Tax Planning in Recessionary Times; and Estate Planning for Canadians with Overview of the Rules and Numerous Tax Savings Opportunities - Webinar

The following topics will be covered during this webinar:

1. Making Tax Lemonade – Tax Planning in Recessionary Times:  Creating Liquidity out of Losses 

This webinar will provide information on loss maximization strategies that can create tax-free liquidity for clients ​in the current economic climate.

    Speaker: Michael Goldberg, LL.B. of Minden Gross LLP


2. Estate Planning for Canadians with Overview of the Rules and Numerous Tax Savings Opportunities

    Speaker: Joe Yukich, CPA, CA of Joseph M Yukich Professional Corporation


12 May 2020, 6:15 PM

2 CPD hours

$59

5 (2)

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Course Description

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.


Course Walkthrough

  • Michael Goldberg's Presentation
  • Joe Yukich's Presentation
  • Recording
  • Michael Goldberg's Take Away Document
  • Certificate: Estate Planning for Canadians with Overview of the Rules and Numerous Tax Savings Opportunities - Live Webinar
  • Feedback / comments

About the Instructor(s)

Picture of Michael Goldberg
Michael Goldberg

Michael is a Partner in the Tax Group and works with clients and their advisors to assist them with their corporate, estate, personal, and international tax planning needs.

Michael has a business degree and chose tax as his legal specialty as it appealed to his practical and creative mind. Responsive and forthcoming, Michael ensures his clients always know where they stand and gets them the solutions they need when they need them.

Michael's experiences outside of law have provided him with a unique understanding of how businesses run and the importance of any tax savings had. Michael cares a lot about his clients and goes to great lengths to help improve the operation of their enterprises.

As a prolific writer and speaker, Michael frequently publishes in a number of Wolters Kluwer tax publications and speaks to associations and industry groups on succession planning and current tax issues. Michael also presents a quarterly conference call, Tax Talk with Michael Goldberg, about current, relevant, and real life tax situations for professional advisors who serve high net worth clients.



Picture of Joe Yukich
Joe Yukich

Joe Yukich, CPA, CA is a former tax partner at one of the Big Four national accounting firms and now serves owner-manager clients directly and through other accounting firms. He has spoken extensively on tax matters to numerous groups and has been servicing private corporations and their shareholders for over thirty years.


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