Wills & Trusts - Victoria Section Meeting 

Nov. 19, 2019
Victoria BC

Veuillez notez, cet événement ne sera disponible qu'en anglais.

Preparing for a Trust Audit
This meeting is being hosted by the Wills & Trusts - Victoria Section.

Speaker(s): Tanya Sterling, Chartered Accountant, Sterling Financial Accounting Services
Time: Tuesday, November 19, 2019 - 5:30pm - 7:30pm (Pacific Time)
Location: Victoria Golf Club, 1110 Beach Avenue, Victoria
Meal Cost: $ 35.00 (GST Incl.)
CPD Hours: 1.00 (Ethics/Practice Management)
Synopsis

Please join the Victoria Wills & Trusts section for tips from Tanya Sterling, Chartered Accountant, of Sterling Financial Accounting Services on how to prepare for your Law Society trust audit.  This meeting qualifies for 1 hour towards your ethics/practice management CPD requirement.

Tanya will go over the trust accounting rules generally, break down the rules into specific tips and indicate how the rules translate into documentary and procedural requirements. She will also specify the kinds of reports that are helpful to run monthly and what to look for to ensure compliance with trust rules.  She will also indicate documentation that can be compiled ahead of time in order to make the audit more efficient and less costly.


Accessibility & Inclusiveness
The CBABC provides access to Section activities for all members. The facilities for this meeting may be wheelchair accessible. For information about accessible parking or to communicate your request for other accommodation you require, please contact CBABC Sections at sections@cbabc.org.

We also welcome your suggestions for enhancing the inclusiveness of our activities.
 


Disclaimer
Please ensure to sign-in at the meeting; failure to sign-in will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).

 

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CONTACT INFO

CBABC Sections
1.888.687.3404 | 604.687.3404
sections@cbabc.org