Important Planning for CPA’s in 2023
This event is aimed at giving you a deeper insight into what you can expect from 2023, in both Tax Planning, the Engagement Standards and more.
Who Should Attend?
Tax practitioners, tax lawyers and accountants looking for new compliant approaches.
Quality Management (CSQM 1)
Missed the December 2022 Deadline? What to Do Next
Q & A
The Basics of Performing a Capital Gains Strip
Kurtis Bond & Edmund Gill
Q & A
Improving Your Practice in 2023
Q & A
Marcus Guenther MBA, CPA, CA
20 years’ experience in professional standards (assurance and accounting), previous co-author of CPA Canada’s Professional Engagement Manual and Quality Assurance Manual, as well as assisting small to mid-sized accounting firms.
Marcus is an accomplished trainer in accounting (such as ASPE and IFRS) and auditing. He assists many accounting firms in monitoring their quality control systems and helps entities with their ASPE and IFRS implementation.
Prior to joining FocusROI, Marcus was a senior manager at BDO Dunwoody LLP, where he was responsible for audit, tax and accounting engagements for clients ranging from municipal government, manufacturing and high-tech to distribution. Marcus also spent several years working for a large multinational automotive parts manufacturer as the manager of financial reporting.
Edmund Gill LL.B
Edmund founded Tax Architecture Group (TAG) in 2017, specializing in tax advisory and consulting for HNW individuals and businesses. He leads a collaborative approach with clients’ advisors to provide an overall strategy, including tax, that fits the clients’ financial needs. Previously, Edmund worked as a tax advisor for 20 years, acting as lead counsel on high-profile transactions, and sits on the board of several private companies, including a financial advisory firm working with Indigenous businesses. He is also a small business owner, operating truck and car wash businesses for over 10 years.
Kurtis Bond LL.B., B.Sc.
Kurtis joined Tax Architecture Group in Feb 2021 after serving as head of Canadian tax at a natural resources multinational corporation. He oversaw $17B in A&D, managed Canadian tax aspects and resolved significant tax disputes. Kurtis is an active member of Tax Executives Institute, serving as Chair of Canadian Income Tax Committee (2019-2021) and regularly meeting with Canadian government officials. Prior to in-house work, he was a tax partner at McCarthy Tetrault and associate at Blakes. Currently, Kurtis acts as Counsel in Tax Group at Cassels, consulting on complex tax matters with commercial and industry insight.
Gord Berger TEP, MDRT, TOT
Gord’s mission is to provide integrated financial concepts for wealth maximization, tax reduction, and estate planning. He has appeared on TV/radio and is a charter member of the Society of Trust and Estate Practitioners. He has been a Life and Qualifying member of the “Top Of The Million Dollar Roundtable” for over 30 years and co-authored several books. In his personal life, he has served as Chairman of Cash For Life Charity, President of The Kidney Foundation of Canada, Board member of Toronto Symphony, and a Director on the Foundation Board of Mount Sinai Hospital in Toronto. Currently, he serves on the Board of Governors.