81: The Formidable Combination of CPA and Tax Lawyer Expertise with Josh Kumar - a podcast by The Richard Dri Podcast

Joining me on the podcast this week is Josh Kumar, Partner at Aird & Berlis LLP. A member of the firm’s Tax Group, Josh’s practice focuses on litigation and dispute resolution with the Canada Revenue Agency and Department of Justice, and also includes tax planning for private companies and individuals. He has extensive experience representing taxpayers in the Tax Court of Canada, the Federal Court of Canada, the Federal Court of Appeal and the Ontario Superior Court of Justice, and he also holds a Chartered Professional Accountant designation.

In today’s interview, Josh shares what drives him to complete his goals, his current practice, the most common issues he encounters that require his tax expertise, and the expectations of a junior partner. He also describes a typical week for him, some traditional and alternative methods of charging clients, current challenges for the legal profession, and a low point in his professional journey. Our conversation draws to a close with Josh offering his advice for new lawyers, as well as reviewing his income management, financial planning, and his definition of financial independence. Combining his CPA and lawyer expertise, Josh’s intricate knowledge in both these areas shines through brilliantly in today’s remarkably informative episode.

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