Cpa alberta complaints Haag, CPA, CA, the registrant against whom a complaint was made: FACTS CC and DB each held half the shares in both CV Inc. Nominations Committee, CPA Alberta Award Review Committee, and the CPA Alberta Board of Directors are ineligible for receipt of any CPA Alberta Achievement Award during their term of service. 4. Ms. Registrants or members of the public may contact CPA Alberta at info@ cpaalberta. This course takes you through the various stages of a review engagement. Advertising registerable services and associating with a CPA on the Facebook page for CPA Connected Ltd. responses to the CPA Alberta Investigator during the course of the investigation; and 3. 9406 F. You will learn what choices are available when setting policies, the impacts on disclosure, and participate in activities and exercises to strengthen the knowledge gains throughout this course. Keown PC, CPA - Undertaking - July 19, 2023 Share this page Ethical Leadership in an Era of Complexity and Digital Change: Paper 1. You are eligible for a reduction in member fees if you do not anticipate being gainfully employed for the calendar year, such that gross active earnings* from all types of employment, business, real estate rentals, professional corporations and directors’ fees from both Practice Review Alert. Illustrations will be provided on how to handle these challenges and address concerns noted by practice review inspections. 2 of the CPA Alberta Rules of Professional Conduct and after having been directed to do so by CPA Alberta on April 26, 2021; and 4. Complainant – a person making a complaint CPA Act – the Chartered Professional Accountants Act, SA 2014, c. Virtual. On December 17, 2020 and December 18, 2020 an Appeal Tribunal of the Chartered Professional Accountants of Alberta, under the Chartered Professional Accountants Act (CPA Act), convened virtually to hear the appeal of Make a complaint to CPA Alberta’s Complaints Inquiry Committee (the “CIC”). Should you have questions and/or require more information on the report, please contact Erin Wallish CPA, CA, Registrar & Director, Practice Review at ewallish@cpaalberta. ca for additional information regarding the re-registration process. In this course, each stage of the review engagement will be considered, from planning to issuance of the practitioner’s report. He joined Gallo LLP in Edmonton, Alberta, Canada, in 2022. 232. The CPA Alberta Board derives its authority from the Chartered Professional Accountants Act (CPA Act). May 15, 2023 · In recent years, the Complaints Inquiry Committee (CIC) has seen a greater incidence of accountants failing to manage (or failing to appropriately manage) conflicts of interest after they arise. Results of discipline tribunal hearings, discipline appeal hearings, Court of Appeal of Alberta decisions and sanction agreements under the CPA Act will be posted below. 424. 74 of the Chartered Professional Accountants Act. Having a strong job search strategy and sharp writing and interviewing skills for today’s context can help you reach your career goals sooner. This course focuses on general PSAS concepts, the structure of the PSAS Handbook, and the differences between PSAS and those of ASPE or IFRS. Drawing upon common deficiencies found nationally in practice inspections, this course shows you how to quickly identify incomplete review engagement documentation and schedule a practice review for each location of the firm in Alberta. A summary of each potential award recipient is sent to the CPA Alberta Board for its consideration and approval. 74 of the Regulated Accounting Profession Act . For more information about complaints, please refer to “Information about the complaint & discipline process”, available on our Chartered Professional Accountants of Alberta 1900 TD Tower, 10088 – 102 Avenue Edmonton, Alberta, T5J 2Z1. This includes reviewing all complaints of unprofessional conduct against Registrants. e Virtual. ca: Kaushik, Rakesh: Discipline Hearing: March 11, 2025 at 9:30 a. Failed to cooperate with the regulatory processes of CPA Alberta with respect to the suspension of his ROBERT HARRISON, CPA, CGA and ROBERT S. This course will review the objectives, strategies, and approaches to each. He joined VKO LLP in 2004 and was made a partner in 2006. The final practice review report will Book a FREE 25-minute Resume Review courtesy of CPA Alberta Career Services. 74 of the Regulated Accounting Profession Act, R. If 211 is not available in your area, call 780-482-4636. cpaalberta. IN THE MATTER OF a Sanction Agreement entered into by the Complaints Inquiry Committee and Peter Scott Johnson, CPA, CGA, the registrant against whom a complaint was made: FACTS Peter Johnson, CPA, CGA was in charge of the tax group at Firm F. Maintaining a CPA membership in more than one province, reduces the fees paid to the provincial body where you don’t work or reside (i. Mr. SANCTIONS Veritas Heer, CPA, CMA and the Complaints Inquiry Committee agreed that the sanctions to be imposed in consequence thereof would The Complaints Inquiry Committee appealed the decision of the Discipline Tribunal dated March 28, 2019. Complaints Inquiry Committee (CIC) members play an integral role in CPA Alberta’s conduct and discipline process and protecting the integrity and reputation of the profession by bringing their judgment, experience, and critical thinking skills to the work of the Committee. The CPA Small Practioners’ Forum is set for October 14-16, 2021. In situations where your registration has been cancelled under Part 5 (Complaints Inquiry Process) or Part 7 (Appeals and Court Enforcement of Decisions) of the Act, you are required to contact the CPA Alberta Registrar at registrations@cpaalberta. CPA Alberta would look to the designated member or their delegate for a response to the draft report. Registration is now open for the in-person and virtual conference. Before the review, firms are notified of which files have been selected for review and these files must be forwarded to the CPA Alberta offices electronically. Tamara McNeil, CPA, CMA and Tamara J. Failed to cooperate with the CIC Secretary and the CPA Alberta Investigator with respect to the complaint of NK by failing to respond on a timely basis to communications which required a response. Member fees are billed annually for the upcoming fiscal year on April 1. All of which is contrary to the provisions of the Chartered Professional Accountants Act, SA 2014, c. July 4, 2022 response to the complaint of the Practical Experience department of CPA Alberta; and c. Andrew Ward, CPA, CGA, admitted to the allegations of unprofessional conduct as set out in the September 21, IN THE MATTER OF a Sanction Agreement entered into by the Complaints Inquiry Committee and Brian King, CPA, CGA and Brian King Professional Corporation, Chartered Professional Accountant, the registrants against whom a complaint was made: FACTS Mr. On December 17, 2020 and December 18, 2020 an Appeal Tribunal of the Chartered Professional Accountants of Alberta, under the Chartered Professional Accountants Act (CPA Act), convened virtually to hear the appeal of Please review the instructions here before continuing. Matters referred to the CIC by the Committee include: *For a non-assurance review (desk review): The client list will be requested by the practice review coordinator much earlier in the review process. I would like to receive emails sent directly from us. Advertising registerable services and associating with a CPA on the website for Pura Vida; b. ca. Individuals who currently hold a CPA designation in another Canadian province and who are representing themselves as CPAs in the province of Alberta are required to register as a member with CPA Alberta. Section 11 of the CPA Act states the Board’s functions are to: • Govern the business and affairs of CPA Alberta; • Fulfill the purposes of the CPA Act and; • Exercise CPA Alberta’s powers in the name of and on behalf of CPA Alberta. Pay member fees. On September 6, the CIC Secretary sent Ms. Aaron Ruptash, CPA, CGA, the registrant against whom a complaint was made: FACTS Aaron Ruptash Professional Corporation (Ruptash PC) was registered as a professional accounting firm (PAF) from July 22, 2008 to June 12, 2014 with CGA Alberta, and again from December 13, 2017 onwards with CPA Alberta. There are various types of file reviews to be performed including a general file review, EQ review, section review, and detailed working paper file review. Failed to notify CPA Alberta within 21 days after having been found guilty of a failure to comply with the requirements of the Chartered Professional Accountants of Saskatchewan, formerly the Institute of Chartered Michael Collins, CPA, is a chartered accountant in Edmonton. We are a fully integrated online accounting firm and it’s business as usual for us during COVID-19. The SR&ED Part 2 provides a more in-depth review of SR&ED case law, tax legislation and CRA policies. Please refrain from sending your credit card information via email, fax or on any of our paper forms A critical aspect of performing engagements is file review and meeting documentation standards. Section 11 of the CPA Act states the Board’s functions are: • To govern the business and affairs of CPA Alberta; Your job search just got a little easier. 8766 Chartered Professional Accountants of Alberta 800 Barclay Centre, 444 – 7 Avenue SW Calgary AB CANADA T2P 0X8 T. While stakeholders rely on an accountant’s judgment and guidance, ethical dilemmas can create challenges in determining ways in which to implement the best course Sep 20, 2023 · All Alberta CPAs, and especially those in public practice, are encouraged to read the full report: 2023 Focus on Practice Review. The CPA Small Practitioners' Forum is set for October 14-16, 2021 in Banff, Alberta. Desk reviews are generally performed for sole practitioner firms that typically have only tax or compilation engagements. ROBERT HARRISON, CPA, CGA and ROBERT S. Failed to comply with the professional standards for Review Engagements with respect to the Review Engagement performed on the financial statements for the fiscal period ended June 30, 2019 for the Fund. Career Services has partnered with local industry representatives to provide you with valuable resume feedback. C-10. PLEASE NOTE: Registering a Professional Corporation does not constitute registering a Professional Accounting Firm. In CPA Alberta files 2023055&056 and 2023084&085 (and, if it is referred to the discipline tribunal roster chair, CPA Alberta file 2024107&108), either a Discipline Tribunal of CPA Alberta makes a decision under section 94(1) of the CPA Act, or the CIC approves a sanction agreement in each of those matters under section 74(8) of the CPA Act. 2000, c. ca: Sturt, Paul: Discipline Hearing: Adjourned: CPA Alberta Suite 1900 TD Tower 6. Chartered Professional Accountants Act, SA 2014, c. In situations where your registration has been cancelled under Part 5 (Complaints Inquiry Process) or Part 7 (Appeals and Court Feb 9, 2022 · On August 14, 2019, CPA Alberta received a complaint by KE against Ms. Feb 9, 2022 · On August 14, 2019, CPA Alberta received a complaint by KE against Ms. As a public accounting firm, Pham & Company is registered with the Chartered Professional Accountants (CPA) of Alberta. Toll-free: 1. ca or call 1-855-596-4222. CPA Alberta makes a decision under section 76(1) of the . View Awards Nomination Committee Volunteer Role Descriptions: Administrative Cancellation. Files will be selected in-house from the client list and the selected files will then be forwarded electronically or by courier to the CPA Alberta office for review. Under that agreement, Yvonne Anderson, CPA, CA admitted to the allegations of unprofessional conduct set out in The CPA Alberta Board consists of elected Alberta CPAs as well as public members appointed by the Government of Alberta. She will also discuss recent trends in complaints against professional accounting firms that may be relevant to your practice. docx INTERIM VOLUNTARY RESTRICTION TO: CHARTERED PROFESSIONAL ACCOUNTANTS OF ALBERTA (“CPA Alberta”) RE: Interim and temporary undertaking not to apply for reinstatement of registration as a Chartered To shed additional light on the topic of standards, this course reviews commonly used sections of Part II – Accounting Standards for Private Enterprises (ASPE) and discusses other aspects of the standard. CARLA AMTHOR, CPA, CMA On December 15, 2021, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. PART 1: INTERPRETATION . 9406 Fax CPA Alberta Complaints Inquiry Committee Member. Amthor a letter, requiring her to respond to the complaint. communications with the Practical Experience Reviewer, CPA Alberta; b. If you decide to obtain a CPA designation from a new province and maintain your CPA Alberta membership, please notify CPA Alberta when you have successful received your extra-provincial membership. The Chartered Professional Accountants Act, CPA Alberta Bylaws, and Rules of Professional Conduct do not allow CPA Alberta to decide how much a member may charge for services. On October 21, the CIC Secretary sent a follow-up letter to Ms. The CPA Alberta reviewer will provide you with revisions that you need to complete before they will finalize your review. He obtained his chartered accountant designation in 2008 and has primarily worked with small and midsized Canadian businesses, specializing in tax and accounting. Sean Ablett failed to cooperate with the requirements of the Complaints Inquiry Process of CPA Alberta in Please note that 82% of the votes cast were in favour of amending Section 26 of the Chartered Professional Accountants Regulation. CPA Alberta sets and enforces high professional standards for its members. You are eligible for a reduction in member fees if you do not anticipate being gainfully employed for the calendar year, such that gross active earnings* from all types of employment, business, real estate rentals, professional corporations and directors’ fees from both CPA ALBERTA BOARD & COMMITTEES CPA ALBERTA BOARD Ruth McHugh FCPA, FCMA (Chair) Maureen Moneta CPA, CA (Vice-Chair) Cecilia Chen CPA, CA Sonya von Heyking CPA, CA Rachel Kucharski CPA, CA Julie Oliver CPA, CA Rick Mussenden CPA, CA, CPA(IL, USA) Kory Wickenhauser CPA, CA Darcy Yamada CPA, CA Rick Mussenden CPA, CA, CPA(IL, USA) Karen Graham Chartered Professional Accountants of Alberta 1900 TD Tower, 10088 – 102 Avenue Edmonton AB CANADA T5J 2Z1 T. non-payment of fees, failure to report CPD, failure to make character and reputation declaration, etc) and you did not maintain membership in another Canadian provincial accounting body, you must meet all the requirements in the Resignation in Good Standing section and the KENNETH ALLAN PARKER, CPA, CA On November 6, 2024, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. Young and the Complaints Inquiry Committee agreed that the sanctions to be imposed in Chartered Professional Accountants of Alberta (CPA Alberta). 780 424. You are provided information and skills required to navigate the SR&ED claim process including: who is eligible for refundable credits, how the courts interpret eligible work, qualified expenditures, government assistance and contract payments. CPA Alberta is the professional organization that oversees more than 30,000 designated accountants across Alberta. ca for more details on arbitration and mediation of fee disputes. USMAN WAHID HASHMI, CPA, CGA On November 15, 2022, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. 101 In these Bylaws, “Act” means the . complaints Chartered Professional Accountant (CPA) is the Canadian business and accounting designation representing more than 200,000 professional accountants across the country. Chartered Professional Accountants Act, S. sold franchises and related products to franchisees throughout Alberta and elsewhere. Nov 28, 2019 · Members of the Complaints Inquiry Committee (CIC) assist CPA Alberta in regulating the conduct of Alberta CPAs, in accordance with the Chartered Professional Accountants Act, and the profession’s regulations, by-laws, and resolutions. Hathorn was the lead engagement partner on the Review of the unaudited non-consolidated financial statements of PFK Inc. My role includes supporting the activities of the Practice Review Committee, conducting practice reviews, performing consistency reviews of completed practice reviews, and CPA Alberta is the professional organization for more than 30,000 Chartered Professional Accountants (CPA) across the province. 102 Any term used in these Bylaws that is defined in the Act or the Regulations, has the same meaning as in the Act or the Regulations. for the fiscal year ended November 30, 2008. A Chartered Professional Accountant who is a member of CPA Alberta in good standing, who, in the opinion of the Board, has rendered meritorious service to the profession or whose career achievements or achievements in the community have brought honour to the profession, may by resolution of two-thirds of the Board members be elected a Fellow of the Chartered 3. Complaints initiated from July 1, 2015 onward are dealt with and are adjudicated upon under the Chartered Professional Accountants Act. mental illness triggers. Membership by Provincial Affiliation. Since 2000, RS was the accountant for VJ, PJ, and their The Complaints Inquiry Committee alleges that Rakesh Kaushik is guilty of unprofessional conduct in that he: 1. 403 299. McNeil was asked to complete and submit CPA Alberta is the professional organization for more than 30,000 Chartered Professional Accountants (CPA) across the province. Ablett failed to cooperate with the requirements of the Complaints Inquiry Process of CPA Alberta in that Mr. Issues Related to the Assessment of the Effectiveness of Management Review Controls: Roundtable Summary explores areas that create challenges in implementing effective design, precision and operation of management review controls, and in assessing their effectiveness. McNeil was notified by email that the McNeil firm was due for practice review in October 2019. For over 40 years, our Accounting Firm in Edmonton of Chartered Professional Accountants and Chartered Accountants – CPA / CA, has aimed to provide the best income tax, accounting, financial statement assurance, and business consulting advisory services to our clients and the business of building long lasting relationships based on trust and understanding. AUSTIN DANG NGUYEN, CPA, CGA On the 8th day of June, 2021, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. 7391. CPA Alberta's Whistleblower Policy Using extracts of a review engagement file for a fictitious entity, as well as examples and exercises, this course allows you to deepen your knowledge of the requirements of CSRE 2400 and to benefit from practical advice to apply them properly. Leonard Ouellette, CPA, CA, is a chartered accountant in Edmonton. On 26th day of April, 2017, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. Accordingly, this course addresses such a need by providing a broad review of financial statement presentation and note disclosure requirements under Part III- Accounting Standards for Not-for-Profit Organizations (ASNFPO) and relevant disclosures from Part II - Accounting Standards for Private Enterprises (ASPE). 2. 2014, c. Members of the CPA Alberta Board of Directors and CPA Alberta Awards Nomination and Review Committees are not permitted to nominate members for any CPA Please note, credit card payments will only be accepted by logging in to the CPA Alberta portal or by phone through our Finance department at 1-800-232-9406. Candidates are not permitted to use the CPA designation until such time as they are admitted to membership and have received confirmation from CPA Alberta that they are registered to do so. Complaints of a general nature should be sent to the appropriate CPA Alberta department. Usman Wahid Hashmi, CPA, CGA, admitted to the allegations of unprofessional conduct as set out in the Dec 11, 2024 · It will outline the significant changes made in the past few years, including a detailed review of the association rules, reductions of the small business deduction limit, specified partnership income, specified corporate income rules for income streams, basic considerations for intercorporate dividends, and the impact of trusts in the corporate group. Carla Amthor, CPA, CMA, admitted to the allegations of unprofessional conduct as set out in the October 15, Members of the CPA Alberta Board of Directors and CPA Alberta Award Review Committee are not permitted to nominate members for any CPA Alberta Achievement Award Dec 11, 2024 · Assessing Management Review Controls. CPA Alberta’s Executive Office shall retain any reports of Reportable Activity and any resulting Oct 24, 2024 · As a result, you will also review and analyze relevant sections of Part II of the CPA Canada Handbook, Accounting Standards for Private Enterprises (ASPE). PLEASE NOTE: Incomplete applications will result in a delay in processing your request. non-payment of fees, failure to report CPD, failure to make character and reputation declaration, etc) and you did not maintain membership in another Canadian provincial accounting body, you must meet all the requirements in the Resignation in Good Standing section and the the CPA Alberta Rules of Professional Conduct with Guidance. An overview of resources available to practitioners will be provided including CPA Canada resources. Carlo Simonot, CPA, CA, admitted to the allegations of unprofessional conduct as set out in the January 3, 2020 a. Complainant – a person making a complaint CPA Alberta – the Chartered Professional Accountants of Alberta Public Member – a member of the public appointed by the Government of Alberta to participate in CPA Alberta’s complaint and discipline process Registrant – a chartered professional accountant, professional service provider, Focus on Practice Review Reportable Deficiencies 2020 January 2021 CPA Alberta’s Practice Review program plays an essential role in protecting the public by assessing firms’ compliance with professional standards, taking appropriate follow-up action or remedial action in instances of non-compliance, and providing one-on-one education to firms. days of him becoming insolvent, as required by Rule 601. CPA Alberta occasionally receives questions or complaints from clients of members in public accounting regarding fees charged for services rendered. R-12 (“RAPA”). Telephone: 780. It is important to note that Practice Review does not set standards. Dion: failed to handle trust funds in a proper manner and failed to provide a proper accounting of these funds, failed to provide a proper explanation or proper accounting to his clients as to funds that he received which Criteria for Fellowship . 2. . Rozek PC, CPA - Undertaking - March 18, 2024 Christopher Keown, CPA, CA & Chris L. Failed to cooperate with the investigator and CPA Alberta with respect to the complaint of AG by failing to respond to communications which required a response, including failing to provide information and documents requested by them. Please review the instructions here before 2. Dec 11, 2024 · Assessing Management Review Controls. When can I start using the CPA designation? The CPA designation in Alberta is prohibited and only allowed by members in good standing of CPA Alberta. WHEREAS the complaint and investigation process in this matter were all initiated under the RAPA. approved by the CPA Alberta Board. Rukebesha was CSRE 2400, Engagements to Review Historical Financial Statements is the current standard for review engagements in Canada and this course is designed to provide an overview of the application of this Standard. cpa-assist. Payment is due by May 31. without having it properly reviewed while Mr. Failed to co-operate with the Practice Review process under Part 4 of RAPA in that he did not respond to communications from the Practice Review department of CPA Alberta, formerly the Institute of Chartered Accountants of Alberta, during the period February 27, 2015 to July 10, 2015 that required a response, Paul Rozek, CPA, CA & Paul J. for the fiscal year ended May 31, 2016 on behalf of W…. Ablett, on his own and on behalf of the Ablett firm, failed to provide a CPA Alberta is the professional regulatory body for the CPA profession in Alberta. Similar to the complaint process, the designated member can request others be contacted to handle the scheduling of the practice review. Complaints initiated from July 1, 2015 onward are dealt with and adjudicated upon under the Chartered Professional Accountants Act. Finding a job in today’s market can be challenging, especially as recruitment processes evolve. Amthor, who received it on October 29. However, to help When a CPA Review is submitted by a Candidate in PERT at the prescribed interval based on the chosen route, CPA Alberta will review all experience reporting. Amthor. In 1990, he received his Chartered Accountant designation and started his professional career with Grant Thornton LLP. Kenneth Allan Parker, CPA, CA, admitted to the allegations of unprofessional conduct as set out in the February mental illness triggers. David Dion were received by CMA Alberta which included allegations that Mr. ; 2. AND IN THE MATTER of a sanction agreement pursuant to the provisions of s. SANCTIONS Veritas Heer, CPA, CMA and the Complaints Inquiry Committee agreed that the sanctions to be imposed in consequence thereof would Nominations Committee, CPA Alberta Award Review Committee, and the CPA Alberta Board of Directors are ineligible for receipt of any CPA Alberta Achievement Award during their term of service. Professional Conduct and after having been directed to do so by CPA Alberta on April 26, 2021; and 4. SIMONOT, CPA, CA On the 14th day of April, 2021, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. Please enable javascript before you are allowed to see this page. If the Committee concludes its directed remedial action has not been effective and other consequences are required to protect the public, the Committee will then refer the matter to the CIC. McNeil, a public accounting firm, the registrants against whom a complaint was made: FACTS On May 21, 2019, Ms. Through a review of current research and consultation with CPAs and experts, CPA Alberta has summarized key findings and what this means for CPAs; a necessary background to your career-building efforts. 7391 | 1 800 232. 800. CPA Alberta Awards Review Committee Members assist in reviewing and assessing all materials, documents, and reasons for the nomination, of all award applications. If you are moving to another province but will continue to work and represent yourself as a CPA in Alberta, you must maintain your CPA Alberta membership. Select next to review your declaration. Brian King, CPA, CGA and Brian King Professional Corporation, Chartered Professional Accountant, admitted to Associate Director, Practice Review at CPA Alberta · I am an Associate Director of Practice Review at CPA Alberta. accounting firm with CPA Alberta by issuing a review engagement report for M…. SANCTIONS Ms. S. 1300 | 1 800 232. UNDERSTANDING PRACTICE REVIEW ANDREW WARD, CPA, CGA On August 28, 2023, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. than 30,000 designated accountants across Alberta. R-12, or The ARC Chair will advise ARCand the CPA Alberta Board of all complaints received (and the summary results of investigations) on a quarterly basis in conjunction with the Chief Financial Officer and Senior Vice President, Regulatory, as appropriate. ca or call 1-800-232-9406. If your CPA Alberta membership was previously cancelled for administrative reasons (e. 1339 Javascript is required. All continuing CPA Alberta Practice Reviewers are required to have gained the following experience over the last fiscal year: 112. 1. 74 of the Chartered Professional Accountants Act . 780 425. Complaints under CPA Act. Practice Reviews & the CPA Governing Body To maintain good standing, Pham & Company is required to undergo a practice review conducted by CPA Alberta every three years. On June 1, 2023, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. King and King PC acted as the accountants for KFL, up to and including KFL’s 2017 year-end. Across Canada, a significant number of firms are not compliant in performing CSRS 4200, Compilation Engagements. Nov 19, 2024 · CPA Alberta Complaints Inquiry Committee Member Complaints Inquiry Committee members play an integral role in CPA Alberta’s conduct and discipline process and protecting the integrity and reputation of the profession by bringing their judgment, experience, and critical thinking skills to the work of the Committee. Austin Nguyen, CPA, CGA, admitted to the allegations of unprofessional conduct as set out in the June 25, 2020 a. 2 CPA Alberta – the Chartered Professional Accountants of Alberta Public Member – a member of the public appointed by the Government of Alberta to participate in CPA Alberta’s complaint and discipline process CPA Alberta is the professional organization for more than 30,000 Chartered Professional Accountants (CPA) across the province. Questions. This will include a million dollar case of personal income tax and GST fraud, a CFO who swindled the insurance company she worked for of over $3 million, a CPA who withheld funds form a client because they made a complaint, and a CPA who miserably failed a practice inspection. As the governing body of Alberta’s CAs, the Institute is obliged to deal with all complaints received concerning the conduct of its registrants. FACTS: Six separate complaints against Mr. reassessments being issued based on the review done by the CPA ALBERTA BYLAWS . HARRISON CHARTERED PROFESSIONAL ACCOUNTANT On November 23, 2021, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. CARLO L. CPA Alberta’s Practice Review program also plays a role in protecting the public by providing one-on-one interaction and education to firms in the practice review process. I acknowledge and agree that: 2019 CPA Alberta Canada Revenue Agency CPA, CA at lbrownoff@cpaalberta. ca or visit our website at www. Please click below to view the reportable outcomes from these complaints. CV Inc. Nov 16, 2023 · Following an investigation, CPA Alberta's complaints inquiry committee (CIC) is alleging that while Sturt was a chartered accountant, he failed to carry out his duties with integrity and Jan 23, 2023 · An Alberta accountant is not allowed to stay proceeding to a discipline hearing after offering to resign from CPA Alberta due to an employer’s complaint. Please follow these steps: Register as a member with your new provincial body. Adherence to the CPA Alberta Rules of Professional Conduct with Guidance goes beyond a professional obligation: it constitutes a source of pride, value, and competitive distinction. I am responsible for assisting in the planning, execution and monitoring of the Practice Review program. Members of the CPA Alberta Board of Directors and CPA Alberta Awards Nomination and Review Committees are not permitted to nominate members for any CPA On April 8, 2022, and Appeal Tribunal of the Chartered Professional Accountants of Alberta, under the Chartered Professional Accountants Act (CPA Act), convened virtually to hear the appeal of the Complaints Inquiry Committee. Jan 18, 2024 · Willow Irwin, CPA is a participant of the 2022/2023 Mentorship Program and a strong supporter of its merits: “CPA Alberta matched me with a mentor Leveraging your LinkedIn profile for a job search. We'd love to send you information about jobs and services from CPA Alberta Career Centre by email. A. This course provides a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian personal income tax returns, including the technical and practical issues arising from these diverse issues as a means of enhancing your ability to prepare and/or review complete, accurate corporate income tax returns. 2 CPA Alberta – the Chartered Professional Accountants of Alberta Public Member – a member of the public appointed by the Government of Alberta to participate in CPA Alberta’s complaint and discipline process Complaints against Alberta CPAs should be filed under the Complaints and Discipline process. View Awards Nomination Committee Volunteer Role Descriptions: On February 15, 2023, the Complaints Inquiry Committee approved and accepted a sanction agreement pursuant to the provisions of s. Accordingly, CPA Alberta will revise the Regulation to reflect the new deadline. The CPA designation is the Canadian business and accounting designation representing more than 220,000 professional accountants across the country. For more information on maintaining CPD evidence, click here. Loreen Austin, CPA, CA·IFA, Director of Conduct for CPA Alberta will provide an overview of the Complaints Inquiry Process and answer any questions you may have about it. RS was a non-registrant who practised at Firm F. IN THE MATTER OF a Sanction Agreement entered into by the Complaints Inquiry Committee and Werner H. Former registrants who have previously resigned or had their membership cancelled due to administrative reasons may apply for readmission to membership with CPA Alberta by fulfilling the readmission requirements. and continuing on March 12, 2025: Virtual. Meet one-on-one in a virtual setting with recruiters to gain the critical components of an effective resume and how to showcase your strengths and Continuing CPA Alberta Practice Reviewers. This amendment extends the deadline for completing the regulation review to on or before June 30, 2030. 2, c. In order to schedule the practice review, Ms. This course will go through the areas of CSRS 4200 where practitioners are facing challenges in applying the standard. Amthor received the letter on September 7. Over the last several months, practice reviews of compilation engagements across Canada have highlighted some significant deficiencies in the application of the new Canadian Standard on Related Services (CSRS) 4200, Compilation Engagements. Maintaining your Membership with CPA Alberta. This paper is the first of four thought leadership pieces that build on a collaborative exploratory paper and global roundtable event held jointly with Chartered Professional Accountants of Canada (CPA Canada) and the Institute of Chartered Accountants of Scotland (ICAS), entitled Ethical Leadership in an Era of Complexity Please review the CPA Alberta PC Frequently Asked Questions. 7. • provide a means by which conduct complaints can be dealt with fairly and expeditiously; and • preserve the integrity of the accounting profession. If you would like to attend, contact CPA Alberta at tribunals@cpaalberta. J:\Regulatory Affairs\Conduct\Complaints\Sturt 20003-Interim Voluntary Restriction. To read the CPA Alberta Whistleblower Policy, or to file a whistleblower complaint, please click the link below. We operate under the provincial Chartered Professional Accountants Act, the purpose of which is to: protect the public; protect the integrity of the accounting profession regulated under the Act; promote and increase the competence of registrants; and regulate the conduct of registrants. If you need to access help, CPA Alberta provides wellness support through the CPA Assist Program. Practice Review Alert. Since accountants frequently encounter new and complex issues in their practice, this course addresses some of those areas by focusing on specific topics of review engagements. 2 (“CPA Act”) in the professional conduct complaint against me, being CPA Alberta files 2024001 and 2024002 (“ the Complaint”), or as otherwise provided in this Undertaking. 5 hours of practice review experience or equivalent professional experience as determined and evaluated by the Practice Review Committee IN THE MATTER OF a Sanction Agreement entered into by the Complaints Inquiry Committee and Gordon Hathorn, CPA, CA, the registrant against whom a complaint was made: FACTS Mr. If you find yourself in crisis, either please call 211. ca: Sturt, Paul: Discipline Hearing: Adjourned: CPA Alberta Suite 1900 TD Tower Overview: Discover the essentials of Public Sector Accounting Standards (PSAS) with this course. g. John Masson, CPA, CA, admitted to the allegations of unprofessional conduct as set out in the September 21, Administrative Cancellation. The Complaints Inquiry Committee appealed the decision of the Discipline Tribunal dated March 28, 2019. 2 CPA Alberta – the Chartered Professional Accountants of Alberta Public Member – a member of the public appointed by the Government of Alberta to participate in CPA Alberta’s complaint and discipline process CPA Alberta acknowledges that we reside on the traditional and ancestral territories of many Indigenous, First Nations, Métis, and Inuit peoples. INTERPRETATION SEPTEMBER 20, 2016 PAGE 1 . and Alberta Co. View the Report Indigenous Land Acknowledgement: CPA Alberta acknowledges that we reside on the traditional and ancestral territories of many Indigenous, First Nations, Metis, and Inuit peoples. ZedTax Accounting is an Alberta based online Chartered Professional Accountant CPA firm delivering top notch accounting and tax service at market competitive rates. ORDERS The Appeal Tribunal varied the Discipline Tribunal’s June 4, 2021 sanctions order and ordered the following: 1. m. This course in corporate tax is designed for those who desire to update and refresh their knowledge in both technical and review of concepts in tax planning, not specific strategies or commoditized “tax plans” for corporations. aacxeos jwsmy hqws ocod cbp gsowdm dkeqep rtwirvwf qmnhjlp dev