cpa4it

Importance Of Liability Insurance & Cyber Risks For Independent Contractors
2025-10-07 12:30 - 13:30 (America/Toronto)
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.

Mastering RRSPs, TFSAs and Corporate Investment Strategies
2026-02-10 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 Personal And Corporate Tax Planning 2026 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 10, 2026 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.

How To Win Big In AI Economy?
2026-02-24 12:30 - 13:30
In this webinar, you’ll discover why AI is driving unprecedented demand for independent consultants

AI isn’t replacing consultants—it’s multiplying their value. Across every industry, businesses are turning to independent experts who know how to leverage AI to deliver faster, smarter, and higher-impact results.

In this webinar, you’ll discover why AI is driving unprecedented demand for independent consultants, how to package AI-enhanced services that command premium fees, and—once the income starts flowing—how to structure your consulting business to be set up for success.

What's New For Personal Taxes 2026?
2026-03-10 12:30 - 13:30
Get ready to learn all about the latest updates and changes for personal taxes in 2026 at our webinar!

Join us on Tuesday, March 10, 2026, at 12:30 PM EST where we will discuss the latest updates and changes in personal tax preparation for the year 2026. 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.

GST/HST Secrets For Business Owners
2026-03-24 12:30 - 13:30
Get the inside scoop on GST/HST tricks every business owner should know to save money and stay ahead.

GST/HST rules can be confusing—and costly if misunderstood. In this webinar, we’ll uncover key GST/HST insights every Canadian small business owner should know to stay compliant and avoid overpaying tax.
You’ll learn how GST/HST really works, common mistakes business owners make, and practical ways to manage it more effectively in your business.
You’ll learn:

When you must register for GST/HST
Common GST/HST mistakes to avoid
How input tax credits can reduce your tax costs
Simple tips to stay compliant and organized

Perfect for small business owners, consultants, and entrepreneurs who want to better understand GST/HST and keep more of their hard-earned money.

Invest Inside Your Corporation: RRSP, TFSA & Wealth-Building Strategies
2026-04-07 12:30 - 13:30
Learn the different investments for your business
This webinar will discuss the various types of registered investments that ar

RRSP’s TFSA’s and RESP’s are all great vehicles for maximizing your financial returns. For some people the benefits are clear and they know exactly how to structure their contributions. For the rest of us, these can be confusing. Many of my clients don’t fully understand the differences between the types of investments or how they can maximize their benefits.
This webinar aims to provide the answer to the following questions :

What are 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 can I maximize the returns of my registered investments?

CRA Audit Readiness 2026: Protect Your Business Before Problems Arise
2026-04-21 12:30 - 13:30
Get ahead of the game and learn how to keep your business safe from CRA audit headaches before they even start.

Most business owners don’t realize there’s a problem… until the CRA sends a letter.
By then, it’s not about planning—it’s about defending decisions, explaining gaps, and hoping nothing was missed.
In 2026, the CRA is using more advanced tools to identify inconsistencies, target higher-risk files, and move faster through reviews. Even well-run businesses are being pulled into audits simply because something doesn’t line up on paper.
This webinar is designed to put you back in control—before that happens.
We’ll walk you through:

What’s actually triggering CRA audits right now
Where businesses unknowingly expose themselves
How to structure and document your finances properly
What being “audit-ready” really looks like in practice

If your goal is to avoid surprises and operate with confidence, this session will give you the clarity and structure to do it right.

Stop Making These Corporate Tax Filing Mistakes!
2026-05-05 12:30 - 13:30
This session is designed to help you file with confidence, avoid costly errors, and keep your corporate structure working the way it should.

Most corporate tax problems don’t come from aggressive strategies.They come from simple mistakes that go unnoticed—until it’s too late.
Incorrect reporting. Missed deductions. Inconsistent filings.Individually, they seem minor. But together, they can trigger CRA reviews, delay assessments, and cost you far more than expected.
The challenge? Many business owners don’t know these mistakes are happening in the first place.
In this webinar, we’ll show you how to fix that before filing season catches up:

The most common T2 mistakes we see (and how to avoid them)
Where filings typically go wrong—even with “standard” returns
How to properly report income, expenses, and shareholder transactions
What to review before filing to reduce risk and improve accuracy

This session is designed to help you file with confidence, avoid costly errors, and keep your corporate structure working the way it should.
