Autumn Tax Primer

David J. Rotfleisch, a leading Canadian tax lawyer, is not only a certified specialist in taxation but also a chartered professional accountant. Known for his dual expertise in income tax law and technology, David has a comprehensive background in the computer and IT industry, making him effective and efficient in handling high-tech tax legal issues in software development and intellectual property. As of April 2020, he was one of 12 Ontario Certified Specialists In Taxation™.

Colleen has been in the accounting and bookkeeping industry for over 25 years, working in both public accounting and private industry. Her experience has ranged from being a corporate accountant for a large publicly traded real estate company to being the General Manager for a family business with stakeholders located throughout North America. Upon moving to Victoria BC from Peterborough ON she purchased a small book of bookkeeping and tax clients. After successfully growing the business from a one-person operation to a team of fifteen over ten years Colleen was ready for her next major challenge. She is now a sought-after consultant for small business across Canada.

Colleen is a Certified Professional Bookkeeper and received the Fellow Award in 2016. She is considered a visionary in the bookkeeping industry and has received many civic, professional and business awards throughout her career.

In 2009, I took a leap of faith and founded King Accounting Solutions, driven by my passion for bookkeeping. Over the years, our services expanded beyond bookkeeping to encompass human resources and Virtual CFO solutions. In 2022, through a strategic partnership, we further evolved into King Business Solutions & KBS Accounting, broadening our scope to include corporate and personal income taxes, as well as comprehensive tax planning services. Witnessing this growth, both professionally and personally, has been immensely fulfilling. At KBS, we take pride in delivering top-notch bookkeeping, payroll, and accounting services across Canada, catering to clients from coast to coast. As a Certified Professional Bookkeeper (CPB) and a Payroll Compliance Practitioner (PCP), I am deeply committed to upholding the highest standards of excellence in our field. Additionally, I am honored to serve as Vice Chair on the board of the CPB, contributing to the advancement of our profession, as well as Software Ambassador for Wagepoint and Xero.

Rich Van Leeuwen, a Chartered Professional Accountant and entrepreneur, is the key principle at Numberra Chartered Professional Accountants. Driven by his client-centric vision, he founded Numberra, offering a wide range of services including tax compliance and consulting, financial statement preparation and planning. Rich prioritizes building lasting relationships with clients, understanding their unique needs, and ensuring personalized attention.

Jonathan Carter, CPA, CMA,CPB, is the Founder of KATA Accounting Solutions Professional Corporation, 2023 CPB Firm of the Year and a multiple award-winning full-service Accounting & Bookkeeping cloud-based company based in Simcoe County, Ontario, Canada. He is a thought leader in accounting and technology and is regularly featured in peer and industry events.

Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals. As a member of the Video Tax News Editorial Board, Joe authors and contributes to three tax publications as well as prepares and presents courses across Canada relating to both personal and corporate tax. He has also presented tax research and published articles for a variety of other organizations such as Law Now, Canadian Tax Foundation and various CPA groups.

Jason Hastie has a Masters Degree in Accounting and, after becoming a CPA, CA he started his own consulting practice with a focus on small business accounting. Eight years ago, having observed the trend of tech in accounting, Jason launched a cloud-based bookkeeping & accounting practice, “TenjaGo,” which has grown rapidly in Canada and recently expanded to the U.S.

Jason is a travel points nerd, technology geek, published author (“The Dollar Code”) and the lead singer of a country band with 3 Top50 hits (“Jason Hastie and The Alibi”). Jason has spoken on accounting & technology across the country.

Stacy Stanley-Young is a twenty-six-year experienced bookkeeper and founder of Stanley Young Business Strategies. After working in corporate accounting for twenty years, she decided to strike out on her own and SYBS was born.

Over the past six years, her entrepreneurial efforts have met with a variety that was missing from her nine-to-five life. She has now worked with many different industries including medical, not-for-profit, construction, and film.

Joti is the Founder, Partner, and Chief Executive Officer of Positive Accounting. She calls herself an “Accountant WITH a Personality” so that business owners see her as a person too since her strength lies in building and fostering these relationships.

Joti brings with her 20 plus years of international business experience. 11 of those years, she was with the biggest of the big 4 accounting firms, PriceWaterhouseCoopers. At PwC, she completed her articles and received her Certified Public Accountants License, South Africa. She also holds the Certified Professional Bookkeeper (CPB) designation from CPB Canada and is an affirmed member of the Association of Tax & Accounting Professionals (ATAP). Joti is an international speaker and published author. Her patience and determination ensure that every business owner is confident in entrusting her with their financial needs.

I have worked for the Canada Revenue Agency since 2012. In that time I have held positions of increasing responsibility in a number of different programs across the Agency. In 2018 I joined the T2 Program in the T2 Legislation Team, supporting the CRA's administration of new corporation income tax programs. In 2022 I became the Team Leader of the T2 System Development Team, which supported IT in implementing changes to the CRA's T2 Assessing systems. As of April 2024, I have been the manager of the T2 Development and Legislation section.