Allan B. Loiselle
 

About Allan B Loiselle

 

Allan B LoiselleAllan is a tax accountant with over 30 years accounting and over 20 years taxation experience. A Dale Carnegie graduate, he has brought his passion for the education of small business owners to the many workshops, keynote addresses and seminars he has delivered since becoming self-employed.

 

His ideas are the result of working with individuals, entrepreneurs and micro-business owners. He presents workshops and seminars to various Ontario based small business support organizations, and to fellow tax preparers.

Allan Loiselle has been a professional tax preparer since 1988. He owned a practice in south west London, offering bookkeeping, accounting and tax services to individuals and small business owners. He is a life member and past president of The Association of Professional Accounting and Tax Consultants Inc., and a frequent presenter of accounting and tax workshops. He is currently a Senior Tax Consultant with AccuTax Financial Services Inc.

Currently Scheduled Workshops

 
  • January 8, 2016 – Ottawa, ON - Introduction to Taxation, sponsored by Nunniyer Business Services Contact Beth Carhart at (613) 882-5102, or nuniyer@yahoo.ca for information and registration.

  • January 14, 2016 – Hagersville, ON – Basic / Intermediate Tax Tune-up – Closed session for the staff of Henry J. Bruyns & Associates

  • January 16, 2016 – Kingsville, ON – Basic / Intermediate Tax Tune-up – sponsored by the Windsor Essex chapter of the Institute of Professional Bookkeepers of Canada   Contact Bev Haggins at (519) 733-0380 or hbacct0380@gmail.com  for information and registration.

  • January 23, 2016 – Toronto, ON – Where do we go from here?.–a presentation to the Association of Professional Accounting and Tax Accountants at their annual January seminar and conference. Go to www.apatcinc.com for more information

  • January 29, 2016 – Richmond Hill, ON – Basic / Intermediate Tax Tune-Up, sponsored by Piligrim Accounting Inc.  Contact Elena Ivanova at (416) 514-1741 or piligimacc@gmail.com for information and registration.

  • Available dates: February 4 or 5, 2016, February 12, 2016 or any Friday or Saturday after June 30, 2016.

Workshop: Tax Tune-Up

 
 
  • Useful information provided in a very entertaining way. Thanks Allan!
    - S G, St Marys
  • Allan keeps you on your toes with his humorous presentation and easy explanations. I enjoy his workshops
    - T E, Hagersville
  • It will open your eyes to the small, yet important, details that make a difference.
    - D M, London
  • Clears up a lot of confusion of the tax system
    - C B, Windsor
 



 

Basic / Intermediate Tax

Tune-Up – 2016 Edition © – For the 2016 tax season, this popular all day workshop focuses on an in depth discussion of investment income.   We look at the difference between active and passive income, the risk / return / taxation relationship, and discuss in detail the taxation of interest, dividends and capital gains.  We will cover what’s new for 2015, business income, including Capital Cost Allowance and Allowable workspace in Residence expense.   As always, the workshop is a combination of visual presentation, class discussion and helpful exercises, all delivered in Allan’s easy to understand and occasionally humorous style.    Workbook is included.

NEW FOR 2016 Introduction to Taxation© – This all day workshop is for those who are new to professional tax preparation and have a very limited understanding.    Participants will learn about the client interview process, and then proceed through a simple tax return, starting at page 1 of the T-1 jacket, and ending on page 4.   The examples and exercises will cover common sources of income, including pension income and investment income, RRSP contributions, other common deductions and non-refundable tax credits and the calculation of tax payable.   While this workshop will not on its own fully prepare new staff members for the season, it will enable them to more easily learn those specific skills and tricks required by your office and your tax software