Joe focuses on key tax issues faced by his clients in a wide range of industries. He has a broad range of experience dealing with public and private companies, including personal tax and shareholder planning, as well as both inbound and outbound investments. Joe also provides tax consulting services with respect to tax audit assistance, tax optimization planning, cross-border structuring, corporate reorganization, financing, and mergers and acquisitions.
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Master of Accounting, University of Waterloo
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Chartered Professional Accountant (CPA, CA)
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CPA In-Depth Tax Course
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Treasurer, Board Member, Member of Executive Committee – Hope + Me MDAO
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Chair, Board of Directors – The Canadian-Chinese Professional Accountants Association Ontario Chapter