Jim is Tax Principal at Miller Bernstein LLP. He joins us as an integral part of the leadership of the MB tax practice team.

Jim graduated from the University of Guelph with a Bachelor of Commerce and obtained his CPA, CA in 2010.

Before joining Miller Bernstein LLP, Jim spent over ten years in public accounting at a boutique firm and then at a national firm in Toronto. After working in industry as V.P. at CI Investments with their Tax, Retirement and Estate Planning team, Jim returns to his true calling, public tax practice focusing on owner managed businesses.

His areas of expertise include:

  • personal and corporate tax planning for a broad range of owner-managed private businesses including real estate and professional services
  • estate and succession planning
  • corporate reorganizations
  • purchase and sale transactions
  • voluntary disclosures
  • cross-border transactions including residency transitioning, treaty interpretation, compliance and structural-related issues for non-residents operating in Canada and Canadian businesses wishing to expand outside of Canada
  • GST/HST compliance matters for businesses operating in Canada

Jim is a member of the Canadian Tax Foundation (“CTF”) and was a speaker and author of a technical paper for CTF’s 2017 Ontario Tax Conference.

He has completed the following CPA Canada specialized courses:

  • In-Depth Tax
  • In-Depth International Tax

Jim has been the Treasurer for the School Advisory Council for Humbercrest Public School since 2015. He has many interests that include downhill skiing, marathon running, and spending time with friends and family.