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Speaking
Engagements 2009-2006 |
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06 February 2009
"Tax and Financial Planning"
University of Toronto, Faculty of Dentistry
124 Edward St., Toronto, ON
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26 January 2009
"10.5 Tax Commandments for Reducing your Tax Bill"
Alpha-Omega Society – Da Vinci Code Dentistry
Location: Adath Israel, Toronto, ON
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10 December 2008
"Take a Bite out of Your Tax Bill – Year End Tax Savings Check Up"
Waterloo – Wellington Dental Association
Golf’s Steakhouse Kitchener-Waterloo, ON
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06 December 2008
Sinclair Dental Presentation
"Tax and Financial Planning"
Westin Harbour Castle
Toronto, ON
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14 November 2008
"The Four Cornerstones of Transitioning into Retirement – What every buyer and vendor of a dental practice should be aware of"
Toronto Academy of Dentistry – Annual Winter Clinic
Metro Convention Centre Toronto, ON
For more information please click here.
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29 October 2008
“Tax and Financial Planning”
Faculty of Dentistry, University of Western Ontario
Graduating Class
London Hall, Univ. of Western Ontario London, ON
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01 October 2008
“Tax and Financial Planning”
Faculty of Dentistry, University of Toronto
Graduating Class
124 Edward Street Toronto, ON
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30 September 2008
“Tax and Financial Planning”
Faculty of Dentistry, University of Toronto
1st and 2nd year students
Toronto, ON
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16 September 2008
E4D Launch
"Tax Advantages of High Technology in Today's Dental Practice"
University of Toronto
Centre for Continuing Education
1440 Don Mills Road Toronto, ON
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19 November 2007
"Tax and Financial Planning"
Faculty of Dentistry, University of Western Ontaro
Graduating Class
Delta Armouries Hotel
35 Dundas Street London, ON
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14 November 2007
"Tax and Financial Planning"
Faculty of Dentistry, University of Toronto
Graduating Class
124 Edward Street Toronto, ON
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02 November 2007
The Ontario Club
1 King Street West
Toronto, ON
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07-09 Septemer 2007
Great Wolf Lodge
"Recent Tax Updates: How Do They Affect You?"
Niagara Falls, ON
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10 June 2007
NIMDAC Boat Cruise
International Marine Passenger Cruise
Toronto, ON
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29 March 2007
Patterson Dental Seminar
"Tax Savings Ideas"
6300 Viscount Road
Mississauga, ON
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01 March 2007
"Tips, Tricks and Traps When Dealing With the Tax Department"
Continuing Education Audio Course Series 6 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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01 February 2007
"Using Various Types of Corporations and Trusts to Reduce Your Tax Bill and Enhance Your Retirement"
Continuing Education Audio Course Series 5 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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01 December 2006
"Take a 180 Degree Turn From These Common Tax Errors"
Continuing Education Audio Course Series 4 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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24 November 2006
"Tips and Traps in Saving Taxes for the Dentist"
Associated Endodontists
Talisman Hotel, Ottawa, ON
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01 November 2006
"Claim the Tax Deductions That You Deserve"
Continuing Education Audio Course Series 3 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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25 October 2006
"Fundamental Tax Planning Concepts"
Continuing Education, U of T, Faculty of Dentistry
Mt. Sinai Hospital Auditorium (18th floor), Toronto, ON
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03 October 2006
"Tax, Accounting and Financial Planning 101"
1st and 2nd year U of T, Faculty of Dentistry Students
Le Bifthèque, Toronto, ON
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01 October 2006
"Fundamental Tax Planning Tools; When and How to Use Them (part 2)"
Continuing Education Audio Course Series 2 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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28 September 2006
"Tips and Traps in Saving Taxes for the Dentist"
Toronto Central Dental Society
Office of Dr. Tina Meisami, Toronto, ON
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01 September 2006
"Fundamental Tax Planning Tools"
Continuing Education Audio Course Series 1 of 6
University of Toronto, Faculty of Dentistry Continuing Education
www.utoronto.ca/dentistry/continuinged/
contedcourselist/courselist.html
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11 June 2006
"Tips and Traps in Saving Tax for the Dental Professional"
NIMDAC (Northern Indian Medical Dental Association of Canada)
Boat Cruise 2006
Empress of Canada, Toronto, ON
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05 May 2006
"Tips and Traps in Saving Tax for the Dental Professional"
The Huronia Oral Surgery Group
Lunch and Learn
Holiday Inn Barrie, Barrie, ON
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22
February 2006
"Tips and Traps in Saving Tax for the Dental Professional"
Royal College of Dental Surgeons of Ontario
Roadshow 2006
Holiday Inn, Sudbury, ON
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21
February 2006
"Tips and Traps in Saving Tax for the Dental Professional"
Royal College of Dental Surgeons of Ontario
Roadshow 2006
Embassy West Hotel Conference Centre,
Ottawa, ON
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17
February 2006
"Tips and Traps in Saving Tax for the Dental Professional"
Filipino Canadian Dental Association
The Living Arts Centre, Mississauga,
ON
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13
February 2006
"Tips and Traps in Saving Tax for the Dental Professional"
Royal College of Dental Surgeons of Ontario
Roadshow 2006
Four Points Sheraton, London, ON
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10
January 2006
"Tax and Financial Planning"
Pfizer Animal Health Veterinarians
Winter CE Conference 2006
Paradisus, Punta Cana, Dominican Republic
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About David Chong
Yen, CFP, CA
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David Chong Yen, CFP, CA advises healthcare professionals and dentists in particular, on tax, estate and financial planning, valuations and accounting. The "hands-on" experience he has gained, from working with dentist to improve their income and to set up and manage their practices, enables him to understand their business. David steps into the dentists’ shoes when making practical recommendations.
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David Chong Yen, Chartered Accountant, focuses on the healthcare
profession. His firm provides five main services.
Thus, his firm offers accounting, bookkeeping, valuations,
tax and estate planning (personal and corporate), tax preparation
(personal and corporate) and financial planning.
He has been a guest speaker for various organizations including:
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Federation of Chinese Canadian Professionals |
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Canadian Memorial Chiropractic College |
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McMaster University, Faculty of Medicine |
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Ontario Pharmacists' Association |
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Ontario Veterinary College |
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University of Toronto, Faculty of Dentistry |
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University of Toronto, Faculty of Medicine |
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University of Waterloo, Faculty of Optometry |
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University of Western Ontario, Faculty of Dentistry |
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University of Western Ontario, Faculty of Medicine |
He has been quoted and his articles
have appeared in various publications including:
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Dental Practice Management |
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The Ontario Pharmacist |
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Ontario Veterinary Medical Association Magazine |
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Ontario Dentist |
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Optical Prism Magazine |
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National Post |
David obtained his Bachelor of Arts from University of Toronto in 1980 and attained his Chartered Accountant's Designation in 1983 while working at an international firm of Chartered Accountants. David has subsequently completed the CICA In-Depth Tax Courses. His intimate knowledge of the health care profession is enhanced through direct and indirect affiliations with various healthcare businesses. His chartered accounting firm currently serves several hundred dentists and other healthcare professionals. David is also a certified financial planner providing financial planning advice.
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