Crowe Soberman partner and Succession | Retirement | Estate Planning practice member, Mayeer Pearl, was quoted the Globe and Mail article titled, "How financial professionals are helping retirees navigate the year-end tax minefield".
Unless you are having a conversation deliberately with the client about tax-planning throughout the year - not just at tax time - you might be at the risk of missing a tax strategy for their benefit.
Mayeer Pearl, CPA, CA
Crowe Soberman Partner
About Crowe Soberman
Celebrating over 60 years in the Toronto community, Crowe Soberman is one of the leading accounting & advisory firms in Canada. We are Chartered Professional Accountants, tax professionals and financial consultants to high-net-worth individuals, not-for-profit entities, and entrepreneurial companies. We focus on the healthcare; construction & real estate; manufacturing & distribution; sports, entertainment & media; professionals; information technology and retail industries. Our services include Audit & Advisory, Business Diagnostics Solutions, Corporate Recovery & Turnaround, Due Diligence, Estates & Trusts, HR Consulting, Indirect Tax, International Tax, Management Services, Mergers & Acquisitions, Personal Insolvency, Sports & Entertainment, Succession Planning, SuRE Services for Family Business (Succession, Retirement, and Estate Planning), Tax and Valuations | Forensics | Litigation. For more information please visit our website.
Mayeer Pearl
Partner,
Audit & Advisory
M. Pearl Professional Corporation