Professional Advisory Breakfast Seminar

The Professional Advisory Group of the Baycrest Foundation invites you to attend our upcoming breakfast seminar/speaker series.

Thursday, May 25, 2017 | 7:30 – 9:30 a.m.

$50.00/person (includes breakfast) | Educational Credits

Loftus Hall | Apotex Centre, Jewish Home for the Aged
3560 Bathurst Street | Toronto ON M6A 2E1

RSVP by May 19, 2017 to or call Cynthia Li 416-785-2500 x 5180


Guest Speakers and Topics:


CRA’s ability to collect tax owing from third parties including beneficiaries and mortgagees

Ian Morris, CPA, CA, B.C.L, LL.B., TEP, is a senior tax practitioner who represents clients in tax controversy matters with the Canada Revenue Agency and Ontario tax authorities. He has broad experience dealing with various audit and appeals branches of the CRA and the Ministry of Finance, and routinely appears at the Tax Court of Canada and the Ontario Superior Court of Justice.



Recent tax changes that will affect professionals and their clients

Alexandra (Ali) Spinner, CPA, CA, is a partner at Crowe Soberman, specializing in business acquisitions, estate freezes, post-mortem tax planning and corporate and estate tax returns. In 2015, she received the CPA Ontario and the Institute for Management & Innovation U of T Alumni Award. She has also received the prestigious M&A Advisor Emerging Leaders Award.


The Professional Advisory Group’s mission is to educate financial, legal and accounting professionals for the purpose of offering advice to their aging clients and families.

Thank you to our group members for their commitment and support.

Irving Feldman
Joshua Wise

Group Members
Brian Belmont, Arieh Bloom, Michael Derby, Allan Kalin, Leon Kieselstein, Howard Landau, Israel Mida, Penny Petroff, Allan Rokowsky, Gerald Ross, Jack Rotsztain, Alexandra (Ali) Spinner, Errol Tenenbaum