Tax and Practice Management

Browse our expert resources to guide members on effectively running their accounting practice, including when to register a firm, how to manage operational risk, how to navigate succession planning and guidance related to taxation.

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Practice continuation and succession planning

Planning well in advance of your retirement for unforeseen circumstances, such as becoming incapacitated and being unable to operate your firm, is crucial for protecting your clients’ interests and your firm’s value. Learn how to make this a smooth transition.

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Practice management

The market for professional services is becoming increasingly competitive and complex. In this environment, effective practice management is critical. Learn more about how small- and medium-sized practices (SMPs) can leverage technology, manage risk, manage staff, develop a strategic plan and grow their practice—all while strengthening their client relationships.

Additional Resources

Stay ahead of the curve, find additional resources to help you navigate professional services related to elections, government relief programs and other useful information relevant to enterprise risk management.

Contact us

Have a question? Our professional advisory services team are here to help. Advisors attempt to make first point of contact within 24 hours of receiving an inquiry.

Call: 416 204.3106 or 1 800 387.0735 x4456

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Disclaimer

Certain links on this site take you to other websites, resources or tools maintained by third parties over whom CPA Ontario has no control. CPA Ontario provides these links only as a convenience and is not responsible for the contents of any linked website. CPA Ontario makes no representations or warranties regarding, and does not endorse, any linked website, the contents thereof, the information appearing thereon or any of the products or services described thereon. Links do not imply that CPA Ontario sponsors, endorses or is affiliated or associated with the entity that owns or is responsible for any linked website. If you decide to visit any linked websites, you will do so at your own risk. CPA Ontario bears no responsibility whatsoever for the content, accuracy or security of any websites that are linked (by way of hyperlink or otherwise).