Jim specialises in providing income tax and business planning for small business, professionals, individuals, trusts and estates.

Jim enjoys the really tough tax or business assignments. Using his tax and problem solving skills to provide our clients with exceptional value.

Education
Ongoing	Annual Canadian Tax Foundation Conferences; in-house weekly tax and accounting seminars, numerous self study projects
1993	CICA In-depth Tax Course
1980	ICAO, Chartered Accountant
1977	University of Toronto, B.A.

Professional History
1988 – Present	Partner, Innes Robinson LLP, Chartered Accountants, Toronto and predecessors
1983 – 1988	Tax Manager to Partner designate, BDO Ward Mallette Chartered Accountant, Toronto
1981 – 1983	Tax Manager, Ernst & Whinney, Ottawa
1979 – 1981	Tax Supervisor, Ernst & Whinney, Toronto
1977 – 1979	Accounting and Audit Ernst & Whinney, Toronto

Other Professional Experience

 CICA In-depth Tax Course

Jim taught various levels of the CICA In-depth Tax Courses for almost 10 years. Some of the courses taught were as follows:

CICA Income tax Practice CourseCICA In-depth Tax Course Part 1, general tax and part 2, corporate re-organisations

Canadian Retirement Planner

Jim is the Co-author of the book “The Canadian Retirement Planner” with over 35,000 copies sold over the past ten years.

T.V., Radio, Articles

He has been interviewed on areas of income tax, retirement planning and bankruptcy for the following shows over the last 10 years:

• Money in the Bank, with Dave Scott (appeared regularly)
• Your Wealth, with Faye Dance (appeared regularly)
• The Journal,
  Options, York University
  CKO radio, Tax Tips

He has written articles for the following publications and programs over the years:

• Toronto Star
• ICAO Article Program

CA Tax Assist

As part of our practice, Jim has been providing assistance to other Chartered Accountants in areas of income tax and retirement planning.

Professional and Community Service

• Past President of the North York District Chartered Accountants’ Association
• Past Director of the North York Chamber of Commerce
• Past President of the Ottawa Business Group
• Member of the Canadian Tax Foundation

Regular presenter on income tax issues to various C.A. associations, financial planning companies and the public on topic such as:

• Annual Federal and Ontario Income Tax Budgets
• Estate Planning
• Capital Gains Elections