Alberta corporate tax planning for businesses

Jason has solid professional credentials, abilities, training and experience in taxation matters.

• Proven experience on a wide array of tax matters through a large national law firm, a leading Western Canadian “Tax Only” firm, a large international accounting firm and a strong regional accounting firm.
• Competence in designing, drafting and implementing creative and innovative tax planning structures for corporate reorganizations, capital gains exemptions, farm property sales and successions, estate freezes using trusts, safe income plans, loss corporation structures, tax compliant unanimous shareholders agreements, and sale or purchase of shares or business assets transactions.
• Awarded the William A. McGillivray Gold Medal in Law for the highest overall aggregate academic standing in the law school graduating class at University of Calgary – Faculty of Law, as well as a number of tax and commercial law awards.
• Present instructor on behalf of the Institute of Chartered Accountants of Alberta; past guest lecturer at the University of Calgary, Faculty of Law for Estate Planning, the Annual CA Small Practitioners Forum,the Society of Trust and Estate Practitioners, and a tax section of the Canadian Bar Association on the tax aspects of a Purchase and Sale of a Business.
• Author of various papers published by the Canadian Tax Foundation focusing on tax planning for private businesses and owners, including: “Sale or Succession of the Owner Managed Business - Selected Topics”, “Electing Out of CCPC Status in Share Sale Planning”, and “Understanding and Dealing With the 21 Year Deemed Disposition Rules Affecting Certain Trusts”.
• Past chair of a tax section for the Canadian Bar Association, the purpose of which is to educate lawyers about how and when tax issues may be relevant to their practices.
• Present publisher of bi-monthly column “Tax Talk”, appearing on the first and third Tuesday of every month in the business section of the Red Deer Advocate, Central Alberta’s daily newspaper.
• Member of the Law Society of Alberta, Institute of Chartered Accountants of Alberta and Society of Trust and Estate Practitioners