BAKE-PATERSON, KATE
KATE BAKE-PATERSON, LL.B., is an associate at Davis LLP, and is a member of the Corporate/Commercial and Charities/Not-for-Profit Organizations practice groups. She has experience in advising clients on various types of commercial transactions and provides general corporate advice to clients on an on-going basis. She also advises not-for-profit organizations on various issues relating to planned charitable giving, as well as more generally on matters of corporate governance and other legal issues.
BANK, DARREN
DARREN BANK, CA, is a senior manager in the tax group at Grant Thornton LLP. Darren focuses on corporate tax matters in a variety of industries, specializing in tax issues and opportunities relevant to owner-managers and their operations. Darren has been an instructor for the CICA In-depth Tax Course.
BARGEN, ANGELA
ANGELA BARGEN, CA, is the Director, Financial Reporting at Enbridge Inc. and has 14 years of experience working in Financial Reporting. In her role at Enbridge, Angela is responsible for the external financial reporting, including financial statements and MD&A, for three reporting entities. Prior to Enbridge, Angela worked at the Alberta Securities Commission where she reviewed the external reporting of Alberta-based public companies.
BAUDIN, PHIL
PHIL BAUDIN, B.COM., is with Professional Services Group in Vancouver. Phil has a strong background in services marketing, with sales experience at IBM and marketing and management experience at a variety of professional services firms. Through his consulting work with professional service organizations, he has developed a unique training and coaching program for professionals. His clients include accountants, lawyers, engineers, and consultants across Canada.
BAXTER, DAVID
DAVID BAXTER, LL.B., is a partner of Thorsteinssons LLP, Tax Lawyers. His practice deals with taxation planning, with a particular focus on corporate reorganizations, business structuring and sales, domestic planning for owner-managed businesses, estate planning and international and cross-border structures. He has authored numerous papers and courses on a variety of tax planning matters and is a frequent speaker on both domestic and international taxation matters.
BEAUCHAMP, TIM
TIM BEAUCHAMP, CMA, is the Director of the Public Sector Accounting Board (PSAB) of Canada and has been directly involved in standard setting for the public sector for over 19 years. He is responsible for the strategic and operating plans of PSAB and reporting its performance to the Accounting Standards Oversight Council. Tim provides advice and oversight to PSAB and staff on technical projects and administers staff activities. He serves as a special advisor on various public sector financial reporting related committees.
BERGER, BRUCE
BRUCE BERGER, BA, CFP, joined ZLC Financial Group (formerly Zlotnik, Lamb & Company) in 1996. He specializes in the areas of estate and insurance planning, supplemental pension funding and money management. Bruce has been an instructor for Professional Development seminars for the Institute of Chartered Accountants of BC and has contributed articles to Butterworths, and the Continuing Legal Education Society.
BLACKMER, JOHN
JOHN BLACKMER, BA, LL.B., MBA, is the President & CEO of Solus Trust and is responsible for all facets of its operation. After working for some 20 years in various positions in the wealth management industry, John launched Solus Trust Company Limited, an independent trust company providing solely trust and estate related services to individuals in British Columbia.
BLATCH, WARD
WARD BLATCH, B.COM., CA, MCSA, is Senior Associate with K2 Enterprises Canada. Ward also has his own practice in Halifax, Nova Scotia. He provides accounting firms with information technology support and training.
BOWER, JASON
Jason Bower, CA
BRANHAM, LAIRD
LAIRD BRANHAM, CA, is with LDMB Advisors Inc. Laird’s primary area of interest is corporate restructurings, including mergers, dispositions, and acquisitions. He has previously authored and presented seminars for ICABC.
BROOKS, DON
DON BROOKS, M.SC., is a CPA in the state of California, and is a Senior Tax Manager at Deloitte & Touche LLP. He has extensive experience in the area of US taxation through his 10 years of public and industry experience in Silicon Valley, California and one and half years of public experience in Vancouver. He has advised multinational and US companies expanding and operating in the United States on US federal and multi-state corporate income and sales tax planning.
BRYANT, ED
ED BRYANT, CA, is a partner at Dart Bryant Chartered Accountants, Calgary. His main focus in public practice is owner-managed businesses and not-for-profit organizations.
BUCK, GREGORY
GREGORY BUCK, B.COMM, CA, has been in public practice for 26 years specializing in owner managed and professional business. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UCFV in the Business Computing and Business Administration departments. Greg has authored three textbooks on the subject of computerized accounting and the use of computers in business.
CALDWELL, RHONDA
RHONDA CALDWELL is founder of Caldwell Communications Inc. which specializes in training, facilitating, coaching and business development consulting. Having developed a proven presentation skills course and as a licensed Affiliate for Think on Your Feet®, The Skilled Presenter™ and E-mail Intelligence™, she has extensive experience in the areas of communication and presentation skills. As a business owner herself, Rhonda helps entrepreneurs create unique strategies to increase their market share and personal and team performance.
CAMPEAU, GREG
GREG CAMPEAU, B.COMM, is a learner and teacher of timeless truths that govern both personal and organizational effectiveness. Greg has delivered over 2200 presentations and workshops throughout North America, and has instructed courses in the School of Business at BCIT. Greg’s broad and riveting appeal is rooted in his relevant, meaningful, thought-provoking and practical content that is always delivered in an interactive, humorous and inspirational style.
CHANE, RUPINDER
RUPINDER CHANE, CA, is Manager at Deloitte in Vancouver. Rupinder spent two years on secondment to Deloitte UK, where she worked with large real estate companies converting from UK GAAP to IFRS. She has since been a member of the IFRS conversion services team facilitating training and managing a number of first time IFRS conversion projects for real estate clients.
CHERRY, PAUL
PAUL CHERRY, FCA, was appointed chair of the Accounting Standards Board in May 2001. Paul has over 25 years experience in public accounting. He has served as Chief Accountant of the OSC, Senior Technical Partner of PricewaterhouseCoopers in Toronto and Director of National Accounting and Auditing Services of Coopers & Lybrand. He also served as a Canadian Representative on the International Accounting Standards Committee and chaired the IASC Standing Interpretations Committee from 1997-2001.
COBURN, MIKE
MIKE COBURN, BA(HON), LL.B., is lawyer with Davis LLP and a member of the firm’s tax group. He has considerable experience in structuring and implementing tax-efficient corporate reorganizations for both private and public companies. Mike also frequently advises clients on inbound and outbound cross-border investments, acquisitions and disposition of assets and disputes with the Canada Revenue Agency.
COHEN, CAROLYN
CAROLYN COHEN, CA, MSW, is a Training and Human Resources Consultant who works with organizations in areas of employee relations, performance management systems, leadership assessment and development programs and employee retention. She has designed and delivered many workshops on human resources topics and management skills training. As a result of her experience as a CA and teaching for Canada’s Provincial CA Institutes, she is able to keep up to date with the struggles and challenges in the accounting world.
D'ARCY, SIMON
SIMON D’ARCY is an Associate with Frank Sanitate Associates. He has developed and delivered cutting edge training programs that emphasize leadership, interpersonal communication, corporate culture change, teamwork, and personal accountability to improve individual and organizational performance and profitability. He travels internationally, speaking to executives, managers, and employees from such prominent corporations as ARCO, BankOne, BellSouth, CIBA Vision, Merrill Lynch, and UPS.
DEBRUIJN, MICHAEL
MICHAEL DEBRUIJN, BBA, MA, is an economist in KPMG’s Western Canada Transfer Pricing Group. He holds a Bachelor of Business Administration (Joint Honors – Business and Economics) from Simon Fraser University and a Master of Arts (Economics) from the University of British Columbia.
DENEGA, KAREN
KAREN DENEGA, CA, is a transformational trainer who helps increase the effectiveness of individuals, teams, sales-forces, leaders, and organizations. Having facilitated more than 175 workshops and coaching sessions and trained more than 1,000 individuals globally, Karen brings with her a unique blend of training ‘know-how’, real-life business sense, and an ability to connect with her audience that helps her to inform, influence, and inspire action.
DEWAR, TAMMY
TAMMY DEWAR, PH.D., combines an academic background in adult learning with practical leadership, coaching and team expertise in a variety of sectors. Her independent consulting practice includes over 15 years of experience in leading and coaching individuals and teams. She has designed and facilitated a variety of workshops, and more recently, has been working with organizations to address leadership, employee turnover, and morale issues. Tammy also teaches at the Royal Roads University in their MBA program.
DILES, CHRISTINA
CHRISTINA DILES, CA, is an Associate Partner at Deloitte & Touche LLP where she leads the global employer services group. Christina has extensive experience in advising clients on cross border tax planning, international mobility issues, and global compensation planning. She has taught for both the ICABC and the CICA. She is a member of the Canadian Tax Foundation and is on the committee for the CERC (Canadian Employee Relocation Council).
DORIAN, LISA
LISA DORIAN, CAŸCIA, is President of PowellDorian Services Inc. Lisa has worked with private and public companies, not-for-profit organizations, all levels of government and also within the financial services industry providing services related to internal audit and corporate governance, conducting quality assessment reviews, and coordinating the implementation of enterprise risk management frameworks. She is an accomplished trainer and facilitator working with all levels of management and boards of directors.
DUHOLKE, TIM
TIM DUHOLKE, FCA, has practiced tax exclusively for over 25 years and is a Senior Tax Advisor at Davis LLP. He specializes in advising professional firms and entrepreneurs on a broad range of taxation and related matters. His practice includes public and private companies in various industries. Tim has a special interest in the area of estate planning.
EDWARDS, SHARON
SHARON EDWARDS, MA, draws on 25 years of experience as an international award winning broadcast journalist, and takes the pain out of presenting by helping clients define key messages that position them as experts in their field. Sharon connects clients with their Voice of Influence to leverage their expertise by creating confident speakers and presentations. The Voice of Influence builds strong teams and strong leaders through intentional messaging.
ELLISON, GORDON
GORDON ELLISON, CA, has worked for several private and public companies in the distribution and high technology sectors. Currently, Gordon is the Chief Financial Officer of General Fasteners, Inc. in Calgary. Gordon has over 25 years experience in preparing and presenting courses in both business and the community.
ERDMAN, JEFF
JEFF ERDMAN, CA•CIA, CISA, CISSP, is an Associate Partner at Deloitte & Touche LLP. His area of focus within the firm is delivering risk and control services to clients within the province and around the world. Mr. Erdman has over 17 years of professional advisory experience and has assisted several organizations over the last years with their CEO and CFO internal control certification readiness efforts including leading these projects to deliver on their goals and objectives.
FOLEY, DERMOT
DERMOT FOLEY, is Vice-President of Strategic Analysis, Inhance Investment Management Inc. Dermot brings over 15 years of experience in social and environmental advocacy, research and policy analysis. As a key member of the Investment Team of Inhance, his role is to assess business practices, management systems and treatment of non-financial risk. Prior to joining Inhance, Dermot was the Senior Policy Analyst with the David Suzuki Foundation Climate Change Program.
FRASER, BRIAN
BRIAN FRASER, Ph.D., has studied and practiced not-for-profit governance for over 35 years. He spent 16 years as Dean of the Presbyterian college at UBC, has served on and chaired the McAdam Book Award Jury for the Alliance for Nonprofit Management, contributes a book review column to Volunteer Vancouver’s newsletter, writes regularly for Charity Channel’s governance e-zine, and consults and coaches with a wide range of not-for-profits on governance and leadership matters.
GELHORN, KEN
KEN GELHORN, CA•IT, is president of Gelhorn Information Systems Ltd. in Vancouver. Ken provides independent consulting services to professional accounting firms on automation, including time and billing/practice management, working papers, tax and other compliance programs, the paperless office and has been an authorized trainer for CaseWare® Working Papers and CaseView since 1991.
GILL, TERRY
TERRY GILL, LL.B., is a partner of Thorsteinssons LLP, where he practices primarily in the areas of tax litigation and representation, and has appeared in both civil and criminal tax cases before many different courts, including the Tax Court of Canada, the Federal Court of Canada and the Superior Courts of British Columbia, Alberta, Saskatchewan and Ontario. A significant part of Terry’s civil tax litigation practice has involved the rectification of tax problems and Terry is amongst the most experienced counsel in Canada in obtaining superior court rectification orders.
GINSBERG, LARRY
LARRY GINSBERG, CA, is an FCA in Ontario, and the president of GinsOrg International Inc., a management consulting firm in Ontario. Larry regularly provides advice and counsel to directors and senior officers of numerous Canadian companies. He lectures at the Schulich School of Business at York University in strategic management, family business and entrepreneurship. Larry is the author of four books on entrepreneurship and is invited by the media to discuss business issues on a regular basis.
GLASER, MICHAEL
MICHAEL GLASER, CA, is the practice leader of KPMG’s Vancouver transfer pricing group. He has managed a wide range of consulting, planning and compliance assignments covering international transfer pricing, intellectual property migration strategies, and CRA dispute resolution.
GRAHAM, DAVID
DAVID GRAHAM, LL.B., is partner at Koffman Kalef Business Lawyers LLP in Vancouver. David’s practice is focused primarily on tax litigation. His practice extends from negotiating with the Audit, Appeals, Voluntary Disclosures, Enforcement (Special Investigations) and Collections branches of both the CRA and the BC Ministry of Small Business and Revenue to representing clients before the Tax Court of Canada, Provincial Court of BC, Federal Court, Supreme Court of BC and Federal Court of Appeal.
GROVES, DAWN
DAWN GROVES is an author, trainer and keynote motivational speaker. She has written several books on lifestyle management, adult education, and computer topics. Her work has been quoted in publications such as Yoga Journal, Fitness Magazine, Prevention, Good Housekeeping, Professional Excellence, Success, Bottom Line Personal, Adventures Northwest, and others. Ms. Groves has consulted with city government services, private industry and educational institutions and is a sought-after presenter and radio personality.
GUBALLA, JONATHAN
Jonathan Guballa, CA, is a Senior Manager in KPMG’s U.S. and Cross-Border tax planning group in Vancouver. He has experience in the area of U.S. taxation as well as various Canadian-International structures through his time in public practice and industry. He advises a wide-range of clients on initial structuring, financing, reorganization and acquisition transactions.
GUNDERSON, TERRY
TERRY GUNDERSON, B.COMM., CA, CFP, is a partner with Manning Elliott LLP. Terry has more than 33 years of financial accounting and tax experience, which ranges from advising small business clients with compilation and review engagements to auditing non-profit organizations’ financial statements. He has been part of Manning Elliott LLP’s Quality Control committee and acted as monitor leader for the firm’s quality monitoring program for several years.
HAGEN, JOHN
JOHN HAGEN, MBA, CFA, is the Portfolio Manager, External Program – Workers’ Compensation Board Finance Division in Edmonton, Alberta, where he selects and manages external investment managers for a $6 billion WCB investment fund. Prior to joining the WCB, John was the Vice President, Research at Canadian Urban Limited. He is also a Past President of the Edmonton Society of Financial Analysts.
HAIT, CARLA-MARIE
CARLA-MARIE HAIT, B.COMM., CA, is the Chief Accountant at the BC Securities Commission who provides accounting advisory services to all divisions of the Commission. She reviews accounting issues arising in issuers’ filings for public offerings and continuous disclosure, and participates in the development of legislation and policy. Carla-Marie liaises with professional accounting bodies and communicates with issuers and their advisors in matters related to the requirements for financial information.
HAMILTON, MARY
MARY HAMILTON, LL.B. of Davis LLP has more than 20 years experience giving legal advice to clients about estate planning, estate administration and charitable giving. Ms. Hamilton spent a few years working at a major charity, is an author of numerous publications, and is a sought after lecturer in legal education, retirement planning and charitable giving. She is a current executive member of the Estate Planning Council of Vancouver and Governor of the CA Education Foundation.
HARPER, GARY
GARY HARPER, LL.B., Certificate in Conflict Resolution (Justice Institute), is the principal of Harper and Associates. Gary is a trainer, writer, speaker and facilitator who specializes in conflict resolution training. Through his unique blend of experience as a personal injury lawyer, general manager, insurance regulator and retail store owner, he learned the value of clear communication and conflict resolution skills. In 2004 he authored The Joy of Conflict Resolution.
HAUSCH, JOANNE
JOANNE HAUSCH, CA, of Deloitte & Touche LLP, has specialized in SR&ED for over 20 years. She is a well-known speaker and author on the topic and is frequently consulted for her expertise in SR&ED policies and legislation. Joanne is the original author of the CICA SR&ED course which is presented each year by the ICABC.
HOPE, MARGARET
MARGARET HOPE, M.ED., has been providing ICABC education programs since 1988. She has a Masters Degree in Education, is an Internationally Accredited Professional Speaker – one of fewer than 65 speakers ever accredited worldwide, and the author of You’re Speaking – But Are You Connecting? Margaret is an Adjunct Professor at SFU, teaches at UBC and for a variety of businesses and corporations.
HOSHIZAKI, BRENT
BRENT HOSHIZAKI, is a CPA in Washington State, and is a Tax Manager at Deloitte & Touche, LLP. He has 10 years of public accounting in Washington State, Edmonton, and Vancouver. He currently advises multinational clients on US compliance, provision, and due diligence matters. Brent is a former recipient of the New Professional of the Year Award for the Washington Society of Certified Public Accountants.
HOWARD, J. GEOFFREY
J. GEOFFREY HOWARD, LL.B., is a partner with the national law firm Gowling Lafleur Henderson LLP in Vancouver, where he heads the Employment and Labour Law Group. Geoffrey has extensive experience in all aspects of employment law, from employment contracts to wrongful dismissal. He is a frequent speaker and writer on employment law topics for professional industry groups and publications in Canada and the U.S. Geoffrey also writes a column on employment law issues for Business in Vancouver.
HUTTON, JOHN
JOHN HUTTON, FCA, was a Practice Review Officer with the Institute of Chartered Accountants of BC for over 15 years and had 40 years in practice with a national firm prior to that. John has had a unique opportunity to observe, in the field, the concerns and practical issues of many practitioners. John is the author of two of our PD courses and has lectured extensively over the years on professional subjects.
IRELAND, CHRIS
CHRIS IRELAND, B.COMM, CA, TEP, is the Vice President of Planning Services for PPI Financial Group Ltd. He has presented and written for the Canadian Tax Foundation and other organizations, and has been a lecturer and chair for the CICA’s Advanced Tax Issues for the Owner-Manager and Wealth Preservation Courses. Chris is a past President of the Vancouver Estate Planning Council, and is currently a member of the executive of STEP Vancouver.
IRELAND, DR. SHAWN
DR. SHAWN IRELAND, M.SC., MA, Ph.D, is the lead consultant and managing director of HRCgroup, inc. Dr. Ireland’s areas of subject matter expertise include action-learning initiatives in support of managing change, leadership, strategy, management of virtual teams, project leadership, fostering critical thinking, communications, and managing human behaviour. He has worked extensively with international Fortune 500 companies including AT&T, GlaxoSmithKline, Schlumberger, Atos Origin, Coca Cola, and Cable & Wireless.
JACKSON, PETER
PETER JACKSON, CA, is a Senior Manager with KPMG LLP in Vancouver and specializes in servicing Canadian and United States public companies. He also works in their Advisory group and has extensive knowledge of IFRS, Canadian and US GAAP and securities rules and regulations.
JOG, DR. VIJAY
DR. VIJAY JOG is the President of Corporate Renaissance Group (CRG) and the Chancellor Professor of Finance at the Sprott School of Business at Carleton University. He consults extensively to many government departments, crown corporations, and private sector firms in assisting them to achieve breakthrough performance. He is the author of textbooks, has published numerous articles in international journals, and has won many national and international awards for his publications.
KANG, ROBERT
ROBERT KANG, CA, is the Team Manager, Corporate Finance, at TSX Venture Exchange, and leads a team of analysts responsible for assisting companies both listed and seeking to be listed on the exchange with their corporate finance transactions and documentation. Prior to joining the Exchange in 1992, Robert was in public practice with Ernst & Young.
KELL, ROBERT
Rob Kell, CA, is a sole practitioner based in Richmond. Rob provides accounting and business advice to private companies. He is a member of the ICABC Professional Development Audit and Accounting program Advisory Group.
KENT, DUNCAN
DUNCAN KENT, BA, MA, has been a professional technical writer and documentation consultant for almost 30 years. Duncan is a founding member and past President of the Canada West Coast chapter of the Society for Technical Communication, and teaches technical and business writing at SFU’s Writing and Publishing Program.
KILLEN, ROGER
ROGER KILLEN, B.COMM., has founded four SMEs, taken one SME public and been an angel investor in five SMEs. He has 25 years of front line experience in assisting companies raise seed and expansion capital. His vision is to boost Canada’s small business success rate. To this end Roger has spent the last 10 years developing and delivering small business building and financing seminars to entrepreneurs and their advisors in BC and the Yukon.
KNOX, TONY
TONY KNOX, PH.D., LL.B., is a partner in the Vancouver office of McCarthy Tetrault practicing in the Corporate Finance and Mergers and Acquisitions Group, the Mining Law Group and the Technology, Communications and Intellectual Property Group. He has extensive experience in the area of mergers and acquisitions relating of both public and private corporations in a wide range of industries.
KROFT, ED
ED KROFT, LL.B., LL.M., is experienced in resolving tax disputes and conducting tax litigation involving income tax, commodity and transfer pricing issues raised by the Canada Revenue Agency. Ed is consistently recognized as a top tax advisor in international guides and directories, and was the recipient of the 2006 Canadian Institute of Chartered Accountants Award for Excellence in Income Tax Practice and Education for outstanding contribution to the profession and the Canadian Tax Community. He has written more than 50 articles and papers on taxation and corporate law subjects for the Canadian Tax Foundation and other organizations.
KUZNETSOVA, OLGA
OLGA KUZNETSOVA, CA, is an audit manager in KPMG’s GVA Mining Industry practice. Olga specializes on working with clients in mining and is actively involved in work on IFRS transition projects with audit and non-audit clients in mining industry.
KWAN, TZE-LIANG
TZE-LIANG KWAN, MS Tax (US), is a senior manager at BDO Dunwoody LLP and is responsible for their US tax practice. Kwan has extensive familiarity in the area of US taxation through his 10 years of public experience in Vancouver and his five years of industry experience in New York City. He has advised Canadian and US companies expanding and operating in the United States on US federal and multi-state corporate tax issues. Kwan has a Masters of Science degree in US taxation and has been teaching for us since 2003.
KYLE, MACKENZIE
MACKENZIE KYLE, B.SC. MBA, is the Principal of the Beringer Group. He has extensive experience in operations improvement and restructuring, and has provided specific assistance in everything from strategic planning to performance management to managing projects. He has hands-on experience in a wide variety of industries, and his services are frequently of use in situations unlikely to respond to the application of a single specialty. The fifth edition of his book, Making It Happen: A Non-Technical Guide to Project Management was published in 2002.
LAMMI, DENISE
DENISE LAMMI, CA has been professionally involved with income tax matters for over 25 years. She specializes in Canadian income taxation with an emphasis on all matters relevant to owner-manager businesses. She lectures extensively on income tax matters while authoring and mentoring numerous taxation related professional development courses and seminars.
LAWRITSEN, SCOTT
SCOTT LAWRITSEN, MA, MBA, CBV, CFA, is a Partner, Business Valuations Litigation, of Meyers Norris Penny LLP Chartered Accountants., where he leads the business valuation and litigation support practice. He has completed numerous litigation related engagements and has been qualified to testify before the Court of Queen’s Bench for Alberta. He has more than 15 years experience in corporate finance and valuations and is involved in preparing business valuations and valuation related advisory assignments, consulting on mergers and acquisitions as well as the completion of financial models and pricing analysis.
LEE, JONATHAN
Jonathan Lee , is a manager in the Vancouver PricewaterhouseCoopers mining practice. Prior to joining the Canadian practice, Jonathan completed his CA qualification studying under International Accounting Standards and provided assurance services to clients with a focus on multinational oil companies and start-up broadcasting companies. He has assisted a number of mining clients with the start of their transition to IFRS whilst in Canada and is one of PwC Vancouver's IFRS Champions.
LEGG, ALEX
ALEX LEGG is a senior manager in the Deloitte Vancouver Global Employer Services practice. He has worked in international tax for over 12 years. Alex was based in London, UK for over 10 years, during which time he advised a number of multinationals on a broad range of expatriate issues. In particular, Alex has worked with a number of companies identifying tax and other issues associated with the implementation of global share plans and all areas of cross border movement.
LIVINGSTON, BARBARA
BARBARA LIVINGSTON, CA, CPA (Colorado) leads the accounting advisory services practice in KPMG Vancouver office. Barb began her career with KPMG in the U.S. and, since her arrival in Canada, has focused her practice in Vancouver assisting companies in identifying and understanding new GAAP requirements, resulting from new business transactions, new securities/listing requirements and/or new standards. Barb has spent a significant portion of her time assisting companies in their transition from Canadian to U.S. GAAP (and more recently to IFRS) and the implementation of new standards.
LOGAN, RICHARD
RICHARD LOGAN is an expert in the field of mind training and human development, and has a deep understanding of how the mind can be accessed and used. An educator for most of his working life in various fields and roles, he presents seminars and workshops that teach participants memory training, sleep control, stress management and rapid learning techniques.
LOUGHLIN, BENITA
BENITA LOUGHLIN, CA, is a Partner in KPMG LLP’s International Executive Services group. Benita practices in the area of tax planning and compliance for individuals, estates and trusts in a US and cross-border context. She advises individuals on both sides of the border on tax matters related to their residence, compensation including equity compensation, investments, retirement plans, estates, trusts, gifts and expatriation. Benita has authored and taught several courses for the ICABC and is a frequent speaker on cross-border tax planning topics.
LUTZ, TRACY
TRACY LUTZ is President of Keystone Investor Relations Inc. providing strategic counsel to publicly-listed companies. Her practice areas include investor relations program development, corporate disclosure policies, corporate governance practices, IR websites, message development, writing, presentation materials, and IR coaching.
MAYR, NORM
NORM MAYR, CA is the Lead Partner of KPMG’s Great Vancouver Area Mining Industry practice and the Audit Professional Practice Partner for the GVA offices. He is involved in the IFRS transition projects as a leading technical specialist and “IFRS guru”.
MCDONALD, DIANE
DIANE MCDONALD, CA, has been in public practice for over 25 years. She has assisted many Canadian companies with initial and continuing US and SEC financial reporting obligations, and provided accounting and financial reporting consultation services on matters of Canadian and U.S. GAAP. Diane presently works for the Canadian Public Accountability Board, whose mission is to contribute to public confidence in the integrity of financial reporting of reporting issuers in Canada by promoting high quality, independent auditing.
MCFARLANE, MARGARET
MARGARET C. MCFARLANE, LLB, CA•IFA/CBV, is a Partner in BDO Dunwoody LLP’s Financial Advisory Services group and Senior Vice President of BDO Dunwoody Valuation Inc. Her professional practice focuses on business and securities valuations, damages quantification and litigation support, investigative and forensic accounting, mergers and acquisitions, corporate finance, business plans and operational reviews, and financial consulting. Margaret has made a number of presentations and has written articles on valuation and other topics.
MCKEE, ROBERT
ROBERT MCKEE, MBA, is president of West Coast Human Resources, a consulting and training firm involved in the area of employee training and development. Robert has over twenty years of experience in restructuring companies for better results, through employee involvement. His leadership expertise has helped numerous managers in re-inventing their companies and staff.
MCMILLAN, CRAIG
CRAIG MCMILLAN is a senior manager in the PwC Vancouver mining practice. Craig has been with the firm for ten years and spent most of this time in the U.K. working in the London office. He also spent two years on secondment in Sydney and is now based in Vancouver. Craig’s main experience is in the mining sector, where he worked for three years on the Rio Tinto plc audit. He continues this specialization in Vancouver, with numerous Canadian based public mining companies. Craig brings significant IFRS conversion experience from London where he worked on the implementation of IFRS for Rio Tinto plc and Centrica plc.
MILLER, STEPHEN
STEPHEN MILLER, CA, CPA (Illinois), is a Principal with the Assurance and Business Advisory Services group at Grant Thornton in Vancouver. In addition to providing assurance-related services under both Canadian and U.S. GAAP to companies in a variety of industries, Steve acts as a resource to the Vancouver office and other Canadian offices in matters related to revenue recognition. A regular workshop leader for the CICA In-Depth GAAP courses, Steve has been presenting seminars for the ICABC since 2001.
MORETTO, MIKE
MIKE MORETTO, B.COMM., CA, an Associate Chief Accountant at the BC Securities Commission, provides accounting advisory services to all divisions of the Commission. Much of his time is spent reviewing accounting issues arising in issuers’ filings for public offerings and continuous disclosure, as well as participating in policy initiatives that involve financial reporting issues. He liaises with professional accounting bodies and communicates with issuers and their advisors in matters related to the requirements for financial information.
MUNRO, SCOTT
Scott Munro, CA
MURRAY, DR. JIM
DR. JIM MURRAY is CEO of optimal solutions international, a firm that specializes in helping people achieve their full potential. He holds four degrees, teaches leadership development programs for the accounting profession in several provinces and has provided strategic counsel to over 600 organizations. Hailed as “a negotiator’s negotiator”, nationally honoured for his career in university adult education, Dr. Murray is recognized for his “excellence in innovation and design in lifelong learning,”.
NEILSON, HUGH
HUGH NEILSON, CA, TEP, is Director of Tax Services at Veres Picton & Co. LLP Chartered Accountants in Edmonton. His practice focuses on income tax services for individuals and owner-managed private corporations. Hugh provides tax consultation in many diverse areas, including business structuring and restructuring, negotiations with Canada Revenue Agency auditors and Appeals Officers, tax-effective compensation strategies, immigration and emigration planning and strategies for tax-effective personal, family and estate tax planning.
NOONAN, BRIDGET
BRIDGET NOONAN, CA, is a senior manager with D&H Group LLP, a medium-sized firm in Vancouver. Bridget provides accounting, assurance, and business advisory to a wide variety of clients. Bridget has remained actively involved in training at D&H Group LLP, and teaches audit and assurance courses part-time at a local university.
ONUFRECHUK, SHANE
SHANE ONUFRECHUK, CA, is a Senior Tax Advisor at Davis LLP. Shane’s focus in the firm is in the area of corporate reorganizations, acquisitions, financings and providing tax advisory services to other professionals . Shane has previously spoken for the ICABC, plays an active role in ICABC professional development and had been extensively involved in teaching and course development for the CA School of Business.
ORMISTON, JOHN
JOHN ORMISTON, CA, TEP, is a tax partner in the Vancouver office of Deloitte & Touche LLP. John’s practice covers all taxation matters, but primarily focuses on mergers and acquisitions, corporate reorganizations, estate planning and owner-manager enterprises.
OROOMCHI, MASSOOD
MASSOOD OROOMCHI specializes in Sarbanes-Oxley/Bill 198 compliance requirements, corporate governance, disclosure and internal controls, business risk assessment, business process optimization, US and Canadian GAAP and shareholder reporting. He is a founding member of FinEx Group, and with 30 years experience, has worked extensively in various senior finance positions in a cross section of industries and in public practice in Canada, Europe and Middle East.
OSBORNE, RON
RON OSBORNE, CA, has over 25 years experience in public practice, including over 15 years with a large international accounting firm. His practice covers all taxation matters, with a particular focus on the provision of GST and sales tax advice to other practitioners and their clients. Ron is also a member of the ICABC Taxation Forum.
OTAR, JIM
JIM OTAR, CFP, CMT, BASC, MENG, is a certified financial planner, financial writer, market technician and a professional engineer. He is the author of “High Expectations & False Dreams - One Hundred Years of Stock Market History Applied to Retirement Planning”. His articles are published in various magazines in Canada, U.S. and Australia. He won the prestigious CFP-Board Award for 2001 and in 2002 for his articles, the first Canadian to win such a prestigious award. He is a contributing author for the book by Bloomberg Press “The Distribution Think Tank”.
OWLETT, LIBBY
LIBBY OWLETT is a Manager at Deloitte in Vancouver. Libby is responsible for various IFRS initiatives for the mining industry. She is also working with Canadian clients in mining and real estate sectors to implement IFRS. This includes the provision of client specific training and assisting in the development of an IFRS transition plan. She has worked with multi-national clients under various GAAPs (including IFRS) while in Deloitte, UK. Libby is a CA in England and Wales.
PARKS, RON
RON PARKS, FCA, CA•IFA, is with Blair Mackay Mynett Valuations Inc. Ron’s practice is focused on criminal fraud investigations, damages quantification in civil litigation, special purpose audits, financial reviews and inquiries, and statutory compliance and process reviews. Ron is recognized throughout British Columbia and Western Canada for the “Parks Report,” which was the result of his investigation into the affairs of the Nanaimo Commonwealth Holding Society.
PATTERSON, MARK
Mark Patterson, CA, is a senior manager in the PwC Vancouver mining practice. Mark has extensive experience with public companies in the mining industry from junior exploration to major international mining companies. Mark is an IFRS Champion in the Vancouver office and is currently working with a number of client on IFRS conversion projects.
PEASE, EILEEN
EILEEN PEASE, BA, B.ED., M.ED., is president and founder of Dynamic Learning Inc., a company devoted to enhancing people’s ability to grow and learn by improving their knowledge and thinking skills. She is an effective, creative and energetic trainer and coach with over 15 years experience.
PINKUS, CINDY
CINDY PINKUS, LL.B. is a lawyer practicing in Thornhill, Ontario. She has developed courses on communication, strategic presentations and negotiation as well as various aspects of real estate and estate law. Cindy became faculty for The Law Society of Upper Canada in 1998, after a fifteen-year career as a litigation and real estate lawyer. Since returning to the practice of law in 2002, Cindy has focused on both real estate and estate law, and provides professional development consulting services and courses.
POWELL, SCOTT
SCOTT POWELL, MPHIL, is a UK Chartered Accountant. Scott is an Adjunct Professor with Simon Fraser University’s Business School and is President of MDA Training. He has written and delivered finance workshops around the world for numerous corporate and banking clients. Scott holds an honours degree in Politics/Economics from Trent University and a master’s degree in Economics from Cambridge University.
POWER, MARY
MARY POWER, CA, is principal of M.V. Power Inc., and has over 21 years of experience exclusively in taxation. She has published papers in taxation, has spoken at the BC Tax Conference and has been teaching taxation courses since 1982.
PRESSEY, JOHN PAUL
JOHN PAUL PRESSEY, CA is a partner with PricewaterhouseCoopers and has been with the firm for 13 years servicing clients in the government, manufacturing, service and resource areas. His current clients are all Canadian public and/or SEC registrants and are primarily of companies operating in the mining industry.
PRIDDLE, STEPHEN
STEPHEN PRIDDLE, CA, CMA, is Vice-President, Finance and Chief Financial Officer of Fidus Systems Inc. in Ottawa. Stephen worked with KPMG for five years, before he moved to industry and worked for several different companies prior to joining Fidus. During this time, he has gained a wide range of financial reporting, treasury management, mergers & acquisition and other business experience.
PRIOR, PAM
PAM PRIOR, CA, is a member of KPMG’s Voluntary Sector Tax Practice, and has over 20 years of experience with KPMG. One of Pam’s areas of focus is serving charities and private foundations, and assisting donors with structuring charitable gifts. Pam’s clients are primarily privately owned corporations and she is involved with all aspects of tax planning and compliance for the owner/managers, such as designing and implementing tax efficient donation strategies, including the establishment of private foundations.
QUIGLEY, IAN
IAN QUIGLEY, MBA, CFP, is the founder of Qube Consulting Inc., an independent financial planning firm specializing in topics related to pension and executive compensation. Ian holds an MBA in finance, is a Level II candidate in the Chartered Financial Analyst program (CFA) and a candidate in the Chartered Business Valuator (CBV) program. He has instructed part-time at The Northern Alberta Institute of Technology and draws from a background of consulting positions where he assisted brokers and financial planners with pension, investment and insurance topics.
RAO, ERIN
ERIN RAO, CA, is a contractor and currently works with the CA School of Business. Erin developed and wrote an IFRSs Tutorial for CASB students and has been developing and preparing IFRSs training courses for CASB facilitators and students. Prior to this, Erin was a Vice President, Group Finance, at the International Headquarters of ABN AMRO Bank in Amsterdam, and was a project manager in a global team responsible for implementing IFRSs. As part of that project, Erin led two financial system conversions, developed training material and taught finance and operations staff worldwide about IFRSs.
RAO, JYOTHI
JYOTHI RAO, CGA, is a Manager in the Global Employer Services group at Deloitte in Vancouver. She has over eight years of Canadian public practice experience in cross border personal tax issues. For the past couple of years Jyothi has been specializing in the area of U.S. estate and gift taxes for Canadians who are either U.S. citizens or U.S. non resident aliens. Jyothi is also a Chartered Accountant from India with public practice and industry experience.
RICHARDSON, CHRISTOPHER
CHRISTOPHER RICHARDSON, FCA, helps donors to identify and achieve their philanthropic DREAMs and ensures that charities understand and encourage planned charitable gifts. As a consultant to charities, Christopher also assists them with regulatory compliance, gift program planning and ‘trouble-shooting’, donor visits, forensic advice, board governance and board of directors and staff training. He works with professional advisors to assist them to listen for “charitable hints”.
RICKARDS, DAVE
DAVE RICKARDS, CA, is a partner in the Vancouver office of Grant Thornton. Dave has lectured for various professional organizations on numerous occasions.
ROBERTSON, TAMMY
TAMMY ROBERTSON, MA, is the founder of WorkHeart Consulting. Tammy has a Masters Degree in Physical and Health Education from the University of Western Ontario, and with over 20 years of corporate and entrepreneurial experience, brings a keen understanding of current challenges to her audiences. As a life coach, author, and professional speaker to audiences across North America, she inspires and challenges you to be more purposeful and passionate about what you’re up to.
ROBINSON, JONATHAN
JONATHAN ROBINSON, MA, MFCC, is an associate with Frank Sanitate Associates. He is a psychotherapist, author and professional speaker from Santa Barbara, California. Jonathan has reached over a million people around the world with his practical methods, and his work has been translated into 47 languages. He has appeared on TV talk shows, CNN and CNBC. Among his books are Shortcuts to Bliss, Instant Insight: 200 ways to create the Life You Really Want and Communication Miracles for Couples.
ROGERS, MONIKA
MONIKA ROGERS, MA, is a Senior Manager in KPMG’s Western Canada Transfer Pricing Group. She has provided a broad range of transfer pricing and international tax services for corporations around the world, both as a consultant and in-house tax professional. She holds a Masters degree in business administration and economics from the University of Zurich.
SALMON, ALAN
ALAN SALMON is Managing Director of Alan Salmon & Associates Inc, a Mississauga based company specializing in working with software companies, accountants and computer consultants to enhance their profitability. He is also a partner in TPS Software Inc, and Accounting Research Inc. and Vice President, Canadian Operations with K2 Enterprise. Alan has over 26 years of management, systems and training experience in the fields of consulting, business, and education. He is the Technology Editor and regular columnist for the Bottom Line accounting newspaper.
SANDERS, BRIAN
BRIAN SANDERS, CA, CFP, is with MacKay LLP’s tax group in Kelowna. Brian provides tax services, including assistance with purchase and sale of businesses, corporate reorganizations, and corporate and personal tax planning to a wide range of businesses and professionals with a concentration on owner-managed business. He is an active member of the community and has been involved in service and charitable organizations.
SIMMONDS, DAVID
DAVID SIMMONDS, CMC, has over 40 years of corporate and management consulting experience, and understands leadership development in theory and practice. David has studied leadership under Dr. John Kotter of the Harvard Business School, and Dr. Ken Blanchard. For 20 years he was a senior practitioner in the organizational performance and change practices of two global management-consulting firms. David is now the President of his own consulting firm, D.R. Simmonds & Associates Inc.
SMITH, JAMES (JIM)
JAMES (JIM) SMITH, CA, is a seasoned business executive with over 35 years of experience in management functions, primarily in financial and administrative areas including several years as CFO or board member of TSX listed companies. He has particular interests and skills in analyzing and financing corporate and asset acquisitions and divestitures; corporate strategy; dealing with financial markets; selecting and developing high performance teams; and operating in a controlled cost environment.
SPURLING, TIFFANY
Tiffany Spurling, CA, is an Audit Manager at PwC specializing in the mining industry. Tiffany has been with PwC Vancouver for six years and is part of the IFRS network within the Vancouver office, which meets on a weekly basis to discuss IFRS standards, differences from Canadian GAAP and implications of the transition.
STEDMAN, A.G. (SANDY)
A.G. (SANDY) STEDMAN, CA, is a partner with Schibli Stedman King in Victoria. Prior to returning to public practice, he was the corporate controller for a group of privately held companies. His practice includes accounting and tax advice for groups of privately held companies and their shareholders.
STUART, CHARLES
CHARLES STUART is an Audit Manager at PwC predominantly working in the mining and forestry industries. He is currently on an international transfer from PwC South Africa. Charles gained first hand experience of IFRS conversions during South Africa's transition in 2005 and he has brought that knowledge with him to Canada. He is part of the IFRS Champions network within the Vancouver office.
SUTLIFF, CAL
CAL SUTLIFF is a professional trainer based in New York City. His firm, Cal Sutliff Associates, is known for its work in management training, resilience and improving people skills. He is an adjunct faculty member at Cornell University’s School of Industrial and Labor Relations where he leads classes in Improving Your People Skills, Supervision, and Negotiation Dynamics. He is a writer and public speaker. Cal received his Bachelor’s degree in Social Psychology from Colgate University and his Master’s degree in Education/Human Relations from New York University.
SYMES, TOBY
TOBY SYMES, CA•CBV, is President of Symes Valuation Services Ltd. He has over 30 years of experience in public accounting, management consulting and finance, in public practice and industry. His areas of specialization are business valuation for purchase, sale, tax, estate planning.
SZABO, BRIAN
BRIAN SZABO, CA, is an Associate Partner with KPMG Enterprise. Brian’s practice is focused on providing auditing and advisory services to private companies in various industries and to public sector organizations, including municipalities, colleges, health authorities and school boards, as well as to the not-for-profit sector. Brian is involved in KPMG’s in-house training program, is a director of the Government Finance Officers Association of BC, and is also the Treasurer and Executive Committee member of the International Centre for Sustainable Cities.
TANG, FRED
FRED TANG, CA•CBV, is a Vice-President of BDO Dunwoody Corporate Finance Inc. and a Senior Manager in the Vancouver office of BDO Dunwoody LLP practicing in its Financial Advisory Services Group. Fred’s practice is exclusively involved in providing advisory services to clients in the areas of business and securities valuations; mergers, acquisitions and divestitures; corporate finance; and transaction support and due diligence services. He has developed and delivered seminars and presentations on topics related to corporate finance; M&A; and valuation for financial reporting purposes.
TAYLOR, ANDREW
ANDREW TAYLOR, CA, is principal of Taylor & Associates, a Vancouver based Chartered Accountant firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and, since 1988, has been a frequent lecturer and instructor for ICABC and CICA.
TAYLOR, GENEVIEVE
GENEVIEVE TAYLOR, LL.B., is with Legacy Tax + Trust Lawyers. Genevieve practices in the areas of estate planning and administration, trust and estate litigation and adult guardianship. She has authored and co-authored a number of papers in her areas of practice. She is a member of several sections of the British Columbia Branch of the Canadian Bar Association including the Wills and Trusts Subsection, of which she is the Past Chair, and the Taxation Subsection.
TEJPAR, IQBAL
IQBAL TEJPAR, CA, CFA, is Vice-President and Portfolio Manager, BMO Nesbitt Burns Inc., Vancouver where he provides professional, private Portfolio Management to high-net-worth clients, trusts, foundations, endowments and not-for-profit organizations. Iqbal moved into discretionary Portfolio Management in 1996, after spending time as Senior Manager, Personal Advisory Services at KPMG, where he provided personal tax and financial planning advice to executives and high-net-worth clients.
TERHART, ROSANNE
ROSANNE TERHART, CA, CFE, is with Blair Mackay Mynett Valuations Inc., and has over 20 years of experience in accounting, auditing, and forensic investigations. Rosanne has been involved in many forensic investigations addressing allegations of fraud, quantifying economic damages for civil litigation matters and special purpose audits. She has given expert witness testimony in the Supreme Court of British Columbia, the Supreme Court of California, and the Law Society of British Columbia regulatory hearings.
THOMAS, SHAN
SHAN THOMAS, B.SC., MA, CA, is currently working primarily in training and education both for the ICABC and in industry, in addition to taking on industry consulting projects from time to time. She has taught PD courses in accounting and auditing for over 15 years, including authoring and mentoring various courses. Shan has over 16 years’ experience in public practice, including developing and selling a successful practice, as well as several years experience as a management consultant and turnaround specialist.
THOMPSON, DAVID
DAVID THOMPSON, B.COMM., LL.B., is a partner with Thorsteinssons, Tax Lawyers. His areas of expertise include taxation of trusts, corporate reorganizations and mergers and acquisitions. Mr. Thompson has lectured on taxation matters for various organizations. He is also a Governor of the Canadian Tax Foundation.
VAN DER WESTHUISEN, GERRIE
GERRIE VAN DER WESTHUISEN is a manager in the PwC Vancouver mining practice. Gerrie trained in International Accounting Standards and spent three years with PwC South Africa providing assurance services to a wide range of clients, with a specific focus on the mining industry. He was involved in assisting his largest mining client with their transition to IFRS when South Africa adopted IFRS in 2005. Gerrie joined the Canadian practice in 2006 and is one of PwC Vancouver's IFRS Champions, assisting current clients with the convergence to IFRS.
WARD, KATE
KATE WARD, MBA, CA, is Principal, Accounting Standards Board - Canada. She is responsible for implementation guidance for the new Financial Instruments standards. Prior to joining the AcSB staff, she worked for many years in the banking industry holding positions in Finance, Risk Management and Account Management. She has extensive experience with valuing and accounting for financial instruments as well as estimating contingent exposures.
WARDEN, CAROL
CAROL WARDEN, M.Phil (Tax Law), is a Manager, in the National office, Deloitte Vancouver. Carol joined Deloitte Vancouver from the Cape Town Office of Deloitte, South Africa where she obtained experience in the conversion over to IFRS. Carol is member of Deloitte’s National IFRS implementation team, responsible for providing conversion advisory services to clients, developing/delivering educational materials and tools to Deloitte professionals, and delivery of conference presentations.
WASNY, GARRETT
GARRETT WASNY, MA, CMC, CITP, is an award-winning speaker, author, management consultant, real estate developer, and visual artist. Garrett specializes in advanced internet search strategies, and advises organizations on how to improve online research skills, boost web productivity, and decrease cyber slacking.
WELLS, JANICE
JANICE WELLS, CA, is a Senior Manager - Tax at Deloitte in Vancouver. Janice is part of the Global Employer Services group specializing in the taxation of cross border employment transfers. Janice has extensive experience in providing U.S and Canadian tax compliance and consulting services for U.S. citizens and residents living in Canada.
WHITE, MARGARET
MARGARET WHITE, CGA, provides assistance to organizations and public practice firms in the use of CaseWare and CaseView and the development of custom templates. Margaret has worked with CaseWare and CaseView since 1994 and until 2005 was the in-house resource person for a public practice firm with 40 users, responsible for the on-going staff training, maintenance of the firm’s templates and development of special purpose CaseView documents.
WHYTE, CRAIG
CRAIG WHYTE, CA•CIA, is the Director of Assurance with Berris Mangan. Craig has more than 15 years of financial accounting and auditing experience, which includes financial institutions, insurance, not-for-profits, pension and benefit plans as well as a variety of owner-managed organizations on their financial accounting and reporting issues, risk assessment and internal controls, governance and internal reporting. Craig was previously a principal in the Vancouver office of an international chartered accountancy firm where he was a member of its Greater Vancouver IFRS group and provided both internal training and external support to its clients.
WILSHAW, PHILIPPA
PHILIPPA WILSHAW, CA is an audit partner in KPMG’s GVA Mining Industry practice and is actively involved in IFRS transition projects in the Vancouver office.
WOOLLEY, HUGH
HUGH WOOLLEY, CA, of Lewis & Company, specializes in income tax focusing on the reorganization of private Canadian companies. Former Revenue Canada Rulings officer, Hugh has authored several articles and is a frequent lecturer on income tax matters.
WORRALL, MARK
MARK WORRALL, CA, is an Associate Partner who leads KPMG’s Indirect Tax practice in Vancouver. He has over twenty years experience in Indirect Taxes including the federal Goods and Services Tax, the Quebec Sales Tax, provincial retail sales taxes and property transfer taxes. Mark specializes in advising a wide range of private and public sector clients on Indirect Tax matters including refund claims, compliance matters, transaction planning including cross border transactions and dealing with Indirect Tax audits and appeals.
YAMADA, GARY
GARY YAMADA, CA•CIA, CSP, is the VP Finance and CFO of Great Western Containers Inc., a privately-held company with locations throughout Western Canada. His responsibilities include strategy formulation and execution, financial and treasury management, budgeting and planning, business risk and opportunity assessment, mergers and acquisitions, and management coaching and development. Gary is a results-oriented, senior business professional with 20+ years of progressive business experience.
ZLOTNIK, MARK
MARK ZLOTNIK, CA, CLU, spent several years with a national accounting firm as an income tax specialist. Mark joined ZLC Financial Group (formerly Zlotnik, Lamb & Company) in 1984 where he concentrates on working with family businesses and privately owned companies in the area of estate planning and funding capital gains taxes and shareholder agreements. He is also involved in developing sophisticated deferred compensation plans, including retirement compensation arrangements.
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