Areas of Practice
David practices tax litigation (including dispute resolution (tax audits and administrative appeals) and income tax planning.
Professional History
- Advocates LLP: partner, 1996-present
- McCarthy Tetrault, London: tax counsel, 1991 - 1994; partner, 1994 - 1995
- KPMG (Peat Marwick Mitchell) (Toronto) 1980-1991, tax partner 1986 - 1991
- Canada Revenue Agency, Hamilton, Business Files auditor 1976 - 1977
- Coopers & Lybrand (currently PricewaterhouseCoopers): 1974 - 1976
Education
- LL.B - University of Western Ontario, 1980
- C.A. - Ontario Institute of Chartered Accounts of Ontario, 1976
- B. Comm - McMaster University, 1974
- Instructor, Speaker and Lecturer
- Law Society of Upper Canada
- Business Succession Planning, 2005
-
2nd Annual Tax for Real Estate Lawyers, 2003
- Bar Admission Course, 1991, 1996, 1997
- Canada Revenue Agency National Professional Development Training Program
- Advanced Corporate Reorganizations, 1993 - 2003
- Advanced Partnership Taxation, 1993 – 2003
- Canadian Institute of Chartered Accountants
- Advanced Corporate Reorganizations 1994-1997
- In-Depth Tax Course (International Taxation) 1988-93
- Canadian Tax Foundation
- Tax to Order, 2003
- Tax Week, 2002, 2003
- Young Practitioners Seminar, London, 2002
- Ontario Tax Conference, 1993, 2002
- Canadian Tax Foundation, Corporate Management Tax Conference: Corporate Tax Planning in a Changing Business Environment, 1994, The Partnership as a Separate Person: Opportunities and Pitfalls, page 5:5
- Institute of Chartered Accountants of Ontario, Annual Conference, 1990
- Financial Post Valuations Conference 1988-1991
- Canadian Bar Association
The Computer and the Solicitor - Electronic Tax Research
- CRA-Ministry of Finance, Tax Practitioners Consultation Group Seminars
- London, 2001-2008, Current Cases Update
- Kitchener-Waterloo, December 2002, Current Cases Update
- CRA Large Case File Outreach Program, London, 2006
- Member
- Law Society of Upper Canada
- The Advocates Society
- Institute of Chartered Accountants of Ontario
- Canadian Tax Foundation
- Middlesex Law Association
- London Tax Discussion Group
- CRA/London Tax Practitioners Consultation Group, 2001 - 2008
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