The Financial Wellness Series: Effective Tax Strategies

Offered by the Health and Well-being Program

This session is a part of the Financial Wellness Series which provides financial literacy, tools and resources around finances to support your overall well-being. This educational session is sponsored by the Chartered Professional Accountants of Canada (CPA Canada).

In this session you will:

• Develop effective strategies to minimize the amount of tax paid
• Understand basic tax law
• Learn how to be proactive in tax planning and detailed record keeping
• Understand the three main categories for tax planning, reducing income subject to tax, maximizing deductions, using all allowable tax credits
• Receive handouts and resources around financial wellness.

About the Speaker: Susanna Oreskovic (CPA Canada) is a Chartered Professional Accountant and tax specialist with over twenty years of experience. She is dedicated to helping people feel more confident in their tax and fiscal matters.

To register:

1. Click here to access Minerva.

2. In the Employee Menu, click on Training Menu, select Health and Wellbeing Program Services, and follow the instructions to register.

For more information regarding registration, and general inquiries please contact healthandwellbeing.hr [at] mcgill.ca