Podcasts about cpa canada

Welcome to the CanadianSME Small Business Podcast, where we delve into the evolving world of accounting and financial advisory, and hear from industry leaders who empower businesses to achieve financial success. The Canadian accounting industry is going through significant changes, driven by technology and shifting client expectations. According to a recent study by CPA Canada, 73% of accountants expect technology to transform their roles in the next 5 years—making innovation crucial for businesses in this space.In this episode hosted by Maheen, we are joined by Lorraine Telesford, Founder, CEO, and Chief Solutions Architect at On Track Accounting Solutions. Lorraine is an expert in accounting strategy and financial planning, with a passion for community development and supporting small businesses. Her unique perspective as a Chief Solutions Architect brings an innovative approach to helping businesses navigate financial challenges and achieve growth.Key Highlights from the Episode:Evolution of Accounting & Financial Advisory—Key trends and challenges impacting the industry and what businesses need to know for the future.Chief Solutions Architect—What it means to offer value-added services and how accounting professionals can contribute to business success.AI & Automation in Accounting—How these technologies are transforming financial advisory and service delivery.Sustainable Business Communities—Lorraine's mentorship and support for startups and small businesses.Future of On Track Accounting Solutions—Lorraine's aspirations for growth, innovation, and impact in the Canadian business landscape.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAIHG Hotels and Resorts: https://businessedge.ihg.com/s/registration?language=en_US&CanSMEGoogle: https://www.google.ca/For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

Are you ready to explore the complex but crucial world of tax legislation and its implications for your business? Frankie and Sarah are joined by John Oakey, Vice President of Taxation for CPA Canada, on a deep dive into how the prorogation of Parliament is shaking up tax legislation, with a particular focus on the … Read More Read More

Send us a text#060.  In this episode, Justin sits down with Li Zhang, Director of Social Impact and Financial Literacy at CPA Canada. Li shares her personal journey from an immigrant childhood shaped by a scarcity mindset to her current role as a financial literacy advocate. They discuss the influence of early money habits, the challenges of balancing saving with spending, and how parents can foster strong financial skills in their children. Discover CPA Canada's accessible, free financial literacy resources and programs that teach financial concepts to communities, schools, and families across Canada. This episode is filled with actionable insights for anyone wanting to build a healthier relationship with money and raise financially aware kids.Show notes and more at:https://moneydadpodcast.com/session060Support the show

A staggering $1 trillion is set to be handed down from older Canadians to their heirs over the next two years. According to CPA Canada, it's the largest transfer of generational wealth in Canadian history. Behind the numbers are lots of issues, from the impact on house prices to our basic sense of fairness. What conversations are you having about inheritance? How should we spread the wealth between generations?

Send us a Text Message.Don Bureaux has been president of Nova Scotia Community College (NSCC) since 2011. Don's commitment to adult education spans over two decades working with adult learners at colleges and universities as well as professional designation granting organizations across Canada and internationally. At NSCC, he works to bring the college's vision – transforming Nova Scotia one learner at a time – to life.Before becoming president of NSCC, Don served as vice-president, academic and vicepresident, people and planning at the college, and has served in many academic leadership roles throughout his career. His work has allowed him to collaborate with educational leaders across North America, Europe and Asia in creating entrepreneurial learning environments that are connecting to communities and industries.Don holds a certificate in Adult Education and a Bachelor of Business Administration from Acadia University and an MBA from Heriot-Watt University in Scotland. Don is a Chartered Professional Accountant, Certified General Accountant and holds an international designation as a Certified Business Counsellor through the Asia Pacific Economic Cooperation (APEC).He's been granted his Fellow Chartered Professional Accountant (FCPA) designation by CPA Canada and his Fellow Certified General Accountant (FCGA) designation by CGA Canada. Don has been recognized as one of The Top 50 CEOs by Atlantic Business Magazine for five consecutive years (2015-2019) and was inducted into the Hall of Fame in 2019. In 2022 he received the Queen Elizabeth II Platinum Jubilee Medal for his work in the field of education. Don serves on the boards of many not-for-profit organizations in Nova Scotia.Gale Force Wins started out simply as an inspirational podcast releasing episodes wherever you get your podcasts every Tuesday evening. We continue to do that every Tuesday but have expanded into custom content for clients. We also have perfected a conference and trade show offering where you can receive over 20 videos edited and posted to social media at the same time the event is unfolding.For businesses and organizations we also create digital content quickly and efficiently.Visit our services page here:https://galeforcewins.com/servicesTo message Gerry visit: https://www.linkedin.com/in/gerrycarew/To message Allan visit: https://www.linkedin.com/in/allanadale/

In this episode, Cheryl Sutherland openly discussed her journey, touching on themes of vulnerability, grief, self-discovery, and the importance of social connections. She highlighted the significance of embracing diverse perspectives and the transformative power of self-love. Cheryl stressed the importance of acknowledging emotions and seeking support when necessary. Throughout the interview, Cheryl's authenticity and profound will inspire you to embrace vulnerability and prioritize self-care. She encourages you to explore different facets of yourselves, create nurturing environments for growth, and embark on paths toward self-discovery and empowerment. We discussed: Discussion on Highly Sensitive Person (HSP) Cheryl's Vulnerability Journey Impact of Grief and Loss Importance of Vulnerability in Black Women Embracing Vulnerability and Healing Perception and Openness to Different Perspectives Cheryl's Healing Journey and Self-Investment Cheryl Sutherland is a Mindfulness Speaker and Founder of PleaseNotes, a for-purpose company of affirmation-filled products that inspire women to step into their own power by building confidence, clarity, and creativity.  Cheryl has been able to work with different companies to spread the message of mindset growth and human potential. Some include Wonder Women Tech, WeWork, Quicken Loans, Freshbooks, CPA Canada, the Durham District School Board and more.  As a women's empowerment expert, author, and entrepreneur, Cheryl Sutherland and PleaseNotes have been featured in InStyle, Huffington Post, Forbes, Fast Company, American Express OPEN Forum, Thrive Global, Brit + CO, Travel Noire, Good Morning LA, BlogTO and more. Stay connected with Cheryl online: Website Instagram Facebook Stay connected with us online: MakiniSmith.com Legacy Leavers Media Facebook Instagram Threads Youtube LinkedIn Books Send feedback/questions to info@awalkinmystilettos.com Submit guest suggestions HERE Make a donation to keep the show going!   Podcast music produced by: defnottyrell This episode is brought to you by Herbal Face Food. Since early 2022, Makini has taken her skin back with this natural skincare routine. It's: Vegan Cruelty free Synthetic Fragrance free Paraben free Organic/Wildcrafted Handmade GMP free Ethically Sourced It heals melasma, psoriasis, acne scars, treats deep wrinkles and has cleared up the eczema on Makini's face. Use promo code "Makini20" or "Makini30" for 30% off ALL PLANT facial products.

On this episode, I am joined by Cheryl Sutherland. Cheryl is a Mindfulness Speaker and Founder of PleaseNotes, a for-purpose company of affirmation-filled products that inspire women to step into their power by building confidence, clarity, and creativity. Cheryl has been able to work with different companies to spread the message of mindset growth and human potential. Some include Wonder Women Tech, WeWork, Quicken Loans, Freshbooks, CPA Canada, the Durham District School Board, and more. As a women's empowerment expert, author, and entrepreneur, Cheryl Sutherland and PleaseNotes have been featured in InStyle, Huffington Post, Forbes, Fast Company, American Express OPEN Forum, Thrive Global, Brit + CO, Travel Noire, Good Morning LA, BlogTO and on podcasts such as The Creative Empire, I Love Success, No Philter with Phil Pallen, and more. Cheryl has generously given us a coupon code to use:https://pleasenotes.com/discount/FilledUpPleaseNotes - Affirmation-Filled Goods - Best Guided Journals 2023Cheryl S. | Affirmation Goods (@pleasenotesgoods) • Instagram photos and videosCheryl SutherlandPleaseNotes Goods (PleaseNotesGoods) | Official Pinterest accountAshley (@filledupcup_) • Instagram photos and videosFilled Up Cup - Unconventional Self Care for Modern Women

Are tax evasion and tax fraud the same? How do they impact the lives of Canadians? This episode will discuss the alarming consequences of tax illegal practices and the effective solutions to combat them. Hear from John Oakey, Chartered Professional Accountants CPA Canada's VP Tax, on challenges and solutions while dealing with taxing troubles. Key Takeaways: Learn the difference between tax fraud and tax evasion Find out more about individual forms of tax evasion Learn how tax evasion hurts individual Canadians and businesses. Additional Resources: Reporting suspected tax or benefit cheating in Canada: Overview – Government of Canada Report offshore tax cheating: Overview – Government of Canada How to report CRB fraud to CRA – CRB Canada 2022+ Underground Economy Strategy – Government of Canada Tax evasion, understanding the consequences – Government of Canada Enforcement notifications: compliance actions – Government of Canada Tax blog Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

You've heard the horror stories in the news: a family leaves for vacation and on their return someone has sold their house out from under them. Or, maybe they find that somebody has applied for a mortgage in their name. Who can fall victim to fraudulent property sales? In this eye-opening episode, we delve into a world where both lenders and homeowners can unknowingly become victims of deceit. In this episode, Jennifer Fiddian-Green, Partner, National Advisory Services, Forensics, Grant Thornton LLP, discusses the tactics used by scammers to initiate property fraud and the preventive actions that you can take to safeguard your assets. Key takeaways:  Understand the mechanics of fraudulent property sales. Learn common tactics used by fraudsters to initiate fraudulent property transfers. Learn precautionary actions property owners can take to minimize the risk of property fraud. Find out what legal protections and remedies are available to victims of fraudulent property transfers. Additional Resources: Watch Out for Mortgage Fraud – Financial Services Regulatory Authority of Ontario Mortgage Fraud: What You Need to Know – CMHC Protecting You and Your Money: A Guide to Avoiding Identity Theft and Fraud Identity Theft and Fraud – Canadian Anti-Fraud Centre Place a Fraud Alert or Active Duty Alert – Equifax® Fraud Victims Resources – TransUnion Canada FCT – Property Owners – Title Fraud How Organized Crime has Mortgaged or Sold at Least 30 GTA Homes Without Owners' Knowledge – CBC News Protect Yourself Against Identity Theft – Government of Canada Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

Street robbery can have a lasting impact on individuals and their loved ones both financially and emotionally. In this episode, we discuss practical tips on how to protect yourself and how to deal with the aftermath of a street robbery to regain control over both the emotional and financial aspects of your life, such as why it's imperative to make a police report. We speak with Li Zhang, Director, Financial Literacy, at CPA Canada, as she talks about her experience with street robbery and the steps that she had taken to deal with the aftermath of the incident. Key Takeaways: Learn how and why it's necessary to make a report when you're the victim of a crime. How to regain control of your life again after being robbed How to process your emotions and trauma to recover from your experience Additional Resources: Report a Lost or Stolen Card – Visa What to do if you're a victim of fraud – Canadian Anti-Fraud Centre Reporting fraud, abuse or misuse – Government of Canada Online Crime Reporting – Royal Canadian Mounted Police Street Robbery Safety – Toronto Police Service Ontario Provincial Police – Online Reporting Robbery – Toronto Police Service Public Safety Data Portal How to avoid or recover from identity theft – Ontario Resolving an unauthorized transaction – Government of Canada How to Protect Yourself from Credit Card Fraud – RBC Royal Bank Mastercard Fraud Protection & Security For Merchants – Report Fraud Damaged, Lost or Stolen Credit Card – TD Canada Trust Credit card fraud – Government of Canada 4 Steps to Take if Your Credit Card is Lost – Equifax Canada Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.  

Love is a many-splendored thing, but it can turn into a nightmare when entangled with romantic catfishing scams. Certain people, such as aging, lonely seniors can fall victim to these kinds of scams and unwittingly become a money mule for thieves. Join Jeff Horncastle, Acting Client and Communications Outreach Officer at Canadian Anti-Fraud Centre to know more on how to protect yourself and your loved ones from falling victim to romantic schemes. Key Takeaways: Learn the red flags that may indicate a romance scam to protect you and your loved ones Learn how criminals may use AI tools to manipulate their potential victims. Learn who are most vulnerable to online romance scams Additional Resources: Romance – Canadian Anti-Fraud Centre Report Fraud and Cybercrime – Canadian Anti-Fraud Centre Money Mule Awareness – Canadian Anti-Fraud Centre The Daily – Self-Reported Fraud in Canada, 2019 Investment – Canadian Anti-Fraud Centre 4 top Scams Currently Making the Rounds – and How to Avoid Them How to Google Reverse Image Search From iPhone, Android, or Desktop – Business Insider TinEye – Reverse Image Search What Are Deepfakes? How to Spot Fake AI Audio and Video – Business Insider Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

This episode explores the intricate world of cryptocurrency scams, key red flags, and strategies to protect oneself from falling prey to these schemes. Join our experts Charlie Pettypiece, Senior Investigation Counsel in the Enforcement Branch of the Ontario Securities Commission and Dena Staikos, Manager in the Compliance and Registrant Regulation Branch of the Ontario Securities Commission, to learn more about Identifying warning signs of potential cryptocurrency scams and safe investing practices in the crypto market. Key Takeaways: Learn all about digital assets and crypto asset trading platforms to get started on your crypto journey Learn why cryptocurrencies attract people and why it is crucial these assets are regulated Learn how to protect yourself when investing into crypto – and what red flags you need to look out for Additional Resources: Get Smarter About Crypto QuadrigaCX – A Review by Staff of the Ontario Securities Commission Registered Crypto Asset Trading Platforms – OSC Crypto Trading Platforms Authorized to do Business with Canadians – Canadian Securities Administrators Red Flags of Crypto Fraud How Alameda, FTX's Sister Firm, Brought the Crypto Exchange Down – The New York Times FTX Founder Sam Bankman-Fried Convicted of Defrauding Cryptocurrency Customers – CBC News Crypto Quiz Crypto Survey Investing Academy How to spot & avoid crypto scams Download transcript “The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada or Ontario Securities Commission. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.”

Increased risks of fraud scams leading to money laundering have intensified as we step further into the digital era. As our financial institutions become more digitized, so increases a fraudster's ability to generate and move illicit funds anonymously and instantaneously. What is money laundering? How has it evolved? How can it affect you? In this episode, we dive into the complexities of money laundering, exploring its impact on society, businesses, and individuals. We will also discuss governmental measures and initiatives to counteract these challenges and how you can report suspicious financial activities. Join Terence Karacsony, CPA, CA, CFF, MFAcc Senior Manager in the Valuations, Forensics and Litigation Support practice of the Winnipeg Office of MNP LLP and Sarah Mulhall Director, Regulatory Affairs and Public Interest at CPA Canada, as we discuss the multifaceted landscape of money laundering, its consequences, and the collaborative efforts necessary to address this global issue. Key Takeaways: Learn and understand the methods of money laundering and its illicit origins. Explore how the evolution of technology can be both exploited and used as a preventative tool against money laundering. Understand the role of financial institutions, businesses and CPAs in detecting, mitigating and preventing money laundering. Discover how money laundering affects business, society and everyday Canadians. Understand the importance of reporting suspicious activities and why individuals must report such behaviour. Resources: Anti-Money Laundering Resources Anti-Money Laundering Policy The CPA's Role in Fighting Corruption and Money Laundering – Foresight: The CPA Podcast, Season 2, Episode 8 A Governance Framework for Anti-Corruption and Responsible Business Other: AML Rules: Why You Need to Know the Meaning of Non-Compliance Guide to Comply with Canada's Anti-Money Laundering and Anti-Terrorist Financing (AML/ATF) Legislation Other Financial Literacy Resources Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

The gig economy is here to stay as more individuals are engaging in side hustles to diversify their income streams. This episode will discuss the opportunities and challenges of side hustles, share success stories, and highlight key considerations for those looking to pursue additional income streams.  Hear from Gerald Narciso, a Vancouver-based freelance writer who wrote in The New York Times, The Washington Post, The Globe and Mail, and Bleacher Report/CNN, on challenges and opportunities while pursuing side hustles.    Key Takeaways:  Learn about side hustles – and find out why millennials and gen Z are leading the charge  Learn how to turn your side hustle survival into a side hustle romance  Learn how to prevent your side hustle from jeopardizing your day job    Additional Resources:   Mastering Money Podcast episode - Side hustle life   Just the facts: Business The struggle is real. Even with a side hustle The Work Shift: Laid off couple in tech considers abandoning Canadian city The Work Shift: How out of work millennials are navigating the new normal Download transcript This season is proudly brought to you by Pivot Magazine.     The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

Blake and David dig into the use of AI agents in solving problems, emphasizing the effectiveness of assigning different roles to the agents and having them interact with each other to reach satisfactory results. They also discuss the latest accounting news, including the recent arrest of an IRS contractor, the IRS slashing the PTIN fee, ongoing trials, and cyber-attacks.SponsorsRelay - https://cloudaccountingpodcast.promo/relayKeeper - https://cloudaccountingpodcast.promo/keeperAccountests - https://cloudaccountingpodcast.promo/accountestsChapters (00:47) - Don Jr. explains GAAP (04:07) - Stories we'll cover this week (06:13) - WSJ article on why no one is going into accounting (10:30) - New Illinois CPA Society survey (12:42) - The IRS is watching people who resold Taylor Swift tickets (14:11) - Chick-fil-A is testing out robot servers and what accountants can learn in what customers want & expect in restaurants (18:39) - Zoom adds AI companion features (23:58) - FedNow hits milestone (26:07) - Listener mail (34:15) - QuickBooks offers a $50/month assisted bookkeeping service (40:33) - Listener mail: Should I change majors from accounting? (43:17) - FEMA and WGU are alternative ways to earn 150 credits (46:33) - Microsoft using AI to help AI (51:00) - Former IRS contractor charged with leaking billionaire tax filings (55:03) - Trump blaming his former Mazars accountant in fraud trial (59:36) - CPA Canada vs CPA Quebec and CPA Montreal updates (01:01:53) - MGM cyber attack follow up (01:04:16) - WSJ reports Binance is in trouble (01:08:25) - Wrap up and how to reach us  Show NotesChick-fil-A Reportedly Tests Robot Servers Amid Diner Concerns Around Automationhttps://www.pymnts.com/restaurant-technology/2023/chick-fil-a-tests-robot-servers-amid-diner-concerns-around-automation/ AICPA Endorses Key Legislation Recognizing the Link Between ...  https://www.prnewswire.com/news-releases/aicpa-endorses-key-legislation-recognizing-the-link-between-accounting-and-stem-301941029.html Why No One's Going Into Accounting - WSJ           https://www.wsj.com/lifestyle/careers/accounting-salary-cpa-shortage-dec2caa2 IRS slashes PTIN fees       https://www.accountingtoday.com/news/irs-slashes-ptin-fees New National Research on CPA Pipeline Challenges Underway      https://www.cpapracticeadvisor.com/2023/10/05/new-national-research-on-cpa-pipeline-challenges-underway/95453/ IRS contractor charged in leak of billionaire taxpayer infohttps://www.accountingtoday.com/news/irs-contractor-charged-in-leak-of-billionaire-taxpayer-info-to-news-outlets CPA Standoff: Financial transparency a key issue in national ...      https://www.canadian-accountant.com/content/profession/cpa-standoff-financial-transparency-dispute Anthony's Coal Fired Pizza and Wings removes AI ordering platform           https://www.pizzamarketplace.com/articles/anthonys-coal-fired-pizza-and-wings-removes-ai-ordering-platform/ FedNow Service Surpasses 100 Participants Since July Launch       https://www.pymnts.com/news/faster-payments/2023/fednow-service-surpasses-100-participants-since-july-launch/ 2024 Public Accounting Starting Salary Numbers Are In   https://www.goingconcern.com/2024-public-accounting-starting-salary-numbers-are-in/ Clorox Experiences Significant Financial Loss Stemming From Recent Cyber Attack               https://blog.knowbe4.com/clorox-cyber-attack-financial-loss CPA Pipeline Research Survey      https://intraprise.qualtrics.com/jfe/form/SV_cUSqP1Kalfh58ZE?Source=PRMK 2024 Salary Guide | Robert Half https://www.roberthalf.com/us/en/insights/salary-guide CPA Standoff: Unique regulatory status of CPA Quebec complicates accounting rift              https://www.canadian-accountant.com/content/profession/cpa-standoff-ontario-governance-dispute CPA standoff: Ontario government sticks to sidelines in governance dispute           https://www.canadian-accountant.com/content/profession/cpa-standoff-ontario-governance-dispute Message from Jerilyn Dressler re: accounting profs lacking real world experience  https://mail.google.com/mail/u/0/#inbox/FMfcgzGtxTBWVtqNtvTshjnDnxjTvHJM Trump business fraud trial continues with accountant testimony on 4th day | PBS NewsHour         https://www.pbs.org/newshour/amp/politics/trump-business-fraud-trial-continues-with-accountant-testimony-on-4th-day MGM Resorts Refused to Pay Ransom in Cyberattack on Casinos - WSJ     https://www.wsj.com/tech/cybersecurity/mgm-resorts-refused-to-pay-ransom-in-cyberattack-on-casinos-3a53fa6d?st=36ug7ecd0g4b0jw&reflink=article_copyURL_share Why No One's Going Into Accounting - WSJ           https://www.wsj.com/lifestyle/careers/accounting-salary-cpa-shortage-dec2caa2?st=oefhxkj9cccegz7&reflink=article_copyURL_share New National Research on CPA Pipeline Challenges Underway - CPA Practice Advisor          https://www.cpapracticeadvisor.com/2023/10/05/new-national-research-on-cpa-pipeline-challenges-underway/95453/ Not having a House Speaker is threatening tax and other key areas | Accounting Today     https://www.accountingtoday.com/articles/not-having-a-house-speaker-is-threatening-tax-and-other-key-areas Zoom AI Companion       https://click.zoom.us/e/84442/ign-aicompanionpaid-zcid-13740/c57lg8/5011214560?h=3QFIwWrjLnzoizu3UjHPldpZxIIke3dKP8BHtKL9QSo WATCH: Clip of Don Jr.'s deposition in NY civil fraud case.                https://x.com/thebeatwithari/status/1708983890600198372?s=12 AutoGen - Microsoft steps into the AI AGENTS arena - YouTube    https://www.youtube.com/watch?v=zdcCD--IieY Binance, the World's Biggest Crypto Firm, Is Melting Down - WSJ https://www.wsj.com/finance/currencies/the-worlds-biggest-crypto-firm-is-melting-down-338b8e17 LIVE Assisted Bookkeeping for $50/month            https://x.com/love2travel/status/1704553402393403648?s=12 If You Resold Taylor Swift Tickets, the IRS Is Watching       https://gizmodo.com/irs-begins-taxing-concert-ticket-resale-taylor-swift-1850865265 Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Classifieds Forwardly - https://www.forwardly.com/Royalwise - https://royalwise.com/FutureFirm - https://www.futurefirmaccelerate.com/capClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. 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Where are your kids learning about money? In a changing financial landscape, how do we help our children manage their money in a world where cash is no longer king?   We discuss how parents can manage these obstacles and pass good financial sense onto the next generation.  In this episode, Hector Crespo, CEO at Mydoh, discusses the importance of financial conversations with kids and how they can help build a solid foundation for their future. Discover effective ways to teach kids about money management, saving, and the value of responsible financial decision-making.  Key takeaways:  Learn how to have the money talk with your kids – and when  Unpack your own relationship with money and learn how that's projected on to your kids  Learn how to discuss nontraditional financial sources with your kids as well as merging their passions with their work  Additional Resources:   Mydoh  Mydoh - Money Talks Blog  Mydoh - Financial Literacy Tools  Request a CPA Canada Financial Literacy Session - How to teach your  kids about money  Mastering Money Podcast - S5 E01 - How to talk to your teens. Raising Money-Smart Kids: How to teach your kids about money  Download transcript  This season is proudly brought to you by Pivot Magazine.   The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

Artificial Intelligence (AI) is here to stay. With more jobs being automated, are you at risk of being left behind?  We discuss the potential benefits and risks of AI adoption, how it might reshape industries and considerations you need to make to remain employable in a world driven by AI.  Hear from Shesta Babar, KPMG, as we explore the impact of AI on the labor force. Discover more about how AI technology is reshaping industries and learn how to adapt and collaborate with AI to ensure your employability in the future.  Key Takeaways:  How is AI affecting your industry or profession.  What opportunities does human-AI collaboration present and in which areas human skills can complement AI capabilities.  What human skills are irreplaceable and less likely to be automated.   How to stay updated on AI developments and invest in learning AI-related skills to enhance employment prospects.  How to adapt a growth mindset and view AI as a tool for enhancing productivity rather than a threat. Additional Resources:   AI adds tremendous value, improves efficiency: expert  Why AI is an opportunity, not a threat One in five Canadians using generative AI platforms - KPMG Canada  2023 Generative AI Adoption Index - KPMG Canada  Preparing your workforce for generative AI - KPMG Canada Building ethical AI solutions: Using the ethics funnel and a trusted framework  Is AI moving too fast for regulators to keep up?  Opinion: Human beings are mortal. AI isn't. That matters - The Globe and Mail Download transcript  This season is proudly brought to you by Pivot Magazine.   The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

Your salary doesn't paint the entire picture of your compensation. Benefits, flexible work, vacation time and more are all part of the overall package that contributes to your job satisfaction and financial well-being.  We cover all components of your compensation and talk about how to properly evaluate them to make informed decisions about your career path.  Join Carolyn Hamer, Deloitte Canada's National Leader of Workforce Transformation, to know more on how to value benefits beyond just the salary and understand how to negotiate for fair compensation packages that align with your career goals and aspirations.  Key Takeaways:  Learn to evaluate non-monetary benefits of your compensation  Learn how different generations evaluate job satisfaction  Evaluate how your personal priorities line up with your desired compensation package  Additional Resources:  Canadian banks go on a hiring spree, defying tight labour market   Work-life balance preferred over big salaries, CPAs say  The Deloitte Global 2023 Gen Z and Millennial Survey  2023 Global human capital trends - Deloitte Insights  The Intelligence Revolution - Future-proofing Canada's workforce  "We're very different": Gen X and Y compare their views on finance  Generational wealth: is it harder for young people to get ahead?  Download transcript  This season is proudly brought to you by Pivot Magazine.   The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

Can you ever prepare for sudden job loss? Maybe not, but you can take steps to future-proof your career and learn to navigate career uncertainties with grace. We talk about the strategies you can take to protect yourself and your career. Join our expert Pat Romain, The National Practice Leader - Career Transition @Gallagher, to learn more on how to develop a growth mindset, identify transferable skills, and harness the power of continuous learning to stay relevant in a rapidly changing job market.  Key Takeaways:  Networking looks different in the digital age but is still one of the most valuable tools to tap into the hidden job market.  AI is here to stay – learn how to work it to your advantage  In the case of job loss – learn to assess if your skills have become  redundant, and how you can upskill or utilize your knowledge in another job or industry Additional Resources:  Survive and thrive: Move ahead financially after losing your job  Download transcript  This season is proudly brought to you by Pivot Magazine.   The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

When it comes to interest rates and inflation in Canada, what is their significance? What are the driving forces causing their fluctuation? And why should you care? We dive into the complexities of interest rates and inflation, exploring their impact on employment, wages, immigration, and mortgages.  Join David-Alexandre Brassard, CPA Canada's chief economist since July 2021, in a discussion on interest rates and inflation and their influence on employment and financial planning. Learn more about how to navigate economic forces and ensure your financial stability amidst changing market conditions.  Key Takeaways:  Learn the driving force behind current inflation numbers  Is it worth taking a new job during times of economic uncertainty?  Learn how your mortgage is affected by inflation – and what you can do about it  Learn why Canadian's spending habits haven't changed with inflation.  Resources:  Economic optimism climbing despite recession expected this year: CPA Canada Business Monitor (Q2 2023)  Redefining Retirement: Separating Fact from Fiction  Season 5: Tough talks about money   Just the facts: Helping you talk about money  Debt and inflation data Mastering Money Conference 2023 Download transcript  This season is proudly brought to you by Pivot Magazine.   The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.   

Today's podcast: The Bank of Canada makes its next interest rate announcement September 6. The Chartered Professional Accountants of Canada (CPA Canada) released its National Debt Dilemma Study on Canadians debt, savings, emergency funds and financial literacy. 24% of Canadians would not be able to come up with $500 in cash tomorrow without borrowing or selling anything. Guest: Garth Sheriff. CPA, founder of Sheriff Consulting. Also a member of the CPA of Ontario, as well as the American Institute of Certified Public Accountants. U.S. president Biden is offering to house migrants sent to New York City by states such as Texas in Massena, New York on the Canadian border in close proximity to Cornwall, Ontario. - Arrest warrants issued in Canada for 300 foreign criminals deemed a danger to the public. Facing deportation - Nova Scotia becomes the first province to stop holding immigration detainees for the federal government. Other provinces including B.C. and Alberta have declared they will discontinue the practice as well, but will temporarily continue to hold dangerous detainees in prison facilities, but are not accepting new inmates. Saskatchewan is set to end its engagement at the end of September. Ontario and Manitoba will terminate their deals next year. - A man charged with 136 firearms offences and 28 firearms was discovered in Toronto after hotel staff cleaned his room. Guest: Scott Newark. Former Alberta Crown prosecutor, executive director Canadian Police Association, senior policy advisor to federal and Ontario Ministers for Public Safety, Vice-Chair of the Ontario Office for Victims of crime. The issue of parents involvement in the lives of their children in Canada. Last Sunday, Saskatchewan education minister Dustin Duncan joined the program to outline new Sask. policy that schools must obtain parental permission for children under 16 changing their pronouns and schools must inform parents of sexual education courses with parents having the right to withdraw their children from those courses. Callers following only wanted to speak about the two income vs one income family models and which serves the interest of children better and more positively. We committed to pursue the issue this weekend. Guest: Green solo Listeners have requested we engage a U.S. conservative voice to address issues trailing president Joe Biden. Also criminal indictments facing Donald Trump. Guest: Dr. Zuhdi Jasser. U.S. conservative voice. Board certified in internal medicine and nuclear cardiology. Former President of the Arizona Medical Association practicing in Phoenix. Dr. Jasser is a former Lieutenant Commander in the United States Navy. Founder and president of the American Islamic Forum for Democracy. Author of 'Battle for the Soul of Islam' and 'Which Islam? Whose Islam And other essays.' Op ed by Dr. Jasser for Newsweek titled The World's Red-Green Axis has Come to Our Streets. - Dr. Jasser was also invited to testify before a Canadian parliamentary committee and came away unimpressed by the experience. - Dr. Jasser also hosts conservative political talk radio in Phoenix. --------------------------------------------- Host/Content Producer – Roy Green Technical/Podcast Producer – Tom Craig Podcast Co-Producer – Tom McKay If you enjoyed the podcast, tell a friend! For more of the Roy Green Show, subscribe to the podcast! https://globalnews.ca/roygreen/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bank of Canada makes its next interest rate announcement September 6. The Chartered Professional Accountants of Canada (CPA Canada) released its National Debt Dilemma Study on Canadians debt, savings, emergency funds and financial literacy. 24% of Canadians would not be able to come up with $500 in cash tomorrow without borrowing or selling anything. Guest: Garth Sheriff. CPA, founder of Sheriff Consulting. Also a member of the CPA of Ontario, as well as the American Institute of Certified Public Accountants. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com.SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relay Helcim - https://cloudaccountingpodcast.promo/helcimChapters (00:23) - Preview: CPAs are pricing themselves too low (01:13) - Welcome Roger to the show and a little background on what he does (03:20) - What topics we'll cover in this episode (04:25) - Hunter Biden takes plea deal in tax charges (09:20) - Pentagon overestimates supplies sent to Ukraine by $6.2 billion (12:27) - Who will win: Elon Musk vs Mark Zuckerberg (16:07) - CPA Ontario and CPA Quebec sever ties with CPA Canada (20:56) - The SEC charges Marcum with quality control failures (31:52) - Yahoo Finance article on how much people should expect to pay for a CPA (38:33) - Sports bettors losing more money as parlays gain popularity (43:59) - Roger's 5 pricing strategies (48:53) - Some updates on AI in accounting (57:18) - Wrap up and where to reach Roger Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeMeet Our Guest, Roger Knecht:Website: https://universalaccounting.com/LinkedIn: https://www.linkedin.com/in/rogerknecht/Twitter: https://twitter.com/universalacctFacebook: https://www.facebook.com/universalaccountingschoolInstagram: https://www.instagram.com/rogerknecht/Show NotesEven by the standards of billionaire-versus-billionaire tiffs, the proposed cage fight between Elon Musk and Mark Zuckerberg stands out    https://www.wsj.com/articles/elon-musk-mark-zuckerberg-cage-fight-b71fa4ff Marcum, the SEC said, audited nearly half of the roughly 860 SPAC IPOs in 2020 and 2021. The firm agreed to pay the SEC $10 million in fines for widespread failures in its audits.          https://www.wsj.com/articles/marcum-to-settle-sec-pcaob-claims-over-widespread-failures-in-spac-audits-bb8f3d48 Accounting Mistake Caused Pentagon to Overestimate Cost of Weapons Sent to Ukraine by $6.2B - CPA Practice Advisorhttps://www.cpapracticeadvisor.com/2023/06/21/accounting-error-caused-pentagon-to-overestimate-cost-of-weapons-sent-to-ukraine-by-6-2b/81322/ I'm a Small Business Owner. How Much Will a CPA Cost Me?         https://finance.yahoo.com/news/im-small-business-owner-much-130149992.html 4 in 5 Australians want PwC banned from new government work  | Accountants Daily       https://www.accountantsdaily.com.au/regulation/18685-four-in-five-australians-want-pwc-banned-from-new-government-work CPA Quebec, Ontario bodies sever ties with national organizationhttps://financialpost.com/fp-finance/cpa-quebec-ontario-sever-ties-national-organization Hunter Biden expected to plead guilty to tax-related misdemeanor crimes as part of a plea agreement       https://www.nbcnews.com/news/amp/rcna90144 How much did Congress lose by defunding the IRShttps://www.washingtonpost.com/opinions/interactive/2023/irs-enforcement-costs-congress-funding/ Parlay bets are becoming a bigger part of online sports betting—which is good news for the house              https://www.wsj.com/articles/sports-better-win-lose-ddcaae24 BDO to Convert to a Corporation, Replacing US Partnership (2)https://news.bloombergtax.com/financial-accounting/bdo-to-convert-to-a-corporation-replacing-its-us-partnership New bookkeeping platform Thriday says AI is on its way to save you from taxes and accountantshttps://stockhead.com.au/tech/new-bookkeeping-platform-thriday-says-ai-is-on-its-way-to-save-you-from-taxes-and-accountants/ CLA launches high school summer intern program             https://www.accountingtoday.com/news/cla-launches-high-school-summer-intern-program Jeff Seibert, CEO and Co-Founder of Digits – Interview Series         https://www.unite.ai/jeff-seibert-ceo-and-co-founder-of-digits-interview-series/ KPMG's Banking Troubles Give Accounting a Black Eye (Podcast)https://news.bloombergtax.com/daily-tax-report/kpmgs-banking-troubles-give-accounting-a-black-eye-podcast Digits AI Debuts as World's First Secure, Accurate, Business Finance AIhttps://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.html Pentagon's Ukraine accounting error revised up to US$6.2 billionhttps://www.channelnewsasia.com/world/us-pentagon-ukraine-accounting-error-62-billion-3576286 CPA Canada remains committed to a unified Canadian accounting professionhttps://finance.yahoo.com/news/cpa-canada-remains-committed-unified-222200923.html Pentagon Says a $6 Billion Accounting Error Allows More Arms for ...https://www.bloomberg.com/news/articles/2023-06-20/pentagon-says-a-6-billion-accounting-error-allows-more-arms-for-ukraine Rumor: BDO USA Is Switching From a Partnership to a Corporation on July 1https://www.goingconcern.com/rumor-bdo-usa-is-switching-from-a-partnership-to-a-corporation-on-july-1/ Pentagon says Ukraine accounting error revealed last month is much bigger than previously statedhttps://www.cnn.com/2023/06/20/politics/pentagon-ukraine-accounting-error/index.html Ontario, Quebec accounting bodies announce planned split from CPA Canada       https://www.canadian-accountant.com/content/profession/ontario-quebec-split-from-cpa-canada Digits AI Debuts as World's First Secure, Accurate Business Finance AI       https://aithority.com/natural-language/chatgpt/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai/ Tech News: Digits launched AI product    https://www.accountingtoday.com/list/tech-news-digits-launched-ai-product Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsFuture Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, Troy interviews Robert Gauvreau, the Founder, and CEO of Gauvreau Accounting Tax Law Advisory based in Peterborough, Canada. Robert has set up his own professional accounting firm to provide proactive accounting, advisory, and taxation services to businesses, practicing professionals, and individuals to create a public accounting firm focusing on 3 fundamental principles. From working at a global firm as someone who's gone through a public accounting background, now running a professional accounting firm that provides the highest quality proactive accounting, taxation planning, and client services. Gauvreau was established in 2008 and has been in operation for over 15 years. Became an award-winning licensed public accounting firm with over 10 million dollars in annual revenue and has 84 people that are all across Canada.  Robert mentioned that resilience needs to be something that every business owner can deal with and cope with because it's not easy to handle and it can also affect the workflow of business. So he added, “The reason that so many businesses fail, number one is they run out of cash, 82% of businesses that fail. They run out of cash flow, not because they're not the smartest people, but they don't have the best business plan.”  This Cast Covers: Sharing his journey from working at a global firm to starting his own gig by managing a public accounting firm. Specializes in providing proactive accounting, advisory, and taxation services to businesses, practicing professionals, and individuals. Growing from $200k in revenue in the first year up to cracking the $10 million number this year with 84 people that are all across Canada. Offers a MILLIcoaching program that helps business owners grow and scale and earn their first million dollars a year. States how spending time with business owners in the proactive space and connecting with people regularly can enhance the understanding and unity on making the business succeed. Admitted into fellowship with CPA Canada at the young age of 26. A lifetime achievement award for being a professional. Takes ethics, integrity, and professional competence very seriously. Focusing on making relationships that have a huge network of business coaches, and starting to test value add opportunities to contribute to those markets. With a Net Promoter score of 73.2 in his 100% of commitment. Gives practical pieces of advice on how to make a good partnership works. Links:  Bob's Linkedin Bob's Facebook Bob's Instagram Additional Resources: Gauvreau Accounting Tax Law Advisory  The Wealthy Entrepreneur by Robert Gauvreau The Infinite Game by Simon Sinek     Quotes: “Change is hard for people, then merging two cultures together is tenfold harder.” —Robert Gauvreau “You can actually go to your competitors, and tell them exactly what you're going to do. Share with them your best tactics, and none of them will do it.” —Robert Gauvreau   “If you want to grow as a business owner, you've got to be committed to getting yourself uncomfortable.” —Robert Gauvreau  “If you're looking at a partnership and money gets involved, make sure you outline how the partnership works.” —Robert Gauvreau  “When challenging times happen, find a way that works for you to get yourself back to positive momentum.” —Robert Gauvreau

Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business to buy, such as the client list, operating procedures, or culture of the company. Brannon also discusses his take on businesses acquiring other businesses that offer different but complementary services and shares his advice for both the seller and the buyer. He delves into how to approach valuation when planning to buy a business and shares his thoughts on virtual firms and how attractive or unattractive they are to buyers. Tune in to this episode of 'Building the Premier Accounting Firm' for all this and more, and learn from the expertise of one of the industry's most successful and experienced professionals! Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Brannon Poe Poe Group Advisors (PGA) was founded by Brannon Poe, CPA. Brannon has been brokering Accounting Firms for 20 years. He got his start as a CPA at Ernst and Young. In 2003 he began facilitating accounting firm sales on the East Coast of the U.S. Now, PGA has helped facilitate hundreds of transitions all over the U.S and Canada.  PGA creates content, including the Accountant's flight plan podcast, that helps firm owners buy, sell and grow their business. Poe Group Advisors' nationally recognized brand and content means they have thousands of qualified buyers in their database. The PGA sales process ensures favorable deals, compatible buyer/seller matching and a quick, guided transition. PGA helps sellers exit with cash and buyers enjoy a compatible firm with high client and employee retention.   Brannon is a thought leader and author of several books within the accounting space, creating content that has been published by the AICPA and CPA Canada. In 2019 Brannon began Accounting Practice Academy™, a virtual workshop that helps accounting firm owners make more, work less and have fun while doing it. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Steven Covey encourages us to “begin with the end in mind” so take the time to work on your business following the proven Turnkey Business Plan for accounting professionals.  This hour-long training is exactly what you need to build the premier accounting, bookkeeping, tax business in your area. Robert Siegfried, CPA is the CEO and Founder of The Siegfriend Group – a leading, national CPA firm. A longtime colleague and friend of Brannon's, Rob grew his practice from a startup firm to one with over $100 million in revenue while maintaining primary control. He's shared his methods with us and we want to share them with you. - Get the Firm Growth Guide Now Now you're ready to receive your “Business Score” with an initial valuation of your company.  See how the 8 drivers that determine the value of a business apply to your company and what can be done to remove any risks that currently exist.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Even though this tax season is coming to a close, it's never too late to start planning for next year! On this episode of The Unlimited Podcast, Alexandra (Ali) Spinner joins Brian to share some tips and tricks for maximizing your charitable donations. Brian and Ali discuss Ali's "Three W" framework for giving, alternative donation methods, different avenues for philanthropy, how Ali became known as the Tax Ninja, and much more! Ali is a Partner in Crowe Soberman's Tax Group, a member of the firm's Management Committee, and leader of the High-Net-Worth tax practice. Her practice focuses on helping wealthy families and high-performance professionals structure their affairs in a tax-efficient manner. She works closely with her clients to ensure that their short and long term personal, financial, estate, and philanthropic goals are carefully considered in their planning. Ali brings a high level of passion and warmth to her practice and enjoys building deep relationships with her clients across generations. Ali's broad technical expertise includes domestic, cross-border, and international tax matters for individuals, trusts, estates, and corporations. She is experienced in complex estate and trust planning, post-mortem planning, corporate reorganizations, and the preparation of Canadian tax returns and compliance forms. Her transaction advisory experience includes tax due diligence and business purchase and sale structuring. She has testified in Ontario court and has been recognized by the court as an expert in taxation matters. Ali has more than 20 years of experience in public accounting and tax and estate planning. In 2022, she was elected as a Fellow of the Chartered Professional Accountants of Ontario. The distinction of Fellow formally recognizes her exceptional service to the professional and to the broader community. Ali is a past lecturer in the Commerce Program at the University of Toronto's Rotman School of Management, CPA Canada's In-Depth Tax Program, and the School of Accountancy Tax Program administered by CPA Ontario. In 2020, Ali was the recipient of the Award of Excellence presented by the Jewish Foundation's Professional Advisory Committee. In 2016, she was a winner of the M&A Advisor Emerging Leaders Award (Top 40 Under 40). In 2015, she received the CPA Ontario and the Institute for Management & Innovation at the University of Toronto's Alumni Award. She is also a 2002 recipient of the Gordon Cressy Student Leadership Award from the University of Toronto. If you like what you hear, please don't hesitate to rate us kindly. And if there are particular topics you'd like covered, please let us know. Timestamps: 0:00 Intro and Disclaimer 3:02 How did Ali become the Tax Ninja? 5:15 How does Ali balance conservative vs. aggressive tax strategies? 7:54 What's happening inside the CRA? 11:53 What is tax-effective charitable giving? 16:04 The first W: What? 27:54 The second W: Where? 30:06 The third W: When? 32:40 Setting up private foundations 39:30 Donor Advised Funds 45:36 If Ali could do anything, what would it be? 46:47 Outro

Jane Brown is filling in for Libby Znaimer. She is joined by Peter Muggeridge, Senior Editor of Zoomer Magazine, David Cravit, Chief Membership Officer of CARP, and Bill VanGorder, Chief Operating Officer and Chief Policy Officer of CARP. Today: We start off the discussion by remembering Gordon Pinsent, the iconic Canadian actor who died at the age of 92 this past weekend. We then discuss the new bilateral healthcare agreement between Ottawa and Ontario. The agreement includes a commitment to helping older Canadians age with dignity, with greater access to home care or safe care in a long term care facility. Speaking of health, a new Angus Reid Institute poll reveals that Canadians are divided when it comes to privatization. ---- WHAT YOU SHOULD KNOW TO GET A HEAD START ON TAX SEASON Jane Brown is now joined by Barry Choi, a personal finance expert and Bruce Ball, Vice President of Taxation at CPA Canada. The deadline for filing your taxes is April 30th So Canadians have until May 1 to finish filing if you owe money. Our two guests today detail what you need to know about tax season and answer any questions you may have throughout the show. They also weigh in on a potential strike by CRA employees. Listen live, weekdays from noon to 1, on Zoomer Radio!

Talking about debt can be hard as it can bring up many emotions, including shame, guilt, and despair. But talking about debt is often the first hurdle to master so that one can concentrate on recovery. We sat down with Jeff Lewis, CPA, CA, FCCA, CIRP, LIT, Senior Vice-President and Partner at BDO Debt Solutions and Chantel Chapman, Co-Founder of The Trauma of Money and Financial Trauma Researcher and Educator, to learn more about the power of talking about debt, owning debt, and focusing on the road forward. Additional Resources: BDO Debt Solutions The Trauma of Money Download transcript This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.    This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt.  The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

You're ready to retire and enter what has been called “the golden years” only to bring an unwelcome guest with you - Debt. This is the sad reality for many entering this stage of life, which is supposed to be about relaxing and freedom after years of hard work. For some, retirement is put on the backburner as they are forced to work longer, lend money to adult children, and get their finances under control. Hear from Christine Lang, BA(Econ), CPA, CGA, CCS, President and Principal Advisor, LANG Financial Consulting and Wealth Solutions on how debt can impact your retirement and what you can do to move forward so that you can enjoy those golden years. Additional Resources: Financial Advice for All Credit Counselling Canada CPA Canada Financial Literacy Resources Advocis | The Financial Advisors Association of Canada Seniors & Debt - A Growing Problem That We Can Help Fix Retirement Shift Worksheet - LANG Financial Consulting and Wealth Solutions Download transcript This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.    This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt.  The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

Have you heard of the term debt trap? Have you, or someone you know, fallen into one or several? If we aren't careful, it's easy to fall into a debt trap that can seem like a never-ending mountain to climb over. Join Ilan Kibel, BDO Partner and Senior Vice President, as he explains what a debt trap is, examples of these traps, red flags to look out for and how one can pull themselves out to move forward financially.   Additional resources: BDO Debt Solutions How much debt is too much? CPA Canada Financial Literacy Resources Money and the World Virtual Conference 2022 Download transcript This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.   This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

How often do you check your credit score? Do you know all the ways credit, good or bad, can affect you? Your credit score is so much more than a simple three-digit number, and it can follow and weigh you down for years if it gets too low. Understanding how to build and keep a healthy credit score is a key pillar of good personal finance.  Join Julie Kuzmic, Senior Compliance Officer, Consumer Advocacy at Equifax Canada, as she gives listeners a crash course on building a strong credit score, debunking credit score myths, and of course understanding how debt can affect credit.   Additional resources:  Equifax Canada Credit Counselling Canada CPA Canada Financial Literacy Resources  Money and the World Virtual Conference 2022 Download Transcipts This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.    This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt.  The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

If you're not careful, debt can be overwhelming, and you can find yourself feeling like there's no way out. Understanding the warning signs that you may need help getting your debt under control is only the first step in moving towards a solution that works for you now and in the future. Hear from Nancy Snedden, Personal Debt Solutions Leader, Advisory with BDO Canada as she walks listeners through the process of recognizing and dealing with your debt problem through effective credit counselling and meaningful action. With the right guidance, life after debt is possible and you'll come out the other side feeling relieved and in control. Additional resources: BDO Debt Solutions How much debt is too much? Can I Negotiate with Debt Collectors? – Equifax Canada CPA Canada Financial Literacy Resources Financial Consumer Agency of Canada Money and the World Virtual Conference 2022 Find an active Licensed Insolvency Trustee Protecting the public Download transcript This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.   This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

When it comes to household debt in Canada, what do the numbers tell us? Recent economic volatility and rises in the costs of living have left many feeling uneasy about their financial situation. How is the average Canadian being affected by debt, and should we be concerned about the direction debt numbers are trending towards? Join our expert Guy Gellatly, Chief Economic Advisor in the Analytical Studies Branch at Statistics Canada, for an in-depth look at household debt in Canada and what the numbers mean for the average Canadian. Looking at the big picture can offer valuable insight into how we are coping with debt and what we can do to prevent the numbers from getting out of control. Additional resources: Canadians are falling deeper into debt Consumer Price Index Personal Inflation Calculator Behind the Numbers: What's Causing Growth in Food Prices The rise in prices for wheat-based food products Pharmaceutical access and use during the pandemic Trends in household non-mortgage loans: The evolution of Canadian household debt before and during Covid-19 CPA Canada Financial Literacy Resources Money and the World Virtual Conference 2022 Mastering Money Conference 2023 Download transcript This episode is part of our podcast focusing on helping listeners manage and better understand debt through strategic planning and purposeful action.   This season is proudly brought to you by BDO Debt Solutions, helping you turn the page on debt. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

1) Charitable Donation Recipients. 2) Charitable Non-Refundable Tax Credit. 3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts. 4) Donating Capital Property. 5) Donations While Alive versus via a Will. 6) Charitable Remainder Trust. 7) Using Life Insurance. 8) Donating Qualified Publicly Traded Securities. Guest: Michelle Coleman Michelle is a member of MNP's Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals. Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term. Michelle's services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate. Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada's In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020. Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019. Contact: Michelle D. Coleman, CPA, CA, TEP, CEA PARTNER, TAXATION SERVICES DIRECT 780.733.8622 PH. 780.451.4406 FAX 780.454.1908 TOLL FREE 1.800.661.7778 10235 101St N.W. Suite 1600 Edmonton, AB T5J 3G1 michelle.coleman@mnp.ca mnp.ca

Join energy coach David Arkell and John Pooley, producer Lysandra Naom, and guest Jeanette Hill from CPA Canada on a Forbes inspired episode all about accountants and sustainability. This episode features CPA Canada resources, roles accountants play in sustainability and net-zero, data for reporting, sustainability assurance, and more. Check out our 360 Carbon Excellence Program here: www.carbonexcellence.com. Find us at our website www.360energy.net or LinkedIn and Youtube at 360 Energy Inc. Email us at podcast@360energy.net with any comments, questions, or recommendations! Links mentioned in the episode: Sustainability Sustainability Reporting Updates ESG Symposium 2023 Value Creation Program ESG Certificate

How do you envision yourself living in retirement? Making the transition to retired life is a big step and not always what one might expect. Too many retirees encounter problems such as isolation and life feeling meaningless without the daily work routine. However, there's plenty of room to explore meaningful paths in your retirement that can lead to retired life being fulfilling and full of joy. Harold and Beverley Hutner are married CPAs who've been living in retirement for several years, and they join us on this episode to discuss their own retirement stories and share their views on how to make the most of your free time and find meaning and purpose after transitioning to retired life. Additional resources: The LIFE Institute Canada Life - What are government retirement benefits? CPA Canada Financial Literacy Resources Mastering Money Conference 2022 Money and the World Virtual Conference 2022 Download transcript This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have. This episode is made possible by the generous support of our national development sponsor, Canada Life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

As we get older, we face different financial challenges. Our health, family situations, ability to work, and more all play a part in laying the trackwork to retirement, and each person's path is different. If we're to stay the course and retire the way we want to, understanding how to take on the challenges of aging while making your money work for you is crucial. Tina Tehranchian, Senior Wealth Advisor at Assante Capital Management Ltd., joins us for a discussion on navigating new and often intimidating challenges that arise as we approach retirement age. Life is full of twists and turns, highs and lows, and plenty of questions, but making sense of it all and charting a course for the retirement you want is easier than you might think. Additional resources: Assante Wealth Management CPA Canada's Financial Literacy Resources Mastering Money Conference 2022 Money and the World Virtual Conference 2022 What Every Older Canadian Should Know About: Financial Planning- Government Of Canada Adjusting To Retirement: Handling The Stress And Anxiety Download transcript This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have. This episode is made possible by the generous support of our national development sponsor, Canada Life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

There's no escaping the fact that the average Canadian is getting older. With Canadians aged 55 to 64 now outnumbering those aged 15 to 24, our country's future is looking very different. If you're wondering how this all affects your own future with respect to retirement plans, you are most definitely not alone. Rob Carrick of the Globe and Mail is one of Canada's most trusted and widely read financial experts, and he joins us on this episode to discuss how these changing demographics are affecting the personal finance and retirement strategies of Canadians young and old. Additional resources: CPA Canada Financial Literacy Resources Mastering Money Conference 2022 Money and the World Virtual Conference 2022 Canada's Working-Age Population Is Older Than Ever, StatsCan Says Statistics Canada-Older Adults And Population Aging Statistics Canada-Life Expectancy and Deaths Stress Test Download transcript This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have. This episode is made possible by the generous support of our national development sponsor, Canada Life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

Inflation has caused more than a few financial headaches, with the price of almost everything going up, and up, and up. But what does inflation mean for your retirement plan? Who should you talk to when seeking advice? Is retiring while inflation is running rampant as bad as you think it'll be? David Christianson, Portfolio Manager and Certified Financial Planner with National Bank Financial Wealth Management, walks us through the implications of inflation when it comes to retirement planning, and gives us an insightful perspective on how you can plan for this important life stage while enduring inflation's bite. Additional resources: CPA Canada Financial Literacy Resources Mastering Money Conference 2022 Money and the World Virtual Conference 2022 Stats Canada Personal Inflation Calculator Managing the Bull by David Christianson National Bank of Canada National Bank of Canada – Why should you keep inflation in mind as you plan for retirement? Download transcript This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have. This episode is made possible by the generous support of our national development sponsor, Canada Life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

You don't need a podcast to tell you that estate planning is tough but necessary. It can be stressful, it can be messy, and it can be the source of conflict and confrontation—but it doesn't have to be. Larry and Kimberley Short are Partners at ShortFinancial with iA Private Wealth and partners in life. They've combined their knowledge and experience to write The Last Act: Closing the Book on Your Finances, a guide to everything estate planning. Today Larry and Kimberley will join us to talk about what estate planning is and how to uncomplicate it. Additional resources:  Short Financial Website CPA Canada's Financial Literacy Resources Mastering Money Conference 2022 Money and the World Virtual Conference 2022  Financial Literacy Virtual Sessions Preparing for the Unexpected: Advance Serious Illness Planning  Preorder the book on Indigo now: The Last Act: Closing the Book on Your Finances, Book by Larry and Kimberley Short (Paperback) | www.chapters.indigo.ca Download transcript This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have.   This episode is made possible by the generous support of our national development sponsor, Canada Life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information. 

When should you start thinking about retirement? Who can you talk to and what steps can you take today and in the future? Just how much money should you be saving to retire comfortably? If you're getting the right advice and asking the right questions, building a solid retirement plan might be easier than you think. Join our expert Lisa Hannam, Executive Editor of Moneysense.ca, as she gives you the facts about retirement, including what you can do now and in the future to better set yourself up to retire comfortably and just how much money you should be putting away. Additional resources: CPA Canada's Financial Literacy Resources Financial Literacy Virtual Sessions Mastering Money Conference 2022 Money and the World Virtual Conference 2022 The Role of Reverse Mortgages in Retirement Planning Determining how much money you need for retirement – Government of Canada moneysense.ca Download transcript This episode is part of our podcast focusing on helping listeners build confidence for approaching and handling difficult money conversations at various stages of life. The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.

1) The Terminal Tax Return. 2) The Various Forms of Income. 3) How the CRA Treats RRSP & RRIF Funds. 4) Strategies to Defer Tax on Registered Funds. 5) How the CRA Treats Pension Funds. 6) How the CRA Treats TFSA Funds. 7) How the CRA Treats Capital Property. 8) Strategies to Defer Tax on Capital Property. 9) How the CRA Treats Foreign Property. Michelle is a member of MNP's Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals. Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term. Michelle's services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate. Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada's In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020. Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019. Michelle D. Coleman, CPA, CA, TEP, CEA PARTNER, TAXATION SERVICES DIRECT 780.733.8622 PH. 780.451.4406 FAX 780.454.1908 TOLL FREE 1.800.661.7778 Suite 1600-10235 101St N.W., Edmonton, AB T5J 3G1 michelle.coleman@mnp.ca mnp.ca

In this session, originally recorded on June 1, 2022, we asked Katharine Coons, National Senior Manager, Workplace Mental Health at Canadian Mental Health Association, to share her five good ideas on how create a psychologically healthy and safe workplace. Read the full transcript. Download the session handout. Five Good Ideas Reduce stigma Normalize the conversation Use appropriate language Hold space to check in Prioritize flexibility Involve your employees in decision-making Remain agile and flexible Get comfortable with the accommodation process Lean on the National Standard for Psychological Health and Safety in the Workplace Tools not rules Explore how it can work for your organization Bring in an expert Review policies and procedures Psychological health and safety policy Periodically review Share, update, and reshare Provide training, programs, and benefits Leadership training Evaluate EAP programs and benefits Consider additional programs (e.g., Not Myself Today) Resources Reducing stigma and building empathy Flexibility and accommodation: Ontario Human Rights Commission policy and procedure National Standard for Psychological Health and Safety in the Workplace Example of a psychical and psychological health, safety, and wellness policy statement by the mental health commission of Canada CMHA’s workplace mental health training and programs About the presenter Katharine Coons, M.Sc National Senior Manager, Workplace Mental Health at Canadian Mental Health Association Katharine is the National Senior Manager, Workplace Mental Health at Canadian Mental Health Association. She has over ten years experience working in mental health and holds a M.Sc. in Occupational Psychology focusing her thesis on Workplace Well-being. She has worked in a variety of industries across Canada and the U.K. and brings a diverse understanding of employee and organizational needs. Katharine is an expert columnist at Benefits Canada, has written for The Toronto Star and has been interviewed by the CBC, CPA Canada and Retail Insider. Katharine was also an expert judge of the 2021 Workplace Benefits Awards. She currently serves as the in-house expert and trainer for Not Myself Today and the workplace mental health program at CMHA National.

This is a short clip from Episode 34 with Romi-Lee Sevel. In this clip, Romi-Lee shares the upcoming changes that are expected to occur within CPA Canada and the CPA Competency Map. To listen to the full episode, please refer to this link: https://anchor.fm/samantha-taylor15/episodes/The-CPA-Way-Forward--Romi-Lee-Sevel-e1i8dp6

The rise in globalization and the ever-increasing sophistication of corruption schemes have exponentially expanded the scope of the professional accountant's role. The challenges CPAs currently face are significantly different from those encountered 20-25 years ago. It is important that CPAs rise to this challenge and equip themselves with the knowledge and skills to effectively combat misconduct at both a local and global level.  Our first guest, José Hernandez is the Founder and Chief Executive Officer of Ortus Strategies, a consulting firm that helps companies rebuild ethics and compliance programs. Prior to this, he founded FGI Europe and has been closely involved in unraveling many high-profile corruption cases over the past two and a half decades. He frequently offers expert testimony to legislatures, parliament, and governments on combatting corruption.  “The first lesson is that accepting, tolerating corrupt regimes for an extended period of time, does inflict a tremendous human toll” says José, “in many ways, we've become too complacent… We really have to fight, and as accountants, custodians of this financial system. We need to fight even harder.” Michele Wood-Tweel speaks to the need for legislation to keep up with the ever-evolving practices of financial criminals, particularly in this country. Michelle is CPA Canada's Vice President of Regulatory Affairs and supports the council of chief executive's public trust committee. “Corruption is ramping up across the globe and Canada is not immune. In the CPA profession, we have to be aware that the risk is ever-present.” Michele comments, “we have to be super aware of what is taking place. We have to rise to the occasion to make sure that we're asking the right questions.” Episode 8 explores the responsibility of the CPA role in a global effort to combat corruption. Key Takeaways: 1:32 - What the current situation in Russia/Ukraine can teach us about corruption 2:50 – The impact of international fraud on accountants 4:34 - The SNC Lavalin case  6:00 – How corruption has changed in the last few decades 8:29 – New challenges CPAs are facing 15:45 – How the Canadian government is trying to keep up with money laundering, particularly with the rise in virtual currency 19:26 – Examples of money laundering within Canada and what it means for Canadian accountants 21:27 – What to look out for as a CPA and how to stay on top of these rapid changes For more information on Canada's anti-money laundering and anti-terrorist financing legislation (AML/ATF), please visit the following: AML/ATF Guide:  https://www.cpacanada.ca/en/business-and-accounting-resources/forensic-and-investigative-accounting/anti-money-laundering-and-anti-terrorist-financing-guide (Guide to comply with Canada's anti-money laundering and anti-terrorist financing (AML/ATF) legislation) AML Resources:  https://www.cpacanada.ca/en/business-and-accounting-resources/forensic-and-investigative-accounting/anti-money-laundering/publications/anti-money-laundering-resources (Anti-money laundering resources) Learn more about CPA Canada's Foresight initiative, go to foresight.cpacanada.ca https://www.cpacanada.ca/en/foresight-initiative/podcast (Foresight: The CPA Podcast) https://www.cpacanada.ca/en/foresight-initiative (CPA's Foresight Initiative) https://www.cpacanada.ca/fr/devenir-cpa (Devenir CPA) https://www.cpacanada.ca/en (CPA English) https://www.cpacanada.ca/fr/ (CPA French)

In this episode, we're asking how AI can help CPAs make smart decisions about capital allocation? One area that is notoriously difficult to analyze is marketing. Making smart decisions about marketing expenditures can be challenging because the correlation between marketing investment today and the long-term impact on financial results in the future is not obvious.  AI can help fill in this gap between decisions today and results months or years in the future. Our first guest Dave Bunce is the CEO of Morphio, a company that uses A.I. to analyze the effectiveness of marketing investments. He says AI is valuable to CPAs because, “It puts CPAs in the driver's seat of having access to information and insights they otherwise wouldn't have had, and that can apply across functions and across stakeholders.” Our second guest looks at what CPAs need to do to ensure they remain in the driver's seat and not become a passenger. Mario Malouin is a professor at the University du Québec de l'Outaouais and a member of the IEEE SBA Technology Experts Group. He breaks down the many steps CPAs need to take to feel confident in the data that they're getting from AI. He says CPAs need to do more than examine what is the source of the data, how the algorithm has been trained, how it has been tested, and how it has been deployed in real life.  “You need to zoom out and understand what is the task you want to give to what I call those intelligent agents. And this is key.” If you're interested in learning more about CPA Canada's Foresight Initiative, click on the link below. Key Moments: 02:50 Dave Bunce describes a case study where his team analyzed the impact of marketing decisions on revenue. 06:50  Mario Malouin breaks down the steps CPAs need to take to ensure they remain in the driver's seat with AI. 08:50  Mario describes the discussion CPAs need to have with their supplier of AI to feel confident it is the right tool for the right job. 12:27  How CPAs can choose between the various suppliers of off-the-shelf AI solutions. 18:55  How CPAs need to develop guiding principles like integrity or inclusion before embarking on any AI-enabled journey. Links: https://www.linkedin.com/in/mariomalouin/?originalSubdomain=ca (Mario Malouin) https://morphio.ai/?utm_medium=ppc&utm_term=morphio&utm_source=google&utm_campaign=SH_Campaign_Branded&hsa_mt=e&hsa_cam=1735943181&hsa_grp=69679489082&hsa_net=adwords&hsa_kw=morphio&hsa_tgt=kwd-335538318606&hsa_acc=2239340878&hsa_ad=498707020061&hsa_src=g&hsa_ver=3&gclid=CjwKCAjwopWSBhB6EiwAjxmqDbWwF2IwKG0lHs8c6zlgGrUxIHflN_tCC95A9dyEeIXl1iyZ5pEm0BoCVj0QAvD_BwE (Morphio) https://www.linkedin.com/in/davidcbunce/?originalSubdomain=ca (Dave Bunce) https://www.cpacanada.ca/en/foresight-initiative/podcast (Foresight: The CPA Podcast) https://www.cpacanada.ca/en/foresight-initiative (CPA's Foresight Initiative) https://www.cpacanada.ca/fr/devenir-cpa (Devenir CPA) https://www.cpacanada.ca/en (CPA English) https://www.cpacanada.ca/fr/ (CPA French)

Newly designated CPAs have a wide range of options ahead of them, but for many, the CFO office remains the ultimate goal.  However, today's CFO looks very different from decades past. Advanced technical skills are now just table stakes. CEOs are looking for CFOs to be strategic partners focused on growth and increasing shareholder value.   According to our first guest, this means aspiring CFOs need to accumulate a wide range of experiences beyond finance. Ross Woledge is Partner at Odgers Berndtson, an international executive search firm. He is head of the firm's CFO practice. Ross says CEOs are looking for CFOs who have experience running business lines, managing a wide range of employees and building value for shareholders. “The technical is absolutely table stakes, and you need that. You can't get to the strategic without that, but having that strategic acumen, CEOs are absolutely adamant that that's what they want,” says Ross Woledge. Geoff Lowe agrees with this. He is CFO for Enercare, one of North America's largest energy services providers. It's a bit of a switch from positions he held earlier in digital media and publishing with Rogers.   “Today's companies are so dynamic, and they require CFOs to have, really the full range of technical finance knowledge but also combined with having the requisite leadership skills, along with strategic and commercial acumen,”  he says.  He adds, “Sometimes it's easier said than done.” Today's episode lays out a roadmap to the modern CFO office. Key Takeaways: 1:15  - What recruiters are looking for when seeking CFO candidates 2:45  - How the CPA designation offers a critical competitive advantage to candidates 6:30  - Examples of CFOs whose career paths moved beyond finance 12:35 - Why we are entering the era of the CFO 14:17 - Judy Adam describes her journey to CFO of Fire and Flower 17:25 - Judy Adam describes how her role as CFO encompasses a lot more than just overseeing finance. 18:42 - Advice to CPAs who've got their sights set on the CFO position Learn more about CPA Canada's Foresight initiative, go to foresight.cpacanada.ca https://www.cpacanada.ca/en/foresight-initiative/podcast (Foresight: The CPA Podcast) https://www.cpacanada.ca/en/foresight-initiative (CPA's Foresight Initiative) https://www.cpacanada.ca/fr/devenir-cpa (Devenir CPA) https://www.cpacanada.ca/en (CPA English) https://www.cpacanada.ca/fr/ (CPA French)

Brannon Poe is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy which is a virtual practice management workshop. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant's Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus and has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including The Unplugged Vacation,  Accountant's Flight Plan – Best Practices for Today's Firms (published by both the AICPA and CPA Canada) and On Your Own: How to Start Your Own CPA Firm, Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the current President of EO Charleston (Entrepreneur's Organization). Where to Find Brannon Poe Website: https://poegroupadvisors.com/ (https://poegroupadvisors.com/) Instagram: https://www.instagram.com/poegroup/ (poegroup) Facebook: https://www.facebook.com/PoeGroupAdvisors/ (Poe Group Advisors) Twitter: https://twitter.com/poegroupadvisor (@PoeGroupAdvisor) LinkedIn: https://www.linkedin.com/company/poe-group-advisors/ (Poe Group Advisors) Youtube: https://www.youtube.com/channel/UCYmnbnukz_b9f-Y9PW0sksw (Poe Group Advisors) SPONSOR This episode is sponsored by http://www.entireproductions.com/ (Entire Productions)- Creating events (both in-person and virtual) that don't suck! and http://www.entireproductionsmarketing.com/ (Entire Productions Marketing)- carefully curated premium gifting and branded promo items.  PLEASE RATE, REVIEW, & SUBSCRIBE on APPLE PODCASTS “I love Natasha and the Fascinating Entrepreneurs Podcast!”

As organizations generate larger and larger amounts of data, traditional accounting practices like audits are increasingly difficult to perform effectively without the help of technology like AI.  And while AI presents CPAs with the opportunity to expand skillsets and manage massive datasets, it also comes with significant risks. In this episode, David McGuffin speaks with professional accountant Rachel Kirkham ​​about how she navigates a path between the opportunities and risks of AI in her role as Vice President of Analytics and Data Science for the accounting tech firm MindBridge. She says a key risk is the potential for biases to creep into the ways data is collected and interpreted. Rachel tells David, “There are a bunch of different things that you have to think about and there are techniques to mitigate against biases but it's about being aware of them as a data scientist. An awareness that this is something that you actually need to explicitly consider and manage as a risk.” The narrow wedge between the promise and the perils of technology is what Laura and Brian Friedrich call the double-edged sword of technology for accountants. They wrote a paper exploring this issue in collaboration with CPA Canada, the International Federation of Accountants (IFAC), the Institute of Chartered Accountants of Scotland (ICAS), and the International Ethics Standards Board for Accountants (IESBA). Brian tells David that balancing the risks and rewards of technology requires CPAs to bring their public interest mandate to the front of their professional practice, “That's what has to be held above all else…when things start to look like they're crossing the line, or if there's a risk of them crossing the line that you're able to stand back and ask the important questions about what's this tech really going to be doing? And does it seem appropriate for us to do that? Has there been enough testing of those sorts of things?” Key Moments: 4:31 Rachel Kirkham discusses the potential dangers of machine learning algorithms 5:42 Rachel describes steps that need to be taken to remove bias from algorithms 9:03 Rachel describes how AI can improve audits. 11:40 How the MindBridge algorithms were audited by University College London 14:03 Rachel speaks to how CPAs can balance the risks and opportunities of AI 16:00 Why the accounting designation came into play when designing and developing the Mindbridge AI 20:00 Brian Friedrich on the critical role CPAs play in managing the opportunities and risks of AI 21:38 Why CPAs need to keep their public interest mandate front and centre as these advanced tools evolve. Resources: https://foresight.cpacanada.ca (CPA Canada Foresight Initiative) https://www.cpacanada.ca/en/foresight-initiative/trust-and-ethics/technology-double-edged-sword (Technology is a double-edged sword) https://www.mindbridge.ai/ (MindBridge) https://www.mindbridge.ai/company/leadership/rachel-kirkham/ (Rachel Kirkham) https://www.linkedin.com/company/friedrich-&-friedrich-corp-/about/ (friedrich and friedrich corp.)

Jane Brown fills in for Libby Znaimer. She is joined by Doretta Thompson, CPA Canada's Financial Literacy Leader, to discuss the importance of providing seniors with financial literacy skills. With June being Seniors' Month, there are great initiatives being organized for Canada's aging population. One of those initiatives is financial literacy programming. CPA Canada is one such organization that has been facilitating this type of education.