I advise clients on a broad range of Canadian corporate and tax planning matters. My approach is collaborative, client-focused and practical and I frequently work in tandem with clients’ existing advisors.
The tax planning and tax-driven commercial transaction files I am retained on include:
- domestic corporate reorganizations and restructuring;
- succession and business exit strategies for private business;
- the formation of business structures (incorporations, trusts, partnerships); and,
- purchases and sales of businesses;
I have specialized experience working with high net worth business owners and families establishing cross-generational estate and governance plans for business and wealth preservation.
Education
University of New Brunswick, 1998, LL.B
McGill University, 1995, B.A
CICA In-Depth Tax Course, 2002, Levels I and II
Call to the Bar
1999, Law Society of British Columbia
2000, Law Society of Nova Scotia (non practicing status)
Select Speaking Engagements & Publications:
Co-Presented, September 18, 2017, “Current Case Update 2017” – British Columbia Tax Conference, Canadian Tax Foundation;
Co-Presented, May 31, 2017, “Succeeding in Business Despite the Global Assault on Tax Planning” – Tax Executives Institute Seminar;
Co – Presented, May 18, 2017, “Tax on BC Real Estate – What Changed in 2016?” – CPABC Summit Series;
May 25, 2016, “Structuring Your Business for Sale” – Live on The Simi Sara Show, CKNW Radio;
Interviewed, November 9, 2015, “Tax Planning for Business Owners” –Live on The Lynda Steele Show, CKNW Radio;
Interviewed, January 13, 2015, “Year End Tax Planning, Tips & Traps” – Live on The Morning Show with Jon McComb, CKNW Radio;
Presented, September 26, 2013, “Tax Issues and Opportunities in Business Transactions” – Insight Conference, 2013 Advanced Edition, Drafting and Negotiating Major Business Agreements;
Presented, October 16, 2012, “Tax Issues Associated with Purchase & Sale Agreements” – Insight Conference, 2012, Major Business Agreements;
Co-author, “Executive Compensation – Current and Deferred Remuneration Strategies”, presented at the Canadian Tax Foundation British Columbia Tax Conference, Vancouver, British Columbia, September 24-25, 2012.
Memberships and Affiliations
Member, Canadian Tax Foundation
Member, Canadian Bar Association
