Focus: Tax Planning
MFA, DFA - Tax Services Specialist
The Accounting Place specializes in working with individuals, families and SME businesses by providing accounting and taxation services that are unique to each client.
Alan has specific expertise working with financial advisors and their individual clients across Canada in bringing a tax perspective to investment, retirement and succession planning. He is recognized as one of Canada’s leading tax services specialists, a Master Instructor with the national professional educational institute, Knowledge Bureau and is a regular commentator at CHCH – TV as well as being featured in several national media interviews.
The Accounting Place has saved individuals, families and business owners literally hundreds of thousands of dollars in income taxes through their savvy interpretations of the tax laws and financial structuring.