Jeffrey Herzog, CPA, MAcc

About

I hold a Bachelor of Commerce (2015) and a Master of Accounting (2020) from the University of Alberta. I also completed the CPA Professional Education Program and wrote the Common Final Examination (CFE) in Taxation (2017). I hold a Chartered Professional Accountant designation (2018).

Prior to joining the University of Alberta full-time, I spent 3 years in public practice accounting, primarily working with small business clientele and non-profit organizations. I worked on various engagements focused on assurance, financial reporting, and taxation.

I am a member of the CPA Assist Committee and I actively volunteer with CPA Alberta, the University of Alberta, and other non-profit organizations. I also fund several scholarships, awards, and sponsorships at the University of Alberta and Edmonton Valley Zoo.  

Outside of accounting, I enjoy staying active and have participated in CrossFit for over 6 years.

Feel free to add me on LinkedIn or follow me on Instagram under the handle @jeffthecpa. 

Teaching

I have been teaching at the University of Alberta since 2016. I have various teaching interests that center around financial reporting and taxation.

ACCTG 467 - Basic Income Tax

Examines the concepts, regulations and interpretations underlying individual and corporate income tax from the tax professional's perspective. Topics include: structure of the Income Tax Act, residency requirements, employment income, business and property income, capital gains, and the calculation of tax payable for individuals. Tax planning is introduced and opportunities for tax planning are identified where appropriate as topics are covered. Prerequisite: ACCTG 414 or 412.

ACCTG 468 - Corporate Taxation

A study of the major tax concepts behind the specific provisions of the Income Tax Act in the taxation of corporations, corporate distributions and transactions between corporations and their shareholders. Emphasis on applying the Act in practical problems and case settings. Prerequisite: ACCTG 467.

ACCTG 501 - Introduction to Financial Reporting and Analysis

Accounting information's role in recording and reporting on economic and business events including the primary financial statements: balance sheet, income statement, and cash flow. Concepts and purposes underlying financial reporting. Selection of accounting policies and their informational effects for external users. The course begins to develop students' abilities to evaluate and interpret financial information through basic financial analysis.

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