FACULTY
COURSE LEADERS
Michael Morgan, Simpson Wigle LLP
Michael Morgan is a Counsel at Simpson Wigle Law LLP. He is an accomplished tax lawyer, providing tax planning and estate planning advice, as well as tax dispute resolution advice, to individual and corporate clients including owner-operated private companies and family businesses.
Martin J. Rochwerg, Miller Thomson LLP
Martin Rochwerg is a Senior Tax Partner within the Tax and Private Client Services group at Miller Thomson LLP. He advises trustees and beneficiaries on estate, trust and charitable administration and dispute resolution, and corporate clients on tax minimization and ownership regimes.
CO-LECTURERS
Hemal Balsara, Manulife Financial
Hemal Balsara is Assistant Vice-President, Tax & Estate Planning at Manulife Financial. His experience includes researching and analyzing complicated technical tax issues including various tax structuring and estate planning issues, dealing with owner manager situations and various corporate and personal tax issues.
Ron Choudhury, Aird & Berlis LLP
Ron Choudhury is a Partner at Aird & Berlis LLP. His practice focuses on all aspects of domestic and international tax. He advises on owner-manager tax issues, executive compensation, residency issues, estate freezes and succession planning.
Glenn M. Davis, Insurance, Trust and Estate Consulting
Glenn M. Davis is Trust and Estate Planning Consultant at Glenn M. Davis Insurance and Estate Consulting. He is non-practicing lawyer who conducts an independent insurance, trust and estate planning practice.
Sunita D. Doobay, TaxChambers LLP
Sunita D. Doobay is a Partner at TaxChambers LLP.
M. Elena Hoffstein, Fasken Martineau DuMoulin LLP
M. Elena Hoffstein is a Partner at Fasken Martineau DuMoulin LLP. She is engaged in personal tax and estate planning, family business succession planning, wills and trusts.
Elie Roth, Davies Ward Phillips & Vineberg LLP
Elie Roth is a Partner at Davies Ward Phillips & Vineberg LLP. His practice concentrates on all aspects of domestic and international tax planning, corporate reorganizations, mergers and acquisitions and corporate finance.
David P. Stevens, Gowling Lafleur Henderson LLP
David Stevens is Partner at Gowling Lafleur Henderson LLP. His practice focuses exclusively on taxation concentrating on corporate tax, personal tax planning and charities.
Richard M. Wise, MNP LLP
Richard M. Wise is a Partner at MNP LLP. He has more than 35 years of experience performing valuations for corporate, transactional and taxation purposes as well as damage quantification.