About
About Jackie-Claire Sanderson
Tax Consultant & Business Advisor
A seasoned tax consultant specializing in tax planning, corporate reorganizations, and tax contestations, including notices of reassessment, objections, and voluntary disclosures. With over thirty years of experience, she has worked in the tax departments of two national law firms and three of the Big Four accounting firms.
About
Education & Background
Happy Client
Services
Areas of Expertise
She also assists clients in keeping their companies “clean” to maintain eligibility for the Lifetime Capital Gains Exemption (LCGE) and to facilitate future business sales or inter-generational transfers.
Process
Professional Approach
Jacqueline’s approach is rooted in a deep understanding of both tax law and accounting principles. Since corporate taxation begins with accounting income from the financial statements, accurate planning requires mastery of the accounting foundations and the legal framework governing corporate transactions.
Litigation Experience
In addition to her extensive tax background, Jacqueline has more than fifteen years of experience in civil, commercial, and criminal litigation, a skillset that enhances her ability to contest complex tax matters and develop sound, defensible strategies.
Continuous Professional Development
To stay at the forefront of her field, Jacqueline is currently updating her accounting studies at McGill University. While not a lawyer or a chartered accountant, she possesses a broad and integrated understanding of both professions, allowing her to provide clients with exceptionally comprehensive and practical tax solutions.
Education
| 2025 | Certificate in Accounting McGill University |
| 2020 – 2024 | Bachelor of Common Law and Transnational Law (J.D.) University of Sherbrooke |
| 2003 | CICA In-Depth Tax Course |
| 1994 – 1997 | Bachelor of Civil Law (Magna Cum Laude) University of Ottawa |
| 1996 – 1997 | Faculty of Law McGill University |
| 1990 – 1994 | Bachelor of Commerce Major in Accounting, Minor in Finance Concordia University |
Bursaries and Awards
1996
Bursary for Outstanding Academic Results
1996
Bursary for Studying in a Second Language
1994 – 1995
Publications and Recognized Contributions
- "La rectification des actes juridiques n'est pas toujours automatique" (May 2008) 10 Fiscalité Bulletin CCH
- "Le contrôle par une fiducie" (April 2008) 10 Fiscalité Bulletin CCH
- "Double Taxation on Cross-Border Pension Contributions" (January 11, 2002) 31 Tax Management International Journal 58
- Nathan Boidman, "Cross-Border Amalgamations" in Report of Proceedings of the Fifty-Second Tax Conference (Toronto: Canadian Tax Foundation, 2001) 26:1
- Nathan Boidman, "Canadian Tax Treaty Rules for the Taxation of Real Estate" in Special Seminar on Canadian Tax Treaties: Policy & Practice (Toronto: International Fiscal Association, 2001) 17:1
Work Experience
Over three decades of expertise in tax matters and corporate consulting
Private Practice
2009 – Present
- Corporate tax consulting – small to medium sized businesses
- Performing sub-contracting tax work for small and medium sized accounting firms
PriceWaterhouseCoopers LLP, Montreal
May 2015 – July 2016
- Senior manager in corporate tax services group
- Revising income tax provisions for audited consolidated and non-consolidated GAAP financial statements
- Examining corporate and partnership income tax returns
- Advising audit and other clients on income tax issues
- Responding to tax authorities on various tax matters
- Performing tax research and staying current with income tax developments
BCF LLP, Montreal
2007 – 2009
- Specialized in corporate tax matters including cross-border financing, reorganizations, estate planning and litigation
- Assisted in establishing a more integrated tax group
- Drafted tax opinions and transaction structuring memoranda
- Performed due diligence for corporate acquisitions
- Drafted and revised corporate documents including asset and share purchase agreements, trusts, wills, loans and non-compete agreements
Deloitte & Touche LLP, Toronto
2006 – 2007
- Senior manager in M&A tax services and financial institutions sector
- Prepared tax due diligence reports identifying and assessing tax exposures
- Drafted tax planning and transaction structuring memoranda
- Obtained advance income tax rulings from the Canada Revenue Agency
- Wrote opinions on M&A transactions
- Coordinated tax clinics for underserved communities
- Managed work allocation and staff supervision
- Reviewed prospectuses for federal income tax disclosure
- Reviewed GAAP income tax provisions and examined corporate tax returns
Moskowitz & Meredith LLP (now KPMG Law), Toronto
2005 – 2006
- Conducted research on federal, provincial and international tax issues
- Drafted internal and external memoranda on corporate income and sales tax
- Delivered presentations to internal and external audiences
Davies Ward Phillips & Vineberg
1999 – 2005
- Specialized in corporate and international tax matters
- Researched federal, provincial and international income tax issues
- Drafted tax memoranda and disclosure for public transactions
- Submitted objections and appeals to tax authorities
- Obtained advance income tax rulings
- Implemented tax planning and estate transactions
- Drafted tax disclosure for public offerings including CIT/Newcourt, Lojack/Boomerang, Molson/Coors, Pharmacia/Monsanto, and Vivendi
Other Work Experience
- 1997 – 1998: Stagiaire and Student at Stikeman, Elliott
- 1995 – 1996: Student at Law
- 1993 – 1994: Office Manager at The Computer Paper
- 1986 – 1993: Sales Manager and Sales Representative at Distribution Copy Centre