Navigating Tax Season as a Healthcare Professional
Navigating Tax Season as a Healthcare Professional
This course includes
The instructors
Overview
Join Robin Valadares, founder of Financially Fulfilled Physio, and Kevin Mouscos, owner of KMCPA accounting firm, as they tackle common tax-related questions, challenges, and considerations that healthcare professionals face.
Taxes are something we cannot escape.
They are the largest expense we will ever pay and many of us don't take the time to educate ourselves about the basics.
Robin and Kevin will review the basics in this free online course so that you can be better educated in taking control of your financial situation. Join them for Navigating Tax Season as a Healthcare Professional - What You Can Do About the Largest Expense You'll Ever Have: Taxes!
Learning Objectives
In this free online course, you will :
- Understand the tax implications of being an employee- sole proprietor and corporation
- Differentiate between a tax deduction, write-off, and tax credits
- Learn about software and strategies that can not only automate but also simplify your life, so you can spend time pursuing things you truly want, not worry about taxes
This on-demand course has been created from a live webinar. There was a Q&A session at the end of the presentation that we have kept in this course. Kevin answered questions from the live audience and provided his insights as an accountant who has worked with multiple healthcare professionals and small/medium size clinic owners.
Audience
This online course is created for healthcare professionals (Nurses, Physiotherapists, Occupational, Athletic and Massage Therapists, Chiropractors, Osteopaths, and Kinesiologists) and business/clinic owners.
It is best suited for individuals who have some curiosity about improving their financial futures but require some guidance as to where to start and what options are available to them.
You may be a total novice in this area or someone who is quite experienced and looking to gain an edge. Understanding taxes is crucial in building out a strong financial foundation.
Join Robin and Kevin as they help shed light on an often underappreciated and overlooked area of personal finance, taxes.
The instructors
BScH, MSc PT
Traditional/Unconventional
While completing my undergraduate degree at Queen’s University in Kinesiology, I was the varsity Basketball trainer, helping athletes with their off and on the court training and rehabilitation. I then continued my education by obtaining my Masters of Science in Physiotherapy at McMaster University.
I am extremely sports-oriented; a previous soccer player, and having a large passion for the game, I was fortunate enough to be selected to work as a soccer on-field therapist at the 2015 Pan Am games.
I do have a special interest in manual therapy and have obtained my level 3 certification from the Orthopedic Division of the Canadian Physiotherapy Association. My love of golf has spilled over from playing it avidly to being credentialed through the Titleist Performance Institute as a Medical Level 3 practitioner for golf-specific rehabilitation. In the spirit of progressing the profession of physiotherapy I have been appointed as an Associate Clinical Professor (Adjunct) in the School of Rehabilitation Sciences at McMaster University.
Non-traditional/Unconventional
Don’t get me wrong, I love being a Physiotherapist and I’m truly blessed that I can go to work with a smile on my face knowing that I am making a positive impact on my client’s life.
BUT
I knew that being a Physiotherapist would not solely lead to my goals of retiring early and enjoying my middle (and not my golden) years living on my schedule and not trading my time for money.
Throughout my 9 years + of being a practicing Physiotherapist, I’ve been fortunate enough to complete several manual therapy, exercise, concussion, golf-specific courses (the traditional path- find a niche, expand your therapeutic tool kit and own it) courses. It was in those courses that I came across experienced practitioners to novices all on the same journey, to become successful practitioners and skilled technicians. Just the way our traditional education system (TES) always promised us.
What our TES did not teach us (at least not me) was how to get out of student debt, the difference between a TFSA and RRSP, what the stock market is, how to buy my first home, why saving money may make me less wealthy. Instead, my brain was filled with stoichiometry, the quadratic formula, how to ‘feel’ an intervertebral motion, and how to stress test the dorsal calcaneocuboid ligament.
I was fed up circling around the rat race and devised a plan to get out of it.
CPA, CA, Licensed Public Accountant
Kevin Mouscos, a licensed Chartered Professional Accountant (CPA) who specializes in providing professional accounting and taxation services to small and medium-sized incorporated business owners.
With almost two decades of experience in public accounting, Kevin honed his skills in personal and corporate tax compliance, bookkeeping, payroll, controller responsibilities, accounts payable and receivable, cash flow management, and financial accounting and reporting.
Kevin obtained his public accounting license in 2014 and established KMCPA with a goal to offer professional accounting and tax expertise to local business owners in the Greater Toronto Area. As a dedicated advocate for his clients, Kevin takes great pride in simplifying the complexities of the income tax system, relieving them of the burden of their compliance requirements, and enabling them to focus on their core business activities.
In addition to his proficiency in accounting, Kevin also provides his clients with professional business advisory services to assist them in accomplishing their personal, financial, and business objectives. He is committed to delivering customized, attentive services and fostering enduring, meaningful relationships with his clients.
Material included in this course
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Navigating Tax Season as a Healthcare Professional
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Welcome!
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Slides for Kevin Mouscos's Presentation
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Taxes
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Tax Planning
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Basic Tax Strategies
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RRSPs
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Basic Tax Differences
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Complex Strategies
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Common Tax Mistakes
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Additional Learning on Embodia
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Employee VS Subcontractor
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Incorporation - Is it Right For You?
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Tax Tools
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Questions
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Additional courses by Robin Valadares
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Feedback