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Tax, Uncategorized

Experience Counts!

One of the ways we add value to your experience is by offering complimentary seminars on a variety of topics that help you, as business owners and individuals, navigate the complex issues that come with running a business, managing others and your personal finances.

This fall, we are hosting a number of seminars targeted to business owners, senior executives and individuals.

On September 13, we hosted the Next Gen CEO session – a forum for the next generation of CEOs (under 40 years old) or next in line for a management position in a privately held or family owned business. The focus of the session was discovering leadership strengths. Earlier in October, we did a presentation for HalTech, "The Stages of Business Growth", and an Estate Planning seminar, providing clients with estate planning tips from a legal and tax perspective.

Also in October, we will continue our monthly Coffee with the Tax Team roundtable series (October 24) and our Next Gen CEO series (October 25) and invite you to join us. On November 8, we will host our special Executive Know-How event.

Wednesday, October 24
8:30 am – 9:30 am (breakfast is available)
Coffee with the Tax Team:
U.S. Personal Tax Filing Requirements for Non-Resident U.S. Citizens & Canadians Visiting the U.S.
Register Now

Thursday, October 25
8:00 am – 10:00 am (breakfast is available)
Next Gen CEO:
Leveraging New Technologies & Tools to Revolutionize Your Business
(customized to the Next Gen CEO audience)
Register Now

Thursday, November 8
8:00 am – 10:30 am (breakfast is available)
Executive Know-How:
Leveraging New Technologies & Tools to Revolutionize Your Business
Register Now

Each event will be held at the Burlington Golf & Country Club, 422 North Shore Blvd. East.

Check out our website often to see upcoming events.

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