Omslagafbeelding van de show AJAG PD POD with CPA's Tabac and Tucker

AJAG PD POD with CPA's Tabac and Tucker

Podcast door AJAG Professional Development

Engels

Nieuws & Politiek

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Over AJAG PD POD with CPA's Tabac and Tucker

Welcome to our AJAG PD Pod, the place for discussion, debate and learning about all things accounting. Our hosts, Ivan Tabac and Jonathan Tucker, are CPAs that have been in practice for more than three decades. Together, they bring varying experience and viewpoints to the table - not to mention a little humour too. Join us as we talk through current issues and hot topics, tap into expert guest insights and enjoy the odd walk down AJAG memory lane. This podcast is produced and distributed by AJAG Professional Development, For more information about AJAG or any of its offerings, please visit ajag.ca.

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30 afleveringen

aflevering Bookkeeping Matters: Why Training and Collaboration Are Key artwork

Bookkeeping Matters: Why Training and Collaboration Are Key

In this AJAG PD Pod episode, Ivan and Jonathan are joined by Naomi Wilkins [https://naomiwilkins.ca/index.html], a bookkeeping and business foundations educator, to explore why strong bookkeeping is the foundation of good accounting work. The conversation looks at the important relationship between CPAs and bookkeepers, the growing demand for well-trained bookkeeping professionals and how practical training and collaboration can improve the quality of client files. Naomi shares insights from her work supporting small businesses and bookkeepers, highlighting why better books ultimately lead to better advice and better outcomes for clients. CPB Canada Entry- Level Quiz: https://portal.cpbcan.ca/courses/cpb-canada-entry-level-quiz/ [https://portal.cpbcan.ca/courses/cpb-canada-entry-level-quiz/]

11 mrt 2026 - 1 h 5 min
aflevering Why Life Insurance Deserves More Attention in CPA Practices artwork

Why Life Insurance Deserves More Attention in CPA Practices

In our AJAG PD Pod season 3 opener, Ivan and Jonathan are joined by Hemal Bulsara, Head of Tax, Retirement and Estate Planning at Manulife, to unpack a commonly misunderstood area that CPAs encounter in client files: life insurance. From corporate-owned policies and Capital Dividend Account (CDA) planning to ownership structures, permanent vs. term insurance, leveraged strategies and post-mortem tax considerations, this conversation highlights where CPAs can run into risk and where meaningful planning opportunities exist. Hemal shares practical insights to help CPAs ask better questions, spot red flags earlier and feel more confident navigating insurance discussions - especially when strategies are presented by third parties. A timely, practical discussion for CPAs looking to better support clients as life insurance continues to play a growing role in tax and estate planning. Resource link: https://advisor.manulife.ca/advisors/insurance/tax-retirement-and-estate-planning/search-by-topic.html [https://advisor.manulife.ca/advisors/insurance/tax-retirement-and-estate-planning/search-by-topic.html]

4 feb 2026 - 1 h 6 min
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