Join an exclusive discussion group (CGA's only) where we talk about tax.
What type of tax do we discuss? ...personal, investment, property, self-employment, payroll, GST/HST, shareholders, estates and trusts, vehicles, home office, CCA, capital gains & losses
...pretty much anything to do with people and tax, but we don't get into corporate or really complex planning as there are other resources available for those types of tax conversations.
Click Add to Cart below to pay for next month's meeting ($30 plus tax)
Just one monthly fee entitles you to access TaxLinks Pro Portal until the next renewal date, and renewal is once a year on October 1.
Meetings are one hour, second Tuesday of the month at 9:30 am Pacific Standard Time.
Save $30/year, pay $300 in advance and join every meeting.
Contact eileen@taxdetective.ca directly to pay for the next 11 meetings over the next 12 months.
As long as you have internet access, the meeting is where you are.
Meet online via www.gotomeeting.com at your desktop, or if you're mobile there's an APP for that.
Visit www.gotomeeting.com to download the APP for iPhones, iPAD's and Androids.
Mark your calendar now to join in 2013
What topic would you like to see on this list? Make a suggestion and we'll fit it in... 20
January 8: Payroll & taxable benefits: QuickBooks Premier Accountant v 2013
February 12: Dividends, T5's, shareholder benefits
March 12: Time Management, Office organization, PST in BC update
April 9: Federal budget 2013 - What's new? | PST, treatment of reimbursements, uptake round robin on how implementation is working for participants - bring your beefs, challenges, questions
May 14: New rules for T1135 | Immigration (topic change request April 9th meeting)
June 11: Estate accounting using QuickBooks/Quicken software and T3 preparation
August 27: Capital Gains; CGA - Public Practice Exit Strategy & FallBack?
September 10: Capital Cost Allowance; Salary vs Dividends | Changes in strategy with new 2013 rules?
October 8: Shareholder loans | Personal Services Businesses
November 12: Lease vs buy: Permanent and Timing Differences
December 10: GST/HST compliance & reporting methods | Working papers & annual adjustments
The fine print:
CGA's only! Any CGA, be they a controller, accountant, retired government employee, and of course, public practitioners.
This is not just a BC group, there are participants from other provinces!
This is NOT for your students or staff, it's only for you...
The sessions are NOT recorded and are treated as confidential. Why? No one would speak up if there were students or staff on the calls, that's why it's exclusively for CGA's.
You must attend to obtain verifiable PD hours. Your attendance record is submitted to J Martin at CGA BC. CGA's in other provinces will receive a record of attendance for verifiable hours at year end.
Tax reading materials should qualify for non verifiable PD points and that's where TaxLinks Pro Portal comes in really handy.
The portal is included when you pay for just one month's meeting. TaxLinks Pro Portal is one way to follow what I'm researching, or have researched and written about. When I attend tax updates, if there's interesting court cases, I find those cases on www.canlii.org and add them to the subject matter listing of court cases too! Makes for some entertaining reading and conversation plus learning about how our tax system works in the courts.
Dates/Topics 2012:
January 30: Families: Separation/Divorce, marital status, claiming dependents (see CGA PPM Fall 2010 Newsletter)
February 20: Personal Tax Credits including disability, medical, disability supports, child care, attendant care
March 26: What's New for T1 Season / Federal Budget
April 30: Keeping records, electronic record keeping
May 28: Investments, capital property, real estate, stocks, bonds, mutual funds, flow thru's
June 25: Accounting for Estates (by request)
August 27: Tax returns: T3's for Estates (by request)
September 11: Assisting Accountant Preparation / Mandatory e-File: T1s and T2s Jan 1 2013 - have you made plans yet?
October 9: Meals / Trucker Meals / Employee benefits ??
November 13: Vehicles, owned, leased, self-employed, corporate, partners
December 11: Home office, self-employed, corporate, employee
Topics we've covered in the past few years.. (we've been meeting for a few years now..) and will likely revisit every so often - CGA's can request a topic!
How to complete T2's
How to complete T3's (August 27, 2012)
Personal Tax Credits (see TaxDetective Boot-Camp if you can't wait)
Vehicles (see above)
Capital Cost Allowance
Rental properties, change in use, partial change in use
Not for Profit and Charities: Compliance with employment standards, payroll, GST/HST, Income Tax, etc.
Employees & contractors / Self-employed or employed? / Personal Service Business or Specified Investment Business (PSB's and SIB's) / Contract payment reporting
Tax research
Voluntary disclosures, fairness, administrative relief
Estate accounting and taxation (see August 27, 2012)
Investment accounting and taxation (www.ipbc.ca is hosting a Quicken overview September 13, 2012, and an indepth 4 part series in January 2013)
Shareholder benefits
Tax return software review: Profile® T1/T2/T3 and FX and TurboTax® Online
TaxLinks Pro is free with your monthly subscription:
"I have used TaxLinks Pro more than once and have found it thus far the best tax reference tool I have ever used regardless of price ..."
[Read recent testimonials]
Here's a testimonial from a CGA practitioner in the Cariboo:
"I love Eileen’s, the Tax Detective, teleconference that occurs once a month. Information provided online is easy to find and readily available. The experience that Eileen brings to tax accounting is incredibly beneficial in that it informs us of important points to remember that may not have occurred to us prior. She also assists us in improving communication with our clients by providing us with questions we wouldn’t otherwise remember to ask. The opportunity to ask questions and discuss difficulties with another accountant is invaluable to those of us that are sole practitioners."
another attendee who connects from her office in Abbotsford has this to say...
I have had the privilege of knowing Eileen for a number of months now. She has been a most valued source of tax information for me. However, she has also been very supportive and inspiring as well! Every time I have had questions on tax issues, Eileen either has information on her website or has responded very quickly with whatever help she can provide. In all cases, Eileen goes above and beyond with her assistance. I am very appreciative of her knowledge, experience, and professionalism. Her website is a tool which all tax professionals should have bookmarked! Thanks Eileen for all that you do!
Kimberly McLaren, CGA, McLaren & Co.,Certified General Accountant: Website: www.mclarenco.net
*Disclaimer: TaxLinks is a tax education resource, meant to be supportive, informative and enlightening professional development. It does not and is not ever intended to replace the tax services of a lawyer or accountant.
