Tax Uncertainty: Practical Insights for 2024 Filings

Jay is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms. By combining his tax knowledge with proven process-building abilities, he specializes in developing tax planning and tax accounting software solutions to support Canadian professionals. His focus is on solving challenging tax needs, supporting growth and integrating efficiencies. Jay has completed the In-depth tax courses, is the former Vice President of the York District CPA Association, a former committee member of the Canadian Tax Foundation Corporate Management Tax Conference, and a former Executive with the Canadian Tax Foundation Young Practitioners Steering Committee. Jay was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. Jay has spoken to CPAs across the country in many forums such as the Canadian Tax Foundation, CPA Canada, CPA Ontario, CPD Formula, Luminari, AJAG, and other venues. Jay has also been invited to testify to the Standing Committee of Finance on Federal Budget consultations and invited to Parliament to provide recommendations on tax policy. Jay is currently the co-host of Canadian Tax Matters, a professional development webinar series for professionals to stay current on trending topics in tax. Jay was also the moderator of #Trending in Tax, a webinar series hosted by CPA Canada to keep advisors current on important tax issues. The series focused on recent, relevant changes to tax legislation in order to enhance awareness and knowledge of tax issues that impact Canadians.

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories. Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters. Deciding years ago that sleep was highly overrated, Kim makes time to share his immense knowledge through writing, lecturing, teaching, and being an active, national leader in the tax profession. In 2016, he fulfilled his long-standing goal of receiving admission into law school and is currently exploring ways to fit this ambition into his busy schedule. Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.

John leads CPA Canada’s Tax group, which influences the development of an equitable, effective, and efficient tax system in Canada, as well as delivers practical information and fresh perspectives on tax to members and the broader tax community. A strong proponent of tax education, John also aims to increase CPA Canada’s reputation as the preeminent provider of core tax education in Canada. John serves as a spokesperson for CPA Canada, both domestically and internationally, and works in the public interest, providing tax-related information and perspective. He leads committees and working groups, consulting with the federal government regarding the development and administration of federal tax policies, while also providing thought leadership and education to CPA members. Previously, John was Baker Tilly Canada's National Tax Director, driving key tax advisory initiatives to support practitioners across its network. An accomplished leader and trusted advisor, John also provided tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Nova Scotia, and CPA Canada. John has written and presented numerous articles and papers over his career and has presented at many national conferences, including several Atlantic Tax Conferences. During the pandemic, John wrote many tax‑related articles pertaining to government relief measures and legislation.

Prior to joining CPA Canada, Ryan practiced income tax for over twenty years with several firms, including Baker Tilly in Sudbury most recently. Ryan recently completed a PhD in Law from Queen’s University. His research focuses on the effectiveness of tax policy to achieve beneficial economic outcomes. He has also taught numerous courses at various universities and for CPA Ontario.