Financial Matters & Implications

Learn about best practices in billings, how to avoid fee complaints and reviews of your bills by the registrar, how to establish general accounting records and trust accounting records and what you need to do day-to-day to be compliant with the Rules of the LSBC, cross-border taxes, and more...


+

Description

Andrew Morrison and Greg Palm give an insightful and timely discussion about techniques you can implement to ensure you get paid for your work.

  1. The importance of documenting retainer terms and key terms to include
  2. Common and creative ways of securing fees in advance
  3. Communication and billing habits that minimize disputes and ensure clients are happy and lawyers are paid
  4. Dealing with fee disputes before turning to litigation or other remedies
  5. The Legal Profession Act review process and litigating to collect on a bill
  6. Protecting the entitlement to be paid when the relationship is at an end

Speakers
Andrew Morrison, Shields Harney
Greg T. Palm, Hamilton Duncan

This is the archived version of a program presented on May 4, 2020.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Learn about best practices in billings, how to avoid fee complaints and reviews of your bills by the registrar. Join Registrar Stuart Cameron and former Law Society President Jan Lindsay, QC for an interactive and informative webinar (moderated by Kathryn Sainty former Registrar of the BC Supreme Court) on billing strategies. Understand how you can keep both yourself and your clients happy. Topics include: the history of the billable hour, alternatives to hourly billings (contingent fees, fixed fees, value billings) including the pitfalls associated with such alternatives, and what to do when you have a complaint about your fees.

Speakers
Registrar Stuart R. Cameron, Supreme Court of British Columbia 
Jan L. Lindsay, QC, Lindsay LLP

Moderator
Kathryn Sainty, Sainty Law

This is the archived version of a program presented on June 24, 2015.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Franchise law is getting complicated.  The Franchises Act, in force for three years now, is full of traps for the unaware.  Whether you are a solicitor or litigator, do you have what it takes to practise franchise law successfully and reduce your risk of errors and omissions?

This fast-paced and interactive two-hour program, presented by an expert panel, will dive into some of the key pitfalls in the evolving franchise practice, including the following:

  • advising franchisors and franchisees/prospective franchisees
  • drafting and reviewing franchise disclosure document
  • representing parties on sales and resales of franchised businesses
  • advising parties about default and terminations rights, and post-termination restrictive covenants
  • litigating franchise disputes
  • limitation periods


The program will also include an update about some recent judicial developments and an interactive Q&A and polling features about fact scenarios.

 

Speakers
Tony Wilson QC, Boughton Law
Judy A. Rost, Alexander Holburn
Ben V. Hanuka, Law Works
 

This is the archived version of a program presented on January 22, 2020.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)
 

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Lost at sea with your law practice accounting? Don't be. This webinar is your lifeline. This course will review how to establish general accounting records and trust accounting records and what you need to do day-to-day to be compliant with the Rules of the Law Society of British Columbia. Take this course to get ahead of your Law Society Audit, protect your practice and have all your questions answered by the presenters -- the Law Society’s Trust Regulation Manager and a CGA experienced in law practice accounting. This course would be beneficial for new lawyers, young lawyers and all sole practitioners.

Speakers
Felicia Ciolfitto, Manager, Trust Regulation, Law Society of British Columbia
April De Vito, CGA, April M. De Vito Inc.

Moderator
Stuart Rennie, Legislation and Law Reform Officer, CBABC

This is the archived version of a program presented April 15, 2014.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Using a scenario based on a typical commercial transaction, this webinar takes a hands-on approach, analyzing key features of the transaction from file opening to closing. Topics include: letter of intent, purchase agreement, confidentiality, due diligence, pre-closing tax arrangements, drafting and closing. In addition, the scenario is reviewed from a tax perspective.

Speakers
Joan Christiansen, Goodmans
Maria Davidson, Goodmans
Ted Sutcliffe, Thorsteinssons LLP

Moderator
Stuart Rennie, Legislation and Law Reform Officer, CBABC

This is the archived version of a program presented on September 24, 2013.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Canada-United States (US) cross-border tax matters are increasing in volume and complexity and clients want answers from their lawyers.

This webinar will provide timely and practical information on a hot button issue: US citizens resident in Canada.

Our presenters specialize in US and cross-border tax practice in Canada. Our presenters provide a unique perspective on this important topic. Our lead presenter is a pioneer in US and cross-border tax practice in Canada, a chartered accountant and honoured with a Fellowship by the Institute of Chartered Accountants of British Columbia. Our other presenter is a lawyer who specializes in US tax planning.

This webinar will cover common US tax problems arising from US citizens with Canadian corporations, family trusts, estate freezes, RESPs and TFSAs and Canadian mutual funds. As well, the webinar will examine the implications of the US Foreign Account Tax Compliance Act (FATCA) on US citizens in Canada who are delinquent in their US filing obligations. Finally, the webinar will review practical strategies for delinquent US tax filers.

Speakers
Warren Dueck, FCA, CPA, Partner, W. L. Dueck & Co. LLP
Sidhartha Rao, JD, LLM, Senior Manager, W. L. Dueck & Co. LLP

Moderator
Stuart Rennie, Legislation and Law Reform Officer, CBABC

This is the archived version of a program presented on October 16, 2013.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Canada-United States (US) cross-border tax matters are increasing in volume and complexity and clients want answers from their lawyers.

This webinar will provide timely and practical information on a hot button issue: Canadians investing in US vacation property.

Our presenters specialize in US and cross-border tax practice in Canada. Our presenters provide a unique perspective on this important topic. Our lead presenter is a pioneer in US and cross-border tax practice in Canada, a chartered accountant and honoured with a Fellowship by the Institute of Chartered Accountants of British Columbia. Our other presenter is a lawyer who specializes in US tax planning.

This webinar will include these issues: Canadian vs. US tax rates, US income tax and filing requirements, US estate and gift tax and options to ownership.

Speakers
Warren Dueck, FCA, CPA, Partner, W. L. Dueck & Co. LLP
Sidhartha Rao, JD, LLM, Senior Manager, W. L. Dueck & Co. LLP

Moderator
Stuart Rennie, Legislation and Law Reform Officer, CBABC

This is the archived version of a program presented on September 18, 2013.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
Join our expert tax practitioners for an update on what's new under section 87 of the Indian Act tax exemption for First Nations. Learn how to structure transactions for First Nations businesses to benefit from this exemption. 

This course is of interest to junior and intermediate level commercial lawyers who have clients who are First Nations or who are counsel to businesses working with First Nations.

Speakers
Jeff S. Glasner, Boughton Law Corporation
Bill S. Maclagan, Blake, Cassels & Graydon LLP

Moderator
Stuart Rennie, Legislation and Law Reform Officer, CBABC

This is the archived version of a program presented on September 17, 2013.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

+

Description
This webinar will introduce the concepts of Bitcoin, Blockchain and Cryptocurrency to lawyers who are not in this field.  You will learn the basics of the terminology and use of these technologies, see what you may expect in the future, gain a better understanding of how your clients and your practice may be affected and look at some common tax considerations.

Speakers
D. Ross McGowan, Partner, Borden Ladner Gervais LLP
Robert Dawkins, Partner, Borden Ladner Gervais LLP
Christopher Ross, Tax Law Associate, DLA Piper LLP

Moderator
Rhona M. Lichtenwald, Hillcrest Law & Mediation

This is the archived version of a program presented on May 1, 2019.

LSBC Course Code CPD Course Hours Ethics Component*
CBABC PDWR (+Current Year) 2 2


Accreditation Details
ALL CBABC Professional Development webinar repeats have accredited by the Law Society of BC under one (1) common Course No. 

Course Name: CBABC Professional Development Webinar Repeats (Current Year)
Course No.: CBABC PDWR (Current Year)
Start Date: Jan-01-(Current Year)
End Date: Dec-31-(Current Year)

To search for this LSBC accredited listing in the LSBC website to claim your credits, search for the “Course Name” provided above and include the current year in the title.

This listing has been accredited a total of 50 CPD hours. Only claim the sum total of the actual number of hours of learning you have attained from each viewing. 

Please see referenced CPD hours list attached.


Click Here to Get Access to this Repeat

Disclaimer: 
*Please note that these recordings are provided for the sole use of the registrant and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

**The quiz information is legal information only, not legal advice. If you intend to rely on this legal information, use the relevant official paper versions of the statutes and regulations. The quiz information is only current as of the date of the original webinar broadcast, or date as specified within each individual quiz.