Wednesday November 12th, 2014
Session will cover key tax planning ideas that business owners should address proactively. Jim will provide a brief outline of the various strategies and will share practical insight. Q&A will provide an opportunity for active participation.
This webinar is FREE, please register HERE
Presented by: Jim McConnery CPA, CA, TEP
Jim McConnery is a Partner with Welch LLP. He is a Chartered Accountant, and Trust & Estate Practitioner. He focuses on tax planning for private companies and high net worth individuals. Jim provides proactive tax advice to corporate groups and their shareholders, in particular, addressing estate and succession planning. A key aspect of Jim’s expertise relates to tax planning involving family trusts – this includes income splitting strategies and multiplying access to the lifetime capital gains exemption.
Jim joined Welch LLP in 1994 after graduating from the University of Ottawa, where he received a Bachelor of Commerce degree with honours in Finance. He received his CA designation in 1997. Jim was with a national accounting firm’s tax group for 10 years and returned to Welch LLP in 2007.
Jim has been a group leader for the CICA’s In-depth Tax program and teaches professional development courses for the ICAO. He is also a frequent speaker on tax topics for business owners.