Educational Seminars

 

The Jewish Foundation holds educational seminars with relevant tax, legal and estate planning topics to an audience of professional advisors, offering Continuing Educational Credits and a forum for networking.

 

Professional Advisors Networking and Breakfast Seminar Presents:

Tax Planning with CCPCs: The Latest Developments

 

On July 18, the Liberal government proposed dramatic changes to CCPC taxation. Some of
those rules have been modified and others dropped entirely. Learn the latest, most up-to-date
developments from a panel of leading Canadian tax experts.​

 

November 22, 2017

Seminar Presenters 

  • Overview of the Current Environment 
    Michael Cadesky, Managing Partner, Cadesky and Associates LLP - Read Bio
     
  • Income Sprinkling
    Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group - Read Bio
     
  • CCPC Passive Investment Income
    Jeffrey Trossman, Partner, Blake, Cassels & Graydon LLP - Read Bio
     
  • Future of Surplus Stripping?
    David Stevens, Partner, Gowling WLG Read Bio​

 

 

 

 

Continuing education credits available for IIROC, Advocis, CFP, Chartered Professional Accountants of Ontario and the Law Society of Upper Canada.

Past Seminars:

 

June 8, 2017

 

Professional Advisors Networking and Breakfast Seminar Presents:

Tax, Estate and Insurance Planning for the Elderly.

 

Leading experts covered the following topics:

  • Protecting Your Practice with Respect to Capacity Issues
    Howard Black, Minden Gross LLP

 

  • Tales from the Trenches on Elder Abuse Insurance
    Laura Tamblyn Watts, Canadian Centre for Elder Law, University of Toronto 

 

  • Insurance Planning for the Elderly
    Joel Cuperfain, RBC Wealth Management Financial Services Inc.

 

  • Economic Overview
    Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.

Gallery:

November 22, 2016

 

Professional Advisors Networking and Breakfast Seminar Presents:

Current Issues in Real Estate 

 

Leading experts covered the following topics:

  • Economic Overview
    Avery Shenfeld, Managing Director and Chief Economist CIBC Capital Markets

 

  • Charitable Case Study
    Mark Halpern, WEALTHinsurance.com

 

  • Succession Planning & Avoiding Disputes
    Eric Hoffstein, Partner Minden Gross LLP

 

  • U.S. Real Estate: Personal & Commercial
    Beth Webel, Partner, PricewaterhouseCoopers LLP

 

  • Principal Residence & Vacation Properties 
    Robbie Handelman, Vice President, Tax & Wealth Natixis Global Asset Management 

 

Gallery:

June 7, 2016

 

Professional Advisors Networking and Breakfast Seminar Presents:

Wealth and Estate Erosion, Tax and Financial Planning 

 

Leading experts covered the following topics:

  • Economic Update: What is on the Horizon?
    Benjamin Tal, CIBC World Markets Inc.

 

  • Charitable Case Study
    Alexandra Spinner, Crowe Soberman LLP

 

  • Insurance Strategies Before and After December 31, 2016
    David Wm. Brown, Al G. Brown & Associates

 

  • Recent Tax Changes for Business Owners
    Ronnie Appleby, Robins Appleby LLP

 

  • Financial and Retirement Planning... Will I Have Enough?
    Monique Madan, Financial Planner

 

Gallery:

December 3, 2015

 

Professional Advisors Networking and Breakfast Seminar Presents:

Tax and Estate Planning for the Complex and "Modern" Family

 

Leading experts covered the following topics:

  • Family Planning for the "Modern" Family
    Lorne Wolfson, Torkin Manes LLP

 

  • Charitable Case Study
    Daniel Glazerman, Evans Investment Counsel 

 

  • Insurance Planning for the Complex & "Modern" Family
    Glenn Stephens, PPI Advisory

 

  • Trust Planning for the Complex & "Modern" Family
    Ali Spinner, Crowe Soberman LLP

 

  • Tax Planning for the Complex & "Modern" Family
    Jamie Golombek, CIBC Wealth Advisory Services

 

The Jewish Foundation is grateful to Israel Bonds Canada as the 2017 Lead Professional Advisors Sponsor and to Cidel Financial Group as Seminar Sponsor.

Interested?

 

If you are interested in receiving an invitation to future PAC seminars, please leave your email in this form or contact jewishfoundation@ujafed.org 

 

Continuing education credits available for Advocis, CFP, Chartered Professional
Accountants of Ontario, IIROC and the Law Society of Upper Canada.