Managing Partner
Current·Practice focuses primarily on cross border tax, estate planning and real estate for high net worth individuals.·Author of Owning U.S. Property – the Canadian Way, 3rd Edition, a guidebook for all Canadians who own property in the U.S.·Author of Americans Living in Canada - Smile, The IRS is Watching You, a guidebook for dual-Canada/US citizens living in Canada and the tax consequences thereof.·Presenter at legal conferences for the American Bar Association, International Tax Conference, Board of Notaries of Quebec, Quebec Professional Financial and Tax Association (APFF), Greater Miami Realtors Association, Society of Trust and Estate Practitioners (STEP) and numerous national and international bank and industry seminars. ·Written articles for numerous legal and industry publications, including the Society of Trust and Estate Practitioners (STEP) Publication, CA Magazine, Florida Homes, Living and Investing in Florida, Quebec Bar Journal and Chambre des Notaires L’Entracte.·Interviewed and quoted in The National Post, The Montreal Gazette, The Calgary Herald, The Winnipeg Free Press, Canadian Lawyer and many more.·Appeared on CBC Radio, 660 News radio, Alberta Primetime TV and Shaw TV. ·The legal expert on the radio shows “Dollars and Sense,” on CJAD 800 AM in Montreal.