Practice profile - Partner focusing on taxation matters, purchase and sale of businesses, trusts and estates and tax dispute resolution
- Lawyer and Chartered Accountant (C.A.) with more than 20 years' experience
- Holds an LL.B. (University of Alberta, 1983), a C.A. (Institute of Chartered Accountants of Alberta, 1980) and a Bachelor of Commerce (University of Alberta, 1978)
Representative work - Assists corporate and individual clients with tax planning, purchase and sale of businesses, estate planning, and in dispute resolution with the Canada Revenue Agency
- Experienced in sale and purchase of businesses, estate and business succession planning and dispute resolution with the Canada Revenue Agency
- Typical cases include sale of business to a public company, business succession reorganization and family trust
- Has appeared before the Tax Court of Canada
- Has published several papers on tax-related topics
- Member, Canadian Institute of Chartered Accountants, Institute of Chartered Accountants of Alberta, Law Society of Alberta
- Sessional Lecturer, Institute of Chartered Accountants of Alberta (1986-present), University of Alberta Faculty of Law (1996-2001) and Faculty of Commerce (1981-83)
- Author and speaker on tax issues with C.A. Forum North and Federated Press
Bar Admissions
Alberta, 1984
Education
University of Alberta, 1983, LL.B.
Institute of Chartered Accountants of Alberta, 1980, C.A.
University of Alberta, 1978, B.Comm.
Professional Associations and Memberships
Canadian Institute of Chartered Accountants
Institute of Chartered Accountants of Alberta
Law Society of Alberta
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