Tax and Estate Planning Considerations for Seniors
Specializing in corporate and personal tax planning, Garrett’s practice is focused on privately-held businesses operating in industries such as construction, real estate, and incorporated professionals. The majority of his day is spent advising clients on corporate and personal tax planning matters, including estate planning and corporate reorganizations. Garrett’s commitment to professional development is what has taken him from being a tax accountant to a tax specialist to now being the firm wide tax leader.
Garrett is valued, by clients and colleagues alike for his proactive approach because, as circumstances and tax policies change, people want someone who is not only current with recent developments, but who is also able to provide practical solutions. After a dozen years of working in tax, he has seen, on several occasions, how the right strategy coupled with smart implementation can result in substantial tax savings.
Garrett has a B. Comm from the University of British Columbia (2000) and became a Chartered Accountant in 2004. He’s a member of the Canadian Tax Foundation, and completed the Canadian Institute of Chartered Accountants Foundations in International Tax Course.
Shannon started with our Regina office in October 2016. She began her career in public practice in a small CGA firm in Riverview, New Brunswick; and then spent a few years working in commercial real estate prior to returning to public practice. Shannon brings expertise in working with small businesses to provide full service accounting – financial statements, corporate tax & personal tax – in various industries, from construction and real estate to retail, restaurants and professionals. She graduated from NBCC, Moncton in 2009 with a Diploma in Business Administration; Laurentian University in 2016 with a Bachelor in Commerce (Honours)Accounting (Honours); and completed her CGA in August 2015. Shannon is a member of the Regina Women’s Network and the Henry Braun School Community Council.
Date: June 16th, 2017
Location: On DemandRegister Now
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