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: / 415-565-4716 / Office 334-200

Taxation Law Federal Income Taxation Tax Elections Tax Ethics Corporate Taxation

Jim McConnery

CPA, CA, TEP, Partner · Welch LLP

Tax and Estate Practitioner 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

Charles Mulford

Invesco Chair and Professor of Accounting · Scheller College of Business at Georgia Institute of Technology

Professor Charles Mulford's research interests focus on corporate cash flow, earnings management and investment decision making.

Finance Accounting Data and Security Risk Financial Reporting and Investment Decision Making Cash Flow Analysis and Forecasting Financial Warnings

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

Ed Reilly

Mentor · NORCAT

Managing Partner | Freelandt Caldwell Reilly LLP

Accounting Assurance Business Advisory Tax Planning Business Start Up Planning

Casey Schwab

Associate Professor of Accounting · Indiana University, Kelley School of Business

Casey Schwab studies taxes and business strategy, including tax avoidance and accounting for income taxes.

Accounting Quality Accounting for Income Taxes Taxes and Business Strategy Tax Avoidance Financial Reporting

Rick Bouffard, CPA, CGA

Principal, Tax Advisory · Freelandt Caldwell Reilly LLP

Rick uses his expertise to advise clients on tax matters in estate planning, income tax audits, SR & ED claims, and tax planning.

Transactional Accounting SR & ED claims Succession Planning Estate Planning Income Tax Audits

Shahid Hussain, M.S., MBA, LL.B, DAIBP, CPA

Assistant Professor, Business · Saint Mary's University of Minnesota

Expertise: Economics, mergers, acquisitions, and re-organizations — domestic and international

Mergers & Acquisitions Tax Planning International and Domestic Federal Tax Tax Business Reorganization

Spenser Flintoff, CPA, CA

Tax Manager · Freelandt Caldwell Reilly LLP

Spencer identifies key tax planning opportunities to minimize both the current plus future tax liabilities.

Personal Taxation Tax Planning Corporate Taxation Accounting

Natalie Langlois

Manager · Freelandt Caldwell Reilly LLP

Natalie specializes in financial statement preparation, corporate and personal taxation and tax planning, bookkeeping, and CRA consulting.

Computerized Bookkeeping Personal Taxation Review Engagements Financial Statement Preparation Corporate Taxation

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

Lillian Mills

Professor, Department of Accounting · The University of Texas at Austin, McCombs School of Business

Former PwC senior manager with expertise in tax compliance, effective tax rates, and income tax issues

Tax Law International Taxation Financial Reporting Accounting Regulation and Liability Financial Accounting and Audits

Ryan Minor, CPA, CA

Senior Tax Manager · Freelandt Caldwell Reilly LLP

Ryan has refined his practice to focus on tax planning for private mid-market enterprises.

Succession Planning Estate Planning Personal Tax Accounting Tax Planning

Karie Davis-Nozemack

Associate Professor · Scheller College of Business - Georgia Tech

Professor Karie Davis-Nozemach is an expert in tax whistleblowers, tax compliance strategies, and fiduciary duty.

Law and Ethics Tax Compliance Strategies Tax Whistleblowers Fiduciary Duty

Kevin Whynott

Tax Manager · Freelandt Caldwell Reilly LLP

As a Tax manager with over a decade of experience, Kevin leads multiple tax engagements to deliver quality tax and advisory services.

Corporate Taxation Personal Taxation

Gracie Tetzlaff, CPA,CA

Manager · Freelandt Caldwell Reilly LLP

Gracie works with senior management to discuss the financial goals of client management teams and their organizations.

Tax Accounting Accounting

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

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

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