Building your wealth requires a careful look at your overall financial picture and every decision you make has tax implications. To help you maximize on your returns, CKNW is turning to the experts at MNP who will be providing important insight into tax planning through a week long Series of tax planning segments on CKNW.

Tune in to CKNW April 14th to 21st and have your questions about taxes answered.

Presented by MNP.

SCHEDULE:

DAY AND TIME

GUEST

TITLE

FOCUS

Monday, April 14
(6:50am – 7:00am)
 
Katri Ulmonen International Tax Services Canadian Snowbird Nests
Monday April 14
(3:30pm – 4:00pm)
 
Darrell Tracey Business Advisor, Private Enterprise Exit Smart Succession Planning 1
Tuesday, April 15
(7:50am – 8:00am)
 
Katri Ulmonen International Tax Services U.S. Snowbird Nests
Tuesday, April 15
(3:30pm – 4:00pm)
 
Darrell Tracey Business Advisor, Private Enterprise Exit Smart Succession Planning 2
Wednesday, April 16
(6:50am – 7:00am)
 
Kevin Wong Regional Tax Leader Tale of Two Homes
Wednesday, April16
(3:30pm – 4:00pm)
 
Don Murdoch BC Leader, Professionals Niche Professionals Tax Planning
Thursday, April 17
(7:50am – 8:00am)
 
Kevin Wong Regional Tax Leader Family Trusts and Income Splitting
Thursday, April 17
(3:30pm – 4:00pm)
 
Am Lidder BC Tax Leader Buying/Selling Businesses
Monday, April 21
(7:50am – 8:00am)
 
Katri Ulmonen International Tax Services Businesses Expanding to The U.S.
Monday, April 21
(3:00pm – 4:00pm)
 
Q&A

MNP TAX EXPERTS:

KatriUlmonen

KATRI ULMONEN

International Tax Services Partner

Katri Ulmonen, CA, CPA (WA), MS (US) Tax is a Partner with MNP’s International Taxation Services practice. Based in Vancouver, Katri specializes in solving complex cross-border tax matters from both Canadian and U.S. perspectives.

Katri focuses on cross-border tax planning and delivers thorough compliance advice to a wide range of clients in diverse industries. She consults with Canadian individuals, private and public corporations expanding to the U.S., as well as U.S. individuals and corporations investing in Canada.

Katri has a sub-specialty in cross-border real estate transactional planning and use of partnerships. She is experienced in helping clients with acquisitions of U.S.-based assets from a buyer or seller perspective, including due diligence and structuring to maximize benefits. In addition to assisting clients with their cross-border employment or immigration / emigration needs, she has extensive experience helping her clients to respond to inquiries from the Internal Revenue Service (IRS) and state tax authorities. She prides herself on her ability to stay up-to-date on U.S. tax developments that impact her clients’ unique situations.

Designated a Chartered Accountant (CA) in 1992, Katri has since earned her Masters in U.S. Taxation with Honors from Golden Gate University and her Certified Public Accountant (CPA) designation from Washington State.

KevinWong

KEVIN WONG

Partner – Taxation Services

Kevin Wong, CPA, CA, is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has over 19 years of experience providing Canadian income tax compliance and Canadian specialty tax services to private and public corporations.

Working one-on-one with his clients, Kevin assists with tax planning related to corporate reorganization, sale and purchase of business and business combinations. His experience has provided him with in-depth knowledge in the areas of immigration and emigration taxation as well as in taxation related to mining and exploration, including flow-through share financing. Kevin also designs and implements estate plans that protect wealth for current and future generations.

Kevin received his Chartered Professional Accountant (CPA, CA) designation in 1998 after earning a Bachelor of Business Administration degree in Accounting and Finance from Simon Fraser University. Committed to professional development, he has completed parts I, II and III of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course as well as other advanced tax courses. Kevin is a member of the Institute of Chartered Accountants of British Columbia and the Canadian Tax Foundation.

DarrellTracey

DARRELL TRACEY

Business Advisor 

Darrell Tracey, CA is the regional leader for MNP for the provision of services to professional clients in the B.C. lower mainland area. Based in Surrey, he has 30 years’ experience serving professionals and owner-managers with their planning needs in the areas of tax, business, retirement and succession.

Darrell works closely with his clients to develop tax efficient structures and effective tax minimization strategies. As part of the interdisciplinary team at MNP, Darrell delivers a range of services that go well beyond traditional accounting and tax compliance work. By listening to his clients, he is able to understand their business, challenges and their individual needs and help them identify and attain their business and personal goals.

Darrell graduated with his Bachelor of Commerce degree from the University of Saskatchewan before earning his Chartered Accountant (CA) designation. Committed to his community, Darrell served as both Treasurer and Past President of the Rotary Club of Chilliwack Fraser and Treasurer for the Big Brothers and Sisters Upper Fraser Valley. He also coached minor hockey and baseball for many years, ran a successful junior golf program and remains an avid golfer.

AmLidder

AM LIDDER

Taxation Services 

Amanjit Lidder, CA, is a Partner in MNP’s Surrey office and the Regional Tax Leader for the Lower Mainland. Am provides a wide range of specialized tax services to small and medium-sized organizations in a variety of industries, helping her clients pursue attractive tax opportunities.

Working one-on-one with clients, Am delivers strong advice and strategies for corporate and personal tax planning, estate and succession planning and corporate reorganizations, as well as mergers and acquisition planning. She strives to fully understand her clients and their businesses, allowing her to tailor solutions to their unique needs and goals.

Am delivers tax presentations to various client and business groups and has presented at the Canadian Institute of Chartered Accountants’ (CICA) National Conference on Income Taxes. In addition to tutoring internal MNP tax courses, she has been a group leader for the CICA In-depth Tax Course, was on the Advisory and Planning Committee for CICA’s National Conference on Income Taxes in 2010 and was also a presenter at the Canadian Tax Foundation’s British Columbia Tax Conference in 2011 and 2013. She is currently on the British Columbia Tax Conference Program Committee and the CICA Income Tax Education Committee.

Designated a Chartered Accountant (CA) in 2001, Am received a Bachelor of Commerce degree from the University of Northern British Columbia in 1998. She has completed the In-depth Tax Course.

DonMurdoch

DON MURDOCH

Partner, Business Advisory Services

Don Murdoch, CPA, CA, CFP, CPA (MT), is a Partner and leader of MNP’s Professionals Services practice in B.C. As a trusted advisor, Don works with health care professionals at all stages of their career to help them achieve their financial goals.

Don has more than 25 years of experience providing compliance services and advising doctors, dentists and other health care professionals on wealth creation and accumulation, tax structuring and strategic planning. He works closely with his clients, developing a strong understanding of their financial goals and guiding them to the most effective business, investment and tax structures and strategies for their unique situation.

As leader of MNP’s Professional Services practice in B.C., Don draws on his deep business knowledge to provide insight and support to other team members. He also works with high-net-worth owner-managers to ensure that they are able to meet their financial objectives.

A Chartered Professional Accountant (CPA, CA) who qualified in 1983, Don has a Bachelor of Science in Business (Hons.) from Montana State University. He received the Certified Public Accountant (CPA (Montana)) designation in 1981 and the Certified Financial Planner (CFP) designation in 1998. Don has been a member of the Board of Directors for the Okanagan Prostate Resource Centre Society for 20 years, serving as Director and Treasurer. He previously served as a Director of Project Literacy (Kelowna), the Kelowna Art Gallery, Sunshine Theatre Society and Big Brothers of Kelowna.