Shows
Overheard at Crowe SobermanBeyond the Spotlight Episode 4 | Drafted for Success: The Financial Realities of Sports & EntertainmentJoin Alana Smith, Senior Manager in Advisory and Business Management Services, as she sits down with David Silber, Tax Partner in our Sports and Entertainment group, to discuss how Crowe Soberman helps athletes navigate the fast‑paced world of professional sports. Together, they dive into the intersection of sports advisory and business management, showcasing how their teams collaborate to guide athletes through the financial realities of the industry. From endorsement income to cross‑border tax considerations, David shares practical insights on contract management, wealth planning, and the tailored support that enables athletes to achieve lasting success. Lear...
2025-11-1309 minOverheard at Crowe SobermanGrow with Crowe Episode 10 | Reflections from Junior Year: The Journey to Intermediate Staff AccountantJoin Lauren Becker, Director of Professional Development, as she sits down with Sarah Brown and Caleb Yuan, two intermediate staff accountants who reflect on their first year at Crowe Soberman. From day-one nerves to favourite files and audit tips, they share how they’ve grown, what they’ve learned, and the advice they would give to new juniors starting this fall. Tune in and celebrate 10 episodes of growth, learning, and career stories. Learn more about Crowe Soberman here.
2025-11-1217 minOverheard at Crowe SobermanTax Talk Episode 3 | Inside Budget 2025: Tax Changes you Can’t IgnoreJoin Crowe Soberman Tax Partners Ananth Balasingam and Ross Pasceri as they take a closer look at the federal budget, outlining updates to personal and corporate tax measures, changes to the Alternative Minimum Tax (AMT) and developments in international taxation. Tune in to understand how these changes could impact your financial planning and what steps you can take to stay ahead. Learn more about Crowe Soberman here.
2025-11-0724 minOverheard at Crowe SobermanBeyond the Spotlight Episode 3 | Behind the Brand with Colette Baron-Reid: The Journey from Vision to VentureJoin Alana Smith as she sits down with Colette Baron-Reid, author, speaker, and renowned medium, for a behind-the-scenes look at the business side of her brand. From oracle decks to digital content, Colette shares how she built a multifaceted enterprise with financial clarity and a trusted team. This episode dives into the financial realities of creative entrepreneurship, offering practical insights on handling diverse income sources, tackling international tax challenges, and building long-term financial resilience. It’s a candid conversation about growth, financial literacy, and the kind of trust that fuels long-term success. Learn more about Crowe...
2025-09-2321 minOverheard at Crowe SobermanGrow with Crowe Episode 9 | Career Paths Reimagined: Unlocking Growth Potential from WithinJoin host Lauren Becker, Director of Professional Development, as she sits down with Manager Nada Khan and Specialists Tanvir Lamba and Zach Zelewicz, for an honest exploration of what it truly takes to grow within an organization. Through personal stories and practical insights, this episode highlights how building strong relationships, exploring new areas of the business, and embracing change can lead to meaningful progression from within. Learn more about Crowe Soberman here.
2025-09-1618 minOverheard at Crowe SobermanBeyond the Spotlight Episode 2 | Cat & Nat Unfiltered: The Business Side of InfluenceJoin Alana Smith as she sits down with content creators Cat & Nat, the hilarious and relatable duo known for their candid take on motherhood and entrepreneurship. In this episode, they dive into what it really takes to grow a brand—sharing honest stories, strategic insights, and practical advice on assembling a trusted team, an intimate and essential part of their business journey. Tune in for a fresh perspective on growth, strategy, and the business of influence. Learn more about Crowe Soberman here.
2025-07-2918 minOverheard at Crowe SobermanGrow with Crowe Episode 8 | Culture in Motion: How the CEC is Redefining EngagementJoin Lauren Becker, Director of Professional Development, along with Audit and Advisory Managers Emma Schmelzle and Rachel Cairns, as they explore the origins of the Culture and Engagement Collective (CEC), its mission, and its role in fostering an inclusive and engaged workplace. Hear firsthand how their involvement in the CEC has shaped their experiences and how participation in firm-led initiatives can build meaningful connections, create career opportunities, and enhance company culture. Learn more about Crowe Soberman here.
2025-07-0827 minOverheard at Crowe SobermanGrow with Crowe Episode 7 | From Stress to Success: Mastering the Art of Tax SeasonJoin Lauren Becker, Director of Professional Development, along with Advisory and Tax Managers Dylan Benudiz and Chris Hicks, as they reflect on the challenges of busy season and how their teams have navigated the demands. Tune in for insights on managing pressure, maintaining work-life balance, and the importance of building meaningful professional connections during busy season. Learn more about Crowe Soberman here.
2025-06-1720 minOverheard at Crowe SobermanGrow with Crowe Episode 6 | Creating Connections: How Culture Drives SuccessJoin Lauren Becker, Director of Professional Development, along with Senior Staff Accountants Antonio Del Duca and Carter Holtzman, as they share insights on creating impact, finding fulfillment, and building relationships that drive both personal and professional growth. Learn how their experiences at Crowe have helped them embrace authenticity and unlock meaningful opportunities—whether through mentorship, community engagement, or active participation. Learn more about Crowe Soberman here.
2025-04-2234 minOverheard at Crowe SobermanBeyond the Spotlight Episode 1 | From Chaos to Clarity: The Case for Cloud AccountingJoin Alana Smith, Senior Manager of Business Management Services, and Haley Edwards, Cloud Accounting Manager, as they discuss why properly prepared books are not just a nice-to-have but a must-have. This episode highlights how cloud accounting services and a strong financial management team can be game-changers —whether you're leading a business, competing on the field, or performing on stage. With the right experts in your corner, success isn’t just possible—it’s inevitable. Learn more about Crowe Soberman here.
2025-04-0915 minOverheard at Crowe SobermanGrow with Crowe Episode 5 | Leaving, Learning, Returning: The Boomerang EffectIn this episode, Lauren Becker, Director of Professional Development delves into the captivating stories of Crowe Soberman employees who have “boomeranged” back to the firm after exploring opportunities elsewhere. Join us as we uncover the reasons behind their return, the experiences they gained along the way, and how their perspectives have shifted. Learn more about Crowe Soberman here.
2025-03-2732 min
The Small Change Big Gains PodcastEpisode 64- How to set up your corporate structure and when to use a family trust?Are trusts and family trusts beneficial? What are the different corporate structures? Let's Dig In...We all love tax right? RIGHT???💡Easily one of my favourite recordings to date. Along with Jalal Midani & Ali Spinner of Crowe Soberman, I had a great discussion on the importance of correctly setting up a corporate structure if you're a business owner. However you choose, it will have a profound impact on your tax obligations, operational efficiency, and overall success📝. We learned a TON 🧠. Key takeaways were 🗝️: - As a business owner, ask yourself, did...
2025-03-1135 minOverheard at Crowe SobermanGrow with Crowe Episode 4 | The Manager's Playbook: Strategies for Future LeadersJoin Lauren Becker, Director of Professional Development, alongside Tax Manager Prabhjot Parmar, and Audit & Advisory Managers, Angelina Srinathan and William Truong, as they delve into essential strategies and offer practical advice for navigating the journey to becoming a Manager. Learn more about Crowe Soberman here.
2025-03-0419 min
Matters Beyond WealthWhen it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?RRSPs can trigger significant tax bills if not organized correctly in your estate plan. Learn the important nuances tied to RRSPs and RRIFs in estate planning.
To discuss this topic, Leanne is joined by Ali Spinner, partner at Crowe Soberman’s Tax Group.
Related episodes:
How can my RRSP or TFSA impact my estate?
What is probate and can it be avoided?
Why estate and legacy planning are a vital part of your financial plan
Will the changes to the capital gains inclusion rate impact me?
Helpful resources:
T1213 Form Request to...
2025-02-2618 minOverheard at Crowe SobermanTax Without Borders Episode 2 | Business Beyond Borders: Tax Tactics for International GrowthJoin Denise Batac, Jonathan Breido, and Patrick Truckle as they discuss effective strategies for managing cross-border business expansion. Ensuring proper business structuring is crucial when expanding internationally. This episode covers effective business setup and ownership, the importance of understanding local tax regulations, and how to navigate financial reporting requirements.
Learn more about Crowe Soberman here.
2025-01-2115 minOverheard at Crowe SobermanTax Without Borders Episode 1 | Borderless Gain: The Global Tax GuideJoin Denise Batac, Jonathan Breido, and Patrick Truckle as they discuss the tax implications of departing Canada. With more people choosing to leave, it’s crucial to plan for any taxes that may be owed as a non-resident. Tune in to hear about the importance of filing a departure tax return, managing Canadian assets, and best practices for a smooth transition out of the country.
Learn more about Crowe Soberman here.
2025-01-1525 minOverheard at Crowe SobermanTax Talk Episode 2 | Purposeful Philanthropy: Perfecting Your Giving PlanJoin Ananth Balasingam and Yvonne Lam as they sit down to discuss purposeful philanthropy, diving into the nuances of charitable giving, including the pros and cons of personal versus corporate donations, the impact of the 2024 Alternative Minimum Tax (AMT) changes on donation planning, and the unique benefits of donating public company shares from a private corporation’s investment portfolio.
Learn more about Crowe Soberman here.
2024-11-1414 minOverheard at Crowe SobermanThe EOT Advantage: Shaping the Future of Employee OwnershipJoin Chandor Gauthier and Jon Shell as they dive into the transformative potential of Employee Ownership Trusts (EOTs). They explore how EOTs can benefit both employees and business owners, making for smoother transitions, enhanced equity, and lasting legacies. They also discuss the ways that EOTs support employee retention and satisfaction, especially during economic challenges, and how this structure can be an innovative path forward for Canadian businesses.
Learn more about Crowe Soberman here.
2024-11-1223 minOverheard at Crowe SobermanTax Talk Episode 1 | Corporate Borrowing Demystified: The Art of Financing from Your CorporationJoin Ross Pasceri and Ananth Balasingam as they sit down to discuss the intricacies of corporate borrowing, exploring how individuals can leverage their corporations for financing, while navigating the advantages, challenges, and tax implications involved.
Learn more about Crowe Soberman here.
2024-11-0516 minOverheard at Crowe SobermanGrow with Crowe Episode 3 | Partner Perspectives: Advice for Aspiring LeadersJoin Lauren Becker, Director of Professional Development, as she sits down with Audit & Advisory Partners Adam Gur, Adam Leibel and Ruthie Simpson to discuss their paths to partnership. They delve into their unique experiences and career journeys, highlighting the importance of mentorship, engagement and embracing challenges along the way.
Learn more about Crowe Soberman here.
2024-09-2420 minOverheard at Crowe SobermanGrow with Crowe Episode 2 | Cracking the CFE Code: Tips and Tactics for SuccessJoin Lauren Becker, Crowe Soberman Director of Professional Development; Carter Holtzman, Senior Staff Accountant; and Crystal Zhang, Tax Specialist, as they discuss the process of preparing for and taking the CFE, or the Common Final Examination.
Listen in as Lauren, Carter and Crystal uncover the importance of mentorship, effective study schedules and strategies, stress management, and the unique case study format of the exam.
Learn more about Crowe Soberman here.
2024-08-2917 minOverheard at Crowe SobermanDiverse Pride: Voices Amplified: Episode 3 | Trailblazing with Pride: Navigating the Corporate Compass with Bernardine PerreiraJoin Adam Scherer, Crowe Soberman Managing Partner, Jarvis Sam, CEO of The Rainbow Disruption, and Bernardine Perreira, Cross-Border Wealth Advisor at Raymond James, in the third episode of our “Diverse Pride: Voices Amplified” series, “Navigating the Corporate Compass with Bernardine Perreira.”
In this episode, Bernardine covers the unique challenges and opportunities of being a queer woman in leadership, the significance of 2SLGBTQIA+ inclusion, and actionable steps for fostering inclusive workplaces. She provides powerful insights on how identity shapes professional paths and the importance of representation in advisory firms.
Learn more about Crowe Soberman here.
2024-08-2031 minOverheard at Crowe SobermanGrow with Crowe Episode 1 | Adventures in Number Crunching: Co-op ConfidentialJoin Lauren Becker, Crowe Soberman Director of Professional Development, Jenna Akroyd-Snider and Nicole Suszycki as they dive into the co-op journey at Crowe Soberman.
Jenna and Nicole, both part of the Master of Management & Professional Accounting Program at the University of Toronto, recount their initial impressions, the culture at Crowe, and the mentorship that guided them through their co-op terms. From detailed orientation and training sessions to real-world engagements and a supportive team environment, they highlight the unique blend of large firm exposure and personal attention that Crowe offers.
Learn more about Crowe Soberman here.
2024-08-1518 minOverheard at Crowe SobermanDiverse Pride: Voices Amplified: Episode 2 | Empowering Change: Alim Dhanji’s Journey to Inclusive Leadership
Join Adam Scherer, Crowe Soberman Managing Partner; Jarvis Sam, CEO and Founder of the multi-services DEI firm The Rainbow Disruption; and Alim Dhanji, Chief Human Resources Officer at TD SYNNEX, in the second episode of our “Diverse Pride: Voices Amplified” series, “Empowering Change: Alim Dhanji’s Journey to Inclusive Leadership.”
Listen in as Adam, Jarvis and Alim delve into the evolving corporate landscape for 2SLGBTQIA+ professionals, the crucial role of allies, and the impact of inclusive leadership.
Learn more about Crowe Soberman here.
2024-06-2835 minOverheard at Crowe SobermanDiverse Pride: Voices Amplified: Episode 1 | Building Inclusive Workplaces: Empowering 2SLGBTQIA+ CommunitiesJoin Managing Partner, Adam Scherer and Jarvis Sam, CEO and Founder of multi-services DEI firm The Rainbow Disruption, in the first episode of our “Diverse Pride: Voices Amplified” series, “Building Inclusive Workplaces: Empowering 2SLGBTQIA+ Communities.”
Listen in as Adam and Jarvis delve into equitable workplace practices, the importance of allyship, and the archetype of an inclusive leader.
Learn more about Crowe Soberman here.
2024-06-1334 min
The Unlimited Podcast by Ginsler WealthE38: Federal Budget Breakdown with Ali SpinnerOn Tuesday, April 16, the government of Canada revealed its 2024 Federal Budget with major changes that impact investors, savers and business builders - most significant of which being an increase to the capital gains inclusion rate.
In this "breaking news" episode of The Unlimited Podcast, we bring back the "Tax Ninja", Alexandra (Ali) Spinner, to help break down the key changes and provide some guidance for immediate and long-term actions and plans. Ali can also be seen discussing the Federal Budget changes on BNN Bloomberg.
Key changes covered include:
The increase to the capital gains...
2024-04-1946 minOverheard at Crowe SobermanCount Her In: Episode 4 | Balance Beyond Numbers: Women in AccountingJoin Tax Partner Jingchan Hu and Tax Manager Yvonne Lam in the fourth episode of our “Count Her In” series, "Balance Beyond Numbers: Women in Accounting."
Listen in as Yvonne and Jingchan discuss navigating work-life balance in the accounting industry. From managing family responsibilities during tax season to carving out time for personal fulfillment, they provide practical tips and perspectives for women and professionals alike.
Learn more about Crowe Soberman here.
2024-03-2810 minOverheard at Crowe SobermanCount Her In: Episode 4 | Balance Beyond Numbers: Women in AccountingJoin Tax Partner Jin Hu and Tax Manager Yvonne Lam in the fourth episode of our “Count Her In” series, "Balance Beyond Numbers: Women in Accounting."
Listen in as Yvonne and Jin discuss navigating work-life balance in the accounting industry. From managing family responsibilities during tax season to carving out time for personal fulfillment, they provide practical tips and perspectives for women and professionals alike.
Learn more about Crowe Soberman here.
2024-03-2710 minOverheard at Crowe SobermanCount Her In: Episode 3 | Pave your own Path: Charting new Horizons in the CPA LandscapeJoin Lauren Becker, Director of Professional Development, and Haley Edwards, Manager in our Cloud Accounting group, in the third episode of our “Count Her In” series, "Pave your own Path: Charting new Horizons in the CPA Landscape."
Listen in as Lauren and Haley share their own journeys, breaking away from conventional career trajectories. From switching roles within the firm to exploring industry positions, they reveal how embracing change and staying true to their passions led them to fulfilling careers.
Learn more about Crowe Soberman here.
2024-03-2115 minOverheard at Crowe SobermanCount Her In: Episode 2 | Harmony in Numbers - Navigating Authenticity and Success in AccountingJoin Tax Partner Ali Spinner and Teresa Litrico, Director of Digital Strategy, in the second episode of our “Count Her In” series, "Harmony in Numbers: Navigating Authenticity and Success in Accounting."
In this episode, Ali shares her journey and invaluable insights on how authenticity isn't just a buzzword but a game-changer in the world of accounting.
Discover how embracing your unique self can unlock doors to success and fulfillment in your career.
Learn more about Crowe Soberman here.
2024-03-1414 minOverheard at Crowe SobermanCount Her In: Episode 1 | Breaking the Glass Wallet - A Financial Empowerment Blueprint for WomenJoin Nyla Roopnarinesingh, as we kick off the “Count Her In” series with our first episode "Breaking the Glass Wallet: A Financial Empowerment Blueprint for Women."
In this episode, Nyla sheds light on the importance of financial literacy for women, addressing unique challenges like the gender pay gap and career interruptions. Drawing from personal experiences and societal norms, she emphasizes the need for open conversations and collaborative support to foster financial empowerment.
Stay tuned for more episodes tackling crucial topics in female empowerment and finance.
Learn more about Crowe Soberman here.
2024-03-0412 minOverheard at Crowe SobermanThe World of Tax-Smart Giving: Episode 1In this episode, Crowe Soberman Tax Partner Ali Spinner and Senior Audit & Advisory Manager Chloe Man navigate the intricate landscape of philanthropy, finance, and the intersection of the two. Join them as they unravel the secrets behind making a meaningful impact while optimizing your financial strategy. Whether you're a seasoned philanthropist, a curious newcomer, or just someone who wants to make a difference, this podcast is your backstage pass to the insights, stories, and expert advice that will empower you to give wisely and tax-efficiently.
Learn more about Crowe Soberman here.
2024-01-0817 minThe Unlimited Podcast by Ginsler WealthE21: Tax-Effective Giving with Ali SpinnerEven though this tax season is coming to a close, it's never too late to start planning for next year! On this episode of The Unlimited Podcast, Alexandra (Ali) Spinner joins Brian to share some tips and tricks for maximizing your charitable donations.
Brian and Ali discuss Ali's "Three W" framework for giving, alternative donation methods, different avenues for philanthropy, how Ali became known as the Tax Ninja, and much more!
Ali is a Partner in Crowe Soberman’s Tax Group, a member of the firm’s Management Committee, and leader of the High-Net-Worth tax pract...
2023-04-2448 min
光耀资道 | 聊大小投资话题多伦多和联邦空置房屋税Vacant Home Tax (Toronto) – 多伦多空屋税a. Overview of Vacant Home Tax (Toronto) – 多伦多空屋税简介b. Type of Occupancy Status – 房屋的使用形式c. Exemptions – 豁免d. Vacant Home Tax Calculation – 如何计算多伦多空屋税e. Filing, Payment and Penalties – 申报，支付与罚金Underused Housing Tax – 联邦空屋税a. Overview of Underused Housing Tax – 联邦空屋税简介b. Key Definition – 重要定义c. Exemptions – 豁免d. Application of Tax – 如何计算联邦空屋税e. Returns and Payments – 申报与支付f. Penalty – 罚金讲师：丁宇锋， 税务合伙人 @MNP LLP宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资
2023-02-171h 22
Young Money with Tracey BissettEP275 Finding Hope Through Financial FitnessIt seems the news and social media headlines have become very disheartening through 2022. Personal debt delinquencies are on the rise, consumer bankruptcy activity is expected to increase in 2023, and COVID supports have stopped for the most part, with some people required to pay back amounts they received in error. In this bleak economic environment with high inflation and interest rates, remaining hopeful for good things to come is essential. So, in this episode, I am going to be sharing what you can do to find hope through financial fitness. Listen in as we go over the importance...
2022-12-2708 minYoung Money with Tracey BissettEP271 Mental Health and MoneyIt is becoming increasingly clear that money and our mental health are directly tied together. The stress of not having money can cause anxiety, increase tiredness, and make us physically sick, more irritable, and short-tempered. So, it is critical that we make sure we're staying on top of our finances, seeking help as needed, and accepting our imperfections. In this episode, I will share three tips that can improve your mental health when it comes to money and finances to help you throughout this financially stressful time. Listen in to make sure you have the tools and...
2022-11-2913 minYoung Money with Tracey BissettEP270 Tips for Tackling Debt Part 2Due to the current state of the financial world, I wanted to review more powerful interviews we've had on the podcast where our guests shared fantastic advice to help you navigate debt. We have had so many amazing guests in the past who have offered tips that remain timeless, so in this episode, we will be listening to key takeaways from our interviews with Zandile Chiwanza and Kelley Keehn. Listen in as Kelley shares the inspiration for her book, Rich Girl, Broke Girl, as well as the hidden costs of an expensive lifestyle and her advice for...
2022-11-2232 minYoung Money with Tracey BissettEP269 Tips for Tackling Debt Part 1We are living in a time of high inflation and increasing interest rates, leading to many companies cutting previously secure jobs. It is beginning to be harder to make ends meet as our income no longer goes as far as it used to. If you are like many people carrying variable-rate debt, your payments are taking up more and more of your budget than before. Due to this current state of the world, I wanted to review some interviews we’ve previously had on the show where our guests have shared some fantastic advice that can help you navigate th...
2022-11-1529 minYoung Money with Tracey BissettEP267 Managing Your Money in a Changing WorldNovember is Financial Literacy Month in Canada. During Financial Literacy Month, the Financial Consumer Agency of Canada engages and works together with organizations across the country to help strengthen the financial literacy of individuals and families. The theme for 2022 is: Managing Your Money in a Changing World. Throughout the month, they’re focusing on different themes for each week, and in this episode, I will be explaining how you can make a difference in your financial situation today. As the financial marketplace grows increasingly complex, it is crucial that Canadians have the knowledge, skills, and confidence to ma...
2022-11-0109 min光耀资道 | 聊大小投资话题探讨自雇与公司税务1. 介绍2. 2021/2022 的税务变化3. 自雇- 优点- 缺点- 员工 vs. 自雇4. 成立公司前要考虑的因素5. 公司- 个人税与公司税的整合- 优点- 缺点- 个人服务公司 (Personal Services Business)- 什么时候与如何成立公司讲师：丁宇锋，税务合伙人 @MNP 会计师事务所宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2022-05-061h 30Young Money with Tracey BissettEP243 Money MythsWe often tell ourselves stories to excuse the wrong-doings that we allow to happen in our finances. These limiting beliefs that we have, or excuses we create, can end up hurting our financial situation long-term if we don’t shift our mindset. So, how can we avoid falling into these traps? In this episode, I will be sharing the most common money myths that I see and explaining what you can do if you believe any of them to be true. Listen in as I explain why you don't have to be good at math in order to...
2022-04-2615 min光耀资道 | 聊大小投资话题2021年个人收入税申报课程简介1. 2021 的税务变化2. 热点话题在那个省报税?家里的办公室费用抵税搬家费用RRSPTFSA自住房税务居民身份&海外收入申报3. 现阶段常见的税务局审计讲师：丁宇锋， MNP LLP 税务合伙人宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2022-04-151h 15
beyond MD with Dr. Yatin ChadhaHolding Companies with Ali SpinnerAli Spinner (CPA, CA, TEP) is back! The topic today is Holding Companies.Ali is a partner in tax at Crowe Soberman LLP & has more than 20 years of experience in personal and corporate tax matters. Ali can be reached at Alexandra.spinner@crowesoberman.comWe discuss:- Holding company - what is it, rationale (5:00)- Rationale for protecting investments/assets from medical liability (8:45)- Homes with 2 professional corps, when to set up (11:00)- HoldCo set up, transfer of $ from operating company to HoldCo (14:00)- Lifetime capital gains exemption/L...
2022-03-3148 minYoung Money with Tracey BissettEP238 Get Your Mindset and Money Right with Zandile ChiwanzaZandile Chiwanza is a self-proclaimed “budget warrior” and personal finance journalist. Although Zandile is committed to empowering newcomers to Canada with the tools they need to make sound financial decisions, her overarching message is for everyone: No matter your circumstances, financial wealth and wellness are attainable for everyone. In this episode, she joins the show to discuss the connection between money and mental health. Listen in as Zandile explains why she does not believe in “good” or “bad” debt, as well as the importance of talking to a professional when you’re feeling overwhelmed. You will learn the benefit of...
2022-03-2230 min
The Financial CheckupRetirement and Tax PlanningIn Episode 12 of the Financial Checkup, Aaron Schechter, CPA, CA, TEP (Partner, Tax) at Crowe Soberman LLP, discusses the tax and financial planning considerations physicians should look at during the various stages of their career and life - from residency to post-retirement. Aaron also chats about how the Advantages Retirement Plan™ can help you and your spouse/common-law partner plan and prepare for a successful retirement.
2022-03-1459 min光耀资道 | 聊大小投资话题海外收入与资产申报、罚金与补救措施1. Income from Foreign Sources – (海外收入)2. Form T1135 – Foreign Income Verification Statement (海外收入的信息申报)3. Form T1134 – Information Return Relating To Controlled and Not-Controlled Foreign Affiliates (海外关联公司的信息申报)4. Penalties and Interest (罚金与利息)• Failure to comply (未申报的罚金)• False statement or omission (错报与遗漏信息的罚金)• Interest (利息)5. Remediations (补救措施)• Amendment of a previously filed form (更改)• Voluntary Disclosure Program (自愿披露)• Taxpayer Relief (罚金与利息的减免)讲师：丁宇锋， MNP LLP 税务合伙人 宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2022-02-251h 19光耀资道 | 聊大小投资话题三种高净值家庭和私营企业常见的税务规划1. 税务规划时要考虑的因素2. 家庭信托 – 与低收入家庭成员分配收入3. Estate Freeze and Succession Planning (家族财富传承)4. Capital Gain Strip (如何以资本收益的形式交税)讲师：丁宇锋， 税务合伙人 @MNP LLP宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。讲师：Eddie Gao， 高级经理 @MNP LLPEddie Gao 现就职于MNP LLP （明诺）会计师事务所，Markham (万锦) 办公室， 担任税务组高级经理。Eddie专注于家庭与企业的税务规划，企业结构重组以及公司购买与出售等相关业务的税务筹划与咨询。 Eddie 本科毕业于东北财经大学国际会计专业，研究生毕业于多伦多大学管理与会计硕士专业（MMPA）。Eddie 于2018年获得加拿大特许会计师执业资格（CPA，CA）， 并于2019年完成加拿大会计师协会高级税务培训课程。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-12-101h 40
Young Money with Tracey BissettEP218 Financial Fitness All Year RoundNovember is Financial Literacy Month in Canada, and there is no better time to talk about financial fitness and why it is so important to be financially fit all year round. It is increasingly crucial that Canadians have the knowledge, skills, and confidence to make informed decisions about their finances as the financial marketplace grows increasingly complex. In this episode, I'm breaking down what it means to be financially fit and diving into where Canadians see themselves in terms of financial ambitions as a result of the pandemic. Listen in as I discuss high-interest rate credit products...
2021-11-0215 min
Young Money with Tracey BissettEP216 How to Deal with Debt Overload with Linda Stern, Crowe SobermanLinda Stern is a Senior Manager and Licensed Insolvency Trustee at Crowe Soberman Inc. With over twenty-five years of experience working in Canada, primarily in consumer insolvency matters consulting with individuals overwhelmed with debt, Linda helps people find solutions that work best for their financial and personal situations. In this episode, she joins the show to share her advice on what to do if you find yourself in debt, as well as how not to get overloaded with debt as you move forward in life. Listen in as Linda explains the importance of patience within her profession and why...
2021-10-1946 min光耀资道 | 聊大小投资话题高净值家庭和私营企业常见的税务规划 Part 2税务规划时纳税人要考虑的因素如何以资本收益的形式交税 （Capital Gain Strip）加拿大控股私营公司 vs. 非加拿大控股私营公司 – 投资收入五款税务规划的总结讲师：丁宇锋宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-09-171h 25光耀资道 | 聊大小投资话题高净值家庭和私营企业常见的税务规划 Part I税务规划时纳税人要考虑的因素家庭信托 – 与低收入家庭成员分配收入家族财富传承海外信托讲师：丁宇锋宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-09-031h 29光耀资道 | 聊大小投资话题税务居民 & 海外资产/收入申报税务居民的种类决定税务居民的因素税务局的政策国家间的税务协议税务/非税务居民的税务影响海外资产/收入申报海外公司申报惩罚与补救讲师：丁宇锋宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。讲师：Bill YangBill出生并成长于山西，本科就读于浙江大学金融学专业，硕士就读于Brock University会计专业。 Bill于2008年加入工作，曾分别就职于KPMG LLP (毕马威)、PricewaterhouseCoopers LLP (普华永道)等会计师事务所。Bill的专业领域是国际派遣业务及美国/加拿大个人税咨询及规划，在此领域有丰富的经验。工作多年来，Bill已经为多家中国美国加拿大大型跨国公司及其海外派遣员工、高管提供高质量的加拿大和美国个人税务服务，并为中国美国加拿大众多高净值客户提供税务咨询及规划，规避美国加拿大间个人投资的税务陷阱。 Bill现就职于MNP LLP (明诺) 会计师事务所，Toronto (多伦多市) Office，担任税务高级经理。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-07-301h 46光耀资道 | 聊大小投资话题税务居民 & 海外资产/收入申报税务居民的种类决定税务居民的因素税务局的政策国家间的税务协议税务/非税务居民的税务影响海外资产/收入申报海外公司申报惩罚与补救讲师：丁宇锋宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。讲师：Bill YangBill出生并成长于山西，本科就读于浙江大学金融学专业，硕士就读于Brock University会计专业。 Bill于2008年加入工作，曾分别就职于KPMG LLP (毕马威)、PricewaterhouseCoopers LLP (普华永道)等会计师事务所。Bill的专业领域是国际派遣业务及美国/加拿大个人税咨询及规划，在此领域有丰富的经验。工作多年来，Bill已经为多家中国美国加拿大大型跨国公司及其海外派遣员工、高管提供高质量的加拿大和美国个人税务服务，并为中国美国加拿大众多高净值客户提供税务咨询及规划，规避美国加拿大间个人投资的税务陷阱。 Bill现就职于MNP LLP (明诺) 会计师事务所，Toronto (多伦多市) Office，担任税务高级经理。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-07-301h 46光耀资道 | 聊大小投资话题加拿大自雇与公司税务科普2020纳税年度有何新变化？自雇的优势与劣势合并要考虑的因素个人税与公司税的整合何时以及如何合并讲师：丁宇锋宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到YouTube频道里的讲座。线上课堂开通网址https://hoo.capital/youtube免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本视频所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-06-041h 30
Money We HaveWhen Should You Consider Using the Services of a Licensed?Unfortunately, I’ve been getting a lot of questions about bankruptcy and consumer proposals as of late. With debt at an all-time high, people are just looking at their options and hoping for a new start. To help you navigate the decision to seek professional help, I reached out to Linda Stern, a licensed insolvency trustee at Crowe Soberman Inc. who wrote today’s guest post.
Visit Us:- https://www.moneywehave.com/when-should-you-consider-using-the-services-of-a-licensed-insolvency-trustee/
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2021-04-1902 min光耀资道 | 聊大小投资话题2021年个税更新*在哪个省报税*家里的办公室*搬家费用*RRSP & TFSA*自住房浅谈*税务居民身份&海外收入申报*现阶段常见的税务局审计讲师：丁宇锋， MNP 税务合伙人宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-04-021h 27
Crowe CastsInternational Women's Day SpecialWe are now a year into the global COVID-19 crisis and data indicates that women at work have been disproportionately impacted by the pandemic. Research across the UK, US, and Canada reveal women are twice as likely as men to lose their job or have their working hours reduced during the pandemic. In this special International Women’s Day episode of Crowe Casts, we are joined by Loreta Calero CEO and Partner at Crowe Advisory Madrid, Spain, Susan Hodkinson COO, and Partner at Crowe Soberman, Canada, Rebecca Durrant Partner and...
2021-03-0534 min光耀资道 | 聊大小投资话题家庭信托与税务科普家庭信托基本概念信托和收益人的税务责任21年自动终结和收入反馈传承收入分摊海外信托讲师：丁宇锋MNP 税务合伙人宇锋出生于哈尔滨，曾就读于University of New Brunswick， 会计专业。上学期间，宇锋在 Connors Brothers (加拿大历史最悠久的渔业公司之一) 的会计部门完成了三期的实习课程。后经由 公司推荐到Ernst & Yonge LLP (安永) 会计师事务所工作。 宇锋于2009 年获得Chartered Accountant (CA, 特许会计师) 资格证书， 并于2014 年完成为其三年 的高级税务课程深造。 工作期间，宇锋曾分别就职于Ernst & Yonge LLP (安永)，PricewaterhouseCoopers LLP (普华永道) 和Crowe Soberman LLP 等会计师事务所，历任审计经理和税务高级经理。宇锋现就职于MNP LLP (明诺) 会计师事务所，Markham (万锦市) Office，担任税务合伙人。光耀资道 | 聊大小投资话题是一个分享不同投资相关知识的平台。我们每周邀请不同方面的专家来为观众与听众们分享各种对大家非常有帮助的投资知识，欢迎大家订阅。欢迎您在以下链接免费开通光耀资道线上课堂，来观看与聆听完整光耀资道每周专家系列讲座，包含其他不上传到Podcast里的讲座。线上课堂开通网址https://hoo.capital/podcast免责声明：Joshua 胡光耀是 Greybrook Securities Inc. 的交易代表。 Joshua和专家们在讲座中表达的意见和陈述是他们自己的，不一定反映 Greybrook Securities Inc. 的意见。本podcast所提供的资料仅限于投资教育用途，不构成投资建议，不应被视为投资决策的依据。
2021-01-211h 11
Take The MoneyJordan Caplan of Crowe Soberman LLP Discusses His Role In The World of Small Business Owners!Jordan Caplan, Partner at Crowe Soberman LLP discusses how he guides and advises clients - all while rules, government support programs and policies are in constant flux. Serving family offices, individuals and owner operated businesses across Canada, Jordan provides both an unbiased picture of the current state of affairs and an optimistic vision forward.
2020-11-2500 minbeyond MD with Dr. Yatin ChadhaFundamentals of professional corporations with Ali SpinnerYatin Chadha interviews Ali Spinner, accountant from Crowe Soberman specializing in tax matters. Topics include when to incorporate, salaries vs dividends, passive income, structuring corporate investments, RRSPs vs corporate investments, and pearls including ways to use corporate funds in a relatively tax friendly manner.
2020-09-0351 min
Encouraging Leadership!Susan Hodkinson: Chief Operating Officer at Crowe SobermanIn addition to being the firm's COO, Susan also heads the firm’s HR Consulting Group. In this capacity, Susan provides advice on all aspects of Human Resources, and demonstrates how strong HR practices can assist small to medium-sized business owners to manage, grow and secure their businesses.
2017-02-2331 min