Tax Update - What Farm Clients Need to Know

thu20may12:00 pmthu1:30 pmTax Update - What Farm Clients Need to KnowFeaturing Bryan Hubbell and Cheryl Norton

Event Details

Bryan is a member of the Manning Elliott Tax Department
with expertise in personal and corporate income tax planning
and estate and succession planning. He is particularly focused
on providing timely and effective tax advice to privately
held businesses and their shareholders. In addition, Bryan
is experienced in dealing with the cross-border structuring
issues that arise for foreign companies wishing to establish
businesses in Canada.
Bryan serves clients in a wide range of industries including
agriculture, manufacturing and professional services. His
clients value his extensive tax knowledge and ability to guide
them through increasingly complex tax laws.
After working as a senior accountant for a mid-sized accounting
firm in the Lower Mainland of BC, Bryan joined Manning
Elliott in 1999. He obtained an accounting diploma in 1994
and achieved his Certified General Accountant designation
in 2000. In 2004, Bryan completed the Canadian Institute of
Chartered Accountants In-depth Income Tax Course.
Outdoor activities such as fishing and camping are greatly
valued ways for Bryan to occupy his leisure time – especially
when enjoyed with his family.

 

Cheryl Norton, CA, CPA, CFP®, Assante Private Client

 

As Regional Vice-President, Wealth Planning, Cheryl
Norton works closely with our high net worth clients
to identify issues and provide complex, tactical wealth
planning support that complements their wealth plans.
Cheryl has a particular focus on tax and estate planning
strategies for business owners, farmers, professionals and
other affluent individuals and families.
Cheryl joined Assante Private Client in 2018 after
delivering tax planning services primarily in two multinational
public accounting firms, as well as holding
senior tax and estate planning positions in the financial
services and insurance industry. Cheryl’s expertise
includes tax, estate and trust planning, business
succession planning, intergenerational wealth transfer
strategies, risk management, philanthropy and charitable
giving. Her overall professional experience in tax and
wealth planning exceeds 17 years.
Cheryl is a Chartered Professional Accountant (CPA, CA)
with a Bachelor of Commerce degree from the University
of Windsor. She has also obtained her Certified Financial
Planner (CFP®) designation. In addition, Cheryl is a
member of the Chartered Professional Accountants of
British Columbia (CPABC) and has completed the CICA
In-Depth Tax Course and has acted as a group leader for
this course.

REGISTER HERE: https://us02web.zoom.us/meeting/register/tZApfu2rrjgoHdb59vCZzqVqCNgSJYyS7agE

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Time

(Thursday) 12:00 pm - 1:30 pm PDT

Organizer

Adrian Spitters

aspitters@pfcwealthsolutions.com

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