We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.
This event took place at the Thornhill Golf & Country Club on Monday, March 24th.
Preparing your taxes right. When it comes to preparing your taxes there are a lot of do-it-yourselfers and those who have it done by professionals. Either way, educating yourself can cut down on time, anxiety and perhaps prevent you from tax mistakes that can be costly.
We will cover:
- Minimizing taxation of investment income
- Tips and traps of income splitting within a family
- Vacation properties – claiming the principal residence exemption
- How to fund retirement tax efficiently
- Tips for those who are self-employed
Join us, and ask the questions you want to know.
ABOUT OUR SPEAKER
Paul McVean, BAccS, CPA, CGA, CFP, TEP
Paul McVean received his Bachelor of Accounting Science degree from the University of Calgary. He has also earned the Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. In addition, Paul has completed numerous tax specialty courses offered by the Canadian Institute of Chartered Accountants including the In-Depth Tax Course, Income Tax Practice, and the Advanced Owner-Manager Tax Planning Course and has presented many seminars on financial, tax and estate planning topics.
Paul is a member of CPA Canada, CPA Ontario, CGA Canada, CGA Ontario, Canadian Institute of Financial Planners, Society of Trust and Estate Practitioners, the Canadian Tax Foundation, and the Financial Planning Association (US).
Paul is also a Fellow of the Association of Chartered Certified Accountants, a United Kingdom-based organization. Paul is a contributor to CGA Ontario’s Personal Tax Planning Guide, and has authored and been interviewed for articles on a wide variety of topics appearing in publications such as Toronto Star, Globe & Mail, The Bottom Line, Investment Executive, Advisor.ca and the Ontario Dentist Journal.
Please RSVP by Wednesday, March 19th, as seating is limited.
Contact at Michelle Moniz TAX PLANNING 101
or call 905 771 5200 X223
While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe may benefit from the workshop.
This is a complimentary event. Lunch will be provided
by The McClelland Financial Group.
