Private practice

We are happy to provide you with complimentary access to 11 recorded Management Mondays webinars presented by Chartered Professional Accountants from BDO Canada LLP, a CAOT corporate associate, that will help you navigate through key business issues that will help you manage your private practice.

Financial planning – achieving goals, creating balance

Webinar date: November 21, 2016

After viewing this webinar recording, you will:

  1. Be able to create a budget.
  2. Be able to set realistic timelines for financial goals.
  3. Have a better understanding of the deduction of professional fees.

Watch the recording

Open the presentation handout


Effective communication and decision making

Webinar date: September 12, 2016

After viewing this webinar recording, you will:

  1. Be aware of the typical roadblocks to communication.
  2. Understand the key components of effective decision making.
  3. Understand a model for ensuring positive outcome.
  4. Understand the importance of communication and structure in effective decision making.

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Open the presentation handout


Buying and selling a practice   

Webinar date: May 2, 2016

After viewing this webinar recording, you will:

  1. Appreciate at a conceptual level the primary techniques used to value practices.
  2. Understand the value drivers in occupational therapy practices.
  3. Grasp the various options you have when planning to exit your practice.
  4. Consider how important corporate tax planning is to maximizing the value of your practice when you sell.

Watch the recording

Open the presentation handout 


Developing an exit strategy: options that deliver a return on investment     

Webinar date: March 7, 2016

After viewing this webinar recording, you will:

  1. Recognize common barriers to a successful exit strategy and business transition.
  2. Understand the importance of building and transitioning three types of capital.
  3. Know how and when to get started on developing an exit strategy.

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Open the presentation handout


Tax refresher – making sure you’re compliant 

Webinar date: January 11, 2016

After viewing this webinar recording, you will:

  1. Understand your reporting and filing obligations with the various taxing authorities both federally and provincially and the timing of these obligations.
  2. Be aware of the types of penalties and interest that can be assessed as well as the relief that can be granted by CRA.
  3. Understand the difference between an employee and a subcontractor and the implications of each.

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Open the presentation handout


Maximize your wealth – Donate less to the Canada Revenue Agency

Webinar date: November 2, 2015

After viewing this webinar recording, you will:

  1. Understand how to pay less tax in your practice, on your personal income, when you sell your practice, when you sell real estate and when you buy a practice.
  2. Understand how to maximize value with your practice valuation.
  3. Know why it is important to start planning transition now.

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Open the presentation handout


Risk management: identifying fraud, internal control and financial risks

Webinar date: June 22, 2015 

After viewing this webinar recording, you will:

      1. Recognize the different types of risk your organization could be exposed to.
      2. Understand what is required to minimize the exposure to these risks in your organization.
      3. Appreciate the importance of a sound control framework to risk management.

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Open the presentation handout


Managing growth through budgeting and reporting: the pros and cons of using budgets and reports in managing your business

Webinar date: May 11, 2015 

After viewing this webinar recording, you will:

      1. Understand how and when to prepare a budget.
      2. Understand what types of reports can be useful in managing your business.
      3. Know how to read reports.

Watch the recording

Open the presentation handout


Taxes: making sure you’re compliant 

Webinar date: March 23, 2015 

After viewing this webinar recording, you will:

  1. Understand their reporting and filing obligations with the various taxing authorities, both federally and provincially.
  2. Understand the timing of these reporting and filing obligations.

Watch the recording

Open the presentation handout


Outsourcing your bookkeeping – why it is so important!

Webinar date: January 19, 2015

After viewing this webinar recording, you will:

  1. Understand the importance of good bookkeeping.
  2. Understand the pros and cons to help you decide on the appropriate accounting software for your business.

Watch the recording

Open the presentation handout


Starting your business: the pros and cons of various ownership structures and the tax benefits associated with them

Webinar date: October 20, 2014 

After viewing this webinar recording, you will:

  1. Recognize the various legal tax structures available to them and which one fits best.
  2. Understand the advantages of incorporating and the work involved in maintaining a corporation active.

Watch the recording

Open the presentation handout

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