CPD – Financial Disclosure For the Self Employed

We know the drill: (1) Insert the client’s net income, as declared, on their financial statement; (2) Receive the predictable initial disclosure requests; (3) Chase client for documents; (4) Argue about further disclosure requests; (5) Chase client for further documents;  (6) Face the predictable claims to for imputing, costs and striking claims over “failing to provide adequate disclosure”; (7) Settle on an imputed income the client will have trouble getting out of when really needed; (8) Repeat for the next client.

Is there is another way? Yes, really.

Take an hour to learn from the case law how to:

• Understand what we are (repeatedly) doing wrong 
• Interview a self-employed client
• Thoughtfully formulate the presentation of their information on their financial statement
• Finally get ahead of the disclosure requests

Details:

• Format: Zoom and PDF
• Materials included:
  
  • Video and Slide Deck (1hr)
  • The law on Disclosure for the Self Employed
  • Toolkit for Disclosure for the Self Employed
  • Sample completed Financial Statement using the Toolkit
  • Versions of typical current financial statements: Sammy Self Employed and Ingrid Incorporated
• Cost: $20 (Credit Card only)
• Eligible for 1 hour of LSO Substantive CPD credit (when viewed with a colleague)

Originally presented on July 16, 2021 by Shmuel Stern, family law lawyer and founder of Disclosure Clinic. Shmuel also runs the @corollaryrelief twitter feed and more recently is the website editor of courtnoticefinder.ca.