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Beyond the Numbers: Examining Financial and Other Obligations of Fiduciaries

Wed, Jan 15

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Webinar (1 PD Hours)

In affiliation with GTA Accountants & Finance Network. All live webinars are recorded and available on demand within a day of the session. If you are not able to watch the webinar live, you can watch the recording at your convenience.

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Time & Location

Jan 15, 2025, 12:00 p.m. EST

Webinar (1 PD Hours)

About the Event

This presentation will explore key issues related to the duties (both financial and non-financial) of fiduciaries to help them navigate potential risks.


Learning Points will include:

  • Types of fiduciaries

  • Types of decisions

  • Types of accounting and reporting

  • Court passing format rules under Ontario’s Rules of Civil Procedure

  • Trust disclosure rules (tax and non-tax)

  • Fiduciary compensation calculations


Instructor(s): Blair L. Botsford, BA, LLB, MA, TEP, Principal, Botsford Law

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