As the Western Canadian leader of the US corporate tax practice at Grant Thornton, I’ve been helping US and foreign multinational clients address their tax planning and structuring needs for the last 14 years. I advise clients on a wide range of complex international tax matters, including tax structuring and income tax compliance filings.
Day-to-day, I focus on advising foreign corporations on their exposure to US taxation risks and recommending various tax-efficient structures and strategies that best match their business needs. I also advise US domestic corporations on tax-efficient means to acquire, operate, reorganize or divest their businesses located outside the United States. Additionally, I help with cross-border M&A/financing, income tax treaty analysis, tax compliance and other tax issues associated with cross-border businesses.
My career in cross-border tax started more than two decades ago, when I was a CPA in the United States. While my early roles focused on the domestic tax needs of US corporations, I eventually made the transition to international tax services (from a US perspective). In 2006, I joined a large firm—working in Chicago, Amsterdam, Vancouver and Edmonton. In Vancouver, I also spent some time helping a technology startup build a US tax team for its online bookkeeping software. I joined Grant Thornton in February 2020
When I’m not at the office, you can find me enjoying outdoor activities, including hiking and snowboarding.