ATAP Tax Seminar Speakers

Evelyn Jacks, MFA, DFA-Tax Service Specialist

President, Knowledge Bureau

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors. She has Evelyn Jacks, Knowledge Bureaupenned 52 best-selling books on tax preparation and tax efficient family wealth management. She was recently named one of the Top 25 Women of Influence in Canada for the second time.

Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for continuing professional development in the tax and financial services.

Knowledge Bureau is the publisher of certificate courses leading to the prestigious MFA™ (Master Financial Advisor) designation, which provides core specialization opportunities in tax, retirement, business succession and estate planning for multi-disciplinary practices.

Evelyn has been influential in advising governments on tax and financial literacy policies. She was appointed by former Finance Minister Flaherty to the Federal Task Force on Financial Literacy, and by the Premier of Manitoba to the Lower Tax Commission, to advise on the direction of the provincial tax regime. Recently she has co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increase financial literacy in that province.

She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles, most recently in MoneySense Magazine, the Toronto Star and for the Toronto Stock Exchange. She appears regularly on CBC Newsworld, CTV News, BNN and regional television and radio outlets.

Walter Harder, DFA-Tax Services Specialist

Master Instructor, Knowledge Bureau

Walter Harder, Knowledge BureauWalter Harder has achieved his Master Instructor Certification with Knowledge Bureau by participating in a number of required milestones. The first is the completion of a designation with Knowledge Bureau. He has worked as a researcher and personal tax content contributor to EverGreen Explanatory Notes and Knowledge Bureau Report and instructor for the Distinguished Advisor Workshops.

Walter Harder is President of Walter Harder and Associates, specializing in tax research, and business building tool development. In addition to preparing T1 returns for clients, Walter provides tax web tools development for The Knowledge Bureau and is the co-author of several of Knowledge Bureau’s certificate courses: The Basic, Intermediate and Advanced Personal Tax Courses as well as the Tax Preparation for Proprietorships and Death of a Taxpayer Course. He also manages the Virtual Campus at Knowledge Bureau.

Walter is a graduate of the University of British Columbia where he holds an honours degree in Physics. Walter started his career as a high school teacher, but once he discovered the world of income tax, he left high school teaching to join one of Canada's largest income tax firms, H & R Block. In 1995, he joined CANTAX to stabilize its software development.

In his spare time, Walter is an avid gardener with an exceptional green thumb.

Alan Rowell, MFA, DFA-Tax Services Specialist

Master Instructor, Knowledge Bureau

Alan Rowell, Knowledge BureauThe Accounting Place specializes in working with individuals, families and SME businesses by providing accounting and taxation services that are unique to each client.

Alan has specific expertise working with financial advisors and their individual clients across Canada in bringing a tax perspective to investment, retirement and succession planning. He is recognized as one of Canada’s leading tax services specialists, a Master Instructor with the national professional educational institute, Knowledge Bureau and is a regular commentator at CHCH – TV as well as being featured in several national media interviews.

The Accounting Place has saved individuals, families and business owners literally hundreds of thousands of dollars in income taxes through their savvy interpretations of the tax laws and financial structuring.

Walter Williams, CPA, CA, CBV, CIRP, CEPA
Partner, Vine Group

Walter WiliamsThe managing partner with Vine & Partners LLP, Walter is a Chartered Accountant, Chartered Business Valuator (CBV) and Certified Exit Planner. His specialized areas of expertise all combine to offer clients a diverse set of skills that will assist in developing innovative strategies to grow and preserve their businesses.

The enhancement, preservation and monetization of a business’ value are the most critical considerations for any business owner. Walter, in utilizing his CBV expertise can assess opportunities for a business to enhance and grow its value. The Exit planning skills and experience assist in providing guidance and strategies for the eventual sale or transition of our clients’ businesses.

Walter has had opportunities to work with many entrepreneurs in a wide spectrum of industries. With his team at Vine, he has embraced and recognized that personalized service, attention to detail and the provision of innovative solutions are basic expectations of any entrepreneur.

Walter has been a regular guest on 1010 Radio ask the expert for the past 3 years. Walter’s show focuses on tax, valuation, accounting and business transition topics that are of interest to the entrepreneurial radio listeners. In addition Walter has spoken on various tax and business issues on behalf of BMO, World Source Financial and various regional government presentations.

He continues to enjoy the privilege of working with entrepreneurs in applying his experience and knowledge acquired in over 30 years of servicing small and mid-sized businesses.

Brock Whitwell, CPA, CA
Partner, Vine Group

Brock WhitwellA partner with Vine & Partners LLP, Brock is a Chartered Professional Accountant and a Chartered Accountant. His goal is to offer clients a diverse set of skills that will assist in developing strategies to grow and preserve their businesses. Brock works with many clients that operate businesses in various industries and believes in providing personalized service.

Brock has spoken on various tax and business issues in conjunction with RBC Dominion Securities and enjoys working with entrepreneurs of small and mid-sized businesses.

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