CPA Financial Literacy Free Webinar: Effective Tax Strategies

Better Business Bureau and Chartered Professional Accountants of BC are hosting a free virtual CPA financial literacy session.  Join us to learn how to better understand Canada’s tax system and minimize the amount of tax paid.

CPA Members: Please help spread the word to your family, friends and community to attend this free virtual webinar.

Audience: General Public. This webinar is not intended for CPA’s and does not qualify for CPD.

Learning Outcomes

• develop effective strategies to minimize the amount of tax paid
• understand basic tax law
• understand the three main categories for tax planning:
  • reducing income subject to tax
  • maximizing deductions
  • using all allowable tax credits
• learn simple tips and tools to save money

Session Outline

• understand tax laws
• tax planning
• keep detailed records
• how to achieve tax goals
• reduce taxable income
• tax deductions versus tax credits
• increase deductions
• use tax credits
• resources
• Q&A

About the speaker

Angela Kaiser CPA, CGA is a UBC graduate of the Sauder School of Business and holds CPA, CGA and CFP designations. She completed the ICD.D(Institute of Corporate Directors) program in 2010 and works in public practice providing corporate and personal tax services and business consulting to small business clients and individuals.

Over the past 20 years she has served on multiple Boards as a corporate director with experience in governance, audit, and risk management. In addition to chairing multiple audit committees, she has served as Chair of Prospera Credit Union, Chair of Stabilization Central Credit Union, and Chair of Risk Review and Investment & Loan Committee, Central 1 Credit Union. She has volunteered as a Board member for the BC Association of Cooperatives, Agape Street Ministry and Sancta Maria House Association.

 With an interest in community safety, she served as Chair of Finance and Risk Management as well as Vice-Chair of the Delta Police Board and was also actively involved on the Executive of the BC Association of Police Boards. Currently she sits on the Board of Directors for E-comm 911 and services as the Chair of Finance.

In 2018 she received the PEAK Award for Significant Board Contribution by the Association of Women in Finance (AWF). Caring for community and learning is important and therefore she volunteers as a facilitator for the CPA Financial Literacy and Ambassador Program and acts as a judge for the annual Peak Awards held by the AWF.

When not working or volunteering, you can find her cycling, hiking, playing pickle ball, kayaking, snowshoeing or simply spending time with her family. In 2023 she completed a half marathon raising over $6,000 for Spinal Cord Injury BC.

If you have any questions in regard to this session or about our financial literacy program, please contact Tierra at tpawluk@bccpa.ca.