Dates and location
Hours
Dates and location
Hours
Description
Join fellow CPAs for an in-person professional development session focused on two of the most pressing areas shaping client, business, and personal financial decisions today: the North American economic outlook and current tax developments.
Given the rapidly evolving and often unpredictable policy environment in the United States, this session will feature an economic update on North America, with a particular focus on fiscal debt levels, the U.S. deficit, trade dynamics and tariffs, and the implications of ongoing USMCA developments. The discussion will also examine the interest rate outlook through a renewal and refinancing lens, including mortgage renewal and refinancing risk, and what these trends mean for CPAs advising clients and organizations in the coming months.
The economic outlook will be complemented by a practical tax update, highlighting recent tax developments, CRA focus areas, and tax considerations that influence business, financial, and personal decision-making. The session is designed to emphasize context, professional judgment, and real-world application, rather than technical detail, making it relevant to CPAs across public practice, corporate accounting, and finance leadership roles.
The evening will conclude with dedicated time for networking and discussion with fellow CPAs and speakers in an informal setting. Light refreshments and drinks will be provided.
This event is proudly sponsored by Float Financial and Royal Bank of Canada, supporting high-quality professional development and peer engagement within the CPA community.
Key Takeaways
Upon completion of this course, you will be able to:
- Understand key North American economic trends, including fiscal debt, U.S. deficits, tariffs, and trade dynamics.
- Assess the interest rate outlook and its implications for mortgage renewals, refinancing, and debt risk.
- Identify how economic uncertainty impacts client, business, and financial decision-making.
- Stay informed on current tax developments and CRA focus areas relevant this season.
- Apply economic and tax insights to practical, real-world CPA judgment across roles.
Who Will Benefit
This course will benefit:
- CPAs in public practice, corporate accounting, and finance leadership roles.
- Professionals involved in financing, mortgage renewals, refinancing, and debt planning.
- CPAs seeking timely economic and tax insights for client, business, or personal decisions.
- CPAs interested in peer networking and professional dialogue.
How to Access the Event
This is an in-person event hosted at the Royal Bank of Canada, 260 East Beaver Creek Rd, Richmond Hill.
An email reminder of this event will be sent out 24 hours prior to the event. If you have not yet received the reminder 4 hours prior to the event, please do not hesitate to reach out. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.
Speaker(s)
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Fabio Bonanno joined Baker Tilly WM LLP’s tax practice in October 2023 as a Tax Principal. Prior to Baker Tilly, he held a unique role with CPA Canada’s tax department where his team advised the federal government on legislative and administrative tax matters. During his time in public practice, Fabio enjoys being a trusted advisor to private businesses on both domestic and cross border tax matters. Fabio is a graduate of the University of Toronto’s Rotman Commerce program and obtained his Chartered Accountancy designation in 2011. He has also completed various in-depth tax programs and serves as a volunteer member of CPA Canada’s Small to Medium Size Practitioner Committee. Areas of expertise:
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Dominick Hardy Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French. Focus areas: Canadian Equity Income Guided Portfolio, Canadian Focus List, Yield Insight & Opportunities. The tax portion of this session will be delivered by an experienced tax practitioner, focusing on practical tax developments, CRA focus areas, and tax considerations affecting business, financial, and personal decision-making for CPAs. |
