Taxation of Canadian Oil and Gas Companies, University of Calgary, 2014
CPA Canada In-Depth Tax Course, 2017
CPA Canada In-Depth International Tax Course, 2019
Professional Associations
Law Society of Alberta
Canadian Bar Association
Canadian Tax Foundation
Representative Work
Represent clients in disputes with the Canada Revenue Agency
Advise clients in connection with tax effective structures for owner-managed businesses and high net worth families
Advise clients with respect to the tax effects on death, including developing and implementing tax effective estate planning strategies
Advise clients with respect to the tax effects of divorce and developing and implementing tax effective matrimonial property division strategies
Advise clients in connection with mergers, acquisition and divestitures, including undertaking tax effective pre-sale reorganization transactions
Advise clients on the taxation effects of immigration to and emigration from Canada
Advise clients on corporate and commercial matters, including the various forms of business structure, shareholder agreements and commercial contracts
Teaching & Publications
“Tax Dispute and Case Law Update for Private Corporations”, (2021) Entrepreneurial CPAs of Calgary
"Debt Restructuring in the Resource Sector: Selected Issues" Corporate Structures & Groups Journal (Federated Press) (2021).
"The Death of the Tariff: A Review of the Tax Court's Discretionary Approach to Costs Awards" (2020) 68:2 Canadian Tax Journal 409-38.
"Derivative Assessments: Challenging the Underlying Liability", (2020) Tax Dispute Publication.
"B.C. Court of Appeal Gives New Life to Post-Fairmont Rectification", (2020) Tax Dispute Publication.
"CRA Audit Powers: Recent Developments", (2019) Canadian Petroleum Tax Society Fall Lecture Series.
"Rectification Strikes Back: B.C. Court of Appeal Allows Rectification of Tax Mistake", (2019) Tax Practitioners' Forum.
“CRA Audit Powers: Recent Developments”, Canadian Petroleum Tax Society Fall Lecture Series, October 2019.
"Groscki: Scope for Director's Liability Under Section 159", Vol. 18, No. 2, Tax for the Owner-Manager, April 2018.
“Drafting Wills and Trusts”, Legal Education Society of Alberta (LESA) Seminar, March 2017.
"Alternative Arguments on Appeal: Does Finance Get the Last Word?", Vol. 16, No.4, Tax for the Owner-Manager, October 2016.
"A Primer on Trust Law and the Taxation of Trusts", Canadian Tax Foundation, Calgary Young Practitioners Group and Canadian Bar Association (Alberta), Tax Specialists Group Presentation, April and May 2016.
“Common Tax Issues for Corporate Lawyers”, Canadian Bar Association (Alberta), Tax Non-Specialists Group Presentation, October 2015.
“Legal Invoices: Maintaining Privilege While Supporting Deductibility”, Tax for the Owner-Manager, July 2015.
"The Conditions for-and Scope of- Subsection 152(4.3) Consequential Reassessments," XIX Tax Litigation (Federated Press), 2015.
"Planning for Professionals – Mitigating the Personal Services Business Risk", Canadian Bar Association (Alberta), Tax Specialist Group Presentation, September 2014.
"When is a Loan to a Shareholder-Employee Made as a Result of Employment?", Vol. 14, No. 1, Tax for the Owner-Manager, January 2014.