• Our Team
  • Tax well solved

Even after 30 years of work experience, James is still a perpetual student at heart, fired by curiosity and an interest in constantly learning, researching, and embracing change. These qualities are a perfect match for the ever evolving field of taxation. He has taken his analytical and methodical tax skills to the four corners of the US and Canada, having worked in Los Angeles, New York, Montréal, and Calgary, advising businesses and individuals with interests on both sides of the border.

James currently works with Canadian individuals and organizations carrying on business in the US or investing in US real estate, and US citizens living in Canada looking to optimize their tax position. If it’s partnership and corporation taxation advice you’re after, James is your man. He helps fulfill clients’ goals with the sound judgement and decision-making skills that three decades of experience brings, all while sporting a stylish bowtie and a smile.

 

  • Qualifications

    • Bar admission:
      New Jersey and Pennsylvania, 1994
    • The Institute of Chartered Accountants of British Columbia, CA, 2013
    • Alberta Institute of Chartered Accountants, CA, 2013
    • Canadian Institute of Chartered Accountants, In-Depth Tax Course Part II, 2008
    • Canadian Institute of Chartered Accountants, In-Depth Tax Course Part I, 2007
    • New York University School of Law, LLM (Tax), 1997
    • Rutgers Law School, JD, 1994
    • American Institute of Certified Public Accountants, CPA, 1988
    • University of California, Los Angeles, BA, 1974
  • Professional affiliations

  • Speaking engagements and presentations

    • Presenter – U.S. tax seminars, CPA Alberta, 2015-2016
    • Presenter – "US Estate Tax Income for Canadians", STEP Canada, Calgary, AB, 2014
    • Presenter – US Tax Issues for Private Companies, Calgary Petroleum Tax Society, Calgary, AB, 2013
    • Presenter – Business Expansion into the U.S., Hautes Études Commerciales, Montreal, QC, 2000
    • Presenter – U.S. Tax Developments, International Fiscal Association, Montreal, QC, 1999
    • Presenter – U.S. tax seminars, CPA Alberta, 2015-2016
  • Publications

  • Community involvement

    • Fundraiser – The Calgary Jewish Federation, Calgary, AB
    • Past Treasurer – The American Chamber of Commerce in Canada (AmCham), Calgary, AB, 2007-2015
    • Past President and Treasurer – Israel Cancer Research Fund, Montreal, QC, 2002-2006