TEO Training is one of New Zealand’s leading and most respected providers of tax and accounting courses to accountants, lawyers and business advisers. TEO Training is a specialist face to face training provider. We travel to more areas across New Zealand and provide practical case study based training. You will walk away with a new appreciation and understanding of the complexities of topical tax based issues and updates.

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Scott Mason, Findex (TEO)

Scott leads the New Zealand Tax Team for Findex and has been a tax specialist for over 20 years. Scott is a member of NZICA’s Tax Advisory Group and is a sought-after presenter on tax matters for TEO and other organisations for many years. He specialises in corporate restructuring, business sales negotiation and land tax issues.

Jarod Chisholm, Findex (TEO)

Jarod is Principal of the Dunedin Tax Team for Findex. He has been involved in a number of commercial restructuring transactions and business sales/acquisitions. His areas of interest include international taxation, foreign investments and Trans-Tasman operations and taxation issues.

Tony Marshall, Findex (TEO)

Tax Principal at Findex, Tony has over 12 years of experience working with rural businesses on the various tax issues that they face.  Tony also understands the practical side of farming, having grown up on one of the most successful dairy farming operations in New Zealand during the 1980’s and 90’s. While Tony is recognised as an expert tax advisor in the rural sector, he also has a broad knowledge of the New Zealand tax system and has also presented for TEO on the Foreign Investment Fund Regime, Tax Losses, Taxation of Property Transactions, and Look Through Companies.

Stephen Richards, Findex (TEO)

Stephen is Technical Director in the Otago Tax team at Findex. He oversees the CCH/TEO Questions and Answer service which provides timely and practical answers to tax questions to practitioners throughout New Zealand. Stephen has a broad knowledge of the New Zealand tax system and advises a wide range of clients on all aspects of New Zealand tax law.

Greg Neill, Findex (TEO)

Greg is a qualified lawyer and has worked in large law firms in New Zealand and the UK. He provides advice on the full spectrum of tax matters, ranging from individual issues through to complex corporate or financing transactions.

 

Daniel Gibbons, Findex (TEO)

Daniel is an Associate Partner for Findex in Queenstown. Daniel has been with Findex for 10 years, where he advises on a wide range of tax matters, including property transactions and property ownership structures, international taxation issues, the tax treatment of investments and providing structuring advice to clients, including assistance for family group restructures. Daniel is recognised as a leader in the taxation treatment of short stay accommodation, providing training to other practitioners.

Martyn Solomon, Findex (TEO)

Martyn Solomon is an Associate Partner at Findex. He is a Chartered Accountant, Chartered Internal Auditor (IIA UK), and Certified Anti-Money Laundering Specialist (ACAMS) with 20 years of assurance experience. Martyn specialises in internal audit and AML/CFT compliance and leads the AML/CFT advisory and audit team at Findex in New Zealand.

Julie Ramsay, Findex (TEO)

Julie is Findex’s Risk Management and Compliance Manager. Her role crosses all service lines at Findex but she works particularly closely with the audit partnership on risk and compliance matters specific to them, such as Independence. Julie helps to keep Findex NZ abreast of changes in the ethics space.