Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals.
Joe is a member of the Video Tax News Editorial Board which publishes four unique tax newsletters on a monthly, bi-monthly, quarterly and annual basis for Canadian financial and tax professionals. Joe also prepares and presents both live and video seminars to thousands of tax professionals across Canada relating to both personal and corporate tax.
He has also presented tax research and published articles for a variety of other organizations such as Law Now and the Canadian Tax Foundation. At the 2016 Canadian Tax Foundation – National Conference, Joe presented the sold out session “CCPC - Planning, Case Law Developments, Traps – Focus on the Small Business Deduction Changes.” In 2015, he presented “CRA Assessments, Reassessments & Penalties” at the Canadian Tax Foundation- Prairie Provinces Tax Conference and “Current Audit Issues” at the CPA Manitoba Annual Conference.
Joe currently sits on the Steering Committee of the Edmonton Young Tax Practitioners Group and is a past member of the Board of Directors for Fringe Theatre Adventures. During Video Tax News’ downtime, Joe enjoys moonlighting with small to mid-sized accounting firms assisting with tax matters.
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Read Joseph’s latest articles:
Tax Issues for Older Adults
Tax Assistance for Persons with Disabilities
Americans in Canada: The End of the Amnesty
Americans in Canada: An Amnesty with Broad Appeal
Americans in Canada: Amnesty Improvements
Seniors' Home Renovation Tax Credits (Ontario and BC)