EVAN CROCKER, CPA Senior Tax Associate
Moodys Tax
Evan has focused on tax since the beginning of his accounting career, where he started out providing compliance services for owner-managed businesses and the related personal and trust compliance. He now provides tax strategies in an M&A context, corporate reorganization, succession and estate planning, and income tax planning services. He works with every client to ensure their goals are met and the implementation is seamlessly completed.
Jamie Golombek, CA, CPA, CFP, CLU, TEP
CIBC
Jamie Golombek is Managing Director, Tax and Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning and Advice, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. Jamie is quoted frequently in the Canadian media as an expert on taxation, writes a weekly column called “Tax Expert,” in the National Post, has appeared as a guest on BNN, CTV News, and CBC’s The National and has been a regular personal finance guest on The Marilyn Denis Show. Jamie is a recipient of CPA Ontario’s Award of Distinction, which honours those who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community or personal lives. Jamie is a past chair of the Investment Funds Institute of Canada’s Tax Working Group as well as a current member of CPA Ontario, the Illinois CPA Society, the Estate Planning Council of Toronto, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners.
Armando Iannuzzi, BComm, CPA, CA
KRP
Armando is a tax partner and a co-managing partner at KRP. He has wide-ranging expertise in cross-border taxation, estate and trust planning. His deep familiarity with all aspects of business ownership informs the direct, hands-on approach he instills across our specialized tax, accounting and consulting teams. Armando has won accolades for his involvement in the national tax community, having taken on multiple leadership positions over the years. He tutors various levels of the In-Depth Tax Course and is a lecturer and tutor for CPA Canada, while sitting on the CPA’s Income Tax Education Committee. He has also participated in a varied range of speaking engagements for the CPA, along with several major banks and Russell Bedford International. Armando currently sits on Russell Bedford International’s board of directors. A valued mentor and trusted voice on taxation, he has written for several publications and has been quoted extensively by the media. Furthermore, he provides tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Canada and CPA Nova Scotia.
Kenneth Keung CPA, CA, CPA (CO, USA), TEP, CFP, MTAX, LLB
Moody's Tax
If credentials are any indication of Kenneth’s drive, the dizzying array of letters behind his name tells a convincing story. But his in-depth education and experience back one thing: a deep love of and commitment to tax. Finding creative tax solutions is his mantra, and he possesses the patient demeanour, broad perspective, and focus needed to take on any intellectual challenge in the tactical tax arena. Kenneth has built an increasingly successful professional career advising local and multinational enterprises and high net worth individuals with an upfront, transparent, and responsive approach. He is an active author, speaker and instructor for professional tax courses across Canada, including the CPA Canada’s In-Depth Tax Program. And yes, he has a life outside of work too. An avid musician, he plays piano, bass and bassoon, and in a previous life, produced original music for theatrical productions and an independent film. In true Kenneth fashion, he compares the composing process to tax planning – a synchronized course of creation, analysis and out-of-the-box ideas that work together in harmony to create a beautiful symphony of legal entities and corporate plans. With a tax virtuoso like Kenneth on your team, you can confidently waltz through the complexities of tax law, while finding opportunities you may not know existed.
John Oakey, CPA, CA, TEP, CC
Baker Tilly Canada
John Oakey is the Director of National Tax For Baker Tilly Canada where he is responsible for supporting tax experts across the network by driving nationwide tax advisory initiatives and informing members of regulatory changes. He is also responsible for managing tax-related content, including Tax Flashes and Alerts, which are released to clients. Furthermore, he provides tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Canada and CPA Nova Scotia.
Melanie Russell, B. Comm., CPA, CA, CBV, CIM, CFE, CFF, ABV
Kalex Valuations
Melanie is the founder of Kalex Valuations Inc. and began professional practice in 1985, which includes several years of industry experience. Throughout her professional career she has been involved in many assignments for a variety of public and private companies of various sizes and across many industries. Ms. Russell has been active in teaching business valuations and related topics since 1987 at various universities and professional organizations, and runs the premiere preparatory course for CBV students in Canada taking their national Membership Qualification Examination. She has written various articles, taught professional courses and had many public speaking engagements on matters relating to business and asset valuations and related topics. Ms. Russell has qualified as an expert witness in the Federal Court of Canada, the Supreme Court of B.C., the Ontario Court of Justice, the Ontario Superior Court, the Federal Court of Canada, the Chartered Professional Accountants of Ontario (“CPAO”, formerly Institute of Chartered Accountants of Ontario)’s Discipline Committee (which determines whether members should be charged with offences as brought by the CPAO’s Professional Conduct Committee) and the Investment Dealers’ Association. She has qualified as an expert in the areas of business/asset valuation, quantification of damages, income determination and forensic accounting. She has also acted as an accounting expert in arbitration, mediation, mediation/arbitration and other alternative dispute resolution proceedings (e.g., collaborative practice), and negotiated a number of buy/sell transactions. She recently co-authored a book with Dr. Howard Johnson entitled: Understanding Valuation Reports - A Guide for Legal Professionals, published by Thomson Reuters.
