James Porter

Background

About James Porter

No one is good at everything. Everyone has their strengths and skills in which they excel. All Chartered Professional Accountants are smart, numbers-minded people, but not all CPAs have specialization, experience, or an interest in tax. My strength lies in using my education and experience to help clients navigate the minefield of tax rules and complexities in achieving their personal or business goals. Having started my career managing my family’s small business, I have a particular interest in helping the owner-operator or closely-held family business with succession and estate planning. I help clients achieve their financial, family or retirement goals through effective transactional and strategic tax planning. But sometimes even the best laid plans fall apart, in which case I have experience coordinating the separation of marital assets in a tax-efficient manner. Please contact me at james.porter@doane.gt.ca if I can be of assistance in solving your tax problem. Specialties: Corporate re-organizations, succession planning, trust and estate planning, business sales, separation of marital assets, owner-operator businesses. Disclaimer: All views expressed on this profile are my own.