Tax Planning 102: Preserve Your Wealth

girl on a ship

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. Invest just 60 minutes and it could save you and your family thousands of tax dollars…

This event took place at the Thornhill Golf & Country Club on Monday, February 23rd between 12:00 and 1:30pm.

Due to the overwhelming response from his presentation last year, we are proud to welcome back Paul McVean.

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.

You will learn:

  • Minimizing taxation of investment income
  • Tips and traps of income splitting within a family
  • How to fund retirement tax efficiently
  • Vacation properties – claiming the principal residence exemption
  • Tips for those who are self-employed

Join us, and ask the questions you want to know.

These are just some of the serious concerns facing Canadians. Mike Connon, Carlo Cansino and guest speaker Paul McVean will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

ABOUT OUR SPEAKER

Paul McVeanPaul 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.

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.

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