Personal Finance Essentials Speakers

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About  Agenda  Speakers  Tickets

 

Yasmin Causer, CPA/PFS, CFP, TEP, AEP

Yasmin Causer is a Principal in the Private Client Services Group at KLR. Yasmin has over twenty-five years of public accounting experience advising high net worth individuals and their families in tax matters arising out of complex financial structures comprising of closely held businesses, various forms of trusts, family limited partnerships and private foundations. In addition to federal, multi-state and international income tax compliance and planning matters, Yasmin’s focus is on helping individuals and families manage, monitor and evaluate their financial situation. She also advises clients on gifting strategies, philanthropic planning and multi-generation wealth transfer opportunities.

Yasmin received a BS in Accountancy (Cum Laude) from Bentley University and a MS in Taxation from Golden Gate University. Yasmin’s various professional affiliations consist of: membership in the American Society of Certified Public Accountants (AICPA) where she is a founding member of the AICPA – Family Office Group; Membership in the Boston Estate Planning Council (BEPC) where she serves as Member of the Board; Membership of The Society of Trust and Estate Practitioners (STEP) where she serves on the steering committee; and membership of Massachusetts Society of Certified Public Accountants. Yasmin enjoys community involvement and serves as a treasurer for Kids4Peace Boston, an organization cultivating future interfaith peace leaders and The Legacy Dialogues, an organization providing a forum to facilitate achievement of high impact through philanthropy.

 

Tariq Malik

Tariq Malik has been an investor and wealth manager for over 20 years and is Managing Partner of Ammana Investments. Tariq has extensive experience in portfolio management and asset allocation via equities, bonds, commodities, high-end residential real estate and private equity. Tariq’s expertise falls into three categories:

Tariq began his career with Merrill Lynch and New England Financial Group. Tariq has an MBA from Georgia Southern University and attended the Boston College Executive Management Program.

Tariq is active in several community organizations and has served on the board of Human Development Foundation.