See Clearly Accounting, Chartered Accountants, provides confidential financial planning expertise to minimize tax costs & optimize profit and personal wealth.

Accounting & tax aspects of preparing final tax returns and estate returns

– a seminar that covers the preparation of final return(s), the preparation of estate returns, the reporting and clearance required if you have a non-resident beneficiary or a non-resident executor (they both create additional work), and how to wind up an estate. See the 22 Tips section for 22 Best Estate Planning Tips

QuickBooks checkpoints – if you are using QuickBooks and you want to make sure you are using it effectively, this seminar will benefit you. See the 22 Tips section for 22 QuickBooks Checkpoints.

Accounting for securities to find out how well you are doing – this seminar will explain that you must know how well your securities are performing and how their performance compares to some benchmarks. The most obvious benchmarks are the TSE and the Do provides all the reports you need (rate of return, summary income, capital gains, income by type, closing portfolio and unrealized gains, brokers’ commission, management fees paid, etc)

What seminar, not listed above, would you be most interested in attending?




Seminars Which of these seminars would you be most interested in? The Complete Financial Report – a seminar for high-tech startups with a fume date and for established businesses with growth plans. The seminar will cover briefly how to set up your chart of accounts, how to import into one of the Reporting and Forecasting applications and how to report on your results. And how to update dynamic or rolling forecasts. See the 22 Tips section for 22 Benefits of the Complete Financial Report. Accounting & tax aspects of preparing final tax returns and estate returns – a seminar that covers the preparation of final return(s), the preparation of estate returns, the reporting and clearance required if you have a non-resident beneficiary or a non-resident executor (they both create additional work), and how to wind up an estate. See the 22 Tips section for 22 Best Estate Planning Tips QuickBooks checkpoints – if you are using QuickBooks and you want to make sure you are using it effectively, this seminar will benefit you. See the 22 Tips section for 22 QuickBooks Checkpoints. Accounting for securities to find out how well you are doing – this seminar will explain that you must know how well your securities are performing and how their performance compares to some benchmarks. The most obvious benchmarks are the TSE and the Do provides all the reports you need (rate of return, summary income, capital gains, income by type, closing portfolio and unrealized gains, brokers’ commission, management fees paid, etc) What seminar, not listed above, would you be most interested in attending?

Seminars

Accounting & tax aspects of preparing final tax returns and estate returns