Dan is a Partner and Leader, US Corporate Tax Services. Dan is a focused and dedicated US trained tax lawyer whose strengths lie in devising and formulating creative and effective solutions for his clients. Dan has over 30 years of US corporate tax experience and has lived in Canada since 1996 focusing on the US tax needs of Canadian businesses.
Dan has extensive experience in providing US tax advice within the context of corporate transactions (such as mergers and acquisitions and inbound financing) and has assisted Canadian companies expanding into the US marketplace. Dan has advised Canadian companies in a wide range of industries, including manufacturing and distribution, technology and biotechnology, private equity and real estate.
Dan has written on US tax matters in numerous publications, such as CA Magazine, Exempt Market Dealers magazine, Private Capital Markets Association magazine, and most recently co-authorized the US Corporate Tax chapter of the CPA Canada's Tax Risk Management Guide. Dan has spoken on US tax matters at conferences and webinars hosted by BNA Bloomberg, the Federated Press, the Investment Industry Association of Canada, Association de planification fiscale et financière and CanadianManufacturing.com. Dan has been quoted on US tax matters in the National Post, Toronto Star, Benzinga.com and Advisor.ca.
Professional designations and education
Bachelor of Arts, History, State University of New York at Albany (1983)
Juris Doctor, Law, University of Pennsylvania Law School (1986)
Masters of Law, Taxation, New York University School of Law (1991)