Watch Ep 13: Upcoming Deals & Tax Benefits for Private Business Investments

We are pleased to invite you to our Investor Event with our special guest, Tax Expert from Segal GCSE LLP, Jonas Charyk, CPA, CA, MMPA.

Date and Time: Tuesday, December 3 from 11am - 2pm EST

Location: Donalda Golf Club (12 Bushbury Dr, North York, ON M3A 2Z7)

Special Guest:

Agenda:

  • 11am - 12pm: panel discussion with Q&A

  • 12pm - 2pm: lunch and networking

Topics:

  • Tax benefits of investing in private businesses

  • Utilizing your lifetime capital gains exemption

  • Implications of the new capital gains rules

  • Investing in private businesses through a corporation vs. personally

  • Tax planning for non-residents


Special Guest:

 

Jonas Charyk, CPA, CA, MMPA, Senior Tax Manager at Segal GCSE LLP

As a senior manager on Segal GCSE’s team, Jonas specializes in tax planning and advisory for businesses and individuals. He has worked with many clients in a variety of industries and is experienced in trust and estate planning, corporate reorganization, tax due diligence and cross‑border issues.

Jonas offers expert accounting guidance and focuses on achieving tax‑efficient strategies to minimize the tax burden and achieve long‑term goals. He enjoys building relationships with clients and helping with tax strategies from the start‑up level to succession planning.

Outside of the office, Jonas is an avid marathon runner, competing in races around the world and striving to improve his personal best time.

 

Hosts: Ara Sahakian CPA, CA, Partner and Sarmen Boyajian, Partner at PE Gate.

Sarmen Boyajian