Tax Planning for Business Owners: What Finance Professionals Should Know!

When:  Jan 29, 2020 from 11:30 AM to 01:30 PM (PT)
Associated with  Fraser Valley (Canada)
The Fraser Valley RMA invites you to its first Lunch and Learn of the New Year.  What you will get is a great lunch with good people, a presentation from a very experienced tax expert discussing topics such as:
  • Year-end tax planning considerations 
  • Tax on Split Income (TOSI) updates 
  • Tax Challenges 
  • Tax planning related to the sale of a business

And afterwards a Q&A and open discussion where you can get answers to all of your tax related questions. We promise it will be fun, informative and interesting.  You can’t afford to miss this event.  Hope to see you there! 

Agenda
11:30am - 12:00pm Registration, Networking & Lunch
12:00pm - 1:30pm   Presentations and Q & A

Cost
$35 for members
$45 for non-members

Presenter:

Yogesh Bhathella
Partner, Enterprise Tax
KPMG LLP

Yogesh is a Partner with KPMG’s Enterprise Tax practice based in the Langley office. He has more than 20 years of experience providing tax and estate planning advice
to private clients in a variety of industries.

Yogesh has extensive experience advising private corporations and high net worth families on a broad range of taxation and business matters including business reorganizations; wealth, gift and inheritance tax planning; trust and estate tax services; succession planning; and buying and selling a business.

Recent Presentations and Publications

• Co-presenter, Year-end Tax Planning and Accounting Update, November 2018 
• Co-presenter, Estate Planning Issues for Clients with Controlling Interests in 
Private Corporations,  STEP Vancouver Branch, April 2014.
• Moderator, Real Property Rundown, STEP Canada National Conference, June 2014.
• Co-presenter, Birth of a Trust, Fraser Valley Estate Planning Council, September 2014.

Other Activities

• Deputy Chair, STEP Vancouver Branch
• Member, STEP Canada Tax Technical Committee • Member, KPMG National Estates and Trusts group 
• Member, KPMG India Desk


We hope to see you all there!

Tom Klausen
President, RMA Fraser Valley Chapter 
TKlausen@fvf.ca

Join. Engage. Lead.

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SPECIAL THANKS TO OUR SPONSORS

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Location

KPMG Building 3rd Floor
8506 - 200th Street
Langley, BC V2Y0M1
Event Image

Contact

Tom Klausen
604-341-3764
TKlausen@fvf.ca