Overheard at Crowe Soberman

Join Ananth Balasingam and Yvonne Lam as they sit down to discuss purposeful philanthropy, diving into the nuances of charitable giving, including the pros and cons of personal versus corporate donations, the impact of the 2024 Alternative Minimum Tax (AMT) changes on donation planning, and the unique benefits of donating public company shares from a private corporation’s investment portfolio.    ⁠⁠⁠Learn more about Crowe Soberman here.

Join Chandor Gauthier and Jon Shell as they dive into the transformative potential of Employee Ownership Trusts (EOTs). They explore how EOTs can benefit both employees and business owners, making for smoother transitions, enhanced equity, and lasting legacies. They also discuss the ways that EOTs support employee retention and satisfaction, especially during economic challenges, and how this structure can be an innovative path forward for Canadian businesses.    ⁠⁠⁠Learn more about Crowe Soberman here.

Join Ross Pasceri and Ananth Balasingam as they sit down to discuss the intricacies of corporate borrowing, exploring how individuals can leverage their corporations for financing, while navigating the advantages, challenges, and tax implications involved.    ⁠⁠⁠Learn more about Crowe Soberman here.

Join Lauren Becker, Director of Professional Development, as she sits down with Audit & Advisory Partners Adam Gur, Adam Leibel and Ruthie Simpson to discuss their paths to partnership.  They delve into their unique experiences and career journeys, highlighting the importance of mentorship, engagement and embracing challenges along the way.  ⁠⁠⁠Learn more about Crowe Soberman here. 

Join Lauren Becker, Crowe Soberman Director of Professional Development; Carter Holtzman, Senior Staff Accountant; and Crystal Zhang, Tax Specialist, as they discuss the process of preparing for and taking the CFE, or the Common Final Examination.   Listen in as Lauren, Carter and Crystal uncover the importance of mentorship, effective study schedules and strategies, stress management, and the unique case study format of the exam.   ⁠⁠⁠Learn more about Crowe Soberman here.

Join Adam Scherer, Crowe Soberman Managing Partner, Jarvis Sam, CEO of The Rainbow Disruption, and Bernardine Perreira, Cross-Border Wealth Advisor at Raymond James, in the third episode of our “Diverse Pride: Voices Amplified” series, “Navigating the Corporate Compass with Bernardine Perreira.”   In this episode, Bernardine covers the unique challenges and opportunities of being a queer woman in leadership, the significance of 2SLGBTQIA+ inclusion, and actionable steps for fostering inclusive workplaces. She provides powerful insights on how identity shapes professional paths and the importance of representation in advisory firms.  ⁠⁠⁠Learn more about Crowe Soberman here.

Join Lauren Becker, Crowe Soberman Director of Professional Development, Jenna Akroyd-Snider and Nicole Suszycki as they dive into the co-op journey at Crowe Soberman.   Jenna and Nicole, both part of the Master of Management & Professional Accounting Program at the University of Toronto, recount their initial impressions, the culture at Crowe, and the mentorship that guided them through their co-op terms. From detailed orientation and training sessions to real-world engagements and a supportive team environment, they highlight the unique blend of large firm exposure and personal attention that Crowe offers.  ⁠⁠⁠Learn more about Crowe Soberman here.

Join Adam Scherer, Crowe Soberman Managing Partner; Jarvis Sam, CEO and Founder of the multi-services DEI firm The Rainbow Disruption; and Alim Dhanji, Chief Human Resources Officer at TD SYNNEX, in the second episode of our “Diverse Pride: Voices Amplified” series, “Empowering Change: Alim Dhanji’s Journey to Inclusive Leadership.”    Listen in as Adam, Jarvis and Alim delve into the evolving corporate landscape for 2SLGBTQIA+ professionals, the crucial role of allies, and the impact of inclusive leadership.  ⁠⁠⁠Learn more about Crowe Soberman here.

Join Managing Partner, Adam Scherer and Jarvis Sam, CEO and Founder of multi-services DEI firm The Rainbow Disruption, in the first episode of our “Diverse Pride: Voices Amplified” series, “Building Inclusive Workplaces: Empowering 2SLGBTQIA+ Communities.”    Listen in as Adam and Jarvis delve into equitable workplace practices, the importance of allyship, and the archetype of an inclusive leader.  ⁠⁠⁠Learn more about Crowe Soberman here.

Join Tax Partner ⁠Jingchan Hu⁠ and Tax Manager ⁠Yvonne Lam⁠ in the fourth episode of our “Count Her In” series, "Balance Beyond Numbers: Women in Accounting." Listen in as Yvonne and Jingchan discuss navigating work-life balance in the accounting industry. From managing family responsibilities during tax season to carving out time for personal fulfillment, they provide practical tips and perspectives for women and professionals alike. ⁠⁠Learn more about Crowe Soberman here.