. The event is held in early July and consists of a networking lunch for the DAP students who are on break from career development seminars at the Sauder School of Business’ Robson Square campus. The primary focus is to introduce DAP students to CGAs and CGA students working in different sectors so that students can fully understand the career opportunities available as a CGA.

[Read more and see video...]
CGA-BC Celebrates Longest Running Recruiting Event With Record Turnout
CGA-BC Celebrates Longest Running Recruiting Event With Record Turnout

For the past ten years, CGA-BC has held its largest recruiting event for Simon Fraser University's accounting and business students on the SFU campus. It has also traditionally been scheduled in June, and during the past decade neither the date nor the location has been a source of conflict. Until this year.

The Vancouver Canucks' run to the Stanley Cup finals energized many of the city's hockey fans. Unfortunately, for people planning events in Vancouver it has meant that days when the local team was playing a game were all but blacked out for anything else. So, while 'CGA' is the most popular professional accounting designation in the province, it cannot compete with the Canucks and the Stanley Cup. So, this year CGA-BC's recruitment staff had to schedule and then re-schedule the date of the popular SFU Connect student event on an evening when the men in blue and green were not playing.

[Read More...]
Team CGA Runs for the Kids, for 26th Consecutive Year
Team CGA Runs for the Kids, for 26th Consecutive Year

The numbers are impressive: 24 hours of non-stop running; 26 years of continuous participation; more than $200,000 raised.

The Easter Seals 24-Hour Relay for Kids has been a fixture on CGA-BC's volunteer calendar for more than a quarter-century.

This past weekend CGAs along with their friends and family members once again donned their running shoes to run in support of a worthy cause. Of course, running for 24 continuous hours meant that these dedicated and selfless individuals accepted the risk of painful blisters, the certainty of tired legs and lungs, and the possibility of sleep deprivation. But they did so because it was all for a good cause.

For CGA-BC Team Captain Gary Mah the long-lasting rewards far outweigh the temporary fatigue and sore muscles. "The camaraderie on the team is incredible," said Mah. "We are bound together for the common purpose of giving kids who have disabilities and opportunity to discover their abilities." Among this year's runners were CGA-BC's CEO Gordon Ruth and Director of Communications Edward Downing.
CGA-Canada and ACCA Renew Global Recognition Agreement
Alliance boosts international recognition and professional mobility

London and Vancouver, July 12, 2011 - Two leading international accountancy bodies, ACCA (the Association of Chartered Certified Accountants) and the Certified General Accountants Association of Canada (CGA-Canada) have renewed a global recognition agreement.

The Mutual Recognition Agreement (MRA), which was originally signed by the two bodies in December 2006, will now run a further five years until 2016, with the aim of bringing additional benefits to members of both organizations.

In the five years since the original agreement was signed, ACCA and CGA-Canada have worked closely on a number of initiatives, including research into the challenges faced by small and medium businesses attempting to gain access to finance. The research produced a wide range of recommendations for governments, lenders and businesses to help reduce the barriers to business growth.

[Read more...]
See Ellen DeGeneres and Other Women of Power Aug. 12
See Ellen DeGeneres and Other women of Power Aug 12 CGA-BC is sponsoring the Power of Women Leadership series in Vancouver this summer, featuring extraordinary speakers Ellen DeGeneres, Suzanne Somers and Marlee Matlin. The event will take place Friday, August 12, 2011 from 9 a.m. to 5 p.m. at Rogers Arena.

For a limited time, CGA Members and Students can register for general tickets for $183 plus HST (a savings of $46 off the regular rate of $229). VIP tickets—which include preferred seating and a luncheon—will be available at a special rate of $476 (a savings of $119 off the regular rate of $595). Finally, there is a CGA group rate that allows members and students to receive a complimentary ticket when they purchase five general tickets. (Please register by telephone to receive the group rate.)

To register by telephone, call 1 (866) 883-6568 and ask for the 'CGA registration rate.'

To register online, visit: Power of Women and enter promo code 1088.

Note: If you are attending this event, please be sure to visit the CGA-BC booth.
Canadian Families Struggling With Record Household Debt Levels
CGA-Canada report says more than half of indebted Canadians are borrowing just to afford day-to-day living expenses like food, housing and transportation.

While consumer spending may be down in the first quarter of 2011, many Canadians are continuing to struggle with record levels of household debt, according to the latest research report from the Certified General Accountants Association of Canada (CGA-Canada). In fact, household debt has reached a new all-time high of $1.5 trillion - and for those already feeling the strain of lower or stagnant incomes, or personal circumstances, the situation is dire.

"The debt of a typical household is rising," says Rock Lefebvre, CGA-Canada's Vice-President of Research and Standards and co-author of the report. "And the financial situation of certain groups of households is much worse than average and continues to deteriorate. This is concealed if you focus only on the national or aggregate picture."

The survey-based report reveals several alarming trends, as single-parent families, retired Canadians, and those with annual household income of less than $50,000 face a bleak financial situation.

"The report confirms that more than half of indebted Canadians are borrowing just to afford day-to-day living expenses like food, housing and transportation," adds Anthony Ariganello, President and CEO of CGA-Canada. "For these individuals, there is little hope for improved financial condition."

[Read more...]

[See highlights of the report]
CGA Principals in CA Firms Must Register in Public Practice
It has been noted that some CGAs who are principals in Chartered Accountant (CA) firms are unaware that they must register in public practice with CGA-BC. When a member is a principal or partner in a CA firm, he or she is classified as an "Exempt" practitioner. This means that the member is exempt from the CGA-BC Practice Review Program, as the Institute of Chartered Accountants practice reviews their firm. However, the member must still go through the registration process, including the prerequisite and post-requisite requirements.
CGA-BC Hockey Auction Scores for Educational Foundation
Congratulations to our three winning bidders in the CGA-BC Hockey Fever silent auction: Vivien (Cheng Huei) Ting, CGA; Dustin Nestor, CGA; and Edwin Kong, CGA.

Double congratulations to Vivien, as she takes home both the framed Roberto Luongo print and Henrik Sedin's signed Swedish Olympic jersey.

Thanks to our winners and the 61 bids that pushed them-to say nothing of Canuck fever-we've raised $1,335 for the CGA-BC Educational Foundation and CGA-BC students in financial need.
Ethics in Focus: An Experiment in Error
In the Summer issue of Outlook Professor McDonald put forth the following ethical dilemma. For Mona's sake, we invite you to share your responses.

Mona Livona is a CGA employed by Kermit & Long Business Services, which focuses on helping start-up companies secure financing.

K&L has experienced difficulty in helping companies with their applications for the federal Scientific Research and Experimental Development (SR&ED) program, which provides substantial rebates for development costs. The CEO of K&L, Kevin Kermit, tells Mona that he has read that this area is under-audited by the CRA and that some consultants are claiming 90 per cent success rates for their clients' applications just by downloading authentic-sounding jargon from the Internet and incorporating it into their applications. (See the Globe and Mail article Flawed R&D Scheme).

Kevin tells Mona that while he doesn't want to do anything underhanded, he would like to substantially boost K&L's performance on SR&ED applications "without spending a pile of money on R&D experts." Mona expresses concern that it will be hard to do this since K&L lacks in-house R&D expertise. Kevin suggests that maybe they will have to bring in someone who worked in audit at the CRA and who knows what will make an application successful. But first Kevin wants Mona to "see what she can do and report to him next week with a plan!"

What should Mona recommend?

Please email your responses to Edward Downing. We accept anonymous submissions provided we can verify that you are a CGA or student.
Enjoy the Pride of BC—At a CGA-BC Discount
The BC Lions are offering CGA-BC members and students and their friends and families a special ticket offer for two home games. On August 5 the Lions take on Saskatchewan, and on September 30 they play Edmonton (in the grand opening of the redesigned BC Place).

The return to the downtown stadium, complete with retractable roof, will be in time for B.C. to host the 99th Grey Cup Championship. That makes 2011 the perfect time to be a season ticket holder. BC Lions season ticket holders receive priority seating and a 20 per cent savings on seats for the 2011 Grey Cup. Season tickets start at just $250. Reserve your seat for the season and 2011 Grey Cup today!

Three dollars from each ticket purchase goes to the CGA-BC Educational Foundation.

See the special ticket pricing for August 5 and September 30.

To purchase tickets contact Jeff Hill at (604) 930-5453.
Get Ready, IT's Coming


CGA-BC's 2011 IT Forum Set for November 7 - 8

The business world moves quickly and technological change is a fact of life. CGA-BC's 2011 IT Forum will feature technology workshops that can provide you with practical IT information, technological expertise and the social media tools you require to take your career or business to the next level.

For more information, click here. [PDF - 1.1 MB]

To register, click here.
BIV News
Majority of B.C. Residents Approve of Carbon Tax

BIV Online July 4, 2011

According to a poll released Thursday by the Pembina Institute, British Columbians support carbon taxes and are confident that taking action to reduce greenhouse gas pollution will have a minimal impact on the provincial economy.

The poll was released on the eve of the July 1, when a scheduled $25 per-tonne increase on carbon emissions took effect.

According to the poll, 69 per cent of British Columbians are worried about climate change and 70 per cent want the province to continue showing leadership on the issue without waiting for other jurisdictions to take similar steps.

The most popular choice for new carbon tax revenue was applying it to government priorities like health care and education, while the second choice was investing in climate change initiatives like transit.

Matt Horne, director of B.C. Energy Solutions, said: "Applying the carbon tax as fairly as possible and investing revenue in priorities like health care, education and green projects appear to be good ways of building more public support for the carbon tax."

Tom Pedersen, executive director of the Pacific Institute for Climate Solutions, which provided funding for the polling and analysis added, "This is an endorsement by British Columbians of the internationally recognized leadership that this province has taken in dealing with the critical issue of global warming, while spurring the clean technology development that will help drive our 21st century economy."


B.C. Clean Tech Poised to Drive Economy: KPMG

June 15, 2011

Clean technology is one of B.C.'s fastest growing industries and it has the potential to be a significant economic generator by creating thousands of new high-paying jobs, attracting significant new investment and generating billions of dollars in exports.

These are among the findings of the Cleantech Report Card for British Columbia conducted by KPMG in partnership with the BC Cleantech CEO Alliance. The survey benchmarks the size and growth of the sector and identifies success factors and hurdles to its continuing growth.

The report noted that B.C. is home to one of the most vibrant clean-tech sectors in North America. There are now 202 companies in B.C. whose sole focus is the research, development or deployment of clean-technological innovations. More than two-thirds of them did not exist a decade ago.

In 2011, clean tech is forecast to employ 8,400 British Columbians, with the average industry salary coming in at $77,000. Total industry revenues are forecast at $2.5 billion.

"British Columbia's clean-tech industry shows tremendous opportunity for growth," said Lorne Burns, Greater Vancouver area sustainability practice leader, KPMG Canada, and author of the report.

"Clean tech is a dynamic industry sector that has emerged over the past decade. It creates high-paying jobs and investment opportunities for British Columbians, it's export-oriented and it's helping to improve the sustainability of the planet."

While the industry has succeeded in raising $843 million in total equity over the last two years and $4.8 billion since the companies were conceived, the report concludes B.C. companies face stiff competition from other jurisdictions.


Land Claims Issues Hamper Oil And Gas Investment in B.C.

BIV Online June 27, 2011

B.C. is the fourth-worst place in the world when it comes to land claims issues for oil and gas investment, according to the Fraser Institute's annual Global Petroleum Survey.

B.C., home to a burgeoning $6 billion natural gas industry, dropped to eighth place among provinces and territories from sixth last year. The free-market think tank said the drop in ranking resulted from "poor scores for regulatory uncertainty, cost of compliance and environmental regulations."

The reputation of the province's taxation regime also deteriorated. But it was B.C.'s inability to quickly and efficiently sort out land claims issues that hit the province's reputation hardest.

Gerry Angevine, Fraser Institute senior economist and the survey's co-author, said B.C. had the "dubious" honour of ranking among the four worst globally for land claims issues, namely the Northwest Territories, Bolivia and Iraq.

Meantime, Saskatchewan overtook Manitoba as the top Canadian province for oil and gas investment.

But despite Canada's reputation as an oil-producing nation, not even Saskatchewan was ranked among the top 10 jurisdictions worldwide for oil and gas investment. The prairie province ranked 11th out of 136 jurisdictions worldwide, falling in behind Mississippi, Ohio, Kansas, Oklahoma, Texas, West Virginia, Netherlands-North Sea, Alabama, Hungary and North Dakota.
Public Practice News
Fees and Insurance Deadlines

Professional Liability Insurance

By now practitioners will have received their insurance pre-renewal postcard reminders. The Association's insurer, AON Reed Stenhouse, emailed renewal packages on June 22, with mail used for those not providing an email address.

Practitioners will continue to appreciate a $30 discount if they renew on-line by July 22. Note that, although August 1 is a statutory holiday, this is the final renewal date.


Penalties

An administration fee of $150 will be levied for public practice fees unpaid by July 1. A separate administration fee of $150 for failure to renew and maintain professional liability insurance by August 1 will be levied.

If public practice registration fees and/or professional liability insurance premiums remain unpaid 30 days after the due date, the member is without notice, deemed to have resigned from public practice unless written notice of extenuating circumstances is received within 30 days from the original due date.

In accordance with Bylaw B114 (a), if annual member dues remain unpaid after July 31, the member is without notice deemed to have resigned from membership unless the Board has accepted a written notice of extenuating circumstances. Members who have resigned are automatically deregistered from public practice as a Certified General Accountant.


CGA-BC Practitioners - You're Invited to the 2011 APPM in Victoria

The September 22, 2011 Annual Public Practice Meeting is your opportunity to connect with colleagues. Using roundtable discussions, topics covered will include:
  • converting to a paperless office
  • determining and meeting clients' needs and expectations for additional services
    • including identifying/developing new services and fee pressures/pricing of services
  • succession planning
    • including identifying and developing future owners/funding partner retirement
  • keeping up with changes in accounting and auditing standards
  • keeping up with and utilizing technology.
Join us for an interactive morning providing information, motivation and networking opportunities.

Register for this event at www.cga-bc.org.


Deadline for Public Practice Advisory Group Nominations is October 14

Members in Public Practice who wish to volunteer for the 2012 Public Practice Advisory Group (PPAG) are invited to submit their names for consideration. You are eligible to volunteer for the PPAG if you are a CGA-BC member engaged or employed in the practice of public accounting.

The PPAG advises the Director of Public Practice on matters relating to the practice of public accounting and the policies regarding registration and operation of public accounting practices. In addition, this group recommends policies to ensure that the public interest is adequately protected.

Criteria for selection are partially based on regional representation, as follows: three candidates from the Lower Mainland, one from Southern Vancouver Island, and two to represent the balance of the province.

Please contact Brigitte Ilk, CGA, for your Advisory Group application form. Submission deadline is October 14.


Next Tax & Financial Strategies Course Begins January 10, 2012

The next session of the Tax and Financial Strategies Program (T&FS) starts January 10, 2012. This real-life case study approach to tax and financial planning for owner-managed businesses addresses the life cycle of a business from incorporation through to business succession and includes dealing with a CRA audit and the death of a shareholder. Participants address topics that include income tax, HST and GST, the accounting treatment of advanced tax issues and correspondence with lawyers.

This 10-month program consists of semi-monthly teleconference discussions and five case study assignments. Participants obtain up to 40 verifiable CPD hours from the comfort of their own office or home. T&FS will be of interest to both new and established practitioners seeking to upgrade their skills and improve their practices in the area of taxation, by providing value-added services while minimizing the risk of professional liability.

The course takes an extended break during tax season to accommodate workloads at that time of year.

Casey Laven, CGA, of Laven & Company in Lantzville, B.C. had this to say after completing the 2010 session:
"As a new public practitioner, the T&FS course has been my excellent guide to the complicated and potentially costly tax issues of proprietorships and small businesses and for estate planning. The course format, covering the lifespan of a client's business, has prepared me for dealing with similar issues with my own clients. And the question and answer sessions at the end of each conference call allowed for a variety of tax concerns to be addressed, including those outside the scope of other tax courses."
Visit the website to obtain your copy of the course brochure and registration form.

Contact Sandra Domeikiene for a course outline or FAQ list.
Four-Hour Ethics Seminars Scheduled for 2011
The following seminar opportunities are for Making the Case for Ethics.

August 15
8:30 am - 12 pm
Arbutus Club Vancouver
 
1 pm - 4:30 pm
Arbutus Club Vancouver
August 16
8:30 am - 12 pm
UBC Robson Square, Vancouver
 
1 pm - 4:30 pm
UBC Robson Square, Vancouver
September 19
8:30 am - 12 pm
UBC Robson Square, Vancouver
 
1 pm - 4:30 pm
UBC Robson Square, Vancouver
September 21
1 pm - 4:30 pm
Conference Centre Victoria
September 22
1 pm - 5 pm
Conference Centre Victoria
October 4
1 pm - 4:30 pm
Executive Plaza
October 21
8:30 am - 12 pm
Civic Centre Prince George
November 14
8:30 am - 12 pm
River Rock Richmond
 
1 pm - 4:30 pm
River Rock Richmond
December 1
8:30 am - 12 pm
Coast Bastion Inn Nanaimo
December 7
8:30 am - 12 pm
Arbutus Club Vancouver
 
1 pm - 4:30 pm
Arbutus Club Vancouver
Recruiting Events
August 4 SFU Co-op Education Information Session (Burnaby)
August 14 UBC DAP CaseWare Seminar (Vancouver)
August 17 Skills Connect Immigrants Program Information Session (Richmond)
August 31 UBC DAP Alumni Night (Vancouver)