Zach is a Tax Partner for KPMG’s Kelowna office. He has over 10 years experience specializing in tax efficient solutions for private companies and their shareholders, with a real passion for supporting family-run enterprises. Zach is passionate about taking an education-centered approach to his work that ensures all parties involved understand and agree on the solutions put forward.
Zach has extensive experience in providing Canadian tax compliance and advisory services to his clients. This includes Canadian partnerships and joint ventures, trusts, family-run corporations, and the integration with taxes of the individual beneficiaries of the corporate structure.
He specializes in advising clients on appropriate tax structuring to help generate future growth and to maximize shareholder value. This includes taking a proactive approach through consistent communication with his clients.
Zach has assisted clients with risk mitigation via corporate structuring, estate and succession planning, and efficient tax planning to maximize the capital available for use by the company and its shareholders. He has also provided annual updates on new and changing tax standards released via government budgets or other methods to our clients.
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Bachelor of Commerce, University of Alberta
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CPA In Depth Taxation Certificate
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CPA, CA
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Canadian Tax Compliance
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Canadian Tax Consulting
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KPMG Enterprise Tax Services
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Instructor, University of Alberta School of Business