Canadian flag waiving
Company
  Home
  About us
  Contact us
Financial Services
  Accounting
  Auditing
  Presentations
  Office software
Tax Services
  Income taxes
  Goods and services tax
  Harmonized sales tax
  Provincial sales taxes
  Canadian tax system
Other Resources
  Links


Last updated: Sept. 16, 2014.
Best seen in medium text size


Professional and Business Memberships

Ontario Institute of Chartered Accountants:

1964 to present.

 

Canadian Institute of Chartered Accountants:

1964 to present; Completed its In-Depth Tax Course 1985.

 

Canadian Tax Foundation:

1962 to 2007.

 

Canadian Association of Management Consultants:

1969 to present.

 

Mississauga Board of Trade:

1992 to 2006.  Served on several committees, including the Independent Business Committee.  

 

 

Professional Experience

  • Practising Chartered Accountant for over 40 years

  • Management Consultant for over 35 years

  • Computer user since the mid 1980s

  • Teacher, lecturer and author of tax, accounting, and computer topics

  • Tax consultant to clients and other accounting firms

  • Tax compliance: preparation of income tax returns for corporations, individuals, estates and trusts; tax rollovers; amalgamations; GST Returns; payroll, and provincial sales tax return

  • Preparing financial statements (audited and unaudited) for businesses, non-profit organizations, trusts, estates, joint ventures, tax shelters, consolidations and amalgamations, individuals and other accounting firms

  • Computing amortization schedules for mortgages and loans

  • Beta tested electronic tax software for CCH Canadian Ltd.

  • Lectured and taught taxation, accounting, and “price and wage controls” at universities, businesses, other accounting firms, the Institute of Chartered Accountants and at venues for the Registered Industrial Accountants

  • Lectured to the Personal Computer Club of Toronto on Internet Spam, taxation, and currently host its MS Office Special Interest group

  • Wrote newspaper articles for Ontario Institute of Chartered Accountants regarding Starting Your Own Business (SYOB), and Understanding Mortgages; did a radio show on SYOB as well

  • Bottom Line Magazine: Published a Goods and Service Tax (GST) article; Mississauga Board of Trade Journal: published GST article again as well as one on payroll taxes, and

  • Published articles and led meetings about important tax cases and changes for the partners and staff of several accounting firms