• Rinald Tax Advisory Inc., Victoria
• Email: office@rcatax.com

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Related Documents

Shelagh is the author of the following article published in Tax Perspectives:

Professional Status

• President, Rinald Tax Advisory Inc.
• Full time income tax practitioner since 1990
• Grant Thornton LLP, Leader National Succession and Estate Planning Team (2004-2008)
• Grant Thornton LLP, Tax Partner (2002-2008)
• Frequent speaker regarding taxation matters in the areas of corporate and personal tax planning, wealth transition planning, business succession planning, corporate restructuring and other shareholder related taxation matters.
• Member, STEP Canada Education Committee
• Chair, Vancouver Island Chapter of Canadian Association of Family Enterprise (CAFE)
• Treasurer, Duke of Edinburgh Awards Program, BC Region
• Tutor, CICA Advanced Tax Issues for Owner Managed Business (2005-2007)
• Canadian Tax Foundation 2002 Annual Conference, co-author Post Mortem Planning – the New Regime

Memberships

• Canadian Tax Foundation
• Canadian Institute of Chartered Accountants
• Institute of Chartered Accountants of British Columbia
• Canadian Institute of Financial Planners
• Society of Trust and Estate Practitioners
• Victoria Estate Planning Council

Academic Background

• Trust and Estate Practitioner, 2002
• CAFÉ Trained Facilitator, 1999
• Certified Financial Planner, 1998
• CICA In Depth Tax Course, 1993
• Chartered Accountant, 1989
• Bachelor of Commerce (Honours), University of British Columbia, 1986
• Recipient of UBC Academic Award for highest standing in the 1986 Commerce Graduating Class
• Canadian Securities Course (Honours), 1984