Registration Open for In-Person STEP Ottawa Seminar

I’m honored to be speaking at the upcoming STEP Ottawa seminar, “Navigating the CRA: Essential Insights for Advisors,” alongside Spencer Brooks of Hendry Warren LLP. Together, we’ll offer you a unique combination of perspectives—a lawyer and an accountant—on how to effectively handle CRA interactions, from assessments and reassessments to audits and court proceedings.

Event Details

-       Date: Wednesday, February 12, 2025 

-       Time: 4:00 p.m. to 5:30 p.m. 

-       Q&A: ~15 minutes 

-       Location: CIBC/KPMG, 150 Elgin Street, Ottawa, ON 

Both Spencer and I will share stories from the trenches, providing practical takeaways based on years of experience dealing directly with the CRA. Attendees will gain insights from both a legal and accounting perspective, giving you a well-rounded approach to advising your clients. Our session will specifically address the unique challenges faced by advisors working in estates and trusts, making it highly relevant to STEP members and other professionals in this space.

Registration details are available through STEP Ottawa's event portal. Don’t miss this opportunity to gain valuable insights and network with peers in the field!