Jason’s practice covers a broad spectrum of taxation law matters including corporate, personal, farm and estate tax planning as well as representation in dispute resolution and litigation matters
Jason joined KPMG in January 2021. Prior to starting at KPMG, he spent over six years working at a leading western Canadian boutique tax law firm. Jason has experience in both the tax dispute and tax planning for both personal and corporate taxpayers.
Jason has worked with small and medium-sized owner managed operations to reorganize structures in a tax efficient manner, acting as counsel for vendors and purchasers in arm’s length deals as well as families in the midst of related party estate and succession planning. He has argued on behalf of taxpayers in many contexts and obtained favourable results for taxpayers from auditors, appeals officers and lawyers at the Department of Justice. Jason has appeared before the Alberta Court of Queen’s Bench.
Professional and Industry Experience
Outside of the broad categories discussed above, Jason has experience in more nuanced areas of tax law, including:
- Creating family trusts and using them for tax planning purposes. He has experience in managing 21-year anniversary planning and in dissolving trusts that are no longer desired.
- Obtaining relief for taxpayers who were the victims of Ponzi schemes or other such financial crimes.
- Creating charitable organizations and facilitating the operation by charitable operations of businesses in a manner that does not imperil their status as such.
- Working with farming families to incorporate farming operations and transition farming operations from one generation to the next.
- Assisting spouses in the midst of divorce proceedings in dividing corporate owned assets between them in a tax-efficient manner.
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Bachelor of Art (Distinction), University of Alberta, 2011
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Juris Doctorate (Distinction), University of Alberta, 2014
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Called to the Alberta Bar, 2015
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CPA Canada In Depth Taxation, Levels I, II and III, 2018
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Past Chair - Accessibility Advisory Committee (City of Edmonton)