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James A. Morrisey, Chair
Senior Partner, Ernst & Young
National Leader, Tax Knowledge
Education
Bachelor of Administration: University of Ottawa, 1974
- Bachelor of Commerce: University of Ottawa, 1975
- Chartered Accountant: 1977
- Canadian Institute of Chartered Accountants In-Depth Course in Taxation - Parts A and B: 1978-1979
Awards
Elected Fellow of the Institute of Chartered Accountants (FCA), 1994 (Peer Election)
- 2007 winner of “The Partners in Research Biomedical Science Ambassador Award” in the Lay Community
Experience
July 2009 to present
President, Ernst & Young Electronic Publishing Services Inc.
CEO of an online knowledge service provider and book publishing operation.
October 2000 - present
National Partner, Tax Knowledge, Ernst & Young Canada
Responsible for the National Tax functions of the Canadian tax practice of Ernst and Young, including the divisions of Tax Ideas and Solutions, Learning, Communications, Electronic Services, and Knowledge Sharing.
June 1975 - September 2000
- Delivery of all related accounting, auditing, income tax and financial planning services to a wide range of corporate and individual clients in the public and private sectors.
- Development and implementation of all aspects of personal and corporate tax planning, compliance reviews, tax assessments, objections, litigation, etc.
- Leader, expatriate tax practice Ottawa office.
- Consultant to numerous professional practice plans in the medical and legal disciplines.
1976-1986 - University of Ottawa
Instruction of 30 semester courses in accounting and taxation in the Faculties of Business Administration and Common Law.
Publications/Public Speaking/Media
- Income Taxation in Canada, Manufacturing and Processing Profits, Prentice Hall.
- Writer of numerous tax and financial planning articles in various local, provincial and national journals.
- Performed numerous television and radio interviews discussing current income tax matters
- Lectured across North America, including all major Canadian cities on various income tax and financial and charitable topics. Key note speaker at several conventions and meetings sponsored by various not for profit organizations
- Assisted in the preparation of a 1982 Report to Industry, Trade and Commerce on a study comparing Canada's tax laws to other countries pertaining to the taxation of nationals working abroad.
- Co-author and co-editor “The Complete Guide to Preparing Canadian Personal Tax Returns” 2005, published by the Canadian Institute of Chartered Accountants, Winter 2006
- Co-author and co-editor of “The Complete Guide to Preparing Canadian Corporate Tax Returns” 2005, published by the Canadian Institute of Chartered Accountants, Winter 2006
- Co-author and co-editor of the “Guide to the Taxation of Canadian Charities” published by the Canadian Institute of Chartered Accountants, Fall 2006
- Author and editor of “Administration of the Canadian Income Tax Act” to be published Spring 2007
Languages
English and good working knowledge of French
Memberships and Community Activities
Current
- Chair, Immaculata High School Foundation Inc.
- Chair, Sage Foundation
- Chair, Children’s Hospital of Eastern Ontario Research Institute
- Treasurer, Tides Canada Foundation
- Treasurer, VON Canada Foundation
- Vice Chair and Treasurer, University of Ottawa Institute of Mental Health Research
- Treasurer, Sally Letson Foundation
- Board Member, Heart and Stroke Foundation Center for Brain Recovery
Past
- Chair, Ottawa General Hospital Research Institute
- Chair, University of Ottawa, Ottawa Hospital Eye Institute Advisory Committee
- Chair, Institutional Services Task Resource Group Ottawa-Carleton Regional District Health Council
- Chair, The Ottawa Roman Catholic Separate School Board Committees on Catholic Education
- Chair, Audit Committee, Ottawa General Hospital
- Chair, Finance Committee, Ottawa General Hospital
- Chair, Finance Committee, Ottawa Health Research Institute
- Treasurer, Ottawa Life Sciences Technology Park Inc.
- Treasurer, Victorian Order of Nurses for Canada
- Treasurer, Eastern Ontario Young Offenders Services
- Treasurer, Endswell Foundation
- Board Member, Acute Care Board Ottawa-Carleton District Health Council
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