I am NOT a certified accountant (CA, CGA, CMA) and am not engaged in nor provide review or audit services.

I am a CPB Certified Professional Bookkeeper, registered with the Institute of Professional Bookkeepers of Canada (IPBC).

I have also, in the past, engaged in formal studies of accounting through the Certified General Accountants Association of Alberta, Canada ... achieving the 5th Level (of 6 levels).

I am not a tax expert either.

My tax background is limited to the formal study and preparation of very basic Canadian tax returns. In the late nineties, I completed the H&R Block Tax Preparation 1 course in addition to the above mentioned CGA instruction, which included basic personal and corporate tax.

I completed the H&R Block Tax Course 1 again in December 2009 as part of my professional development, and earned "Tax Professional" status. I will be working part-time for H&R Block for the 2010 tax season.

I have not been professionally trained in trust taxation, but do have some experience with basic trusts tax filing.

I have attended many small business seminars, and reading about small business online or through hard copy is one of the ways I spend my leisure time.

I have learned a few things over the years and I thought I could share with you what I have learned ... but remember information is not advice.

Always speak with your accountant before implementing any of the information on this site ... as your accountant can give advice specific to your situation.