We are excited to announce our collaboration with MNP LLP on a number of programs this fall. Explore financial statements, tax issues, preventing fraud in disputes and contracts, and estate planning with MNP LLP professionals including accountants, business valuators, business advisors, and more.
Scroll below for a chronological program listing with details and links to register.
Business Fundamentals for Lawyers Part 1: Introduction to Financial Statements
Date: October 27, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST
Presenter: Darrell Wiens, CPA, CA, MNP LLP
Learn to read and understand company financial statements. Gain basic financial literacy, learn the components of financial statements and how apply that knowledge to real life examples. We will also review the various accounting frameworks and the types of assurance that accountants can provide.
Business Fundamentals for Lawyers Part 2: Financial Statement Analysis
Date: November 3, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST
Presenter: Darrell Wiens, CPA, CA, MNP LLP
Consider how to evaluate the health of a business, perform ratio analysis, uncover expenses subject to management discretion, and learn what further questions you must ask. This course assumes a basic working knowledge of financial statements and will focus on the analysis to uncover insights and understand the story behind the numbers.
Business Fundamentals for Lawyers Part 3: Introduction to Business Valuations
Date: November 10, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST
Presenters: James Dyack, CBV, CPA, CA, P.Eng., MBA, MNP LLP and Dany Le, CPA, CMA, CBV, MNP LLP
Explore how a business valuator arrives at an opinion regarding the value of an ownership interest in a company. Examine the reporting standards followed in Canada, discuss common valuation approaches, and learn how the valuation report is organized and delivered to the reader. Explore qualitative considerations and identify common mistakes.
Estate Planning Considerations Part 1: Before Death
Date: November 17, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST (Save $55 when combined with Estate Planning Considerations Part 2: After Death – Webinar)
Presenters: Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP and Keane Donaldson, CPA, CA, TEP, MNP LLP
Estate planning is much more than drafting a Will. This session will help you identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. Topics will include common transactions to freeze value and minimize tax, use of trusts in estate planning, philanthropy, and planning considerations regarding TOSI (Tax on Split Income).
Estate Planning Considerations Part 2: After Death
Date: November 24, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST (Save $55 when combined with Estate Planning Considerations Part 1: Before Death – Webinar)
Presenters: Tran Diep, CPA, CA, MNP LLP and Tracy Leishman, CPA, CA, MNP LLP
After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate. This will discuss the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities. Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income).
Preventing Fraud and Disputes in Contracts and Agreements
Date: December 1, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST
Presenter: Lisa Majeau Gordon, FCPA, FCA, CA-IFA, CFE, CFF, MNP LLP
Learn how accountants and finance professionals view due diligence, drafting agreements, and contractual compliance. Errors and omissions can easily contribute to disputes and litigation. Explore a series of real-life examples to see what went wrong and how issues could have been avoided. The devil is in the details!
Business Fundamentals for Lawyers Part 4: Business Continuity Planning and Digital Transformation
Date: December 9, 2020
Time: 12:00 PM – 1:30 PM
Price: $125 + GST
Presenter: Matt Patrick, MNP LLP
Understand what a firm needs to do to prevent possible disruptions to business, how to recover in the event of a disruption, and the role technology plays in this.
