Professional and Business Memberships
CPA Ontario (Chartered Professional Accountants Ontario) - formerly the Ontario Institute of Chartered Accountants
Life Member - 1964 to present.
CPA Canada (Chartered Professional Accountants Canada): - formerly the Canadian Institute of Chartered Accountants
Member - 1964 to present; Completed its In-Depth Tax Course 1985.
Canadian Tax Foundation:
1962 to 2007.
Canadian Association of Management Consultants:
1969 to present.
Professional Experience
Practising CPA / CA for over 50 years
Management Consultant for over 50 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