For the last 20+ years, I have enjoyed assisting clients with their indirect tax obligations and savings opportunities, with clients across numerous sectors, and around the globe. I have worked with many oil and gas exploration and production, oilfield services, petroleum product marketing, renewable energy and power generation, real estate development and construction clients and nearly everything in between, on various indirect tax planning, controversy and audit support as well as compliance. I have also worked with several multi-national software and digital services companies, striving to comply with the new remote seller rules under the GST/HST and provincial sales tax regimes in Canada.
I work frequently with non-resident clients on cross-border indirect tax issues related to setting up operations in Canada or doing business with their customers in Canada. Throughout my firm career and now under my own practice, I have concentrated my service offering in the area of GST/HST, but also focused on the various Canadian Provincial Sales Taxes as well as excise, carbon and fuel taxes.
I am a member of the Chartered Professional Accountants of Alberta and am also the past co-chair of the Sales and Indirect Tax Committee of the Canadian Association of Petroleum Producers and held the role of committee's provincial sales tax Director and Liaison. I have been an active member of the Canadian Petroleum Tax Society and have presented indirect tax updates and papers at the Society's annual conference and monthly luncheons. I have been an active member of the US Institute of Professionals in Taxation and sat on the annual VAT and Sales Tax Symposia organizing committee and frequently presented at the annual event. I am also a former member of CPA Canada's Annual "The One" conference organizing committee.
