People

Jeremy J. Herbert

Location

Edmonton, Alberta

Jeremy’s practice covers a broad spectrum of tax law, including personal tax planning, corporate reorganizations, and mergers and acquisitions. Jeremy has a particular interest in designing and implementing tax effective employee stock option plans for private corporations.

Jeremy graduated from the University of Alberta in 2004 with a combined LL.B/MBA degree, where he received a variety of academic awards. Prior to joining Felesky Flynn in 2007, he clerked at the Federal Court of Appeal and practiced law at a leading national law firm in Calgary. Jeremy was managing partner for Edmonton, Saskatoon, and Toronto from 2015 – 2022.

From respected tax publications to vital regional and national conferences, Jeremy has contributed influential research and ideas to shape our industry. He is also recognized as a leading tax lawyer by The Best Lawyers in Canada™ and is ranked as a Leading Lawyer in Corporate Tax as well as Finance and M&A by Canadian Lexpert®.

Jeremy is also a sessional instructor at the University of Alberta, teaching the Intro to Taxation and Corporate Tax courses.

An avid golfer, biker and skier, Jeremy promotes healthy lifestyles as the chair of the board of the YMCA of Northern Alberta.

2024 LEXPERT-ranked Lawyer

Credentials

  • Governance Program for Small and Medium Sized Enterprises, University of Alberta, 2017
  • In-Depth Tax Course (Parts I, II & III), CPA Canada
  • In-Depth GST/HST Course, CPA Canada
  • Called to the Saskatchewan Bar, 2015
  • Called to the Alberta Bar, 2006
  • Bachelor of Laws (LL.B) (with Distinction), University of Alberta, 2004
  • Master of Business Administration (MBA), University of Alberta, 2003
  • Bachelor of Commerce (B.Comm, Finance) (with Distinction), University of Calgary, 1998

Memberships & Affiliations

  • Member, Canadian Bar Association
  • Member, Canadian Tax Foundation
  • Chair of the Board, YMCA of Northern Alberta
  • Past President & Director, Sport Central Association
  • Past Chair, Tax Law Section (North), Canadian Bar Association

 

Publications & Presentations
  • “Popular Tax Issues in Employee Share Ownership Plans”, ESOP Association Canada Conference, Co-Presenter, May 2024
  • “Trusts Holding Shares for Employees”, Canadian Tax Foundation (CTF) Annual Tax Conference, Co-Presenter, November 2023
  • “Tax Considerations When Issuing Shares to Employees,” ESOP Association Canada Conference, Co-Presenter, June 2022
  • “Equity Based Compensation for Private Corporations – A Review of Canadian and US Issues and Scenarios”, 2021 Western Canada Tax Conference, Co-presenter, September 2021
  • “ESOP Planning for Canadian Corporations – Tax Planning and the use of Trusts”, ESOP Association Canada Annual Conference, March 1 – 2, 2021
  • “Employee Compensation Planning – Equity Participation”, Cidel Conference, Provence 2019
  • “Alberta Agriculture Update for Professionals” – Co-presenter 2017 – 2019
  • “Taxation of Farming”, CTF Prairie Provinces Tax Conference, Co-presenter, May 2019
  • “Video Tax News Lunch and Learn Series 2016/2017 Edition – The Estate Freeze”
  • “Purchase and Sale of a Business – Selected Tax Topics”, CA Forum North Conference – Legal Education Society of Alberta (May 2013), Jasper (Nov. 19, 2012) and CBA Business Section North (Sept. 25, 2012)
  • “Succeeding in Farm Succession – 5 Issues to Discuss with your Professional Advisors” – February 1, 2012
  • “HST Harmonization Issues”, CBA Taxation Section North – February 10, 2011
  • CICA Commodity Tax Symposium West , “Current Cases” (March 2011 with Craig McDougall)
  • “Employee Stock Ownership in Private Corporations”, Canadian Tax Foundation, 2011 Prairie Provinces Tax Conference
  • “Receipt of Life Insurance Proceeds”, Tax for the Owner Manager, Volume 10, Number 1, January 2010
  • “Stop Loss Planning”, CBA Taxation Section North – February 25, 2009
  • “New Tax Laws Put The Squeeze On Non-Competition Payments”, The Lawyers Weekly, March 14, 2008

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