Knowledge & Insight

Kevin’s almost forty years’ experience as a tax lawyer has included senior executive positions within the financial services industry and advocating on behalf of the insurance and estate planning community.

He is also a prolific writer on tax and estate planning matters, having authored four books and hundreds of articles for professional publications and national media outlets. He has a wealth of knowledge and insights to bring to bear to any consulting engagement

sample of OUR consulting projects

Preparation of research papers on how existing or proposed tax legislation can apply to specific financial services products and programs.

Making submissions to the Department of Finance on tax policy, legislative proposals and/or current legislation.

Drafting requests for technical interpretations to the Canada Revenue Agency to clarify the impact of existing legislation on specific planning strategies.

Review of current marketing practices and programs to ensure compliance with applicable regulatory, legal and tax rules.

Please contact Kevin for information on consulting fees.

Please contact us for more information.

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