Balaji Katlai

Partner, Tax

Bal provides value add advice on tax planning and advisory assistance for Canadian businesses and individuals. His experience includes owner managed business, professional corporations, start ups to private mid market segment. 

Bal is passionate about tax and tax education and contributes to the Canadian tax issues of topical interest; some of these articles are also cited within PITA for specific legislation. Bal has presented on tax matters in regional tax conference hosted by the Canadian Tax Foundation as well as in different tax network forums. He is also an instructor for select tax courses provided by CPA, Alberta and for the CPA In-depth tax program.

An experienced tax specialist (with a farm background) said to me – “A farmer dies when he stops planting”…Bal feels a tax professional dies when reading and learning stops!

In addition, Bal has a rich experience in the area of business tax incentives (such as SR&ED, OIDTMC, Quebec’s E-business and multi-media tax credits), inbound tax planning for technology corporations and tax matters specific to technology companies.

Prior to a career in corporate tax, Bal was a trained physicist specialized in neutrino physics, and early Universe cosmology. He worked primarily in Europe before moving to Montréal, Canada – enjoyed the gig as long as it lasted with 28 peer reviewed papers (mainly in journals part of The American Physical Society) – Presently, his work is also archived in SLAC, Stanford.