Don Scott

FCPA, FCA, Partner/Director of Tax Services · Welch LLP

Nationally recognized for his extensive knowledge in the area of Personal and Corporate Tax Planning

Personal and Corporate Tax Planning Succession Planning Estate Planning Tax Compliance Taxation for Owner Managed Businesses

Heather M. Field

Eucalyptus Foundation Chair & Professor of Law · UC Hastings College of the Law

Contacts: fieldh@uchastings.edu / 415-565-4716 / Office 334-200

Taxation Law Federal Income Taxation Tax Elections Tax Ethics Corporate Taxation

Sanjay Gupta

Dean of the Eli Broad College of Business · Michigan State University

Gupta's areas of expertise include corporate and individual tax policy issues.

Political Economy Effects of Taxation State and Local Taxation International Business Business Analytics Accounting

Lisa Philipps

Professor · Osgoode Hall Law School of York University

Professor of Law, specializing in taxation law and fiscal policy

Budget Laws Fiscal Policy Gender and Economic Equality Tax Policy Income Splitting

Tyler De Groot

Assistant Professor · Loyola Marymount University

George A. Dasaro Faculty Scholar

Corporate Governance Partnership Taxation Tax Research Charitable Giving Non-Profits

Ed Reilly

Mentor · NORCAT

Managing Partner | Freelandt Caldwell Reilly LLP

Accounting Assurance Business Advisory Tax Planning Business Start Up Planning

Julia Chung, CFP, CLU, FEA

Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services

Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services

Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning

Sean Duffy

CPA, CMA, Senior Manager, Accounting Solutions · Welch LLP

Senior Manager at Elevate by Welch LLP.

Tax Preparation Payroll Accounting Business Strategy & Planning Personal Tax Planning

Joshua Smith

CPA, CA, Partner · Welch LLP

Joshua Smith is a Partner at Welch LLP.

Tax Planning for Individuals, Trusts and Corporations Ontario Interactive Digital Media Tax Credits Scientific Research and Experimental Development Tax Credits Government and Other Funding Sources

Jim McConnery

CPA, CA, TEP, Partner · Welch LLP

Managing Partner, with a wide ranging expertise in tax, acquired through his 18 years of public accounting

Tax Minimization Strategies Income Splitting Strategies Lifetime Capital Gains Exemption Private Company Groups International Taxation

Paul Labarge

Board Chair, CATAAlliance // Founding Partner · LaBarge Weinstein LLP

Paul C. LaBarge, C.M. is a founding partner of LaBarge Weinstein LLP, a corporate law boutique nestled in the nation’s capital since 1997.

IPOs Trade Mergers and Acquisitions Taxation Financing

Peter Berry

CPA, CA, TEP, Manager · Welch LLP

Accounting and Advisory specialist to owner-managed businesses and not-for-profits

Condominiums Not-For-Profit Management and Accounting Real Estate Tax Trusts and Estates

Santino Mariani

Partner, Tax · KPMG

Astute and strategically insightful tax advisor in the areas of cross-border structures, tax harmonization, and corporate compliance

Ontario Corporate Tax Harmonization Ontario Interactive Digital Media Tax Credits Mergers and Acquisitions Tax Research and Development Tax Incentives

James M. Motter

Clinical Assistant Professor of Law & Taxation · Indiana University, Kelley School of Business

James Motter brings over a decade of experience in taxation to the faculty at the Kelley School of Business at Indiana University.

Tax and Law