26 2015

Crash Course in Tax & Financial Planning

7:00PM - 8:00PM  

Lipa Green Centre 4600 Bathurst St.
Toronto, M2R 3V2
(416) 635-2883

Contact Lisa Prag
416.635.2883 x5374

UJA's Young Accountants Presents: A 1 hour crash course in tax and financial planning.

The evening will focus on
• Financial planning for families
• Optimizing your registered accounts
• Tax planning tips
• Should I lease or buy a car?
• Harnessing savings from your home
• Basics of tax deductions
• Minimizing the taxation of investments
• Charitable donations

Thursday, February 26th, 2015 | 7pm
Location: Lipa Green Centre, 4600 Bathurst ST, Toronto, ON M2R 3V2
Cost: FREE

Adam Erlich, MBA, CPA, CA, CIRP, Manager, Restructuring and Insolvency, Fuller Landau LLP
Robert Handelman, CPA, CA, CFP, CIM, Client Consultation Specialist, Edward Jones
Julie Kovac, Associate, Ernst & Young LLP
Carli Millstein, CPA, CA, Financial Analyst, Husky
Dale Millstein, CPA, CA, MBA Candidate Schulich
Daniel Haworth, CPA, CA, Senior Accountant, KPMG
Jonathan Ostro, CPA CA, Manager, Newman & Sversky LLP
David Warshafsky, Internal Auditor, CIBC
Daniel Israelsohn, CPA, CA, Manager, PWC
Jamie Herman, CPA, CA, MTax, Tax Specialist, Fruitman Kates LLP

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