Public Practitioner Networking Event PD

By Tierra Pawluk
Jan 21, 2020
Event Date: Jan 21, 2020
Photo credit: skynesher / E+ / iStock / Getty Images

CPABC Richmond/South Delta Chapter invites designated members, who own and operate a public practice firm (sole practitioner or small firm), to attend the chapter’s Public Practitioner Networking Event on Tuesday, January 21, 2020.  To attend, you must hold a public practice license and operate your public practice firm.

Purpose:

Sole practitioners or those running a small public practice firm face many challenges including competitive pricing, keeping up with technical updates and marketing their professional services. Among these challenges are unique regional demographics and client needs resulting in practitioners needing knowledge of specific type of tax filings, understanding of tax treaty, foreign tax laws, and real estate industry, just to name a few of the challenges.  This networking session can help you address these challenges with the support of other like-minded professionals.  Participants are expected to contribute to the discussion and be prepared to share their ideas and comments.

Agenda:

  • First half:
    Guest Speaker: Gordon Lee, PFP, CIM from BMO Nesbitt Burns Inc. and his team will have presentation that covers following topics (tentatively):
  • Market outlook 2020
  • Tax efficient financial investment products in the industry
  • Support of tax filing and compliance
  • Q&A (feel free to submit your questions or topics related to wealth management industry in advanced via registration form)
  • Second half:
    Open forum: Discussion topics come from forum members. We need your active participation to keep the forum relevant. Please send your suggestions via registration form. 
Details  
Date: Tuesday, January 21, 2020
Where: Richmond Curling Club, 5540 Hollybridge Way, Richmond, BC
Time: Registration & Dinner: 5:45 pm – 6:30 pm  | Forum:  6:30 pm – 8:30 pm
Cost: $15.00 + GST
CPD: 2 hours
To Register: Click here

Register early! Space is limited to 20!


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