cpa4it

CRA's PSB Pilot: Everything You Need To Know
2024-07-23 12:30 - 13:30 (America/Toronto)
Learn all about CRA’s PSB Pilot in this webinar – a must watch for independent contractors!

Join us for a comprehensive webinar hosted by our Managing Partner, Andrew Wall, as we dive into the CRA’s PSB Pilot. This session is packed with essential information and actionable strategies:

Overview of CRA’s PSB Pilot: Get all the details you need about the current landscape and what it means for you.
Analysis of PSB Letters: A breakdown of the specific communications sent by CRA to independent contractors, and why they matter.
Strategies to Mitigate PSB Risk: Learn practical steps and strategies to reduce your exposure and enhance compliance.

Our guests for this session are Eric Chevrette – President IT360 Financial & Alliya Chawla – Vice President Strategic Partnerships & Solutions PROLINK. They will be sharing their valuable insights on utilizing IPPs & Liability Insurance to reduce PSB risk. Don’t miss this opportunity to equip yourself with the knowledge and tools necessary to navigate these complex regulations with confidence.

Tax Implications of Creating a Holding Company
2024-08-13 12:30 - 13:30, 2025-09-09 12:30 - 13:30
This session is designed to help you understand whether setting up a holding company is the right decision for you.

Are you navigating the complexities of incorporating a holding company but unsure about the tax implications? If yes, then our upcoming webinar is for you! Hosted by our Managing Partner – Andrew Wall, this session is designed to help you understand whether setting up a holding company is the right decision for you. We’ll be diving into the corporate and personal tax implications of setting up a holding company for your business.

Why Attend?

Understand the role of holding companies in estate planning and asset protection.

Gain insights into effective tax deferral strategies for holding companies.

Explore the benefits of income splitting to reduce tax liabilities.

Learn how to maximize the capital gains exemption in a holding company setup.

Who Should Attend?
This webinar is ideal for small business owners who are looking to reduce their tax bill and increase their wealth. Don’t miss out on this valuable opportunity! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Top 3 Tools To Take Your Business To The Next Level
2024-09-10 12:30 - 13:30
Join us for an engaging and informative webinar where we explore the top three tools that can revolutionize your business operations.

Join us for an engaging and informative webinar where we explore the top three tools that can revolutionize your business operations. In this session, we will cover:

Canva: Unleash your creative potential with this intuitive design platform. Learn how Canva can help you craft eye-catching visuals, marketing materials, and presentations that captivate your audience and elevate your brand.
Power Automate: Streamline your workflow with Microsoft’s automation powerhouse. Discover how to automate repetitive tasks, integrate disparate applications, and simplify complex processes to enhance productivity and focus on what matters.
ChatGPT: Transform customer interactions and internal communication with OpenAI’s advanced conversational AI. From customer support to content creation, learn how this powerful tool can augment your team’s capabilities and deliver better outcomes.

Whether you’re a business owner, marketing professional, or tech enthusiast, this webinar will provide valuable insights and practical strategies to help you unlock new opportunities and drive success. Don’t miss this chance to stay ahead in today’s competitive landscape!

Salary vs. Dividends - How To Pay Yourself?
2024-09-24 12:30 - 13:30
This session is designed to help you understand the tax implications of both payment methods.

Are you a business owner grappling with the best way to compensate yourself from your corporation? Join us for our insightful webinar on, “Salary or Dividends: What’s The Best Way to Pay Yourself?”. Hosted by our Managing Partner – Andrew Wall, this session is designed to help you understand the tax implications of both payment methods.

Why Attend?

Discover the advantages and disadvantages of paying yourself a salary.
Dive into the pros and cons of opting for dividends as your remuneration strategy.
Grasp the tax implications of both options, providing you with crucial insights to make an informed decision.
Engage in a comprehensive comparison between salary and dividend payments.

Who Should Attend?
This webinar is a must attend for business owners who are interested in optimizing their financial strategies. Whether you are newly incorporated or re-evaluating your current remuneration method, this session will offer valuable insights and actionable advice. Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Decoding the Federal Budget with Economist Jean-René Ouellet
2024-10-08 12:30 - 13:30
Join us for an enlightening session with esteemed economist and financial communicator Jean-René Ouellet.

Join us for an enlightening session with esteemed economist and financial communicator Jean-René Ouellet. Jean-René will delve into the implications of the new federal budget’s tax policies and their impact on business owners.
Gain valuable insights into the economic landscape and learn how these changes will affect entrepreneurs and corporations alike. From dissecting tax reforms to discussing broader economic trends, this webinar promises to provide valuable perspectives for navigating the evolving financial terrain. Don’t miss this opportunity to gain clarity on fiscal matters and enhance your financial future!

How To Avoid PSB Risk?
2024-10-22 12:30 - 13:30
Learn how to mitigate PSB Risk!

Did you know that you will have to pay more taxes if you are classified as a Personal Service Business by the CRA? Join us for our webinar on, “How to Avoid Being Classified as a Personal Service Business”. Many small business and independent service providers are at risk of being classified as personal services businesses by the Canada Revenue Agency (CRA). This change could have significant implications for your tax obligations. Hosted by our Managing Partner – Andrew Wall, this webinar will dive deep into strategies to avoid being classified as a PSB. Our guest speakers for this session are Amanda Klassen – Practice Leader Independent Contractors – ProLink, and Eric Chevrette – President & Founder IT360 Financial. Both Amanda and Eric will be providing critical insights on how to mitigate PSB risk.

Why Attend?

Gain understanding of what constitutes PSB/PSC risk and why it is crucial for your business to be aware of these classifications.
Explore the significant tax implications of being classified as a PSB/PSC.
Learn effective strategies to mitigate PSB/PSC risk.

Who should attend?
This session is a must attend for small business owners and independent service providers. If you’re looking to minimize this risk and maintain your current tax classification, make sure to tune in! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Source Deductions Webinar
2024-11-12 12:30 - 13:30
This webinar is designed to help you understand Payroll Source Deductions!

Are you a new business owner? Are you overwhelmed with tax deadlines? If yes, then this webinar is for you! Hosted by our Managing Partner – Andrew Wall, this session is designed to help you combat the fear and uncertainty that every new business owner faces when addressing their first source deduction deadline.

Why Attend?

Understand what Payroll Source Deductions are and do you need to make a remittance for 2024.
Discover how to calculate your remittance amount alongside various remitter types and due dates.
Learn how to correct payroll remitting errors.

Who should attend?
Whether you are newly incorporated or are a seasoned business owner, this session contains something for everyone. Your payroll source deduction deadline could be as early as January 1, 2025, so it’s always best to get your tax planning done by the end of the calendar year (December 31st). If you miss the January deadline you may be subject to hefty penalties! This is a great opportunity for you to kick start your tax planning on the right foot. Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Importance Of Liability Insurance For Independent Contractors
2024-11-26 12:30 - 13:30
Learn why liability insurance is crucial for independent contractors at our event!

In today’s business landscape, many independent contractors (ICs) are purchasing insurance directly from providers, often without realizing the limitations in coverage. This can leave them exposed to significant financial risk.
Join us for an insightful webinar with our guest speaker – Amanda Klassen (Practice Leader for Independent Contractors – ProLink) where we will explore the importance of proper liability insurance, specifically focusing on Professional and General Liability coverage. We’ll discuss the common pitfalls ICs face when selecting insurance through direct writers and how inadequate protection can jeopardize their financial stability.
Additionally, we’ll highlight how ICs who carry their own comprehensive insurance can differentiate themselves in the marketplace, reinforcing their status as contractors—not employees—while safeguarding their financial interests.
Whether you’re an independent contractor, business owner, or simply interested in understanding liability insurance better, this webinar will provide the knowledge you need to make informed decisions and protect your business.

Understanding Source Deductions
2024-12-10 12:30 - 13:30

Starting A New Business In 2025
2025-01-14 12:30 - 13:30
Discover the perks of incorporating your business in 2025 and unlock a world of advantages for your entrepreneurial journey!

Join us for the “Starting A New Business“ webinar!

Do you want to become an enterpreneur and take your business to the next level? Don’t miss out on this exclusive webinar happening on Tuesday, Jan 14 2025 at 12:30 PM EST.
Discover the numerous benefits of incorporating your business in 2025 and gain a competitive edge in the market. Our Managing Partner – Andrew Wall & Practice Leader IC Program ProLink – Amanda Klassen, will share their insights and highlight the advantages that come with incorporating your business.
Why Attend?

Understand different advantages of incorporating your business.

Importance of getting business insurance

Learn the right time to incorporate your business.

Who Should Attend?
This event is ideal for individuals, business owners, financial advisors, and anyone interested in maximizing tax benefits and minimizing tax burdens through corporate structure strategies. Whether you are a seasoned professional or just starting out, this webinar has something for everyone!
Don’t miss out on this valuable opportunity! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Building Your Financial Foundation: Budgeting For Independent Contractors
2025-01-28 12:30 - 13:30
Learn how to manage your finances at our webinar “Building Your Financial Foundation: Budgeting For Independent Contractors”!

Are you a small business owner looking to organize your finances? If yes, then this session is for you! Hosted by our Managing Partner – Andrew Wall – this session is designed to help you delve into the crucial aspects of personal and business budgeting.

We will be:
1. Understanding the importance of personal and business budgeting.
2. Learning how to set a reasonable salary from your business.
3. Exploring the tax implications of salary vs. dividends in Canada.
4. Implementing a budgeting framework to balance personal and business goals.

So, whether you are an IT consultant, a real estate agent, a doctor etc., this session will help you manage your finances more efficiently.

Mastering RRSPs, TFSAs & Corporate Investment Strategies
2025-02-11 12:30 - 13:30
Join us for Personal And Corporate Tax Planning 2025 webinar, where we’ll dive into strategies to optimize your taxes for the year ahead!

Join us for Mastering RRSPs, TFSAs & Corporate Investment Strategies Webinar!

Are you looking to optimize your tax strategies for both personal and corporate finances? Hosted by our Managing Partner – Andrew Wall, this webinar will discuss the various types of registered investments that are available and how you can use them to minimize your taxes and maximize your financial returns.
Join us on Tuesday February 11, 2025 where we will cover a wide range of topics related to tax planning.
Why Attend?

Understanding RRSP’s, TFSA’s, and RESP’s
Should you use all three?
How much should you contribute to each?
If you are a contractor how much should you save in your corporation?
How to maximize the returns of your registered investments?

Who Should Attend?
This event is ideal for individuals, business owners, financial advisors, and anyone interested in maximizing tax benefits and minimizing tax burdens. Whether you are a seasoned professional or just starting out, this webinar has something for everyone!
Don’t miss out on this valuable opportunity! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Introducing Our New CRED
2025-02-25 12:30 - 13:30
We will be introducing our updated version of CRED in this webinar!

Are you looking to organize your finances? Hosted by our Managing Partner – Andrew Wall, this webinar will be introducing our New & Improved CRED. We have redesigned our CRED to help you simplify your bookkeeping and keep accurate track of your expenses, invoices & receivables. This session will cover how to make the most out of this powerful tool to keep accurate financial records.

The Future of Corporate Investments: Introducing NEURONE
2025-03-11 12:30 - 13:30
Discover the next big thing in corporate investments with NEURONE – join us and revolutionize your investment strategy!

In the rapidly evolving world of corporate investments, staying ahead means embracing the latest technologies. Hosted by our Managing Partner – Andrew Wall, join us for an exclusive webinar featuring Leo Deblois from SFL, Eric Chevrette – President & Founder IT360 as he introduces the NEURONE Tool, a cutting-edge AI-driven solution designed to revolutionize your corporate investment strategies.
Discover how the NEURONE Tool uses advanced analytics and machine learning to:

Identify optimal investment opportunities tailored to your organization’s goals.
Minimize risk while maximizing returns with real-time data insights.
Automate and streamline decision-making processes for greater efficiency.

Leo will also discuss how corporate investment policies can be redefined and aligned with this innovative AI technology, ensuring a sustainable and future-proof financial strategy.
Whether you’re a financial executive, investment manager, or business leader, this session will equip you with actionable insights to transform your investment approach.

Reserve your spot today and take the first step toward smarter corporate investments!

What's New For Personal Taxes 2025?
2025-03-25 12:30 - 13:30
Get ready to learn all about the latest updates and changes for personal taxes in 2025 at our webinar!

Join us on Tuesday, March 25, 2025, at 12:30 PM EST where we will discuss the latest updates and changes in personal tax preparation for the year 2025. Get ready to uncover the secrets to maximizing your tax returns and staying up to date with the ever-evolving tax laws.
Hosted by our Customer Service Manager – Rachel Stedman, this webinar will aim to highlight new tax regulations, deductions, and credits which can help you retain more of your hard-earned income. We’ll also cover innovative strategies to simplify your tax filing process and make it less daunting. So, mark your calendars for this webinar and be prepared to gain valuable insights that will help you navigate the complex world of personal tax preparation in 2025.

Why Attend?

Learn about new personal tax regulations.
Learn about changes in different personal income tax credits.
Learn innovative strategies to simplify your tax filing process.

Who Should Attend?
This event is ideal for individuals, business owners, financial advisors, and anyone interested in maximizing tax benefits and minimizing tax burdens. Whether you are a seasoned professional or just starting out, this webinar has something for everyone!
Don’t miss out on this valuable opportunity! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Exploring Strategies To Create Wealth For Small Business Owners
2025-04-22 12:30 - 13:30
Join us to learn practical tips to help small business owners generate wealth at our upcoming webinar!

Are you a small business owner interested in building your wealth? Join us for a comprehensive session designed specifically for business owners like you! Hosted by our Managing Partner – Andrew Wall, this webinar will guide you through the various avenues that can complement and enhance your business earnings.
In this session, we will cover:

The fundamentals of investments and its necessity for business owners.
Strategies for mitigating risks.
Insights into viable investment options.
Practical tips on aligning your investment choices with your business and personal financial goals.

Whether you’re an IT Consultant, a Real Estate Agent, or a Doctor, this webinar will equip you with the knowledge to make informed decisions that help secure your financial future.

Enhancing Your Value: How Recruiters Can Support Independent Consultants
2025-05-13 12:30 - 13:30
Discover how recruiters can help independent consultants boost their value at our upcoming webinar!

As an independent IT consultant, your skills are in high demand — but your ability to protect and maintain your fiscal status is just as critical to your long-term success.
Governments at all levels are increasing scrutiny around contractor classification, and the risk of losing your independent status is real. The right agency, however, can do more than just connect you to contracts — it can be a powerful ally in helping you navigate compliance and protect your business structure.
That’s exactly what we’ll dive into in this exclusive webinar designed for independent consultants like you who want to stay ahead, stay compliant, and maximize their value.
Date: Tuesday, May 13, 2025
Time: 12:30 PM – 1:30 PM (ET)
Hosted by Andrew Wall (Managing Partner at CPA4IT), this webinar will also feature industry experts Mary McInninch (ACSESS), Amanda Klassen (Prolink), and myself, Éric Chevrette. Together, we’ll cover:

How to preserve your independent contractor status amid increasing regulatory pressure
How a supportive agency can proactively protect you across provincial and federal levels
Strategic support in tax planning, insurance, accounting, and financial services
What to look for in an agency that truly has your back
How to build a long-term, trust-based partnership with your recruiter

👉 Register today to discover how partnering with the right agency can help you stay compliant, stay independent, and stay focused on what you do best.

How to leverage personal expenses as business deductions?
2025-05-20 12:30 - 13:30
Learn how to turn your personal expenses into business deductions at webinar!

Are you a small business owner looking to retain more of your hard-earned money? If yes, then our upcoming webinar on Tuesday, May 20, 2025, at 12:30 PM EST is a must-attend for you! Hosted by our Managing Partner – Andrew Wall, this webinar will do a deep dive into the world of deductions to maximize your tax benefit.

You can expect to walk away with actionable insights that you can apply to your financial situation. We will be exploring innovative ways to transform your personal expenses into legitimate business deductions. This includes understanding how to interpret the Canadian Tax Law. The webinar will also discuss expenses which are specifically disallowed to deduct by the CRA. All the insights and strategies will be specifically tailored for small business owners. So, mark your calendars! We are looking forward to reading and answering your comments!

Why Attend?

Learn innovate strategies to reduce your tax bill.
Understand the concept of business use percentage.
Learn about different available deductions.

Who Should Attend?
This event is ideal for individuals, business owners, financial advisors, and anyone interested in maximizing tax benefits and minimizing tax burdens. Whether you are a seasoned professional or just starting out, this webinar has something for everyone!
Don’t miss out on this valuable opportunity! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Transforming Wealth into a Legacy: Estate planning, trusts, and succession
2025-06-10 12:30 - 13:30
Learn how to secure your future and pass on your wealth through estate planning, trusts, and succession strategies!

Are you a small business owner looking to transform your wealth into a lasting legacy? Join us for an insightful session hosted by our Managing Partner – Andrew Wall – tailored to help business owners like yourself safeguard their financial future and ensure their wealth benefits future generations.
In this session, we will explore:

The importance of estate planning for business owners.
How to utilize trusts effectively to manage and protect your assets.
The intricacies of succession planning within a business context.
Legal strategies to minimize taxes and ensure smooth transfer of your wealth.

Whether you own a tech startup, or a real estate practice, this webinar will provide you with the tools and knowledge to craft a comprehensive plan that aligns with your business and personal objectives, ensuring your legacy thrives.

How To Leverage Cloud Based Bookkeeping Tools
2025-06-24 12:30 - 13:30
Ready to ditch the spreadsheets and dive into the world of cloud-based bookkeeping tools?

As businesses increasingly embrace digital transformation, cloud-based bookkeeping tools have become essential for managing finances with accuracy, efficiency, and real-time access. But are you truly maximizing the potential of these tools?
Join us for an insightful webinar where we’ll explore how cloud-based bookkeeping solutions can streamline your accounting processes, enhance collaboration, and improve financial decision-making—whether you’re a small business owner, accountant, or finance professional.
What You’ll Learn:

What cloud-based bookkeeping is and why it matters today
Overview of top tools like QuickBooks Online, Xero, and FreshBooks
Benefits of real-time data access and remote collaboration
Tips for choosing the right platform for your business
Common pitfalls to avoid and best practices to follow

This session is a must attend for small business owners and independent contractors. Reserve your slot today and take the first step towards organizing finances, creating wealth, and transforming wealth into a legacy.

Best Practices For Real Estate Investment
2025-07-08 12:30 - 13:30
Tune in to our webinar on Tuesday, July 8, 2025, to unlock real estate success!

Join us for an insightful webinar on “Best Practices For Real Estate Investment”

Join us for an engaging and informative webinar on “Best Practices For Real Estate Investment” on Tuesday July 8, 2025, at 12:30 PM EST, where we’ll explore the dynamic world of real estate investment with industry expert, Chukwu Uzoruo. With over a decade of experience and a stellar reputation, Chukwu will guide you through the economic and market trends, uncover investment opportunities within the Greater Toronto Area and beyond, and discuss the challenges and risks associated with real estate investment.

Why Attend?
Hosted by our Managing Partner, Andrew Wall, this session will feature success stories and case studies that illustrate the value proposition of real estate investment. Whether you’re a seasoned investor or just starting out, this webinar will provide you with the insights and knowledge needed to make informed decisions in the real estate market.

Our Guest
Chukwu Uzoruo, a respected real estate broker and community leader, brings a wealth of experience and a commitment to empowering others through education and mentorship. His work with the Afro Canadian Real Estate Society (ACRES) and his efforts in promoting justice in communities and the marketplace have earned him widespread recognition.

Don’t miss this opportunity to learn from one of the best in the business. Register now for this essential webinar on real estate investment and take a step towards achieving your investment goals.

Salary vs. Dividends - How To Pay Yourself?
2025-09-23 12:30 - 13:30
Learn the most tax effective method to pay yourself!

Are you a business owner grappling with the best way to compensate yourself from your corporation? Join us for our insightful webinar on, “Salary or Dividends: What’s The Best Way to Pay Yourself?”. Hosted by our Managing Partner – Andrew Wall, this session is designed to help you understand the tax implications of both payment methods. We also have a special guest attending this session – Eric Chevrette – President & Founder of IT360 Financial.

Why Attend?

Discover the advantages and disadvantages of paying yourself a salary.
Dive into the pros and cons of opting for dividends as your remuneration strategy.
Grasp the tax implications of both options, providing you with crucial insights to make an informed decision.
Engage in a comprehensive comparison between salary and dividend payments.

Who Should Attend?
This webinar is a must attend for business owners who are interested in optimizing their financial strategies. Whether you are newly incorporated or re-evaluating your current remuneration method, this session will offer valuable insights and actionable advice. Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Importance Of Liability Insurance & Cyber Risks For Independent Contractors
2025-10-07 12:30 - 13:30
Learn why liability insurance is crucial for independent contractors at our event!

In today’s fast-changing business environment, independent contractors (ICs) face more complex risks than ever before. Many purchase insurance directly from providers, often unaware of critical gaps in their coverage. These gaps can leave them vulnerable to significant financial and professional setbacks.

Join us for an insightful webinar with two distinguished guest speakers: Amanda Klassen, Practice Leader for Independent Contractors at ProLink, a national independent insurance and risk management firm, and Swinburne Charles, CEO of ISM Grid, a leader in cybersecurity, managed IT services, and cloud infrastructure solutions. Together, they will break down the full spectrum of liability insurance—covering not only Professional and General Liability but also the growing cybersecurity risks every contractor needs to understand.

We’ll be exploring the evolving landscape of liability insurance and its impact on businesses today. In particular, the discussion will highlight not only traditional risks but also the growing cybersecurity risks that are shaping liability insurance policies and coverage expectations. These risks bring new challenges for organizations as they navigate data breaches, regulatory compliance, and digital threats.

Whether you’re an independent contractor or a small business owner seeking a clearer understanding of liability and cybersecurity coverage, this session will provide the insights you need to make confident, informed decisions to protect your livelihood.

How To Avoid PSB/PSC Risk?
2025-10-21 12:30 - 13:30
Learn strategies to steer clear of PSB/PSC risks at our webinar!

Did you know that you will have to pay more taxes if you are classified as a Personal Service Business by the CRA? Join us for our webinar on, “How to Avoid Being Classified as a Personal Service Business”. Many small business and independent service providers are at risk of being classified as personal services businesses by the Canada Revenue Agency (CRA). This change could have significant implications for your tax obligations. Hosted by our Managing Partner – Andrew Wall, this webinar will dive deep into strategies to avoid being classified as a PSB. Our guest speakers for this session are Amanda Klassen – Practice Leader Independent Contractors – ProLink, and Eric Chevrette – President & Founder IT360 Financial. Both Amanda and Eric will be providing critical insights on how to mitigate PSB risk.

Why Attend?

Gain understanding of what constitutes PSB/PSC risk and why it is crucial for your business to be aware of these classifications.
Explore the significant tax implications of being classified as a PSB/PSC.
Learn effective strategies to mitigate PSB/PSC risk.

Who should attend?
This session is a must attend for small business owners and independent service providers. If you’re looking to minimize this risk and maintain your current tax classification, make sure to tune in! Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

How To Become An Independent Consultant?
2025-10-28 12:30 - 13:30
Ready to learn the ropes of flying as a solo consultant? Let’s dive deep into the world of independent consulting and kickstart your journey

You’ve got the skills, the experience, and the drive — but something’s holding you back.That dream of going independent? It keeps popping up between meetings, after late nights, and during every “what’s next?” moment.
The truth is, you don’t need to have it all figured out — you just need a roadmap.
Join us for our upcoming session How To Become An Independent Consultant with:
· Andrew Wall – Managing Partner CPA4IT
· Carlos Perez Alviarez CEO of Cyclex Consulting Inc. & author of Becoming a Solo Consultant
· Eric Chevrette, President & Founder, IT360 Financial
Our featured speaker – Carlos Perez, will share how to turn your corporate experience into a profitable consulting business — and avoid the traps that keep most would-be consultants stuck in fear.
You’ll learn:
💡 What really qualifies you as a consultant💡 How to build credibility and find your first clients💡 The mindset shifts that make freedom possible
📅 Reserve your spot now — because staying stuck is riskier than starting.

Understanding Source Deductions
2025-11-11 12:30 - 13:30
This webinar is designed to help you understand Payroll Source Deductions!

Are you a new business owner? Are you overwhelmed with tax deadlines? If yes, then this webinar is for you! Hosted by our Managing Partner – Andrew Wall, this session is designed to help you combat the fear and uncertainty that every new business owner faces when addressing their first source deduction deadline.

Why Attend?

Understand what Payroll Source Deductions are and do you need to make a remittance for 2025.
Discover how to calculate your remittance amount alongside various remitter types and due dates.
Learn how to correct payroll remitting errors.

Who should attend?
Whether you are newly incorporated or are a seasoned business owner, this session contains something for everyone. Your payroll source deduction deadline could be as early as January 1, 2026, so it’s always best to get your tax planning done by the end of the calendar year (December 31st). If you miss the January deadline you may be subject to hefty penalties! This is a great opportunity for you to kick start your tax planning on the right foot. Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

Tax Implications of Borrowing Money From Your Corporation
2025-12-02 12:30 - 13:30
Learn about the tax implications of borrowing funds from your corporation at our webinar!

Are you an incorporated business owner overwhelmed with the complexities of shareholder loans? Our upcoming webinar is designed to unravel the often-overlooked tax implications of borrowing money from your corporation. Hosted by our Managing Partner – Andrew Wall, this webinar is a treasure trove for small business owners who are looking to balance their corporate and personal taxes effectively.
Why Attend?

Understanding the Shareholder Loan Account: Grasp the essentials of how and when you can borrow from your corporation.

Repayment Rules: Learn the rules of repaying shareholder loans without falling into common traps.

Taxable Benefit Insights: Understand circumstances where a loan becomes a taxable benefit.

Exceptions: Discover the exceptions where the loan is not considered as a taxable benefit.

Documentation and Interest Rates: Get a grip on the documentation process and interest rates to maintain compliance.

Who Should Attend?
This webinar is tailor-made for incorporated business owners, financial advisors, and professionals navigating the world of corporate taxes. Reserve your spot today and take a step towards organizing your finances, creating wealth, and transforming wealth into a legacy. Limited slots available.

2026 Corporate Year-End Success Checklist
2026-01-13 12:30 - 13:30
Get ready to crush those corporate year end with our 2026 Corporate Year-End Success Checklist Webinar!

Corporate year-end sneaks up on a lot of business owners — and when it does, it often brings confusion, unanswered questions, and a scramble to figure out what your accountant actually needs.

If you’ve ever hit year-end wondering where to start, what documents to pull, or whether you’re missing something important, this webinar is for you.

In 2026 Corporate Year-End: The Power Checklist, we’ll break down the exact step-by-step system we use with our clients to take the guesswork out of corporate year-end. This proven checklist clearly outlines what to do, what to gather, and when to submit it, so nothing falls through the cracks.

Date: January 13th, 2026 – Tuesday
Time: 12:30 PM to 1:30 PM EST

You’ll see how following this structure helps your accounting team work faster and more efficiently — leading to a smoother year-end, fewer follow-ups, and a timely, stress-free T2 corporate tax return.

No overwhelm. No last-minute panic. Just a clear plan to get your corporate year-end done right.

AI in 2026: How to Build a Future-Ready Business
2026-01-27 12:30 - 13:30
Get ready to dive into the world of AI and discover how to stay ahead in business in 2026!

AI is already changing how businesses are built — often in ways entrepreneurs don’t notice until they’re already behind. In this practical, no-fluff webinar, we’ll break down what these shifts actually mean for entrepreneurs in 2026 — and how to structure a business that takes advantage of them.

Date: January 27th, 2026 – Tuesday
Time: 12:30 PM to 1:30 PM EST

You’ll see how AI can function as a virtual Sales Analyst, Financial Analyst, or Operations advisor when trained on your own data, strategies, and past performance — providing day-to-day insight and decision support without adding unnecessary headcount.

We’ll also explore how AI is embedded inside common tools like design software, presentation tools, and practice management systems — and how building the habit of using these features can create meaningful leverage with minimal effort.

Finally, we’ll show how AI can help you identify which parts of your workflows can be automated, evaluate solutions, and make smarter decisions when investing in technology — even if you’re not technical yourself.

This isn’t a conversation about AI trends. It’s a practical session focused on real use cases, smarter structure, and building a future-ready business in 2026.
