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Ottawa ShareClub Meeting - Feb 11, 2014 - Tax Audits, Taxation Issues and Planning

posted Feb 3, 2014, 6:28 PM by Investor Tips   [ updated Feb 3, 2014, 6:32 PM ]
MEETING ANNOUNCEMENT— TUESDAY February 11th AT 7:00 PM at the Ottawa Citizen Building, 1101 Baxter Road - Conference room-main floor

The Ottawa ShareClub is a non-profit organization which is dedicated to the sharing of financial knowledge. It is not an investment club.

At our up-coming meeting, you will connect with people who have similar interests who are willing to share their knowledge and experience. Join in, ask questions and participate!

The “ROUNDTABLE DISCUSSION TOPIC” which will be led by Dave Audette will focus on issues relating to The Canada Revenue Agency (CRA).Have you suffered the pain of a tax audit and/or a tax re-assessment? What are the best methods of dealing with CRA? How difficult is it to file a notice of objection? Are you still in doubt as to how the CRA calculates your installment payments? No one can escape the tax man! Join us in what should be a very interesting and lively discussion!

MAIN TOPIC – TAXATION ISSUES AND PLANNING: Paying your taxes can be challenging at the best of times. Developing a tax plan can be daunting. Can it be possible that your tax rate may go up in retirement? What are some of the most over looked tax deductions for investors and retirees? Can early conversion to a RIF reduce your tax burden? These issues will be addressed as well as a focus on the taxation of investment income; maximizing tax deductions and much more. Our guest presenter will be Jean-Paul Lafrance, CPA, CA, CFP, and BCom. Jean- Paul is a Partner with BDO Canada LLP specializing in taxation.

Bring a friend; All welcome , free for members, $5 for others. bring your questions and opinions. Take this opportunity to ask the expert! You are also invited to join the steering committee. We look forward to seeing you on Tuesday February 11th.

If you have any questions, do not hesitate to contact us by email OttawaShareClub@gmail.com or Andre Albert at 613-741-2828

More ShareClub info can be found here: Ottawa ShareClub