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Jason works together with Alberta businesses and their owners’ professional advisers to provide superior taxation services, including:

  1. innovative tax strategies that are technically sound and produce material tax savings for sales of businesses transactions, corporate reorganizations, capital gains exemptions, farm property sales and successions, estate freezes, loss corporation structures, tax compliant unanimous shareholders agreements, and sale or purchase of shares or assets transactions;

  2. precise legal drafting and documentation to strengthen and improve the intended results of tax planning initiatives, including sales of businesses, general and limited partnership agreements and partner documentation, tax deferred transfer agreements, corporate share capital amendments, tax supportive director and shareholder resolutions, and innovative debt and other commercial instruments; and

  3. estate planning, including family trust indentures and related trustee documentation.

Jason values his ability to build relationships of trust and confidence with Alberta businesses, their owners and their professional advisers by providing high quality, innovative tax law services and solutions tailored to clients’ needs, while respecting the parameters of the ever changing Income Tax Act (Canada).

Jason works with financial, accounting and legal professionals throughout Alberta and works out of Red Deer, Alberta, located in the centre of the dynamic Calgary - Edmonton corridor.