Partner, National Business Leader (Tax)
CurrentI advise and assist individual and business clients in tax planning strategies, including personal tax planning involving multi-jurisdictional or complicated assets or beneficiaries. I assist in developing tax effective equity based employee compensation plans. I advise non-profit, charities and other tax exempt entities on their operations. I also assist administrators and trustees of registered plans (pension plans, RRSPs, RRIFs, DPSPs, RESPs, RDSPs and TFSAs) on plan investments and tax issues relating to administration. I represent taxpayers in dealings with Canadian and provincial tax authorities.