Employee Name

Expertise

  • Tax Law
  • Wills, Trusts, Estates, and Estate Litigation
  • Corporate and Commercial Transactions
  • Mergers, Acquisitions & Divestitures
  • Corporate Governance
  • Charities and Not-For-Profit Organizations

Year of Call

  • 2014, Alberta

Education

  • Bachelor of Commerce, Lakehead University, 2010
  • Juris Doctor, University of Alberta, 2013
  • 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.