Dates and location
Hours
Dates and location
Hours
Description
Join for an evening of professional development tailored specifically for accounting professionals planning for the upcoming personal tax season, with presentations provided by the Barrie Tax Team of BDO Canada LLP.
Registration is only available to members who work or live in the Huronia region.
Event to be held at Traditions Banquet Hall at the Sheba Shrine, 142 John Street, Barrie ON L4N 2L2 (just off Anne Street).
Key Takeaways
Upon completion of this PD event, you will learn about:
- Changes to consider in planning for the upcoming commercial and personal tax seasons.
Who Will Benefit
This course will benefit:
- Accountants
- Financial Analysts
- Tax professionals
- Anyone interested in planning for the 2025 tax season
How to Access the Event
An email reminder of this event will be sent out 24 hours prior to the event. If you have not yet received the reminder 4 hours prior to the event, please do not hesitate to reach out. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.
Please aim to arrive at 5:30 pm to enjoy networking and food. Speaker presentation starts at 6:00
Speaker(s)
1) Joel Russell, CPA, CA - Joel is a tax partner with BDO Canada LLP in Barrie and has been in public practice since 2008, with a focus on Canadian Tax since 2015. Joel works primarily with owner-manager type businesses, assisting them with corporate tax planning and restructuring, personal tax planning, succession planning, and estate and trust planning.
2) Marc Graham, CPA, CGA - Marc is a tax partner with BDO Canada LLP in Barrie and has been in public practice since 1999, with a focus on Canadian tax planning. Marc works closely with owner-managed businesses in supporting them with their tax planning, with a specific focus on estate and trust planning, corporate restructuring, business succession, retirement planning, and purchases and sales of businesses.