Chartered Professional Accountants
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Daye & Partners Team
Bill Daye
Bill Daye is the founding and managing partner of Daye & Partners. Bill brings over 45 years of experience and expertise in accounting and taxation.
After obtaining his Bachelor of Commerce in accounting from the University of British Columbia and attaining his CA, Bill joined a large national accounting firm where he practiced until 1991.
In 1991 Bill established Daye & Company, where he was able to offer his experience with financial, organization and management matters with his clients. Shortly following the merger of Daye & Company with a national accounting firm, Bill founded Daye & Partners.
Bill has had numerous professional affiliations throughout the years with the Institute of Chartered Accountants of Alberta, Institute of Chartered Accountants of British Columbia, the Canadian Tax Foundation and the Society of Trust & Estate Practitioners and as such has continued to maintain his high technical and professional standards within the accounting profession.
His areas of expertise include a specialization in corporate reorganizations, agricultural tax matters, estate succession planning, and appeals with the Canada Revenue Agency.
Bill’s focus on teamwork and making a difference in the community has been demonstrated throughout the years with service on the boards of the Edmonton Big Sister Society, Big Brothers & Sisters of Edmonton, Edmonton Police Commission, Agriculture Financial Services Corporation (AFSC), and the Canadian Tax Foundation.
Experience:
Extensive experience with private enterprise clients in a variety of sectors including Oil and Gas, Real Estate, Agriculture and Investment Holdings.
Privatization of publicly-held companies as well as assisting with the purchases and sales of a vast range of businesses.
Re-organizing of share ownership, inter-generational transfers, estate planning, and “butterfly” transactions.
Tax planning covering a wide range of issues including public offerings, takeover bids, expansion of international operations, acquisitions, divestitures and cross-border tax planning.
Estate planning on both a pre and post-mortem basis to minimize taxes for the estate and beneficiaries.
Assisting clients with tax authority audits and assessments, including filing Notices of Objection.
Other Activities:
Member, Canadian Tax Foundation
(past member of the Board of Governance)
Member, Society of Trust and Estate Practitioners
Past Chair Tax Specialization Committee, Canadian Institute of Chartered Accountants
Past President, Big Sisters Society of Edmonton
Past Member and Chair, Finance Committee, Edmonton Police Commission
Past Member, Board of Directors; Past Chair, Audit Committee; Agricultural Financial Services Corporation
Education:
Member, Chartered Professional Accountants of Alberta (formerly the Institute of Chartered Accountants of Alberta), Chartered Professional Accountants of British Columbia (formerly British Columbia Institute of Chartered Accountants) & Chartered Professional Accountants of Canada (formerly the Canadian Institute of Chartered Accountants) – 1970
Bachelor of Commerce Degree, University of British Columbia – 1968
Rebecca Flynn
Rebecca joined Daye & Partners in January 2013. She brings over 20 years of professional experience, including more than 10 years of specialized tax experience. Her focus is in the Agricultural sector, however she has many years of assisting clients in various industries. When not in the office, Rebecca and her husband enjoy travelling and spending time on her family’s farm. Rebecca became a partner in 2014.
Experience:
Designing and implementing strategies to transfer assets between individuals, corporations, partnerships and trusts on a tax effective basis.
Planning related to the structure of businesses, including restructuring to achieve financial objectives in a tax effective manner.
Tax planning for private enterprises including income tax planning, remuneration strategies and planning for business succession.
Estate planning on both a pre and post-mortem basis to minimize taxes for the estate and beneficiaries.
Significant experience with the various Canadian tax compliance activities of Canadian controlled private corporations, partnerships, individuals and inter-vivos and testamentary trusts.
Assisting clients with tax authority audits and assessments, including filing Notices of Objection.
Providing accounting and assurance services to owner managed businesses.
Other Activities:
Member, Canadian Tax Foundation – 2009 – present
Member, Canadian Association of Farm Advisors – 2017 – present
Member, Society of Trust and Estate Practitioners -2022 – present
Treasurer, Valley Zoo Development Society – 2015 – present
Education:
Society of Trust and Estate Practitioners of Canada – Diploma Program – 2022
CICA Indepth Tax Program – Level 3 – 2012
CICA Indepth Tax Program – Level 1 & 2 – 2008
Member, Chartered Professional Accountants of Alberta (formerly the Institute of Chartered Accountants of Alberta) & Chartered Professional Accountants of Canada (formerly the Canadian Institute of Chartered Accountants) – 2004
Bachelor of Commerce Degree, University of Alberta – 2002
Nathan Hoag
Nathan has worked with Bill the majority of his accounting career, and he joined Bill to form Daye & Partners in 2011. He has over 15 years of experience assisting private enterprise clients in a diverse array of industries, with a particular emphasis on the Agricultural and Oil and Gas sectors. Nathan provides accounting, assurance and tax services to owner-managed companies and not for profit enterprises. When he is not in the office, Nathan spends much of his free time with his family, including his four active children. They enjoy participating in sports together and being active outdoors.
Experience:
Providing accounting and assurance services to owner managed businesses.
Providing tax compliance services, including corporate, trust and personal tax returns and other information returns including those for partnerships and registered charities.
Assisting clients with tax planning and remuneration strategies.
Providing assistance with various information returns for special farm programs including AgriStabililty.
Education:
Member, Chartered Professional Accountants of Alberta (formerly the Institute of Chartered Accountants of Alberta) & Chartered Professional Accountants of Canada (formerly the Canadian Institute of Chartered Accountants) – 2007
Bachelor of Commerce Degree – Cooperative Education, University of Alberta – 2005
Ravneet Verma
Ravneet joined Daye & Partners in February 2020 as a Senior Manager. She has almost 15 years of experience with a national accounting firm where she worked with private enterprise clients in a variety of industries, developing long term business relationships as an advisor to these clients. Ravneet provides accounting, assurance and tax services to owner-managed businesses, for profit companies and not for profit organizations. When not in the office, she enjoys spending time with her family and doing fitness activities to stay active
Experience:
Extensive knowledge of Canadian generally accepted accounting principles, including Accounting for Private Enterprises (ASPE) and Accounting Standards for Not-for-Profit Organizations (ASNPO).
Experience with reporting under the International Financial Reporting Standard regulations (IFRS).
Providing accounting and assurance services to owner managed businesses.
Providing analytical review and assessment of financial performance for executive review.
Providing tax compliance services, including corporate, trust and personal tax returns and other information returns including those for partnerships and registered charities.
Other Activities:
Past volunteer for Walk A Mile in Her Shoes
Past mentor for students in the CPA Western School of Business
Past volunteer participant in the CPA tax clinic program
Education:
Member, Chartered Professional Accountants of Alberta (formerly the Institute of Chartered Accountants of Alberta) & Chartered Professional Accountants of Canada (formerly the Canadian Institute of Chartered Accountants) – 2011
Bachelor of Commerce Degree, University of Alberta – 2006
Lisa Towner
Lisa joined Daye & Partners as receptionist and Bill’s administrative assistant in 2015. As a receptionist, Lisa is often our clients’ first point of contact with Daye & Partners, coordinating meetings and correspondence.
Experience:
Lisa brings with her significant experience in various office and administrative roles.
Education:
Diploma, Business Administration, Grand Prairie Regional College – 1993
Tiez Lysenko
Tiez joined Daye & Partners in 2011 as an accounting technician. She also assists with IT and administrative matters.
Experience:
Tiez has 15 years of experience working in various capacities within accounting firms.
Other Activities:
Assisted with the Edmonton Public Schools/Edmonton Catholic Schools Junior High Track & Field competitions for many years
Education:
Diploma, Accounting & Strategic Management, Grant MacEwan University – 2010
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