2026-27 Branch Seminars & Events
BEST VALUE:
Maximize your professional development and simplify your registration with the Branch Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, flexible viewing options, valuable networking opportunities, and CPD/CE credits throughout the program.
SEPTEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
September 16, 2026
2:30 pm - 4:30 pm AT
Send Me Your File with Justice Stephen Doucet
Justice Stephen J. Doucet, LLB, Miramichi: The New Brunswick Court of King’s Bench
Venue: Stewart McKelvey Offices across the Atlantic Provinces
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
September 16, 2026
5:00 pm - 7:00 pm AT
Welcome Back Reception
Complimentary for STEP Atlantic members and students
Venue: Stewart McKelvey, Queen’s Marque, 600-1741 Lower Water Street, Halifax
NOVEMBER 2026
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
November 19, 2026
2:30 pm - 4:30 pm AT
Local Finance Roundtable with Kenneth Keung
Kenneth Keung, CPA, CA, CPA (Colorado) CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP
Venue: Stewart McKelvey Offices across the Atlantic Provinces
JANUARY 2027
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
January 28, 2027
2:30 pm - 4:30 pm AT
Common Misconceptions in Estate Planning
Moderator: Melissa Saunders, JD, TEP, St. John's: Saunders Collins & Loeb Law
Greg Leslie, CPA, CA, TEP, Dartmouth: Baker Tilly Nova Scotia Inc.
Cindy Radu, LLB, LLM, ICD.D, TEP, Calgary: Cindy Radu Advisory Ltd.
Venue: Stewart McKelvey Offices across the Atlantic Provinces
MARCH 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
FRIDAY
March 5, 2027
8:00 am - 5:00 pm AT
National Full-Day Course:
Taxation at Death and Post Mortem Planning
Chris Ireland, CPA, CA, TEP, Vancouver: Tellian Management Co. Ltd.
Kenneth Keung, CPA, CA, CPA (Colorado) CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP
Venue: Halifax - TBA
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
March 25, 2027
2:30 pm - 4:30 pm AT
Incapacity Planning Considerations
Moderator: Jessica Lyle, LLB, TEP, Dartmouth: Touchstone Legal Inc.
Laura Tamblyn Watts , LLB, ICD.D, Toronto: CanAge
Venue: Stewart McKelvey Offices across the Atlantic Provinces
MAY 2027
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
May 13, 2027
2:30 pm - 4:30 pm AT
Pick Your Poison – Probate Taxes vs. The Rest with Robbie Brown, Benjamin Carver, and Amanda Doucette
Robbie Brown, CPA, CA, CFP, TEP, Halifax: Scotia Wealth Management
Benjamin Carver, LLB, TEP, Bridgewater: Carver Estate Law & Litigation
Amanda Doucette, LLB, LLM, TEP, Saskatoon: Stevenson Hood Thornton Beaubier LLP
Venue: Stewart McKelvey Offices across the Atlantic Provinces
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
THURSDAY
May 13, 2027
5:00 pm - 7:00 pm AT
Sparkling Reception & Annual Branch Meeting
Complimentary for STEP Atlantic members and students
Venue: TBA
BEST VALUE:
Maximize your professional development and simplify your registration with the Branch Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, flexible viewing options, valuable networking opportunities, and CPD/CE credits throughout the program.