Paul Calleri, Author at - Page 31 of 46

Author Archives: Paul Calleri

Estate Planning with Legal Case Examples; and Estate Freeze Strategies Sponsored by: Sponsored by Stephanie Ingram of Of Waverley Corporate Financial: Last Chance Register now!!

November 28, 2018 Paul Calleri rel="nofollow"Leave a comment

TheGAAP.net & GTA Accountants Network Present: Estate Planning with Legal Case Examples; and Estate Freeze Strategies Sponsored by: Sponsored by Stephanie Ingram of Of Waverley Corporate Financial Free Raffle Prize: Google Home mini Join us on Thursday: November 29. 3 CPD hours The following topics are being covered during this event: There will be two topics covered

Is now the right time to consider Private Equity investments – Is it right for you or your client?

November 23, 2018 Paul Calleri rel="nofollow"Leave a comment

Is now the right time to consider Private Equity investments – Is it right for you or your client? Written by: Stephanie Ingram, B. Comm, CPA, CA, Waverley Corp. Financial Services Volatility in the markets have become the norm this year. Industry experts say we are nearing the top of a 10-year bull market. In fact, of 900 E-trade investors

Toronto Entrepreneurs Conference: Hosted by Toronto Jobs.ca

November 20, 2018 Paul Calleri rel="nofollow"Leave a comment

The Toronto Entrepreneurs Conference & Tradeshow (#TECONF) is the prominent event in the Greater Toronto Area for empowering and connecting Small Business Owners. Date: Wednesday, December 5th, 2018 Location: Metro Toronto Convention Centre – 255 Front Street West, Toronto, ON M5V 2W6 We hope the day is a successful networking opportunity and you make great connections that assist your business!

Tax Case Law Update; and Wayfair – The US Supreme Court’s recent expansion of sales tax nexus and compliance: Sponsored by Stephanie Ingram

November 19, 2018 Paul Calleri rel="nofollow"Leave a comment

TheGAAP.net & GTA Accountants Network Present: Tax Case Law Update; and Wayfair – The US Supreme Court’s recent expansion of sales tax nexus and compliance Sponsored by Stephanie Ingram Of Waverley Corporate Financial Free Raffle Prize: Google Home mini Join us on Wednesday: November 22. 3 CPD hours The following topics are being covered during this event: Tax Case Law

A video for Financial Advisors and Their Business Owner Clients

November 7, 2018 Paul Calleri rel="nofollow"Leave a comment

In this video interview I explain how Financial Advisors can help their Business Owner clients when it’s time to transition or exit from the business. Often, bringing transition expertise and resources can help the advisor keep a seat at the table during and after the transition. If you’re an Owner you should expect no less from your Financial Advisor. To

Making Better Decisions Using Fast & Easy Financial Statement Analysis – 7 CPD Hours When YOu Need them!!

November 6, 2018 Paul Calleri rel="nofollow"Leave a comment

TheGAAP.net Presents: Making Better Decisions Using Fast & Easy Financial Statement Analysis Join us on Monday: December 10th 7 CPD Hours Making Better Decisions Using Fast and Easy Financial Statement Analysis Is looking at both International Financial Reporting Standards (IFRS) and ASPE financial statements part of your job or a component of your or your client’s corporate or personal

What are your biggest hassles as a CPA?

November 5, 2018 Paul Calleri rel="nofollow"Leave a comment

Most of us have a heavy workload every day. No matter how hard we work; it never gets done so we’ve learned to prioritize our responsibilities to get the most important things done. In this never ending routine we have day to day hassles. If you could illuminate your biggest hassles which ones would you like to take care of

BREAKING NEWS: CRA Auditors Not Stupid, Have Figured Out “Cash Payments” Gambit

November 2, 2018 Paul Calleri rel="nofollow"Leave a comment

http://blacktulip.ca/bookkeeping-support-for-accountants/ Put your clients on notice! Canadian Revenue Agency Auditors are upping their game. As of last year, the feds pledged over $500M over the next five years (in addition to their existing budget) for the purpose of pursuing tax cheats. You don’t want your clients caught in that net – here’s what they need to know: Hiding Cash

Exiting a business or just living your life, take a quick look now.

October 24, 2018 Paul Calleri rel="nofollow"Leave a comment

As I was preparing my email for this week, it occurred to me the list is not only for someone exiting a business but for anyone just living their life. Cheers, Eric eric@ericgilboord.com

Representing Taxpayers in Tax Disputes with CRA & Personal Pension Plans for Business Owners – Sponsored by: Stephanie Ingram Of Waverley Corporate Financial

October 20, 2018 Paul Calleri rel="nofollow"Leave a comment

TheGAAP.net & GTA Accountants Network Present: Representing Taxpayers in Tax Disputes with CRA & Personal Pension Plans for Business Owners Sponsored by: Stephanie Ingram Of Waverley Corporate Financial Free Raffle Prize: Google Home mini Join us on Tuesday: October 23th. 2.5 CPD hours There will be two topics covered during this event: Representing Taxpayers in Tax Disputes with CRA

« 1 … 29 30 31 32 33 … 46 »