PAC SEMINAR:
Diving Into 2023: Tax, Financial, and Legal Hot Topics
Please join us at the Jewish Foundation’s upcoming Professional Advisory Committee Seminar. Following breakfast, you will hear from exclusive speakers on a variety of hot topics.
Wednesday, January 25, 2023
Networking and Breakfast: 7:30 AM | Program: 8:00 AM - 10:00 AM
Beth Emeth Bais Yehuda Synagogue
100 Elder Street
North York, ON
M3H 5G7
Cost: $50 per person
Please register by January 19th
Kashrut Observed
For more information, please contact Lena at lmanashirov@ujafed.org
Lead Sponsor:
Breakfast Sponsor:
By registering and attending this event, you agree to the use of your photo and/or video for publications, news releases, online, and in other communications related to Jewish Foundation of Greater Toronto.
We are following all government guidelines regarding COVID-19. We respect that there are many factors that inform one’s personal decisions when it comes to masking. While masking is not required at this program, public health officials currently recommend masking where possible. Guests who choose to wear a mask are fully welcomed and encouraged to do so. Protecting the health of our guests, volunteers, and staff remains a foremost priority. If you are feeling ill, we kindly ask that you stay home.
REGISTRATION FOR THIS SEMINAR HAS NOW BEEN CLOSED
SPEAKERS
Tim Barrett, Partner, Thorsteinssons LLP
Tim Barrett is a partner practicing in Thornsteinssons LLP Toronto office. Tim’s practice focuses on corporate and international tax planning and also encompasses taxpayer representation. Tim obtained his juris doctor (honours) from the University of Toronto and clerked at the Federal Court of Appeal for the Honourable Justice David Stratas.
Maureen Berry, Partner, Fasken
Maureen Berry’s practice is focused on wills, estate planning, domestic and international trusts, private corporation taxation, and executive compensation. Working with Canadian and international families, firms, corporations, and charitable organizations, she provides advice on all aspects of private client matters, including inter vivos trusts and will planning, post-mortem planning, donation planning, as well as succession planning.
Maureen is a leading expert in the fields of tax law and estate planning, having been recognized by Best Lawyers in Canada, Chambers Global, Canadian Legal Lexpert Directory, and Who’s Who Legal. Maureen was named one of the five “Most Highly Regarded Individuals – Worldwide” by Law Business Research’s Who’s Who Legal Canada in 2016. As an Adjunct Professor at Osgoode Hall Law School, she formerly taught Advanced Estate Planning for more than two decades.
Brian Cohen, Partner, Gowling WLG
Brian Cohen is a partner and lawyer in Gowling WLG's global Private Client Services Group, where he assists clients in the areas of estate planning, trusts, and personal taxation. Brian also advises donors, charitable organizations, public and private foundations, and not-for-profit organizations regarding the tax implications of formation, registration, governance, and planned giving strategies.
Brian is a past recipient of the Ontario Bar Association's Hoffstein Book Prize in Trusts and Estates. He is listed as a leading lawyer in Chambers High Net Worth, Best Lawyers in Canada, Acritas Stars, and the Canadian Legal Lexpert Directory.
Matthew Getzler, Partner, Minden Gross LLP
Matthew is a partner in both the Tax and Wills and Estates groups. His tax practice focuses on a broad range of domestic and international tax planning, primarily for owner-managers and other private corporations. He has particular expertise in succession and estate planning for family businesses and their related corporate groups, corporate reorganizations, cross-border transactions, and tax planning for larger multi-national corporations. His wills and estates practice focuses on personal/corporate tax and estate planning, with proficiency in cross-border planning and post-mortem tax planning. He has been named a 2019 Lexpert Rising Star: Leading Lawyer Under 40.
Matthew’s business background provides him with a practical and entrepreneurial approach to tax and estate planning, and enables him to provide clients with a uniquely comprehensive plan that combines both tax and business benefits.
Michael Kulbak, Managing Partner, Kulbak Trust Solutions
Michael Kulbak is Managing Partner of Kulbak Trust Solutions—a fiduciary firm that provides professional executor, power of attorney, and trustee services. His areas of specialization include estate and trust planning, tax, administration, and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer, and executive responsible for financial stewardship for a number of organizations and trusts. Additionally, he is a speaker, instructor, and author, and continues to lecture on finance, tax, and accounting to CPA students.
Michael has achieved his Trust and Estate Practitioner (TEP) designation, master of business administration (MBA) from Queen’s University, a BA in math for commerce from York University, and is a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA).
Beth Title, Managing Director, TDS Personnel
Beth is the Co-Owner and Managing Director of TDS Personnel, a boutique staffing agency that offers recruitment services within the Greater Toronto Area. In the staffing space for nearly twenty years, Beth excels by partnering with small- to mid-size businesses with customized professional services. Along with her team, Beth facilitates the hiring of professionals across administration, human resources, marketing, operations, and finance/accounting. Beth enjoys working with clients to support business growth, while also creating opportunities to transform the careers of emerging and experienced professionals.