2024-25 Branch Seminars & Events
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2024
SEPTEMBER SHOWCASE - SEPARATE FROM BUNDLE
TUESDAY
September 24, 2024
4:00 pm - 7:00 pm CT
Tax Planning in a High Interest Rate Environment
Members, Students, and Prospective Members Social Event
Venue: SMITH Restaurant - Inn at the Forks, 75 Forks Market Rd, Winnipeg
OCTOBER 2024
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
October 22, 2024
12:00 pm - 2:00 pm CT
Tax Planning in a High Interest Rate Environment
Kenneth Keung, CPA, CA, CPA (CO, USA), CFP, MTAX, LLB, TEP, Calgary: Moodys Tax
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
DECEMBER 2024
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
December 10, 2024
12:00 pm - 2:00 pm CT
Planning in the Age of Unending Tax Reform
Sarah Corley, CPA, CA, Winnipeg: KPMG LLP
Ryan Palmer, CPA, CA, FEA, Winnipeg: KPMG LLP
Yanyu Sha, CPA, Winnipeg: KPMG LLP
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
JANUARY 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
WEDNESDAY
January 8, 2025
8:30 am - 4:30 pm CT
National Full-Day Course:
Advising Executors from Death Certificate to Clearance Certificate
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
January 21, 2025
12:00 pm - 2:00 pm CT
Death of the Homeowner – Planning With Interests in Real Estate
Tannis Dawson, CPA, CA, CFP, RRC, FEA, TEP, Winnipeg: TD Wealth
Leith Robertson, LLB, Winnipeg: Pitblado Law
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
FEBRUARY 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
February 11, 2025
12:00 pm - 2:00 pm CT
Update on Insurance Planning – Tips and Traps
Hemal Balsara, CPA, CA, CFP, FEA, TEP, Toronto: Manulife
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
MARCH 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
March 11, 2025
12:00 pm - 2:00 pm CT
When Love Dies: Separation, Divorce, and the Tax Plan
Johanna Caithness, LLB, Winnipeg: Fillmore Riley LLP
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
MAY 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
May 13, 2025
12:00 pm - 2:00 pm CT
Coming to Canada – Planning for the New Canadian & Annual Branch Meeting
Reis Pagtakhan, LLB, Winnipeg: MLT Aikins LLP
Sébastien Desmarais LLB, JD (USA), LLL, TEP, Ottawa: TD Wealth
Venue: Bergmann's on Lombard, 620-167 Lombard Ave
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
