Go to www.apatcinc.com/seminars.php for instructions on how to register for this seminar. SEMINAR FEES AND COST WORKSHEET NOTE: EARLY BIRD FEES OFFER SIGNIFICANT SAVINGS. You must register and pay by Friday, January 15, 2010 to qualify for the early registration rate. If payment is not received by that date, the regular rate will apply. There will be no exceptions. The Marriott Toronto Airport has rooms reserved for us at $115.00 per night including free parking and free th in-room internet access. Availability is only guaranteed until January 15 . Don’t delay, reserve your room now at 1-800-905-2811 or 416-674-9400 and ask for the APA&TC rate. th There will be an exam review/preview session on Friday, January 29 th Examinations are scheduled for Saturday, January 30 at 8:00am. You must register beforehand by contacting us at 1-888-621-1005 or as part of the regular online registration process. Early Regular Quantity Rate Rate AFFIRMED & ASSOCIATE MEMBERS (Available to members in good standing) FRIDAY, January 29th only ______ $229 $279 = ______ SATURDAY, January 30th only ______ $229 $279 = ______ FRIDAY AND SATURDAY, January 29th & 30th ______ $279 $379 = ______ SPECIAL EMPLOYEE RATES (Available to employees of Members in good standing only if the member is also attending this seminar) FRIDAY, January 29th only (does not include dinner) ______ $125 $150 = ______ SATURDAY, January 30th only (does not include dinner) ______ $125 $150 = ______ FRIDAY AND SATURDAY, January 29th & 30th ______ $195 $220 = ______ NON-MEMBERS FRIDAY, January 29th only ______ $349 $399 = ______ SATURDAY, January 30th only ______ $349 $399 = ______ FRIDAY AND SATURDAY, January 29th & 30th ______ $419 $439 = ______ MEALS FOR SPOUSES AND GUESTS Friday Dinner rate applies to anyone registered for just Friday or or just Saturday. All rates apply to any guests. FRIDAY Lunch ______ $30 $30 = ______ FRIDAY Dinner ______ $35 $35 = ______ SATURDAY Lunch ______ $30 $30 = ______ SUBTOTAL: ______ GST: ______ TOTAL: ______ Tax Update Seminar January 29th & 30th, 2010 Marriott Toronto Airport, Toronto, Ontario COMPREHENSIVE TAX UPDATE INTERMEDIATE WORKSHOP ON PERSONAL TAX SPECIAL RETIREMENT PLANNING SESSION WITH TOM McCALLUM AND THE ROCHE FINANCIAL GROUP EVERYTHING YOU NEED TO KNOW TO BE READY FOR H.S.T. CLIENT TRACK WORKSHOP FOR NEW AND VETERAN USERS PREMIER SPONSOR Additional Sponsors FRIDAY ALL DAY SESSIONS – Select Option A or B A. Advanced Tax Update 2010 presented by Glen Schmidt, BA, FCGA This full day program provides an update of corporate and individual federal income tax issues. There are significant issues of which practitioners and those involved in the tax area should be aware. Topics include: Directional Issues of CRA 2009 Federal Budget Home Renovation Tax Credit Income Splitting and Prescribed Rate CRA eases up on Employment Benefits Charitable organizations and CRA’s audit efforts CRA eases up on Employment Benefits & other policy issues Interesting Cases The Speaker: Glen‟s company, GTS Seminars, focuses on the preparation and delivery of professional development products in the accounting and taxation fields. Glen has over 20 years experience in public speaking and presentations. He has presented numerous accounting, tax and auditing seminars for provincial associations and is a regular presenter at APA&TC seminars. OR B. Personal Income Tax Intermediate Workshop presented by Allan Loiselle, Life Member Do you or your staff need to “pump up” your taxation knowledge beyond the basics? If so, this session is for you. Allan makes learning fun. You can always count on his sessions to provide you with knowledge and skills that will make you a better practitioner. Topics to be covered will come from many areas such as capital gains on stocks, bonds and mutual funds, income splitting for seniors, the disability credit and related credits and deductions and, just because some people asked for it, a little more on Capital Cost Allowance. The Speaker: Allan has presented a number of workshops to Association members on topics ranging from working papers for financial statements and tax returns, basic and intermediate personal tax preparation, Standards of Practice, how to protect yourself from errors and omissions claims and charges under the Third Party Civil Penalty provisions of the Federal Income Tax Act. SATURDAY MORNING SESSIONS – Select Option A or B A. Back by Popular Demand – Round Table Discussions (The Children of Taxation) It is quite amazing how much our family, and in particular our children, affect our tax preparation and planning. The three round table discussion papers cover widely varied reflections as to how we are affected with our children at various stages of their lives and ours. One paper deals with the various considerations that come into play when your child is a minor. Paper two is when your children are teenagers, who have just reached the age of majority. They see themselves as perpetually young, forever immortal and confidant in the fact that they will always know more than the generation that went before them. Naturally, their lack of experience makes them vulnerable to financial blunders. The final paper addresses the adult child who will still affect some of your tax planning, but also becomes a greater part of your estate planning. The examination of all three life stages will promote lively discussions and participants will acquire a new perspective on tax preparation and planning for the family. OR B. ClientTrack Hands on Training – Get up and running on all features in just half a day! Want to take control of your practice? Client Track offers the premier software solution for doing just that. At the end of this detailed on workshop, you will be able to import client information, assign client tasks, manage your T1 clients and the entire preparation process and set up automatic notification to remind your clients of important due dates such as Source Remittances, tax instalments and GST and PST remittances. We will also introduce you to the appointment scheduler and the highly anticipated time and billing features. We have two sessions so you can send your staff to one and attend the other yourself. AND SATURDAY MORNING SESSION – Continued Is your ideal retirement destined to be just a dream or are you ready to make it a reality? If you’re like most self-employed practitioners, your practice is one of your two most valuable assets you own; the other being your home. If you’re like most Canadians, your RRSP assets are inadequate to fund the sort of retirement you want. Will your practice produce the nest egg needed to make your dream retirement a reality? Dream retirements don’t just happen. You need your own personal plan and maximizing the value of your practice should be an integral part of that plan. Roche Financial Group has joined forces with popular presenter, Tom McCallum, to show you how you can make it happen. This information packed session will include valuing the practice, how to structure your business today to sell for maximum value at a predetermined, guaranteed price when you are ready. Take the first step to your dream retirement today. SATURDAY AFTERNOON SESSION Ontario‟s HST – As the Temptations might say “Get ready, „cause here (It) comes” The Ontario Liberals may have sealed their political fate by introducing the Harmonized Sales Tax but it isn’t going away anytime soon. Are you ready for the transition? Do you know what’s covered and what’s exempt? Are you aware of the key dates before July 1, 2010? Are you ready to help your clients plan for and implement the HST? This is the biggest tax change since the introduction of the Goods and Services Tax, so we’ve enlisted the services of an expert tax team from Vine Group, Chartered Accountants to get us all ready for it. Bob Ellison is Director of Tax for Vine Group. He’s a former member of the Tax Team at a Big 4 Firm and has been providing tax consulting to small business for more than 26 years. He will be accompanied by Mike Weber from the Audit and Assurance team and Domenic Umbrello. Domenic is the Manager of Tax Services and Compliance Unit as well as the Information Technology manager for Vine Group. Vine Group is also a sponsor of our Tax Update event and will be here both days to explain all the value added services they can provide you and your clients. A number of APA&TC members are already Strategic Alliance Partners so stop by their booth to learn how you may benefit from something similar. Go to www.apatcinc.com/seminars.php for instructions on how to register for this seminar.