Pam is a Tax Partner with KPMG in Vancouver, B.C. She joined KPMG in 1986 and transferred into tax in 1990. Pam has focused on advising privately held businesses and their shareholders on a wide variety of issues including corporate and personal tax planning and compliance. She also has experience dealing with estate and will planning including the creation of family trusts, dealing with the 21 year deemed disposition rule and planning to avoid potential double taxation exposure on shares of private companies. Pam also assists charities and non-profit organizations with their income tax issues including compliance filings, tax receipting issues and structuring tax efficient charitable donations.
Pam has written papers and presented for many organizations including STEP Canada and its branches, the BC Conference of the Canadian Tax Foundation, the Advanced Tax Course for Owner Managed Businesses for CPA Canada, CPA B.C., CPA Alberta, Continuing Legal Education of B.C. and the Pacific Business and Law Institute. She also co-authored the 13th edition of the “Death of a Taxpayer” book for Wolters Kluwer.
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B.Comm., University of Saskatchewan
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CPA, CA – Chartered Professional Accountants of BC
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Trust and Estate Practitioner (TEP) – Society of Trust & Estate Practitioners (STEP)
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Master Financial Advisor – Philanthropy (MFA-PTM) - Canadian Association of Gift Planners, Knowledge Bureau and Spire Philanthropy
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Advanced Certificate in Advising the Family Business, STEP, Canada (with distinction)
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Advanced Certificate in Family Business Governance, STEP, Canada (with distinction)
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Treasurer, Canadians for Leading Edge Alzheimer Research (CLEAR), December, 2017 to date
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Various positions, STEP Vancouver Branch, 2019 to date
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Various volunteer positions with STEP Canada including editorial committee of STEP Inside, National Conference Committee, 2016 to date
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Past President, Fraser Valley Estate Planning Council
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Planned Giving Committees, Royal Columbian Hospital Foundation and Arts Club Theatre