Tax Planning and Family Dynamic Go Hand In Hand

David has extensive experience advising clients on taxation matters in: corporate reorganizations, mergers and acquisitions, and cross-border transactions. David helps clients with complex matters relating to estate and family business succession planning, including wills, trusts, restructuring estates to minimize tax liability, and dividing business assets among family members and owners in the most tax efficient manner.

David’s friendly nature, exceptional communication skills, and practical business knowledge enable him to simplify complicated issues for his clients in order to guide them through the planning process. In addition to advising his clients on a variety of business and personal tax planning matters, David often represents his clients in their dealings with federal and provincial taxation authorities.