Taxation
A.J. Whitehead
Partner
CPA, CA
As a Tax Partner, A.J. works with clients providing personal, corporate, and estate taxation advice specializing in owner-managed businesses. His experience includes purchase and sale planning, corporate reorganizations, business succession, and estate freezes, estate and will planning, compensation strategies for owner-managed businesses, and cross-border tax planning for business owners.
A.J. graduated from Brock University with an Honours Bachelor of Accounting degree in 2004 and qualified as a Chartered Professional Accountant in 2006. Since, he has completed the CPA Canada In-Depth Tax program in 2009, the Advanced Tax Issues for the Owner-Managed Business course in 2011, and the Corporate Reorganizations course in 2015. A.J. joined DJB in November of 2013, having previously worked at one of the Big Four public accounting firms.
Committee and Team Involvement
Taxation Committee
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Insights
December 20, 2024
Trust Distributions: Violating Trust Terms
A March 30, 2023, Tax Court of Canada case reiterated the importance of the trustee of a trust […]
December 12, 2024
Professional Corporations: Are They Still Effective?
Background Historically, Professional Corporations (PCs) have been used by professionals as a vehicle to enjoy significant tax advantages, […]
December 10, 2024
Corporate Tax Return Filed Late: Ability to Get a Tax Refund
A July 22, 2024, Federal Court case found that CRA’s refusal to accept and provide tax refunds for […]
November 26, 2024
Shareholder Loan Account: Proper Bookkeeping
A July 31, 2024, Tax Court of Canada case reviewed whether payments made by a corporation in 2013 […]
November 19, 2024
U.S. Challenges Canada’s Digital Services Tax Act Under CUSMA
The Federal budget proposed AMT changes impact tax benefits for individuals and trusts.
November 15, 2024
Employment Expenses: Salary to Spouse
A June 17, 2024, Tax Court of Canada case reviewed a commission salesperson’s deduction for remuneration paid to […]
November 4, 2024
Psychotherapy and Counselling Therapy: GST/ HST?
As of June 20, 2024, certain psychotherapy and counselling therapy services have become exempt from GST/HST. This means […]
March 12, 2024
Working from Home Expenses: Employment Expenses
The $2/day flat rate method available to claim expenses for employees working from home was a temporary administrative measure only available from 2020 to 2022; it is no longer available in 2023. As such, employees working from home can only use the detailed calculation when claiming expenses.
March 5, 2024
How to Make a Payment with Canada Revenue Agency for Your Business
Online Banking Payments Make a payment to the CRA through online banking, the same way you pay your […]
February 13, 2024
New Trust Reporting: Unexpected Exposure
Breaking news! The CRA will not require bare trusts to file a T3 Income Tax and Information Return […]
February 6, 2024
AUTOMOBLE DEDUCTION AND BENEFIT RATES: 2024 Limits Released
Various automobile deductions and taxable benefit rates are limited to amounts prescribed by the Department of Finance annually. […]
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