Many firms are struggling to meet the new CSQM requirements and failed inspections are becoming increasingly common. Marcus Guenther of FocusHGK LLP joins Ivan & Jonathan to break down what’s driving the tougher environment and what firms can do to stay compliant. Want to go deeper? Don’t miss his Quality Management Unplugged sessions — live on August 26th or available on-demand later this month at ajag.ca.

Tech expert and author Avery Swartz is back on the AJAG PD Pod to explore how AI adoption is evolving in Canadian workplaces - especially in accounting. Ivan and Jonathan tap into her expertise to glean insights on low-risk, high-reward use cases, must-have skills for CPAs, and considerations for rolling out AI tools while protecting sensitive client data. Plus, Avery shares her take on adoption trends, ethical usage, and what’s coming next in the regulatory landscape.

In this AJAG PD Pod episode, Ivan and Jonathan sat down with David Douglas - Principal Canadian Practice Leader SR&ED with Ryan ULC - to help demystify the Scientific Research and Experimental Development (SR&ED) program through a CPA lens. From compliance trends and audits to the growing role of AI in both R&D activities and claim preparation, David offers timely insights and practical advice. Whether you're advising clients or preparing claims yourself, this conversation will help you stay ahead of the curve and navigate SR&ED with greater confidence.

In this episode, Ivan & Jonathan sit down with Eric Pini from Ryan LLC to explore the often-overlooked world of government grants. From funding categories and eligibility tips to deadlines and emerging trends (think AI and tariffs), you’ll get expert insight to help identify opportunities for your business or your clients. Whether you're in public practice or industry, this is something CPAs should all be paying attention to for 2025 and beyond.

Tune in for practical advice, real-world examples, and a breakdown of what’s on the radar for the year ahead.

Want to stay in the loop on future funding programs? Sign up for email updates from Ryan LLC here. Have questions about eligibility or next steps? Click here to contact their team to learn more.

In this episode, Jonathan sits down with Jason Koenig from Accountancy Insurance and legal expert Ben Grant from Beitel Tax Law to discuss the latest trends in CRA audit activity, common misconceptions about Audit Shield, and what accountants should be thinking about when it comes to audit risk management. Whether you’re a CPA looking to enhance your client service offerings or simply want to stay ahead of the curve in today’s tax audit landscape, this episode is for you.

Bare trust reporting may be on hold for 2024 tax returns, but don’t get too comfortable as this isn’t going away. The latest draft legislation has raised concerns among tax lawyers due to its legal language and potential implications. In this episode of AJAG PD Pod, Tax Lawyer and Founder of Advotax Law, Anna Malazhavaya joins Ivan & Jonathan to break down what CPAs need to know. Tune in for real world insights - and fictional underworld lessons from hit series The Sopranos - that make these complex rules easier to understand.

In our first episode of 2025, Ivan sat down with former NHL Player & Certified Mindset Coach Adam Bennett. Ivan had a chance to find out more about Adam's sports career and how it helped lead him to coaching - not only working athletes but professionals in various roles. They discuss the challenges that come with tax season and some things CPAs can do to keep stress in check and stay at the top of their game. Don't miss out on this helpful and timely episode!

Nearly 30% of Canadians—around 8 million people—live with at least one disability, according to Statistics Canada. In this podcast, Ivan and Jonathan are joined by Roman Belenky of Doane Grant Thornton LLP for an enlightening conversation on trusts for disabled family members.

We explore critical questions such as:

When and why should families consider a trust for a disabled loved one?

What is a Henson Trust, and how does it work?

How do trusts affect eligibility for ODSP benefits?

If you're a CPA or financial advisor, this episode is packed with actionable insights you won't want to miss. Tune in to stay informed and better serve your clients!