Judith Kaplan Email
Vice-President, Advanced Wealth Planning Strategy and Services @ West Oak Family Office
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Judith Kaplan Location
- Kelowna, BC, CA
Judith Kaplan Work
- 2024 -now Vice-President, Advanced Wealth Planning Strategy and Services @
- 2022 -2024 Vice-President, Advanced Wealth Planning @
- 2015 -2022 Senior Manager, Tax @
- 2016 -2020 Lecturer and Faciliator - In Depth Tax Course @
- 2015 -2015 Manager, Tax @
- 2012 -2014 Tax Lawyer @
- 2011 -2012 Articling Student @
- 2008 -2011 Student-at-law @
- 2007 -2007 Student-at-Law @
Judith Kaplan Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Diploma in Trusts & Estates (Exam Route)
2022-2024 - Université de Montréal - HEC Montréal
Master of Laws (LL.M.) (Taxation)
2011-2013 - Université de Montréal
Bachelor of Laws (LL.B.)
2006-2009 - McGill University
(Philosophy and Mathematics)
2004-2006 - Marianopolis College
DEC (Liberal Arts)
2002-2004
Judith Kaplan Skills
- Financial Reporting
- Financial Analysis
- Strategic Planning
- PowerPoint
- Financial Accounting
- Aboriginal Law
- Internationales Steuerecht
- Tax
- Tax Law
- Due Diligence
- Mergers and Acquisitions
- Legal Research
- Legal Writing
- Tax Dispute Resolution
- Income Tax
- Corporate Tax Planning
- First Nations Tax Planning
- Tax Advisory
- Divestitures
Judith Kaplan Summary
- Judith Kaplan, based in Kelowna, BC, CA, is currently a Vice-President, Advanced Wealth Planning Strategy and Services at Wellington-Altus. Judith Kaplan brings experience from previous roles at Wellington-Altus, KPMG Canada and Chartered Professional Accountants of Canada (CPA Canada). Judith Kaplan holds a 2022 - 2024 Diploma in Trusts & Estates (Exam Route) @ STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Financial Reporting, Financial Analysis, Strategic Planning, PowerPoint, Financial Accounting and more. Judith Kaplan has 1 emails on RocketReach.
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