Jim McConnery, CPA, CA, TEP

Jim is a tax and estate practitioner with wide-ranging expertise in tax, acquired through his 22 years of public accounting. He provides assistance to individuals and private companies with a particular focus on tax, estate and succession planning. A key aspect of Jim’s expertise relates to tax planning for private company groups, which includes family trust and holding company planning. He also provides support in the context of the purchase or sale of private company groups.

Jim assists corporate groups with both inbound and outbound structuring assignments. This includes planning to minimize tax with respect to foreign income and steps to minimize tax incurred when income is repatriated. Jim oversees tax compliance assignments and provides planning advice to individuals with respect to both immigration to and emigration from Canada.

Jim joined Welch LLP in 1994 after graduating from the University of Ottawa, where he received a Bachelor of Commerce degree with honours in Finance. He received his CA designation in 1997. Jim was with a national accounting firm’s tax group for 10 years and returned to Welch LLP in 2007. He has been involved in educational programs for both CPA Canada and CPA Ontario.