Before you approach potential investors or buyers for your business, you need to assess the value of your business.

Family offices provide professional services for one or more wealthy families. Before a family office creates its investment risk management framework, it must first create a well thought-out risk and investment strategic plan. Published by the Family Office Association in the United States.

Selling a business requires planning in advance to obtain the best price. There are several ways to make a business more attractive to buyers, some of which should be acted on well in advance of a sale. This article is written by Mark Groulx and published in Canadian Capital magazine.

For the first 15 years of a child’s life, the financial steps to responsibility are similar regardless of the family’s financial circumstances.

Defined benefit pension plans carry many types of risk, especially challenging for small pension plans. Mitigating risk can be accomplished by creating and overseeing three key policies: an investment policy, a benefits policy, and a funding policy. The most successfully managed pension plans integrate the assessment and management of most risks ...

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.

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 ...

Business succession refers to passing the ownership of a business from one set of hands to another. Whatever factors are in play, succession can be a short-term solution, often as a reaction to a business or personal situation, or a product of long-term business and tax planning. This course deals specifically with long-term planning for business succession, and the styles and structures that can be put into place in order to provide an effective transfer of the business interest.

Business succession simply refers to passing the ownership of a business from one set of hands to another. In this course we deal with the short-term, that is, the immediate or near-immediate sale of the business (assets) or the business interest (shares in a corporation) where the disposal occurs in a single transaction or a group of transactions.

The income tax accounting arising on the death of a taxpayer can vary from simple to extremely complex. Where a taxpayer’s affairs fall within this range depends on the type of assets held at death, the character of the taxpayer’s income, and the existence of particular beneficiaries. In this course, emphasis has been placed on the disparate, but most common, situations found on the death of a Canadian resident.