David wants success for his clients and invests himself in helping them to achieve it. As a tax lawyer, David’s focus is working with clients through the complexities of tax issues, but doing so in a practical fashion. David works to understand the “real” world in which his clients operate, something which is critical in order to provide advice geared to his clients’ specific circumstances, needs and goals. Concentrating, not only on advising his clients on the details of tax law, but also on the big picture of how such advice impacts clients’ businesses and lives, David ‘s clients see him as a trusted advisor who can be counted on to provide expert, timely, practical and cost-effective guidance.
David started out his career as a Certified Public Accountant (U.S.A.), but wanting more client interaction and opportunities to strategize and problem-solve, he turned to law. Because of his background in accounting, he is extremely well-versed in the financial components of business as they relate to and impact structuring and planning transactions, tax disputes and tax, estate and succession planning.
He works with clients on income tax planning and implementation with respect to domestic and international corporate transactions, including purchases and sales of businesses and reorganizations. David also assists non-residents entering the Canadian market, advising such clients on the tax aspects of planning and structuring entry into the Canadian marketplace, cross-border employment and assignments, secondments and transfers of non-resident employees.
Advising a wide range of clients, from individuals to large, multinational corporations, David offers significant expertise and is particularly adept at working with clients throughout tax audits, objections, appeals and voluntary disclosures.
Prior to joining CCSB, David was a Partner in the Taxation Group of Fasken Martineau DuMoulin LLP, an international Canadian law firm. He was attracted to CCSB owing to its expertise in its areas of practice, commitment to providing a superior level of personal service to its clients and the strength of the firm’s reputation within its market and among other tax professionals. He is dedicated to continuing to provide the top-notch, expert, personal service that CCSB clients have come to expect and rely on, while also engaging the next generation of leaders of private and owner-managed companies and entrepreneurs.