Join tax experts from Crowe MacKay as they provide an update on personal income tax items for the upcoming tax season, tax planning tips, and a discussion on recent developments in the tax community. ABOUT CROWE MACKAY LLP Crowe...

If you’ve ever caught yourself thinking, “Why aren’t they doing business with me?” this session is for you. In this session, we’ll reframe what it really means to ask for the business in today’s advisor environment. You’ll learn how...

Join Willliam Yeung as he breaks down the key benefits, tax considerations, and real CRA cases every advisor needs to understand about corporate-owned life insurance (COLI). Learn how COLI can enhance corporate planning, avoid costly pitfalls, and create meaningful...

In today’s rapidly evolving regulatory landscape, compliance is no longer optional—it’s a strategic imperative. This session explores how maintaining the right documentation not only protects your business from risk but also strengthens operational integrity, enhances client trust, and supports...