Alan has significant experience in both the corporate law and taxation requirements associated with managed investment schemes of many types, including property trusts and syndicates, mortgage trusts, mezzanine funds and agribusiness schemes.
He also provides advice on tax effective structuring for the acquisition, holding and sale of assets involving use of various reliefs and exemptions in the law. He focuses on major corporate reconstructions, demergers, mergers and consolidations, cross border acquisitions and dealings, employee share schemes and estate planning and asset protection for individuals.
Alan does both front-end and back-end tax work including rulings and opinions, objections and appeals. He is a regular presenter of seminars on various aspects of the financial services laws, managed investment schemes and income tax.
Alan is the author of the book “Managed Investment Schemes” published by Federation Press.
Practice Areas
Corporate and M&A
Estate and Wealth Transfer Planning
Tax
Practice Areas
Corporate and M&A
Estate and Wealth Transfer Planning
Tax
Specialty Groups
Financial Institutions and Markets
TAG Tax
Specialty Groups
Financial Institutions and Markets
TAG Tax
Bio
Alan has significant experience in both the corporate law and taxation requirements associated with managed investment schemes of many types, including property trusts and syndicates, mortgage trusts, mezzanine funds and agribusiness schemes.
He also provides advice on tax effective structuring for the acquisition, holding and sale of assets involving use of various reliefs and exemptions in the law. He focuses on major corporate reconstructions, demergers, mergers and consolidations, cross border acquisitions and dealings, employee share schemes and estate planning and asset protection for individuals.
Alan does both front-end and back-end tax work including rulings and opinions, objections and appeals. He is a regular presenter of seminars on various aspects of the financial services laws, managed investment schemes and income tax.
Alan is the author of the book “Managed Investment Schemes” published by Federation Press.
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
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