This webinar series consists of a panel of highly successfully accounting professionals who have each approached the integration of financial planning into their practice in different ways. This second webinar will cover:

• The role of the accountant in financial planning
• What is permitted and what is prohibited
• The importance of the engagement letter
• The financial planning process from setting goals to presenting the plan
• Best practices and lessons learned

Part One:
Why Financial Planning is Important to Accountants Archived Webinar 2012

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Trusts have become extremely valuable tools when planning for the continuance of a person's estate, and are often used in business succession planning as well. For example, discretionary trusts are one of the most flexible tax planning tools available. However, there are many types of trusts, and each can be used to tailor specific planning needs.



Just as trusts are a valuable tool, there are also many tax and legal traps that one needs to be cognizant of when using them in client situations. For example, the very creation of the trust can be particularly troublesome if it is not set up with the correct attributes or if assets are not transferred to it correctly.

This 2 hour webinar will provide a practical and complete overview of the legal definitions and considerations of various trust types, as well as reviewing important tax considerations when planning with trusts. Examples of suggested tax planning structures and related tips will also be provided.



More specifically, topics covered will include:

• What elements are required for a properly created trust
• Tax issues to review when creating a trust and in particular the tax attribution rules
• Review of types of trusts used in estate and business planning - including insurance trusts, spendthrift trusts, asset protection trusts, private foundation trusts and trusts created for probate and estate tax minimization and income splitting
• Change of trustees - change of control from a tax perspective
• What are the tax and other limitations of amending a trust once created
• What ongoing obligations do trustees have to beneficiaries, including reporting and trust accounting

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Rotch Library - NA1997.I34 2017

Rotch Library - SB484.G7 R69 2019

Rotch Library - SB482.F6 B85 2018

Rotch Library - NA2543.S6 T47 2019

Rotch Library - NA6143.M43 2016

Rotch Library - NA6602.D6 Y36 2019

Rotch Library - NA2543.T43 A7313 2018

Rotch Library - NA2765.A725 2018

Rotch Library - SB470.55.E853 E88 2019

It’s the end of year Back to Front Show awards special. An opinonated, and occasionally tongue in cheek, look back over the last year in which we celebrate the events, the trends, the people, the apps, the podcasts, the magazines and the books that have made 2013 a great year. We also have details of our first ever guest co-host who will be joining Keir in December!

Award Categories

Winners will be linked up in a few weeks time *

• Conference/event of the year
• Side project of the year
• Podcast of the year
• Magazine of the year
• Book of the year
• “Blogger who you wished blogged more” of the year
• Hipster Web Site of the year (AKA the moustache wax award for web ingenuity)
• Dog related tech product of the year
• Team of the year
• Man of the year
• Woman of the year
• Trend of the year
• “And finally…” of the year

* We really want you to listen to find out!

Canadian Pensions and Retirement Income Planning covers all types of retirement income plans including defined benefit, defined contribution, RRSPs, and deferred profit sharing plans. It is ideal for pension plan sponsors, administrators, accountants, tax advisers, human resource professionals, actuaries, and pension consultants, as well as students and others interested in better understanding Canada’s tax rules for retirement income programs.

What's new in this edition?

This edition provides a comprehensive look at Canada’s tax rules for retirement income programs including:

• detailed analysis of all registration rules for registered pension plans and deferred profit sharing plans
• the rules for determining the calculation of pension adjustments, past service pension adjustments, and pension adjustment reversals
• new and updated numerical examples for PAs, PSPAs, and PAR calculations
• expanded and updated information on Registered Plan Directorate policies based on the most recent interpretation and changes
• tax rules around phased retirement programs
• updated information on defined contribution programs, rules and employer strategies
• updated background material on minimum pension standards, actuarial valuations, and accounting standards to provide context to the tax rules
• glossary of updated forms and filing requirements
• charts of relevant and commonly used reference data including CPP/QPP/YMPE, average wage, CPI, interest rates and relevant Income Tax Act (Canada) limits
• cross-referencing of tax rules to relevant sections of Income Tax Act (Canada)

Author: 

Towers Watson, a leading global professional services company that helps organizations improve performance through effective people, risk, and financial management. With 14,000 associates around the world, Towers Watson offers solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.

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Succession planning is critical to any organization’s future success and as such, must be integrated with internal HR practices and clearly linked to business strategy. An effective and well planned succession planning process can assist in retaining top performers by integrating individual career development plans; ensure business continuity as predicted turnover occurs; support workforce planning such as planned reorganizations and market shifts; and can also create a sustainable leadership model. But in order to do so, it is critical to establish and maintain a systematic succession planning program.

This webinar will provide participants with a step-by-step model that connects career development and succession planning processes in order to build a strong talent foundation. The webinar will introduce and explain processes and tools   most commonly applied in best practice approaches when integrating career development into succession planning models. The session will also provide insight into how to implement career development and succession planning into an organization, and how to maintain the program once it’s introduced.

The webinar speaker will share her experiences with introducing succession planning models, maximizing the benefits of the program, addressing common issues, and the resulting acceptance of succession planning as a critical part of the company’s business continuity plan.

Key Learning Objectives

In this webinar you will:

• Gain a working knowledge of career development and succession planning
• Learn how to link career development and succession planning to HR practices and business strategy
• Understand how to connect career development and succession planning processes using best practice approaches
• Learn a step-by-step model for establishing and maintaining a succession planning program
• Examine the design of succession plans and career development plans
• Gain tips for avoiding mistakes and issues during the implementation process

Expert Speaker:

Barbara Adams is a senior business executive with 25+ years’ experience within the human resources field. As Managing Director of HR architects, Barbara specializes in bringing a business approach to an organization’s people practices and in particular, designing creative yet structured approaches to the implementation of human resources strategies and ideas; the design of people oriented workplace practices; and the development of people within these organizations. All with the objective of driving business results by increasing employee performance.

In presentations and projects, Barbara works to translate theoretical concepts into practical and realistic applications by the organization and the individuals within those organizations. Previously Vice-President of Human Resources for one of the 50 Best Employers

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Webinar information current as of December 2, 2010

Bonus Material: A copy of the supporting paper and a complete Question and Answer document prepared by the speaker will be provided in this archived webinar.

Key Learning Objectives:

• Understand the relevance of linking the workforce plan to the organizational strategic plan
• Recognize the value of executive buy in to the success of the workforce plans
• Appreciate the need for preplanning
• Understand the importance of organization wide involvement in the development and maintenance of the workforce plan
• Understand how the workforce plan impacts the various functions of HR
• Appreciate and communicate the significance of ongoing measurement and revision

Speaker

Kathline Holmes, CHRP

Kathline Holmes, President of Gailforce Resources is an engaging and dynamic speaker who has a passion for people and a talent for aligning people and processes to business goals. A Certified Human Resources Professional with HRM training from Cornell University, she serves on the BC Human Resources Management Association Advisory Council for the Southern Interior Region and contributes articles as an HR expert and mentor for HEART Business Journal for Women.

With almost two decades of experience in management, career counselling and workshop development and facilitation, Kathline combines her vast experience, knowledge and skills to offer services that assist businesses to create a workforce with the characteristics and qualities required to drive their desired outcomes. She takes pride in providing up to date information to meet the human resources needs faced by business today.

Format

The following is re

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Whether you have to handle a CPP or OAS claim, calculate and remit withholdings on employee compensation, or ascertain the employment status of a contractor, Annotated Canada Pension Plan and Old Age Security Act, 14th Edition, 2015 is for you. This handy work is the only portable, one-stop resource in this area for professionals on the go.

The section-by-section annotations and exhaustive cross sections throughout give you expert commentary and explanations of the legislative provisions, the regulations, and court and tribunal decisions regarding CPP and OAS issues. The book also offers up-to-date coverage of pending legislation and new cases, as well as key decisions of the Pension Appeals Board.

Highlights of new information in the 14th Edition include:

• Amendments implemented by the Jobs, Growth and Long-Term Prosperity Act (Bill C-38), including a summary of the new appeal regime and annotations to the provisions creating the Social Security Tribunal
• All significant Federal Court of Appeal decisions on vital issues such as whether a per diem compensation rate is ‘‘fixed and ascertainable’’ (MNR (Canada) v. Ontario); right to appeal on CPP matters from the Tax Court of Canada (Davitt); online accessibility for claimants (Jodhan); interest award where erroneous information given by the Minister (Bartlett); approach of tribunal where claimant doesn’t appear (Evans); need to refer to every piece of evidence (Simpson and Brennan); motions in the Federal Court of Appeal (McMeekin); evidence on judicial review (McLaughlin); and extension of time (Daoud).
• Important Federal Court decisions, including new authority on when written reasons for granting leave to appeal to the PAB are mandatory
• Updated dollar amounts for YBE (for general and disability claims), YMPE and other statistics throughout;
• New types of disability claims.

The Honourable Gordon Killeen, Q.C., is an active member of the Pension Appeal Board and retired justice of the Ontario Superior Court. His conference lectures in recent years have been influential in the evolution of CPP disability law.

Andrew James is a legal writer. He is the co-author of Ontario Superior Court Practice (with Mr. Justice Todd Archibald, The Honourable Gordon Killeen, Q.C. and James Morton), and Ontario Family Law Practice (with Justice David Steinberg, Justice Craig Perkins and Esther Lenkinski).

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The essential publication for anyone dealing with CPP or OAS issues.

Dealing with CPP or OAS questions and concerns can be difficult because of the procedural, evidentiary and substantive issues that inevitably arise. But, when you have your copy of the Annotated Canada Pension Plan and Old Age Security Act, 10th Edition, 2011 handy, dealing with these issues becomes much faster and easier.

The section-by-section annotations provide you with expert commentary, opinions and explanations of the legislative provisions, regulations and court decisions concerning CPP and OAS issues. It also covers pending legislation and new scases, plus the decisions of the Pension Appeals Board and the Review Tribunal.

The Honourable Gordon Killeen, Q.C., of the Ontario Superior Court of Justice, is an active member of the Pension Appeal Board. His conference lectures in recent years have been influential in the evolution of CPP disability law.

Andrew James is a legal writer. He is the co-author of Ontario Superior Court Practice (with Mr. Justice Todd Archibald, The Honorable Gordon Killeen, Q.C. and James Morton), and Ontario Family Law Practice (with Justice Craig Perkins and Esther Lenkinski).

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The essential publication for anyone dealing with CPP or OAS issues.

• Coming into force of amendments reducing the contributory requirements for disability benefits for contributors with at least 25 years of contributions
  
• Streamlining of standard of review rules by Supreme Court of Canada
  
  
• Ground-breaking new Federal Court of Appeal decisions on issues such as:
  - capacity to apply for benefits
  - right of Government to be heard on a motion to rescind a final and binding decision
  - admissibility of new medical evidence

• The latest Pension Appeal Board decisions on CPP claims and Review Tribunal decisions on OAS claims, as selected by the experts

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Duffy, Joanne R., author

Torres, Lillian S

Blank, Robert H., author

Hass-Cohen, Noah

Barrett, David, 1972- author

Richards, Ann (Senior lecturer), author

Loukas, Marios, author