GARY L. BATEMAN, P.Eng., M.B.A., C.A., T.E.P.

Education

2000 Granted membership in the Society of Trust & Estate Practitioners (T.E.P)

1977 Chartered Accountant (C.A.), Institute of Chartered Accountants of Ontario

1975 Master of Business Administration (M.B.A.), McMaster University

1972 Professional Engineer (P.Eng), Assoc. of Professional Engineers of Ontario

1970 Bachelor of Science - Electrical Engineering (BSc,E.E.),University of Manitoba

Work History

2000 One of the founding members of the Tax Specialist Group, a Canada wide group of like minded firms each with their own specialization.

1995 Editor and author of our tax planning book "A Declaration of Taxpayer Rights"

1991 Author of annually updated "Guide to the Taxation of R&D Expenses", Carswell

1979-Present Established his own business in Burlington, focusing on tax consulting and SR & ED.

1975 - 1979 Ernst & Young formerly Clarkson Gordon & Co., Chartered Accountants finishing
in the Toronto Tax Group advising clients on the new R & D rules.

1970 -1975 Employed in Engineering at Westinghouse, Kearney National and McMaster
University Computer Centre as a Professional Engineer

SR&ED Tax Planning

Gary Bateman, a pioneer in the development of the (CCRA Scientific Research and Experimental Development) Tax Credit guidelines, with extensive experience and a strong foundation in tax laws is a leader in the area of tax consulting. Gary's engineering background is an invaluable resource in consulting with clients on tax incentives in the Research and Development arena. His Engineering degree and its point of view and experience are of particular benefit when dealing both with the client’s technical staff and with the CCRA during critical technical discussions. Gary assists clients to identify and document technical expenditures, prepare and review Corporate Tax Returns, and recognize areas for optimum compliance.

Personal Financial Planning and Trust/Estate Taxation

As a member of The Estate Planner's Council of Toronto and the International Society of Trust and Estate Practitioners, Gary advises clients in the area of Personal Financial Planning and Trust or Estate Taxation. This focus includes executive and employee remuneration from the perspective of optimising the worldwide income tax concerns of both the company and its employees and also the family dynamic of Estate Planning.

Teaching and Presenting

As a founding member of the Tax Specialist Group and author of “A Declaration of Taxpayer Rights”, and “Guide to the Taxation of R&D Expenses”, Gary is a highly qualified teacher and presenter, renowned across Canada. He currently teaches for the Ontario Chartered Accounting Institute and the Ontario Government’s Ministry of Economic Development and Trade. Additionally, Gary has written and presented tax-focussed updates for the C.A. industry and the Tax Executives Institute, as well as performing formal teaching in the McMaster University MBA program.