Karen Slezak BBA, CPA, CA, CFP, TEP Karen Slezak Professional Corporation, Partner, Tax

Karen Slezak at Crowe Soberman LLP

Contact Info

T: 1.416.963.7109

F: 416.964.6454

E: karen.slezak@crowesoberman.com

Toronto
2 St. Clair Avenue East, Suite 1100
Toronto, Ontario M4T 2T5, CanadaT: 1.416.964.7633
F: 416.964.6454
E: info@crowesoberman.com

Who have been the most influential people in your life or career? John Budd of Cumberland Private Wealth who was the first tax partner I worked for. He continues to be a good friend and mentor. Miriam Burnett – a gracious woman who was an inspiration to know and to work under. Favourite film(s)
  • Back to the Future (all 3)
  • Indiana Jones
  • Shakespeare in Love
- Karen Slezak

Karen Slezak is a partner with Crowe Soberman’s Tax Group and leads the firm’s Estates & Trusts Group. Karen is also the co-chair of the firm’s Women for Women Group. Karen takes a holistic approach to tax planning. Karen looks beyond meeting the initial requests of her clients and proactively addresses needs that will arise in the future. Her long-term view has resulted in success for her clients’ businesses and personal lives. “I have clients step back from their day-to-day focus to look at their long-term goals for retirement, the succession of the business, transfer of wealth and so on. We then look at strategies to get these goals realized.” Karen’s client portfolio consists of high net worth individuals and families, entrepreneurs, real estate developers/landlords, Professional Services Firms, and manufacturers.

Karen is a frequent speaker at conferences on tax minimization and wealth accumulation strategies for high net-worth individuals. Many of her presentations qualify for continuing education credits. She has authored numerous articles and has appeared on radio and television programs involving tax planning for individuals. Karen was also an instructor for the In-depth Tax Course for the Chartered Professional Accountants of Canada.

"While assisting us as an Estate & Trusts presenter at our 2005 Fall Toronto Advisor event, Karen went beyond the call of duty with her research and preliminary work in helping us develop content," says Nancy Collett, Canadian Cancer Society. "Her professionalism and dedication brought great value to our event. We truly value having an advisor of Karen's caliber as we build our offerings to help advisors better help their philanthropic clients."

She is often quoted in major dailies such as the Globe and Mail and the Toronto Star and has provided helpful insights to magazines and trade journals like Report on Business (ROB) Magazine, CAmagazine and Cottage Life. Karen has also been quoted in Advisor's Edge, "Build family trusts properly" (Jan 2015) and has contributed an article to the Wagner Sidlofsky Real Estate Law Blog called "New Tax Changes" (Mar 2015).

Karen has also appeared on Business News Network (BNN) discussing tax tips on the segment Talking Tax (Mar 2016).

Academic Information

  • Bachelor of Business Administration (BBA), York University

Community Affiliations

  • Founding Member and Past President, Toronto Midtown Business Association
  • Past President, Estate Planning Council Toronto

Insights

Karen Slezak (Insights)

Services - Tax Insights

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