Chair

Chris Ireland, CA, TEP, Senior Vice-President, Planning Services, PPI Advisory, Vancouver, BC. Mr. Ireland has over 30 years of tax experience including several years as a tax partner in the Vancouver office of KPMG where he was in charge of the firm’s national estates and trusts practice and the Vancouver office’s personal tax services group. Mr. Ireland has been the coordinator and lecturer for the CICA advanced tax course, “Advanced Tax Issues for the Owner-Managed Business”. Mr. Ireland is currently on the board of STEP Canada as well as being Deputy Chair. He is a past Chair of the Vancouver branch of STEP and a past president of the Vancouver Estate Planning Council. Mr. Ireland is a frequent lecturer and author in the area of tax planning and wealth preservation.

   

Faculty

Michael Blatchford, Partner, Norton Rose Fulbright Canada LLP, Vancouver, BC. Michael is a partner with the global law firm Norton Rose Fulbright. He advises charities and not-for-profit organizations with regard to their tax-exempt status, governance and ongoing legal and regulatory obligations, including compliance under the Income Tax Act. He also advises donors and charities on philanthropy, planned giving, social enterprise and receipting issues for charities, and has assisted numerous Canadian charities to carry out their work abroad.

   

Robert Carvalho, Partner, Thorsteinssons LLP, Vancouver, BC. Prior to joining Thorsteinssons, Mr. Carvalho was formerly counsel at the Department of Justice, handling tax litigation on behalf of the Crown. He has over 25 years experience litigating tax cases in the Tax Court of Canada, Federal Court of Appeal, Federal Court of Canada and BC Supreme Court. He specializes in high-value tax avoidance and GAAR cases. He often presented at Canadian Tax Foundation and Canada Revenue Agency conferences.

   

Stephanie Daniels, Partner, Farris, Vaughan, Wills & Murphy LLP, Vancouver, B.C. Stephanie practises in the Tax and Wealth Management Group at Farris. As both a tax and estate planning lawyer, Stephanie is able to create tax-effective estate plans and corporate structures for families and high net worth individuals and to establish estate-planning trusts on a tax-efficient basis. She is a frequent presenter and author, a member of the Canadian Tax Foundation, the Society of Trust & Estate Practitioners, and the Canadian Bar Association’s Tax, Wills & Trusts (Executive member) and Charities & Not-For-Profits Sections, and a past director of the Association of Women in Finance. She has completed Parts I and II of the Canadian Institute of Chartered Accountants In-depth Tax Course and is on the editorial board of the CLE Wealth Preservation Practice Manual. Since 2016 Stephanie has been selected by her peers for inclusion in The Best Lawyers in Canada in the area of Trusts & Estates.

   

Jim Doyle, CFP, TEP, CDFA, CLU, CIWM, Principal, IG Private Wealth Management - Doyle & Associates, Vancouver, BC. For nearly 30 years, Jim has helped families, retirees, professionals, entrepreneurs and small business owners envision and realize their financial goals to create lasting wealth that survives across generations. Jim and his team deliver a multi-generational approach to money management, with financial literacy as a cornerstone of their practice. Jim’s areas of focus include asset management, business succession planning, inter-generational wealth planning, and tax and estate planning.

   

Bill S. Maclagan, Q.C., Partner, Blake, Cassels & Graydon LLP, Vancouver, BC. Bill is involved in all aspects of income and commodity taxation, including goods and services tax and transfer pricing. He practises in both the taxation planning and tax litigation fields, with an emphasis on corporate taxation, in particular transactional advice, corporate reorganizations, structuring infrastructure projects and public-private partnerships. Bill has extensive involvement in drafting and providing tax and structuring advice in respect of shareholders agreements, partnership and limited partnership agreements, joint venture arrangements, and other complex commercial arrangements. Bill is recognized as a leading lawyer by The Best Lawyers in Canada, Lexpert, International Tax Review and Who’s Who Legal Canada, and is past Chair of the Canadian Tax Foundation.

   

Rebecca Morse, Partner, Farris, Vaughan, Wills & Murphy LLP, Vancouver, B.C. Rebecca has a broad range of experience in civil litigation matters including contractual disputes, construction disputes, insolvency and restructuring matters, estate and trust disputes and international trade matters. Rebecca is a member of the Private Enterprise Advisory Services team at Farris which is focussed on mid-market privately owned businesses. It is a multi-disciplinary practice group formed to better deliver the specific legal services that these businesses need. The Farris team works closely together to provide comprehensive advice to private clients and their companies, and Rebecca’s contribution is typically focussed on providing advice on litigation matters as well as family estate and trust disputes. She is recognized by The Best Lawyers in Canada (2019) for both Corporate & Commercial Litigation and Insolvency & Restructuring Law.

   

Dalbir Rai, Tax Partner, EY, Vancouver, BC. Dalbir is a Tax partner with over 33 years of tax experience focused on entrepreneurial enterprises, private corporations with international operations and large public corporations. Dalbir has received a broad exposure to the regimes of taxation in other jurisdictions through international tax planning assignments. He provides innovative and cost-efficient strategies for taxation and business issues faced by Canadian corporations in a global framework and by non-residents carrying on business in Canada. Dalbir’s community engagement activities and/or charitable organization involvement include: Richmond Sunrise Rotary (since 1992) - past President; Richmond Hospital Foundation (2002 – 2010) - past Chair and Governor; Southpointe Academy -Board member executive committee (2009 – 2017), and Member; AdvantageBC (since April 2014) – Member; and Canadian Tax Foundation – Member.

   

Cheyenne Reese, Principal, Legacy Tax + Trust Lawyers, Vancouver, BC. Cheyenne assists clients with tax, estate and trust planning. Cheyenne received her J.D. from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border U.S. – Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises U.S. citizens and green card holders regarding U.S. tax compliance and the U.S. expatriation tax rules. Cheyenne was called to the British Columbia Bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a Principal in 2013. Cheyenne has completed Parts I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She presents often on cross-border tax and estate planning issues.

   

Matthew Weaver, Associate, Blake, Cassels & Graydon LLP, Vancouver, BC. Matthew practises in both the tax planning and tax litigation fields. His practice is primarily focused on domestic and international corporate taxation matters, with an emphasis on transactional advice, mergers and acquisitions, corporate reorganizations and debt and equity financings. Prior to and throughout law school, Matthew co-founded and managed several businesses.

   

Hugh Woolley, CPA, CA, Partner, Lewis & Company, Vancouver, BC. Hugh has been engaged in income tax consulting for over thirty years and specializes in the reorganization of private Canadian companies. From 1990 to 1992, Hugh wrote butterfly tax rulings for the CRA’s Rulings Directorate in Ottawa. Hugh has authored 9 papers for the B.C. Tax Conference and also written papers for the Canadian Tax Foundation’s National Conference as well as STEP Canada’s National Conference. Hugh has taught income tax for CPABC for over 25 years. Also, Hugh served on the Taxation Committee of the Institute of Chartered Accountants for five years, as well at the Joint Taxation Committee of the Institute of Chartered Accountants of British Columbia and the B.C. Bar Association for two years. Currently, Hugh is a Governor of the Canadian Tax Foundation.