The team at Accountancy Insurance have saved a range of webinars for accounting professionals to view at their leisure. To view the webinar click the icon or the ‘View Recording’ button below on the topic you are interested in.
If you have any questions about the information contained in the webinar, contact the team using the form below and they will be happy to assist.
21 May 2025
Managing CRA audit risks: Advanced insights & strategies for CPAs.
Presented by: Jason Koenig, Ben Grant and Jonathan Tucker.
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Our experts Jason Koenig (Head of New Partnerships – Canada, Accountancy Insurance), Ben Grant (Counsel, Beitel Tax Law), and moderator Jonathan Tucker (AJAG) dive into the critical components of CRA audits.
This podcast offers valuable insights into CRA audits, including what triggers them, how they affect businesses and individuals, and strategies to protect against unexpected costs. Join Jason and Ben as they discuss how CPAs can leverage Audit Shield to safeguard their clients. We’ll debunk common misconceptions, highlight key legal considerations, and share actionable tips for managing audit risks, preparing clients, and responding effectively to CRA activity.
12 May 2025
Protecting Canadian Small Businesses from CRA Audit Costs.
Presented by: Jason Koenig and
Ben Grant.
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In this podcast episode, we explore a topic that’s both critical and often stressful for small business owners, CRA audits. Many entrepreneurs underestimate how frequently audits occur and the financial pressure they can bring. We’ll break down what typically triggers a CRA audit, the associated risks, and, most importantly, how small businesses can protect themselves. You’ll also learn how tools like Audit Shield help accountants safeguard their clients, common myths will be debunked, and practical strategies shared for managing audit risk. Whether you’re a small business owner or a CPA working with Canadian clients, this episode is packed with essential insights you won’t want to miss.
17 September 2024
Navigating CRA Audits: Insights and Strategies for Accountants.
Presented by: Jonathan Tucker, Michael Sexton, Jason Koenig, and Ben Grant.
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This webinar provided practical insights and actionable strategies for handling CRA audit challenges. Our speakers shared their expertise to help participants navigate complex audit scenarios effectively. We covered the frequency of CRA audits over the past 12 months, examining trends and patterns to help attendees better understand the audit landscape. This comprehensive overview included discussions on the types of claims, how long claims took, and the distribution of these claims across firms.