I advise individuals and family enterprises on estate planning, including complex situations involving multi-jurisdictional assets or beneficiaries, philanthropy and gift planning.I advise both Canadian and international clients on taxation issues relating to establishing and operating business and investment structures in Canada. I advise businesses on employee compensation and pension issues.I advise service providers with respect to the administration of tax exempt registered plans (RRSPs, RRIFs, TFSAs, etc.)I advise charities and not-for-profit organizations on tax issues relevant to their activities.I represent clients in negotiations with the Canadian tax authoritiesI have been qualified as an expert before the Ontario Superior Court of Justice and provided expert testimony with respect to tax mattersSpecialties: Personal Tax Planning, Taxation of employee compensation and pensions, Cross-Border (Canada-US) Tax Planning
Listed skills include Estate Planning, Tax, Tax Law, Wills, and 13 others.