PAC Speaker Series: Trending Topics for Professional Advisors

PAC Speaker Series: Trending Topics for Professional Advisors

Date

Wednesday, November 13, 2024 | 7:30 – 10:00 AM

Where

Adath Israel Congregation
37 Southbourne Ave.
North York, ON

Cost

$95 per person

Lead Sponsor:

PearTree logo

Breakfast Sponsor:

Richter logo

The Jewish Foundation’s Professional Advisory Committee presents its next breakfast and seminar speaker series. Next week, industry experts will provide timely updates on subjects relating to tax, estates, and investment planning.

 

Seminar Speakers

 

Wednesday, November 13, 2024
Networking and breakfast: 7:30 AM
Program: 8:00 – 10:00 AM                                                    
 
Kashrut observed
 
All attendees will be required to present identification upon entering the venue.
 
Continuing education credits may be available.

 

Join us by registering here: 

 

Saul Plener, Chair

Professional Advisory Committee

 

PAC Seminar Subcommittee

Jamie Golombek, Chair
Mark Biderman
Rachel Blumenfeld
Brian Cohen
Jessica Feldman Chittley
Matthew Getzler
Brian Ginsler
Michael Goldberg
Jon Greenwald
Elise Hochberg
Eric Hoffstein
Jonah Mayles
Jordan Novack
Gavin Reiff
Tamar Silverbrook
Brittany Sud
David Weinberg
Lorne Wolfson

SPEAKERS




Julien Cohen

Associate, Fogler Rubinoff LLP

Julien is a lawyer in the tax group at Fogler Rubinoff LLP. His practice consists of corporate and personal tax planning, estate planning, corporate reorganizations, cross-border structuring, and the taxation of trusts. Julien also has experience with voluntary disclosures, and regularly advises clients on departure tax. Prior to joining the firm, Julien was an associate in a Montreal law firm specializing in taxation law, where his practice consisted of tax planning and tax litigation.


Katy Pitch

Tax Partner, Mintz LLP

Katy is an accomplished tax lawyer, whose practice encompasses all areas of Canadian and cross-border corporate income tax law for public and private companies. She serves as a trusted advisor to clients across a wide variety of industries, utilizing her deep problem-solving capabilities to analyze complex tax issues and provide practical, tailored business advice. Katy regularly speaks and writes on the taxation of cryptocurrency, executive compensation, and other tax topics. In addition to earning an LLB, Katy has also completed Parts I and II of the CICA In-Depth Tax Courses with the Canadian Institute of Chartered Accountants.


Andrew Shalit

Partner, Segal GCSE LLP

Andrew is a seasoned tax professional with over 30 years of experience in the field. His expertise spans a wide range of areas, including estate planning, business succession planning, tax minimization strategies for high-net-worth families, mergers and acquisitions, and structuring inbound investments into Canada. Andrew’s practical approach and deep understanding of tax laws have made him a trusted advisor to many. A graduate of McGill University, Andrew is an active member of CPA Ontario, CPA Canada, and the Canadian Tax Foundation.


Dylan Smith

Vice-President & Senior Economist, Rosenberg Research

Dylan leads the day-to-day work of the economics team at Rosenberg Research, focusing on developing the firm’s topical macroeconomic insights, thematic research, and conviction views. Dylan is a regular guest in the financial media and conference circuit. Dylan joined Rosenberg Research from McKinsey & Co., where he advised clients and senior partners on economic issues. Before that, he was an economist in Goldman Sachs’ Global Investment Research unit in London, U.K. Dylan holds an MPhil in economics from Oxford University, where he studied as a Rhodes Scholar.