Tax and Estate Planning Considerations for Seniors

 Join our Firm-wide Tax Leader, Garrett Louie, CPA CA, and Tax Specialist, Shannon St Onge, CPA CGA, as they discuss the high level “need to knows” for retirement and estate tax planning. Please note that although the original date of the event has passed, you are still able to register and watch the presentation at a later date.

Specializing in corporate and personal tax planning, Garrett’s practice is focused on privately-held businesses operating in industries such as construction, real estate, and incorporated professionals. The majority of his day is spent advising clients on corporate and personal tax planning matters, including estate planning and corporate reorganizations. Garrett’s commitment to professional development is what has taken him from being a tax accountant to a tax specialist to now being the firm wide tax leader.

Garrett is valued, by clients and colleagues alike for his proactive approach because, as circumstances and tax policies change, people want someone who is not only current with recent developments, but who is also able to provide practical solutions. After a dozen years of working in tax, he has seen, on several occasions, how the right strategy coupled with smart implementation can result in substantial tax savings.

Garrett has a B. Comm from the University of British Columbia (2000) and became a Chartered Accountant in 2004. He’s a member of the Canadian Tax Foundation, and completed the Canadian Institute of Chartered Accountants Foundations in International Tax Course.

Shannon started with our Regina office in October 2016. She began her career in public practice in a small CGA firm in Riverview, New Brunswick; and then spent a few years working in commercial real estate prior to returning to public practice. Shannon brings expertise in working with small businesses to provide full service accounting – financial statements, corporate tax & personal tax – in various industries, from construction and real estate to retail, restaurants and professionals. She graduated from NBCC, Moncton in 2009 with a Diploma in Business Administration; Laurentian University in 2016 with a Bachelor in Commerce (Honours)Accounting (Honours); and completed her CGA in August 2015. Shannon is a member of the Regina Women’s Network and the Henry Braun School Community Council.

Date: June 16th, 2017

Fee: Free

Location: On Demand

Register Now

Stay Connected. Sign up to receive our quarterly newsletter, important tax and financial insights, specialized reports and bulletins.

Our Clients Speak