Seven MLT Aikins lawyers are slated to present to Chartered Professional Accountants (CPA) Saskatchewan at three half-day seminars.
On Friday, October 27, John Agioritis, Kurt Wintermute and Nicholas Horlick will speak in Regina on “Managing Risk in Your Tax Practice.”
Designed to help professional advisers reduce their exposure to liability in their tax practices, this seminar will focus on the procedures and processes of practising in taxation, highlighting areas where more could be done to protect practitioners from liability. In addition, the session will include a discussion of technical issues associated with the areas where AICA experiences the greatest number and dollar value of claims.
Topics:
- Management and administration
- Tax service responsibility
- Deals with Canada Revenue Agency
- Researching tax law
- Taxpayer relief, collections and third-party liability
- Tax compliance
- Malpractice lawsuit
- Tips and traps
- Risk areas and top 10 liability insurance tax problems
On Wednesday, November 22 in Saskatoon, Jeff Lee and Paul Olfert will lead a morning class on “Ten Practical Steps to Identify & Manage Risk in Your Business or Professional Practice.”
This course aims to help small- and medium-sized business enterprises and practising professionals identify and manage sources of risk in their businesses or professional practices. The seminar will raise awareness of sources of risk in business enterprises and professional practices across 10 different common areas of concern – and identify strategies to manage risk.
Topics:
- Business structure as a source of risk
- Directors’ and partners’ liability issues
- Professional practice issues
- Family considerations as a source of risk to a business
- End of life issues as a source of risk to a business
- Risks associated with business succession planning
- Risks associated with asset transfers
- Business litigation risks
- Risks arising from purchase and sale of a business
- Managing risks arising from business failure
The afternoon of November 22, Erin Smith and Ryan Lepage will present “Board Governance: Duties, Liabilities and Conflicts of Interest.”
This seminar will provide an overview of key corporate governance principles. It will provide a refresher on basic principles such as directors duties, as well as provide information on specific issues such as conflicts of interest, directors personal liability and potential claims by shareholders and other stakeholders. Practitioners who are involved in advising or auditing corporations (both for-profit and non-profit) and those who serve as directors of corporations themselves with benefit from the course.
Topics:
- How to fulfil directors’ fiduciary duty and duty of care in practice
- What is the “business judgement rule”?
- How to identify and resolve conflicts of interest
- Directors’ personal liability and how to limit it
- Oppression remedy
- Derivative actions
Event Details
Friday, October 27
8:30 a.m.-12 p.m.
Location: Regina CPA SK Office (101 – 4581 Parliament Avenue)
Course: “Managing Risk in Your Tax Practice”
Presenters: John Agioritis, Kurt Wintermute and Nicholas Horlick
Wednesday, November 22
8:30 a.m.-12 p.m.
Location: Saskatoon Park Town (924 Spadina Crescent E)
Course: “Ten Practical Steps to Identify & Manage Risk in Your Business or Professional Practice”
Presenters: Jeff Lee and Paul Olfert
Wednesday, November 22
1-4:30 p.m.
Location: Saskatoon Park Town (924 Spadina Crescent E)
Course: “Board Governance: Duties, Liabilities and Conflicts of Interest”
Presenters: Erin Smith and Ryan Lepage