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Important Planning for CPA's in 2022

Who is this event for?

Tax practitioners, lawyers and accountants looking for new compliant approaches.

Business owners would greatly benefit from 2:25PM onward (2nd speaker). 

 

Event Agenda

(2PM to 2:05PM)

Welcome Intro

For CPA’s

(2:05PM to 2:25PM)

Dealing with CSRS 4200 Compilations (Marcus Guenther)

For Business Owners & CPA’s

(2:25PM to 2:40PM)

Split Dollar (Steven Kark)

(2:40PM to 2:55PM)

Improved Strategies to Distribute Corporate Earnings (Kurtis Bond)

(2:55PM to 3:10PM)

Wealth Creator (Gord Berger)

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Our Speakers
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Marcus A. Guenther (MBA, CPA, CA)

Marcus is a Chartered Accountant and holds a Bachelor of Commerce from the University of Toronto, as well as Masters in Business Administration degree from Wilfrid Laurier University. Marcus Guenther is a partner at FocusHGK LLP. He works with accounting firms to improve their quality control, engagement workflow and risk management practices, and he also assists with technical accounting and auditing issues. In addition, Marcus teaches accounting, IFRS, auditing and assurance courses for the Chartered Professional Accountants of Ontario.

Edmund A. Gill (LL.B)

Edmund founded Tax Architecture Group (TAG) in 2017, as a tax advisory and consulting firm with a focus on the development of innovative tax structures and products for high-net worth individuals and businesses in all sectors. Edmund and the TAG team take a collaborative approach to the development and implementation of these strategies and products working with and drawing on the experience of accounting, legal and financial advisory firms to ensure these cutting edge strategies products are not only a value add from a tax perspective, but also from a commercial, financial and compliance perspective.
When working directly with clients, Edmund acts in a similarly collaborative role consulting with the clients’ legal, accounting, banking, financial and insurance advisors to provide an overall strategy, including tax, that best fits the clients’ and their businesses’ financial needs and objectives.

Kurtis L. Bond (LL.B)

Kurtis joined Tax Architecture Group in February, 2021.  Prior to joining Tax Architecture Group, Kurtis spent several years as head of Canadian tax at a multinational corporation in the natural resources sector and was responsible for all Canadian tax matters of the company.  During his tenure he oversaw  A&D activities totaling more than $17 Billion, managed all tax aspects of the company’s Canadian corporate structure (including financing and repatriation) and the successful resolution of a number of significant tax disputes. Kurtis also currently acts as Counsel in the Tax Group at Cassels, where he consults to the firm’s partners on complex tax matters while adding commercial and industry insight. 

Steven Kark (CFP, CLU, CHS, EPC, MDRT)

With more than 15 years experience in corporate tax planning here in Canada and internationally, Steven Kark is a much sought-after consultant in helping successful business owners with proven tax planning solutions. Steven guides clients from all industries through the intricacies of building the ideal tax planning structure. He specializes in advising business owners on how to protect retained earnings, and minimize tax implications. As a keynote speaker, Steve has the opportunity to share his learnings with business professionals and accountants across Canada. Steven’s list of designations include: Life License, Certified Financial Planner, Chartered Life Underwriter, Elder Planning Counselor, Certified Health Insurance Specialist, and a Registered Health Underwriter. Steven has also qualified for the Million Dollar Round Table.

Gord Berger (TEP)

Gordon Berger is rich with knowledge in the field of financial management.

He has been in the financial services business since 1970. As an MDRT Life Member, he has achieved Special Life and Qualifier Member of “Top of the Table”, an accomplishment awarded to less than 400 agents in the world. Recently, Gordon was admitted to the “Quarter Century Club”, a division of MDRT, reserved for those who have been continuous members for 25 years or more. He has qualified 37 times.

Gordon has made numerous appearances on both television and radio, has participated as co-author of various books, served on a discussion panel at the Financial Services Industry Summit, and has lectured at the University of Toronto, York University, The Schulich School of Business, the Canadian Bar Association, and CCH Canadian Limited, as well as a lecturer to many Accounting & Law firms and professional study groups.

He has also been extremely active for his entire adult life in community services and is involved with several charity organizations in helping them develop strategic plans to ensure their success in the future, one of them being a charity that he started five years ago, that continues to grow, feed, and educate underprivileged children in the Toronto community at large in the area of computer technology & study skill habits.

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