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.
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 & beneficiaries on estate, trust & charitable administration and dispute resolution, and corporate clients on tax minimization and ownership regimes
CO-LECTURERS
Hemal Balsara, Manulife Financial
Hemal Balsara is Assistant VP, Tax & Estate Planning at Manulife Financial. His experience includes researching and analyzing complicated technical tax issues dealing with owner-manager situations and corporate and personal tax issues.
Mark Blumberg, Blumberg Segal LLP
Mark Blumberg is a Partner at Blumberg Segal LLP. He works almost exclusively in the areas of non-profit and charity law. He provides legal services and advice to Canadian charities and foreign charities operating in Canada.
Ron Choudhury, Miller Thomson LLP
Ron Choudhury is a Partner at Miller Thomson LLP. His practice focuses on domestic and international tax. He advises on owner-manager tax issues, executive compensation, residency issues, estate freezes and succession planning.
Glenn M. Davis, Glenn M. Davis Insurance and Estate Consulting
Glenn M. Davis is Trust and Estate Planning Consultant at Glenn M. Davis Insurance and Estate Consulting. He works primarily to address human capital risk management issues.
Sunita D. Doobay, TaxChambers LLP
Sunita Doobay is a lawyer practicing taxation at TaxChambers LLP. Her areas of practice include corporate income taxation and succession planning.
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, M&As 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.