Our Expertise

Our firm members share a commitment to excellence in providing high quality legal tax structuring.

Jason Stephan, CA, LLB, TEP

Tax Counsel

telephone(403) 986-4090 emailjason@cataxlaw.ca vCardvCardPDF ProfilePDF Profile

Jason is both a tax lawyer and a chartered accountant (now chartered professional accountant). Jason’s
main area of expertise is providing legal tax structuring for private businesses and their owners.

Prior to returning home to Central Alberta, Jason advised on a wide spectrum of tax matters at both a
national law firm and a tax boutique law firm in Calgary. More recently, prior to starting CA Tax Law,
Jason was the tax partner of a respected business law firm in Red Deer.

Jason graduated as the Gold Medalist at the Faculty of Law at the University of Calgary receiving the
William A. McGillivray Gold Medal in Law for highest academic standing in his graduating class.

On April 16, 2019, Jason was elected to serve as a member of the Legislative Assembly of Alberta.


  • Bachelor of Laws, University of Calgary (Gold Medalist), 2002
  • Barrister and Solicitor, Law Society of Alberta, 2003
  • Member and Professional Service Provider, Chartered Accountant (CA), 2000, Charter
  • Professional Accountants of Alberta (CPA), 2015

Publications and Presentations

Jason loves practicing tax law and has published and presented on tax matters for many professional
organizations including, CPA Alberta, the Institute of Chartered Accountants of Alberta, Canadian Tax
Foundation, Canadian Bar Association, Legal Education Society of Alberta, and the Society of Trust and
Estate Practitioners, including the following.

  • Course Instructor, CPA Alberta: Income Tax Update; Institute of Chartered Accountants of
    Alberta: Estate Planning for High Net Worth Individuals, General Practitioners Need to Know, and Charitable Giving: A Detailed Review of Tax Issues
  • Author and Presenter, Legal Education Society Alberta: Estate and Tax Planning in Complex
    Family Situations, Estate Planning for the Average Wealth Client, 2017; How the 21 Year
    Deemed Disposition Rules Affect Trusts, 48th Annual Refresher Course – Wills & Estates, 2015 (Lake Louise, AB); Getting the Most Out of Your [Tax Counsel] Experts, 46th Annual Refresher Course – Real Estate, 2013 (Lake Louise, AB); Selected Tax Matters Involving Transactions of Farm Properties, 45th Annual Refresher Course – Real Estate, 2012 (Lake Louise, AB).
  • Author and Presenter, Canadian Tax Foundation: Farm Taxation, 2019 Prairie Provinces Tax Conference; Estate and Tax Planning in Complex Family Situations, 2013 Prairie Provinces Tax Conference; Understanding and Dealing With the 21 Year Deemed Disposition Rules Affecting Certain Trusts, 2008 Prairie Provinces Tax Conference; Sale or Succession of the Owner Managed Business – Selected Topics, 2007 Prairie Provinces Tax Conference.

Other Interests

Jason loves spending time with family and friends. Jason’s other interests include backpacking in our
mountain parks, sailing, fitness training, teaching, and church and community service.

In addition to his current service as MLA, Jason also was a founder and president of the Red Deer Taxpayers’ Association.

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