seminar 3 - Tax Confidence & Risk Protection

Wednesday, March 18th

3.00 PM - 5.00 PM (PDT)

Online via Zoom
This session will be recorded!

Seminar Overview:

This is the workshop that brings it all together: business deductions, filing deadlines, saving money for tax, GST/HST registration, and keeping the right records. It’s all about avoiding the pitfalls and keeping CRA happy with the least amount of stress and fuss. At the end of this session participants will be forearmed with everything they need to know to stay out of trouble and get back to the work they love, ASAP.

What You’ll Learn:

• How to identify and claim business deductions effectively
• Understanding filing deadlines to avoid penalties
• Strategies for saving money on taxes
• When and how to register for GST/HST
• How to keep accurate and organized records
• Tips for avoiding common pitfalls with the CRA
• Practical steps to reduce stress while staying compliant
• How to focus on your art/business while staying tax-ready

About the Instructor -  Sunny Widerman, Personal Tax Advisor

Sunny Widerman has been a tax preparer and advisor since 2002, with a growing clientele of freelancers, business owners and professionals. Through her firm Personal Tax Advisors, Sunny specializes in helping clients take control of their tax planning by explaining the tax issues that affect them. She focuses on a gentle, non-threatening approach to financial issues and clear, jargon free language. 

Testimonials:

• "Excellent – friendly, accessible and non-intimidating. I’ve hesitated to consult a  tax preparer in the past because I was afraid he or she wouldn’t “get” freelancers, but this presentation put me more at ease…[I loved] the jargon-free language and humour. "
  
• "We should get you on TV! Not many personalities can be so entertaining about taxes. [I especially appreciated] your balance of expertise and humour. Excellent, lively and informative."

• "Great! While the other speakers had great information, [she] outshone them with a sunny personality (no pun intended)…Heartfelt, frank, and funny."

• "Love her enthusiasm! I enjoyed how knowledgeable she is, and funny… know[s] more than my accountant."

Wednesday, March 25th

3.00 PM - 5.00 PM (PDT)

Online via Zoom
This session will be recorded!

Seminar Overview:

Tax audits. Is there anything more terrifying? The bad news is, audits are much, much more common for self-employed people and business owners than they are for salaried people with regular jobs. Moreover even the most conscientious person can be audited.

The good news is, it’s possible to come through one reasonably unscathed. The secret lies not in how you react to an audit, but to the decisions you make months or even years before you’re audited.

Participants in this eye-opening session will learn the simple yet powerful secrets to preparing for the possibility for audits, and coming through the other side with a smile.

What You’ll Learn:

• Why self-employed individuals and business owners face higher audit risks
• Common triggers that can lead to a tax audit
• How early decisions impact your audit risk
• Practical strategies to “audit-proof” your business
• How to stay prepared and organized for potential audits
• Tips for handling an audit with confidence and minimal stress
• Ways to protect your business and come through audits unscathed

About the Instructor -  Sunny Widerman, Personal Tax Advisor

Sunny Widerman has been a tax preparer and advisor since 2002, with a growing clientele of freelancers, business owners and professionals. Through her firm Personal Tax Advisors, Sunny specializes in helping clients take control of their tax planning by explaining the tax issues that affect them. She focuses on a gentle, non-threatening approach to financial issues and clear, jargon free language. 

Testimonials:

• "Excellent – friendly, accessible and non-intimidating. I’ve hesitated to consult a  tax preparer in the past because I was afraid he or she wouldn’t “get” freelancers, but this presentation put me more at ease…[I loved] the jargon-free language and humour. "
  
• "We should get you on TV! Not many personalities can be so entertaining about taxes. [I especially appreciated] your balance of expertise and humour. Excellent, lively and informative."

• "Great! While the other speakers had great information, [she] outshone them with a sunny personality (no pun intended)…Heartfelt, frank, and funny."

• "Love her enthusiasm! I enjoyed how knowledgeable she is, and funny… know[s] more than my accountant."