Financial Literacy Workshop #1: Tax Essentials

Description

Join us for Financial Literacy Workshop #1: Tax Essentials, presented by Rise CPA — the first in a 3-part series designed to give you clarity and confidence in managing your finances. 

Whether you are a professional, entrepreneur, or business owner, getting a handle on tax fundamentals can save you time, money, and unnecessary headaches.

In this workshop, we break down complex tax rules into clear, actionable advice so you can make informed decisions, keep more of what you earn, and take the stress out of tax season. 

Upcoming Series Sessions

• Register for Financial Literacy Workshop #2 (Nov 26) here
• Register for Financial Literacy Workshop #3 (Dec 3) here

Speaker

Liam MacKinnon | Rise CPA

Liam graduated from the University of Victoria with a Bachelor of Commerce degree and also holds a Master of Professional Accounting (MPAcc) degree from the University of Saskatchewan. Liam has been with the firm for over five years, with experience providing accounting, tax, and assurance services to private companies across a range of industries, including manufacturing, construction, real estate, franchise operations, and retail, amongst others. Liam is passionate about working alongside business owners and stakeholders, building lasting client relationships, and taking a collaborative approach to support the growth and success of their businesses.

Topics

• Key Deductions & Write-Offs
• Personal & Professional Tax Considerations
• Common Mistakes to Avoid
• Recent Tax Changes
• Practical Tax Prep Tips

Agenda

11:30am - Light refreshments & networking

12pm - Presentation

12:45pm - Q&A

1:00pm - Event concludes