James Porter Email and Phone Number
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No one is good at everything. Everyone has their strengths and skills in which they excel. All Chartered Professional Accountants are smart, numbers-minded people, but not all CPAs have specialization, experience, or an interest in tax. My strength lies in using my education and experience to help clients navigate the minefield of tax rules and complexities in achieving their personal or business goals.Having started my career managing my family’s small business, I have a particular interest in helping the owner-operator or closely-held family business with succession and estate planning. I help clients achieve their financial, family or retirement goals through effective transactional and strategic tax planning. But sometimes even the best laid plans fall apart, in which case I have experience coordinating the separation of marital assets in a tax-efficient manner.Please contact me at james.porter@doane.gt.ca if I can be of assistance in solving your tax problem. Specialties: Corporate re-organizations, succession planning, trust and estate planning, business sales, separation of marital assets, owner-operator businesses.Disclaimer: All views expressed on this profile are my own.
Pel Chartered Professional Accountants Inc.
View- Website:
- accountantsplus.ca
- Employees:
- 17
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Senior Tax ManagerPel Chartered Professional Accountants Inc.Canada -
Senior Manager, National TaxDoane Grant Thornton Llp Jun 2024 - PresentVancouver, British Columbia, CanadaAs a Senior Manager in our National Tax Group I'm focusing on assisting internal colleagues navigate changes in tax legislation and adopt new technology to help our firm serve clients more efficiently and effectively. -
Senior Manager, Domestic TaxDoane Grant Thornton Llp Jan 2018 - Jun 2024Victoria, BcAs a Senior Manager in Domestic Tax (Canada), I focus mainly on tax planning and research related to the non-routine transactions and issues. I work on transactions such as corporate reorganizations, estate freezes, establishment of trusts, sale and purchase of businesses, wind-ups of estates and trusts, and marital separations. I perform research and analysis for tax issues including safe income, tax on split income, lifetime capital gains planning and estate planning. -
In-Depth Tax Course Facilitator (Contractor)Chartered Professional Accountants Of Canada (Cpa Canada) Oct 2018 - PresentFacilitator at various points for:-CPA In-Depth Tax Course Group Study 1-CPA In-Depth Tax Course Tutorial Series 1-CPA In-Depth Tax Course Group Study 2-CPA In-Depth Tax Course Tutorial Series 2-CPA In-Depth Tax Issues for the Owner-Managed Business -
Senior ManagerKpmg Canada Sep 2016 - Jan 2018I managed a small team responsible for tax compliance and Review/Notice to Reader financial statements for a large number of owner-operated businesses. -
Chartered Professional AccountantBurkett & Co. Chartered Professional Accountants Feb 2008 - Jul 2016Suite 200, 3561 Shelbourne StreetPrime areas of interest include tax research, tax planning, corporate re-organization planning, succession planning and assistance to legal counsel in divorce proceedings.Tax duties included preparation and/or review of personal, corporate and trust tax returns.Accounting duties included the preparation and review of Notice to Reader and Review engagements for owner-managed corporations.
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Online FacilitatorCa School Of Business May 2011 - Dec 2013Reviewed weekly assignments from students in the CA School of Business program as they progressed to earning their Chartered Professional Accountants designation.
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Ufe MarkerCanadian Institute Of Chartered Accountants 2011 - 2012Member of a team responsible for marking part of the Uniform Final Evaluation (UFE) test written by candidates attempting to earn their Chartered Professional Accountants designation for the 2011 and 2012 UFE. -
ManagerPinetree Furniture Sep 1995 - Feb 2008General manager and bookkeeper for retail furniture store which specialized in solid wood furniture manufactured in British Columbia.Progressively responsible role starting as delivery person moving up to bookkeeper and manager.
James Porter Skills
James Porter Education Details
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Canadian Institute Of Chartered AccountantsIn-Depth Tax Course -
Ca School Of Business -
8.1 Gpa
Frequently Asked Questions about James Porter
What company does James Porter work for?
James Porter works for Pel Chartered Professional Accountants Inc.
What is James Porter's role at the current company?
James Porter's current role is Senior Tax Manager.
What is James Porter's email address?
James Porter's email address is ja****@****ail.com
What schools did James Porter attend?
James Porter attended Canadian Institute Of Chartered Accountants, Ca School Of Business, Camosun College.
What skills is James Porter known for?
James Porter has skills like Tax Preparation, Gaap, Accounting, Tax, Tax Returns, Tax Accounting, Corporate Tax, Financial Statements, Financial Reporting, Financial Accounting, Financial Analysis, Auditing.
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James Porter
Turnaround And Cap Projects Consultant / Turnarounds, Projects, Maintenance Methods And Best Practices Since 2004.Didsbury, Ab -
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1talisman-energy.com
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