Mastering Financial Statements Series: Part 1 - Disclosure and Compilation: Building the Foundation 

May 14, 2026
Online


OBA Family Law PROGRAM | On Demand
Original Program Date: May 14, 2026

When you purchase this on-demand product, you will receive access to the recording approximately one week following the live program date. If you wish to view the program live, please purchase the live online product here.

Before a financial statement can be drafted, you need the right documents in hand. Join us to unpack what to request in different scenarios – when your client or their spouse is self-employed, a shareholder in a corporation, or a T4’d employee. We’ll also explore the key differences between Form 13 and Form 13.1, disclosure considerations when children are involved, and best practices for organizing and sharing supporting documentation.

This is the first part in the OBA’s Mastering Financial Statements Series. Check out the full series here.

PROGRAM CHAIR

Crystal Heidari, McCarthy Hansen & Company LLP

Single Registration

CBA Member: $64* | CBA Student Member: $34* | Non-Member: $116*

(includes e-materials access, where available) *plus applicable taxes

 

 

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