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Karen Slezak, Ca, Cfp, Tep profile image

Karen Slezak, Ca, Cfp, Tep

Partner - Tax at Crowe Soberman
Intro Book
Karen Slezak is a seasoned tax professional with 23 years of experience, holding designations like CFP, TEP, and CPA, CA, with expertise in tax, estate planning, and financial reporting for affluent clients globally.
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Location
Toronto, Ontario, Canada, CA
Skills
  • Tax
  • Income Tax
  • Estate Planning
  • Corporate Tax
  • Tax Returns
  • Show all
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Bio

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Karen Slezak, CA, CFP, TE(P) is a seasoned tax expert with over two decades of experience guiding high-net-worth individuals, executives, and affluent families in achieving their long-term goals. As a Partner at Crowe Soberman, she crafts tailored strategies for retirement, business succession, wealth transfer, and estate planning, often involving cross-border tax and estate planning. Her expertise spans corporate tax, financial reporting, accounting, and assurance.

Experience

  • Crowe Soberman
    • 2 St. Clair Avenue East, Suite 1100, Toronto
    • Partner - Tax
      • Jul 2001 - Present
      • 2 St. Clair Avenue East, Suite 1100, Toronto

      I help clients to step back from their day-to-day focus and look at their long term goals for retirement, the succession of their business, transfer of their wealth, and estate planning. I work to develop and implement strategies to make these goals a reality. My clients are business owners, executives and affluent families. Many have assets or family members abroad and require my assitance with cross-border tax and estate planning.

  • Soberman LLP, Chartered Accountants
    • 2 St. Clair Avenue East, Suite 1100
    • Senior Manager - Tax
      • May 1999 - Jul 2001
      • 2 St. Clair Avenue East, Suite 1100

  • Deloitte
    • 181 Bay Street, Toronto
    • Senior Manager - Tax
      • Sep 1986 - May 1999
      • 181 Bay Street, Toronto

      Working in the Private Client Services group I provided tax and estate planning advice to executives and business owners.

Education

  • 1982 - 1986
    York University
    Bachelor of Business Administration (BBA), Accounting
  • 1999 -
    The Canadian Institute of Financial Planners
    CFP
  • 1999 -
    The Society of Trust and Estate Practitioners
    TEP
  • 1988 -
    The Canadian Institute of Chartered Accountants
    CPA, CA

Suggested Services

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Industry Focus. “Accounting”

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