Jason O'Halloran > CA, CFP, TEP, CPA
Get to know Jason O'Halloran...
Client Service Partner, S+C Partners LLP, 2000 to present; Jason is responsible for a client base that include businesses in the following industries: financial, insurance, manufacturing, warehousing, architectural practices, construction and real estate, film and theatre, and other services; Developed a United States tax practice, involving both individual and corporate US taxation. Client work primarily includes immigration and emigration issues, US subsidiaries of Canadian entities, Canadian subsidiaries of US entities, taxation and financial planning for US citizens living both in Canada and the US, corporations based off-shore and owned by US citizens.
Professional Organizations and Educational Achievements
Certified Public Accountant, 2004
Trust and Estate Practitioner, 2003;
Certified Financial Planner, 1999;
Chartered Accountant , 1995;
Bachelor of Accounting, Brock University, 1995.
Activities and Memberships
CPA Canada, 1991 to present;
Financial Planners Standards Council, 1999 to present;
Society of Trust and Estate Practitioners, 2003 to present;
Illinois CPA Society, 2004 to present;
Own and operate a seasonal Christmas tree farm;
Member, Islington Golf Club
| March 12th. 2018
Technical Failure in Charitable Giving Provisions at Death
February 28th. 2018
FEDERAL BUDGET COMMENTARY
February 22nd. 2018
2017 T1 Checklist