Our Tax group is an excellent complement to our assurance and business advisory services and assists management in ensuring that the most advantageous tax position has been achieved.
The highly competitive nature of business today requires that you position yourself to minimize tax liabilities through strategic tax planning. This allows an organization to maximize its return to shareholders and ensure the availability of the capital required for expanding the business. Today’s rapidly changing tax environment makes it crucial to have knowledgeable outside tax specialists working for you. At PAND, we have the technical knowledge and practical experience required to advise our clients on the most efficient and practical tax solutions available while ensuring proper compliance with existing Tax law.
Jeff has extensive experience in providing tax, accounting and business advisory services to privately-owned companies and their shareholders. Jeff leads the Firm’s tax advisory practice and specializes in estate planning, purchase and sale transactions and corporate reorganizations. He has also served as an expert witness in matrimonial disputes. Prior to joining PAND in 2009, Jeff spent 21 years with the international accounting firm of Deloitte & Touche, including seven years as a Tax partner in the private client advisory practice.
Jeff is active in the Edmonton community having served for four years as a governor on the Caratis Hospitals Foundation Board of Directors. He also served for three years as a campaign chair for the United Way.
John has extensive experience in providing tax planning, accounting and business advisory services to owner-managed companies in the manufacturing, real estate, construction, auto dealer and service industries. John’s experience also includes assisting numerous clients in completing significant mergers, acquisitions and reorganization transactions during his career. Prior to joining PAND in 1996, John worked for 10 years with the international accounting firm of Deloitte & Touche where he specialized in income tax advisory and compliance services.
John is active in the Edmonton community having served as Director of the Kidsport Society of Alberta and Chairman of the finance committee of the Boys’ & Girls’ Clubs of Edmonton. John has always been very involved in sports, particularly hockey. Prior to becoming a Chartered Accountant, John had a successful hockey career playing three seasons with the University of Alberta Golden Bears, representing Canada in the 1980 Winter Olympics and briefly playing professionally in Switzerland. Following his playing career, John also spent a number of years coaching with the Golden Bears and the AJHL’s Fort Saskatchewan Traders.
Trevor has extensive experience providing financial, tax and transaction advisory services to private and publicly-traded companies in a wide variety of industries. Trevor joined PAND in September 2010 where he leads our Financial Advisory Services practice. In this role, Trevor focuses on assisting mid-market private companies with business valuations, mergers and acquisitions, ownership transitions, estate and succession planning, strategic business planning, financing and corporate reorganizations. In addition, Trevor works closely with private equity firms, financiers and legal advisors on transactions, reorganizations and litigation matters. Prior to joining PAND, Trevor had 12 years of experience working with two international accounting firms.
Trevor enjoys the opportunity to get involved in the community and work with kids. Trevor is currently a Board Member with Kidsport Edmonton, a not for profit organization that funds sports registration fees for underprivileged children. From 2008 to 2010, Trevor served as a committee member with the Cumberland Oxford Community League responsible for constructing a new playground in Hudson Park in Northwest Edmonton. In addition, Trevor has been actively involved in coaching minor hockey.
Rick has broad experience providing accounting and tax services to owner-managed businesses in a variety of industry sectors. Prior to joining the Firm in 2008, Rick owned and operated his own accounting practice for 18 years, specializing in services required by small to medium-sized private companies. Since joining PAND, Rick has been responsible for managing the corporate tax compliance section of the Firm. He also has significant experience with corporate reorganizations and has performed tax due diligence reviews on acquisitions.
Jeanine leads the personal tax section of the Firm and has significant experience with estate and trust related services. Jeanine focuses on providing tax compliance and advisory services to private companies and their shareholders. Since joining PAND in 1999, Jeanine has served a wide variety of clients including those in the retail and hospitality, auto dealer, non-profit and oilfield services sectors.
Tristan obtained his Bachelor of Commerce from the University of Alberta in 2001 and earned his Chartered Accountant designation in 2005. He has also completed all three levels of CICA In-Depth Tax Program.
Tristan has experience serving a wide variety of clients including manufacturing companies, oil & gas service companies, heavy truck and auto dealerships, real estate companies, investment holding corporations, and professional corporations.
Tristan joined PAND in October of 2014 after spending twelve years with the international accounting firm Deloitte. Tristan is specialized in tax, and is focused towards assisting private companies and their owners in compliance and planning matters.
Tristan is active in the Alberta tennis community. Prior to becoming a CA, Tristan played four seasons with the University of Alberta Golden Bears and represented Canada at the 2001 World University games in Beijing, China.
Jenna obtained her Bachelor of Commerce from the University of Alberta in 2010 and earned her Chartered Accountant designation in 2013.
Jenna is in her second year of the three year CPA In-depth Tax Program, slated for completion in the summer of 2016.
Since joining PAND as a cooperative education student in January 2010 and continuing with the Firm upon graduation and through the completion of her Chartered Accountant designation, Jenna has served a variety of clients including large, medium and small owner managed private companies. Jenna continues to assist clients with financing matters, internal audit and control processes and taxation issues. She is also part of the personal tax section of the firm and focuses on providing tax compliance and advisory services.