KCLA ON Chapter

Lunch & Learn with Pembroke

 

Please join KCLA's Ontario Chapter on June 19, 12-1:30 pm at Pembroke's Toronto office (150 King Street West, Suite 1210) to learn about the use of professional corporations for lawyers and the potential tax benefits in using one. This lunch and learn will be presented by Stephanie Pantaleo from Pembroke. KCLA is grateful to Pembroke for sponsoring this event.  

 

Since 1968, Pembroke has acted as an independent wealth advisory firm serving individuals, families, foundations and businesses to steward and grow their wealth. With approximately $3B in assets under management we understand a commitment to the client and in return have been rewarded with longstanding relationships across the firm. 

 

Stephanie Pantaleo is an experienced advisor to families and private businesses specializing in providing personal and corporate income tax planning strategies and compliance advice in numerous areas including estate planning, corporation reorganizations, and international tax.  She is recognized for her high integrity and dedication to her clients, who value Stephanie’s expertise and attention to detail to properly identify their needs and provide optimal solutions tailored to their circumstances.  Stephanie previously served in the tax department of a large family office (2009 to 2019) and as a manager/mentor in a mid-size accounting firm (2019 to 2020).