When managing a private business, owners and directors are constantly forced to wear multiple hats. Beyond delivering core products or services, running a successful enterprise demands a sophisticated understanding of corporate structure, legal compliance, proactive tax planning, and strategic wealth management.

Managing a private business is no longer just about daily operations; it is about building sustainable corporate value, securing competitive funding, navigating regulatory shifts, and successfully planning for future wealth transition.

This seminar brings together leading industry experts to address the critical pillars of Owner Management:

● Corporate Law & Structure: Protecting corporate assets and mitigating liability.

● Accounting & Funding: Preparing robust financial reporting to unlock diverse funding channels.

● Corporate Tax & Estate Planning: Optimizing tax structures and securing a seamless wealth legacy.

● Passive Investment: Maximizing returns on corporate surplus cash while managing tax implications. 

Featured Speakers

Daniel Yao, CPA, CMA, MBA

Founder and Principal of Daniel Yao CPA Professional Corporation

Daniel Yao, CPA, CMA, MBA, is the founder and principal of Daniel Yao CPA Professional Corporation. With offices in Markham and North York, his firm serves clients across Canada—from Yukon to Nova Scotia and Prince Edward Island, and west to British Columbia—as well as international clients and Canadian non-residents. Daniel and his team specialize in complex personal and corporate tax planning, multinational business matters, real estate tax optimization, non-resident taxation, corporate reorganizations and CRA audit/reviews. He is committed to translating complex tax and financial rules into clear, practical and actionable solutions that help clients manage risk and make informed financial and business decisions.

Tina Liu

Partner, O’Connor MacLeod Hanna LLP

Tina Liu is a partner with O’Connor MacLeod Hanna LLP, a full service law firm servicing businesses in the Greater Toronto Area. Tina practices corporate and securities law with a focus on mergers and acquisitions, corporate finance, capital pool company qualifying transactions, private equity and venture capital investments, commercial real estate financings, structuring REITs and MICs including counseling on capital raising requirements. Tina also advises clients on a broad range of corporate commercial law issues, including structuring and organizing start-up operations.

Tina also has extensive experience in advising clients on issues relating to Investment Canada Act and national security reviews. Tina was the winner of WeWorkingWomen 2022 Grand Impact Awards – Top Women Executive Award.

Jessica Jin, CPA, CA, LPA

Partner, Kraft Berger LLP

Jessica is an Assurance/Accounting Partner at Kraft Berger LLP, focusing on providing assurance, accounting, and tax services for owner management clients. Jessica has assisted clients in many different industries, including manufacturing, retail, wholesale, construction, professional corporation, etc. Jessica is also involved in various internal projects, including accounting standards updates, firm monitoring, staff training, etc. Jessica holds a CPA, CA designation, and has a Bachelor of Business Administration (BBA) degree from Nankai University in China and a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto.

Luyang Yan

Managing Partner, CoveBridge Legacy Partners

While working in business analysis at major Canadian banks, Luyang co-founded professional training companies that served more than 1,000 clients. After six years, he left banking to become an entrepreneur and client-facing financial advisor. Today, his practice spans investments, insurance, mortgages and financial planning. Having served more than 300 families, he is known for combining analytical rigour with genuine care. He was recognized as a top exempt-market dealing representative from 2022 to 2025.

Luyang also co-founded the University of Toronto Chinese Alumni Association and currently serves as Vice President of Canadian-Chinese Finance Association (CCFA). A lifelong learner, food lover and fitness enthusiast, Luyang has lost 60 pounds through discipline and persistence. For him, self-improvement is not simply a personal pursuit—it is a way to inspire others, live with purpose and lead by example.

MC

Mingyu Chu 

Senior Consultant, KPMG Canada

Mingyu is a Toronto-based Deal Advisory professional specializing in mergers & acquisition, value creation and operational performance improvement. She works with senior leadership teams, private equity investors, and corporate stakeholders to identify cost optimization opportunities, drive strategic initiatives, and enhance enterprise value during critical business transitions.

Her experience spans financial modeling, synergy assessment, standalone cost analysis, and operational due diligence. Mingyu has supported complex carve-outs, integration planning, and performance transformation projects across multiple industries, helping organizations translate data-driven insights into actionable strategies.

In addition to her professional work, Mingyu is passionate about continuous learning and community engagement. She is currently pursuing the CFA designation and actively contributes to professional and volunteer initiatives that bring people together.

Moderator

Jessie Li, Tax Manager 

Doane Grant Thornton LLP

Jessie Li is a Tax Manager at Doane Grant Thornton LLP with four years plus of professional experience since graduating from McMaster University, specializing in multinational tax compliance and cross-border matters. In her current role, she works closely with global clients to navigate international reporting and regulatory requirements while delivering practical, business-focused tax solutions. Outside of her professional work, she enjoys relaxing time with close friends, or solitary activities such as playing musical instruments and hiking.

Event Information

Date: Saturday, September 12, 2026

Time: 1:15 pm – 3:45 pm ET (registration starts at 1:00 pm)

Session format: In Person

Location: Toronto Public Library – North York Central (5120 Yonge St., North York, ON, M2N 5N9) Auditorium

Dress code: Business Casual

Language: English

CPD credit: 1.50 hours

Cost: Free

Maximum space: 150 people

Registration Deadline: September 11, 2026 at 5:00 pm ET

Agenda

13:00 – 13:15

Registration

13:15 – 14:15

Expert Technical Seminar (4 Key Topics / 15 minutes for each section)

● Corporate Law

● Accounting & Funding

● Corporate Tax & Estate Planning

● Passive Investment

14:15 – 15:15

Panel Discussion

15:15 – 15:45

Networking