James Wu
Senior, Tax
CPA
James Wu is a senior tax professional with experience in group tax planning, including family trusts, multiple corporations, and family members. He works with developing corporations to secure government tax incentives and optimize working capital tax benefits. James has managed shareholder emigration tax processes, analyzed shareholder compensation, retirement cash flows, and estate distributions. He consistently applies data-driven insights to navigate intricate tax scenarios, providing clients with precise, effective strategies.
Education
- Wilfrid Laurier University (Graduate Diploma in Accounting)
Employment History
- Metrolinx (2019)
K&P CPAs (2019 – present)
Selected Cases
- Simultaneous tax planning for groups containing family trusts, multiple operating and investment corporations, and family members.
- Helping developing corporations take advantage of government tax incentives and optimizing tax benefits of working capital
expenditures. - Collaboration with multiple teams on the complex taxation process for the emigration of shareholders.
- In-depth analyses on shareholder compensation, retirement cashflows, and estate distributions.
- Alleged embezzlement by a member of management at a private financial institution.