York District Chartered Professional Accountants' Association CPD Seminar 

Tax Update & Insurance Planning

An informative CPD session on Wednesday October 19, 2016 organized by York District Chartered Professional Accountants’ Association (YDCPAA).

Two speakers will present on the following topics:

2016 Income Tax Updates

by Nancy Yan  CPA, CA, TEP, Cadesky and Associates LLP

Nancy will review the changes in the tax world including:

• 2016 Tax rates and implications
• Important changes from the March 2016 Federal Budget
• Tax case updates
• Small Business Deduction - new rules and implications

Nancy Yan is a tax partner with Cadesky and Associates LLP.  She received her MBA from the University of Toronto and is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP). She is a member of the Tax Specialist Group (TSG) and a member of the International Tax Specialist Group (ITSG).

Nancy specializes in advising privately held businesses and their shareholders on corporate and personal tax planning, international business structuring, trust, estate and succession planning.  Nancy has also assisted clients with tax audits and appeals on a wide variety of matters. Nancy is co-editor of Taxation of Real Estate in Canada (Carswell) and is a regular speaker at a number of professional seminars in Canada.

Value Through Insurance Planning

by Daniel Gibson, Co-Founder of Consilium Wealth & Advisory Inc.

Daniel will be covering the following insurance topics:

• The challenges facing the insurance industry
• The integration of Insurance and Financial Planning
• Using insurance to create value
• Insurance Planning Concepts
• Tax changes coming into effect in 2017

Daniel serves affluent individuals, corporations, and trusts with private wealth solutions which includes insurance planning, wealth management planning, and tax planning. To best serve his clients, Daniel is dedicated to ethical alignment, client-education and goal-oriented financial planning. 

Proposed schedule: 

• 5:45 pm - Registration
• 6:00 pm - Dinner
• 6:45 pm - Presentation by first speaker
• 8:00 pm - Coffee break
• 8:15 pm - Presentation by second speaker
• 9:00 pm – Conclusion

Cost: $70 per person (includes dinner, qualify for 2.0 PD hours)

Registration ends at noon on Monday October 17, 2016

Note: the promo code are for speakers only.