Lorena Boda, CPA, CP, CPA(IL), MTax

Experience in Estate planning: 

I am an accountant with over 15 years of experience, tax specialist by background, helping businesses and small business owners with tax planning, estate planning, corporate reorganization and set up of family trusts.

Connection to Halton: I live in the Halton region (Milton) and have been a part of this community since 2010.

Bio:

• Chartered Professional Accountant with over 15 years of accounting and tax experience
• Professor, Tax at the Conestoga College, School of Business and online tax course developer
• Author and presenter at the Ontario Tax Conference by the Canadian Tax Foundation on bill C-208 Intergenerational transfers of businesses, an extremely important new bill that changed how the tax law has operated for over 30 years. This event is well known and attended in the tax community by thousands of professionals, some of whom are top tax professionals in Canada.
• Contributor to the Taxation of Private Corporations and Their shareholders book by the Canadian Tax Foundation (she wrote the chapters on loss utilization planning and the sale of a business).
• Lorena was one of the founders of the Canadian Tax Foundation’s Mississauga Young Practitioners group where she has authored and presented at several technical events on important tax topics. One of the most significant tax developments was the topic of tax on split income and the taxation of private corporations. Lorena has presented and advocated for businesses on this topic at multiple highprofile events which included many businesses, a radio host moderator and government officials on the panel.
• Lorena has a diverse background in accounting, tax compliance, tax planning and advisory services having held leadership roles at national firms. Areas of specialization include tax planning such as corporate reorganizations, succession and estate planning, purchase and sale of businesses, and remuneration planning with a particular focus on owner-managed businesses. Over the course of many years, Lorena has assisted clients with personal, corporate, partnership, trust and estate tax planning, as well as ongoing annual tax compliance.
• Lorena has a huge passion for her profession and for delivering excellent client service and this is why she decided to become a business owner herself. When you love what you do, you don’t work a day in your life! Lorena lives in Milton with her three children and dog since 2010, and her office is located in Mississauga