Course Schedule

Below is the list of live courses scheduled for this year. Click here for a full list of the available recorded and live courses.
2023 Live In-Person Course Date Course Title Instructor Venue
Oct 12, 2023 at 2:00PM ET Cocktails and Courses 2023 Cocktails & Courses 20th Year PD Celebration Venu Event Space - 2800 Hwy 7 - Vaughan
Oct 17, 2023 at 9:00AM ET Not-For-Profit Accounting Refresher - 2023 David Baker CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
Oct 27, 2023 at 9:00AM ET Professional Engagement Refresher - 2023 David Baker CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
Nov 02, 2023 at 9:00AM ET Income Tax Update - 2023 Howard Wasserman CPA, CA, TEP, CFP Venu Event Space - 2800 Hwy 7 - Vaughan
Nov 08, 2023 at 9:00AM ET Assurance Update 2023 Marcus Guenther MBA, CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
Nov 17, 2023 at 9:00AM ET Accounting Update 2023 Marcus Guenther MBA, CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
Nov 30, 2023 at 9:00AM ET GST/HST Update and Refresher 2023 Rino Bellavia CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
Dec 05, 2023 at 9:00AM ET Technical Tax Update 2023 John Grummett CPA, CA Venu Event Space - 2800 Hwy 7 - Vaughan
2023 Live Online Course Date Course Title Instructor
Jun 28, 2023 at 2:00PM ET Cybercrime Leveraging Artificial Intelligence (AI) 2023 Gilad Perry
Sep 08, 2023 at 9:00AM ET Ethics -The Cost of Misconduct - A Study of Real CPA Ontario Disciplinary Cases. 2023 Part 1 David Baker CPA, CA
Sep 08, 2023 at 11:00AM ET Ethics- The Cost of Misconduct - A Study of Real CPA Ontario Disciplinary Cases. 2023 Part 2 David Baker CPA, CA
Sep 12, 2023 at 9:00AM ET Pre-sale Planning: Selected Issues with Sales and Reorganizations of a Business 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Sep 14, 2023 at 9:00AM ET ASPE Accounting Refresher - 2023 David Baker CPA, CA
Sep 19, 2023 at 2:00PM ET Underused Housing Tax Update and Refresher - 2023 John Grummett CPA, CA
Sep 26, 2023 at 9:00AM ET Fraud Responsibilities in Audit Engagements - 2023 David Baker CPA, CA
Sep 28, 2023 at 9:00AM ET Navigating Crushing CRA Enforcement in 2023 – An Insolvency Trustee’s Perspective Joel Ross CPA, CIRP, LIT
Oct 17, 2023 at 9:00AM ET Not-For-Profit Accounting Refresher - 2023 David Baker CPA, CA
Oct 19, 2023 at 9:00AM ET CAS 315 (Revised) Post Implementation Review 2023 Marcus Guenther MBA, CPA, CA
Oct 25, 2023 at 9:00AM ET Remote Employees 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Oct 27, 2023 at 9:00AM ET Professional Engagement Refresher - 2023 David Baker CPA, CA
Nov 02, 2023 at 9:00AM ET Income Tax Update - 2023 Howard Wasserman CPA, CA, TEP, CFP
Nov 08, 2023 at 9:00AM ET Assurance Update 2023 Marcus Guenther MBA, CPA, CA
Nov 09, 2023 at 9:00AM ET Debt Forgiveness 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Nov 17, 2023 at 9:00AM ET Accounting Update 2023 Marcus Guenther MBA, CPA, CA
Nov 21, 2023 at 9:00AM ET Intergenerational Transfers - What the changes will mean for you and your clients Manu Kakkar CPA, CA, TEP, MTAX
Nov 28, 2023 at 9:00AM ET CSQM1 Implementation for Compilation-only Practices - 2023 Marcus Guenther MBA, CPA, CA
Nov 30, 2023 at 9:00AM ET GST/HST Update and Refresher 2023 Rino Bellavia CPA, CA
Dec 05, 2023 at 9:00AM ET Technical Tax Update 2023 John Grummett CPA, CA
Dec 15, 2023 at 9:00AM ET Expense Deductibility 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Jan 17, 2024 at 9:00AM ET Personal Income Tax Case Study 2024 John Grummett CPA, CA
Recorded Course Available Date Course Title Instructor
Jul 04, 2023 at 9:00AM ET Cybercrime Leveraging Artificial Intelligence (AI) 2023 Gilad Perry
Sep 13, 2023 at 9:00AM ET Ethics -The Cost of Misconduct - A Study of Real CPA Ontario Disciplinary Cases. 2023 Part 1 David Baker CPA, CA
Sep 13, 2023 at 9:00AM ET Ethics- The Cost of Misconduct - A Study of Real CPA Ontario Disciplinary Cases. 2023 Part 2 David Baker CPA, CA
Sep 15, 2023 at 9:00AM ET CPA Code of Professional Conduct – A Complete Refresher - 2023 4 hours David Baker CPA, CA
Sep 15, 2023 at 9:00AM ET Pre-sale Planning: Selected Issues with Sales and Reorganizations of a Business 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Sep 19, 2023 at 9:00AM ET ASPE Accounting Refresher - 2023 David Baker CPA, CA
Sep 22, 2023 at 9:00AM ET Underused Housing Tax Update and Refresher - 2023 John Grummett CPA, CA
Sep 29, 2023 at 9:00AM ET Fraud Responsibilities in Audit Engagements - 2023 David Baker CPA, CA
Oct 03, 2023 at 9:00AM ET Navigating Crushing CRA Enforcement in 2023 – An Insolvency Trustee’s Perspective Joel Ross CPA, CIRP, LIT
Oct 20, 2023 at 9:00AM ET Not-For-Profit Accounting Refresher - 2023 David Baker CPA, CA
Oct 24, 2023 at 9:00AM ET CAS 315 (Revised) Post Implementation Review 2023 Marcus Guenther MBA, CPA, CA
Oct 30, 2023 at 9:00AM ET Remote Employees 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Nov 01, 2023 at 9:00AM ET Professional Engagement Refresher - 2023 David Baker CPA, CA
Nov 03, 2023 at 2:00PM ET All About the Mandatory Disclosure Rules Monica Carinci LL.B
Nov 07, 2023 at 9:00AM ET Income Tax Update - 2023 Howard Wasserman CPA, CA, TEP, CFP
Nov 13, 2023 at 9:00AM ET Assurance Update 2023 Marcus Guenther MBA, CPA, CA
Nov 14, 2023 at 9:00AM ET Debt Forgiveness 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Nov 22, 2023 at 9:00AM ET Accounting Update 2023 Marcus Guenther MBA, CPA, CA
Nov 22, 2023 at 2:00PM ET How to Manage Tax Audits and Signs of an Aggressive Audit Monica Carinci LL.B
Nov 24, 2023 at 9:00AM ET Intergenerational Transfers - What the changes will mean for you and your clients Manu Kakkar CPA, CA, TEP, MTAX
Dec 01, 2023 at 9:00AM ET CSQM1 Implementation for Compilation-only Practices - 2023 Marcus Guenther MBA, CPA, CA
Dec 05, 2023 at 9:00AM ET GST/HST Update and Refresher 2023 Rino Bellavia CPA, CA
Dec 08, 2023 at 9:00AM ET Technical Tax Update 2023 John Grummett CPA, CA
Dec 20, 2023 at 9:00AM ET Expense Deductibility 2023 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Jan 22, 2024 at 9:00AM ET Personal Income Tax Case Study 2024 John Grummett CPA, CA
Available now Accounting and Auditing for Ontario Condo Corps - Filmed in 2020 Stephen Chesney FCPA, FCA
Available now Accounting Standards for Private Enterprise - Filmed in 2020 Mary Massarella CPA, CA
Available now Advanced Accounting Topics for Common Situations - 2022 David Baker CPA, CA
Available now Analytical Procedures - Theory and Practice - 2022 David Baker CPA, CA
Available now Anti-Money Laundering and Ethics: Canadian and Global Perspective 2022 Marc Tasse MBA, CPA, CA, CFF FCPA(USA), CFS(USA), CICA(USA), CACM(USA)
Available now ASPE Financial Instrument Update - 2022 David Baker CPA, CA
Available now Audit to Appeal: Navigating the Tax Litigation Process - Filmed in 2019 Louise Summerhill LL.B
Available now Basic Freeze Transactions and Reorganizations - 2021 Marni Pernica LL.B & Edward Miller LL.B
Available now Capital Gain Strips, Real Estate Issues and Capital Loss Planning 2023 Howard Wasserman CPA, CA, TEP, CFP
Available now CAS 240 Fraud & Ethics - 2021 Marcus Guenther MBA, CPA, CA
Available now CAS 315 PEG Forms Update 2023 Marcus Guenther MBA, CPA, CA
Available now Common Issues that Arise When Using Trusts In Reorganizations - 2021 Marni Pernica LL.B & Edward Miller LL.B
Available now Common tax issues encountered in M&A transactions - overview of strategies, issues and elections. - 2022 Manu Kakkar CPA, CA, TEP, MTAX
Available now Corporate Reorganizations - 2022 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Available now CSRS- Application of the New Compilations Standard - 2022 Marcus Guenther MBA, CPA, CA
Available now Cybersecurity and Data Privacy - Filmed in 2020 Gilad Perry & Cat Coombs
Available now Cybersecurity For Employees Working from Home - 2021 Gilad Perry
Available now Data Analysis With Excel Simon Sez IT
Available now Deceased Taxpayers and Their Estates - 2021 Manu Kakkar CPA, CA, TEP, MTAX
Available now Decided to Sell Your Accounting Practice? Now What? Joseph Truscott CPA, CA
Available now Determining the Extent of Audit Testing - Filmed in 2020 Marcus Guenther MBA, CPA, CA
Available now Divorce & Tax Planning - What should you plan for? - 2022 Andrew Feldstein LL.B
Available now Employee benefits - 2022 Manu Kakkar CPA, CA, TEP, MTAX
Available now Employment Law Update - What you need to know in 2022 Stuart Rudner LL.B
Available now Estate Planning - Filmed in 2019 Marni Pernica LL.B.
Available now Everything you need to know about household payroll- 2022 Gila Ossip CPA, CA, MBA
Available now Family Law & The Income Tax Act - 2022 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Available now Financial Forecasting and Modeling in Excel Simon Sez IT
Available now Financial Risk Management Simon Sez IT
Available now Frequently Litigated Tax Issues - 2021 Amit Ummat LL.B LL.M Ummat LL.B LL.M
Available now GST/HST "A Simple Tax" 2023 Scott Merry CPA, CGA
Available now GST/HST Update and Refresher - 2022 Rino Bellavia CPA, CA
Available now How to Acquire New Clients and Achieve your Business Goals - 2022 Mike Lende
Available now How To Prepare SR&ED Claims and Obtain the CRA's Approval - 2022 Richard Moore
Available now IFRS Update 2022 Mary Massarella CPA, CA
Available now International Inbound Taxation – Yes, it applies to SME’s!- Filmed in 2019 Manu Kakkar CPA, CA, TEP, MTAX
Available now It's All About Your Mindset 2023 Adam Bennett
Available now Managing Difficult Conversations David Town CHRP
Available now Managing Tax Controversies as a Result of the Pandemic - 2022 Louise Summerhill LL.B
Available now Microsoft Excel 2019- Advanced Simon Sez IT
Available now Microsoft Excel 2019- Beginner Simon Sez IT
Available now Microsoft Powerpoint 2019- Beginners Simon Sez IT
Available now Microsoft Project 2021- Beginners Simon Sez IT
Available now Microsoft Word 2019 - Advanced Part 1 Simon Sez IT
Available now Microsoft Word 2019- Advanced Part 2 Simon Sez IT
Available now Microsoft Word 2019- Beginner Simon Sez IT
Available now Navigating #METOO in the Workplace Sunira Chaudhri BSc, LL.B
Available now Overcoming Resistance to Change & How to Communicate More Effectively with Colleagues and Clients Andrew Brown and Elizabeth Williams
Available now Passive Income - In depth Planning - Filmed in 2020 Manu Kakkar CPA, CA, TEP, MTAX
Available now Performing Small Audits with Revised CAS 315 and PEG Forms - 2022 Stuart Hartley FCPA, FCA
Available now Planning for Lifetime Capital Gains Exemption - 2021 Marni Pernica LL.B & Edward Miller LL.B
Available now Practicing Safe Tax - Filmed in 2020 Manu Kakkar CPA, CA, TEP, MTAX
Available now Preparing for a Successful Practice Inspection - 2022 Marcus Guenther MBA, CPA, CA
Available now Pre-Sale Organizations - 2021 Marni Pernica LL.B & Edward Miller LL.B
Available now Principal Residence Exemption - filmed in 2017 Manu Kakkar CPA, CA, TEP, MTAX
Available now Privilege and Confidentiality in a CRA Audit 2023 Stephanie D'Amico LL.B
Available now Probate Planning - Planning Techniques and Recent Changes to the ITA 2023 Marni Pernica LL.B.
Available now Project 2021 Advanced Simon Sez IT
Available now Quality Management – Getting ready to apply the new standards Marcus Guenther MBA, CPA, CA
Available now Quality Management - New Responsibilities for Firms - 2022 David Baker CPA, CA
Available now Recorded Version of Linked In Live UHT Q&A John Grummett CPA, CA
Available now Reorganizations in the Post-Mortem Context and Will Planning as part of Reorganizations - 2021 Marni Pernica LL.B & Edward Miller LL.B
Available now Review Engagement Refresher - 2021 David Baker CPA, CA
Available now Section 85 Rollovers - 2022 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Available now Seller Beware! New Canadian Sales Tax Changes for Online Sellers - 2021 Angelo Gentile
Available now Shareholder Agreements - 2022 Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Alex Ghani, Partner, CPA CA, CGA, CPA (Texas)
Available now Shareholder Benefits - 2021 Manu Kakkar CPA, CA, TEP, MTAX
Available now Special Needs and Disability Estate Planning - 2022 Kenneth Pope LL.B TEP
Available now Successfully Performing Small Audits - 2021 David Baker CPA, CA
Available now Surplus Stripping - 2021 Manu Kakkar CPA, CA, TEP, MTAX
Available now Tableau for Beginners Simon Sez IT
Available now Taxation of Real Estate Development - 2021 Manu Kakkar CPA, CA, TEP, MTAX
Available now Tax Issues Relevant to your Daily Practice - Filmed in 2020 Amit Ummat LL.B LL.M Ummat LL.B LL.M
Available now Tax Minimization Through Philanthropy Strategies to Maximize Giving & Reduce taxes - 2022 Mark Halpern
Available now Tax Planning in Difficult Times - Filmed in 2020 Manu Kakkar CPA, CA, TEP, MTAX
Available now The Dangers in Dividends - filmed in 2016 Manu Kakkar CPA, CA, TEP, MTAX
Available now Top 10 Things to Think About this Busy Season Manu Kakkar CPA, CA, BSc(Hons), TEP, MTax & Boris Volfovsky, CPA, CA
Available now TOSI Induced Reorganizations- Filmed in 2020 Manu Kakkar CPA, CA, TEP, MTAX
Available now TOSI - Part 3 - Filmed in 2020 Manu Kakkar CPA, CA, TEP, MTAX
Available now TOSI Troubles - Part 1 - Filmed in 2019 Manu Kakkar CPA, CA, TEP, MTAX
Available now TOSI Troubles - Part 2 - Filmed in 2019 Manu Kakkar CPA, CA, TEP, MTAX
Available now Transfer Pricing - 2021 Avinash Tukrel
Available now Trust Reporting Update for 2022 and Other Trust Issues Daniel Wilson CPA, CA
Available now Uncovering Canadian Cryptocurrency Challenges - 2021 Jack Bernstein LL.B
Available now Underused Housing Tax - Obligations and Liabilities 2023 John Grummett CPA, CA
Available now U.S. state taxation for online purchases - 2022 Mark Feigenbaum Esq., CPA, FCPA, FCA
Available now US State Tax Considerations for Canadian Businesses - 2022 Mark Feigenbaum Esq., CPA, FCPA, FCA