Brad Taylor, CPA, CA, TEP, CFP, is a Partner, Taxation at Kingston Ross Pasnak LLP in Edmonton, Alberta. He advises individuals, corporations and executors on tax strategy, tax planning and compliance, with almost 19 years in public accounting and over 14 years specializing in taxation.
Timeline
Education
FP Canada (CFP Designation), 2020
Society of Trust and Estate Practitioners (TEP Designation), 2014
Canadian Institute of Chartered Accountants In-depth Tax Course, 2013
Chartered Professional Accountants Canada (formerly CICA)
Chartered Professional Accountants Alberta (formerly ICAA), 2011
Bachelor of Commerce, University of Alberta, 2008
Experience
Brad provides tax and planning services to privately-owned companies and their shareholders. He focuses on corporate reorganizations, mergers and acquisitions, estate planning, and personal, corporate and estate/trust tax compliance, designing and implementing tax planning strategies that preserve wealth.
Brad mentors other tax professionals and has served as a facilitator and reviewer with the Chartered Accountant School of Business. He has written for industry publications including Law Now Magazine and Video Tax News, and has presented on tax issues to industry professionals, financial institutions and their clients.
Professional & Community Activities
Member, FP Canada (CFP)
Member, Society of Trust and Estate Practitioners (STEP)
Member, Chartered Professional Accountants Canada (formerly CICA)
Member, Chartered Professional Accountants Alberta (formerly ICAA)
Chartered Professional Accountants Alberta (formerly ICAA), Personal Income Tax Clinic Volunteer, 2009 to 2022
Director, The Edmonton Country Club, 2020 to 2022
Board Member, KidSport St. Albert, 2019 to 2023
Various roles including assistant coach, team treasurer, Whitemud West Hockey Association, 2019 to Present
Past President, Morello Gate Condominium Corporation, 2008 to 2014
