To succeed, small businesses must have financial literacy skills needed to navigate various obstacles and thrive.

Specific types of individual pension plans (IPPs) are being challenged by Canada Revenue Agency (CRA), for example where the IPP may have been established to hold funds from a previous employer pension plan.

Financial planner Jim Otar's retirement calculator creates scenarios based on about one hundred years of actual market performance.

uValue is a free corporate valuation app for iPad, iPhone and iPod Touch to help value businesses with widely-used analytical tools.

Understanding how investment returns are calculated is essential for making comparisons and measuring portfolio performance.

Conventional teaching on how to "retire" isn’t working — and is actually contributing to financial stress. What' the secret to retirement? Find out with this webcast. Implement it into your practice and see significant results next year. Without changing your current systems, simply change your perspective, and you will have found the secret to financial and business success.

This course will provide you with the knowledge to distinguish partnerships from other unincorporated business structures such as joint ventures, and to understand the rules by which the income of the partnership and the tax obligations of the partners are calculated. A number of tax planning opportunities of partnerships are discussed, along with practical guidance to the relevant interpretive sources and compliance requirements.

Association events and seminars bring CGAs, students and other professionals together for valuable learning and networking. The Events pages present detailed descriptions of PD opportunities and special events around Alberta as well ...

The webcast will address many of the issues that arise for both employees and corporations when designing an appropriate and effective compensation strategy. By outlining the key factors in establishing competitive pay, you will have a foundation that will enable your compensation strategy to evolve from ad hoc pay practices to a well-governed rewards program.

This is the second of a two-part presentation on the taxation of trusts and their role in estate planning. It will cover three essential topics: estate planning using trusts; the use of testamentary spousal trusts; and the 21-year deemed disposition rule. This webcast is intended for an audience with a basic understanding of trust fundamentals.