OBA Family Law PROGRAM | 12:00 PM to 1:30 PM (ET)

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