Focused, hardworking, friendly.
Still youthful in every way, Phil is the friendliest and most engaging person imaginable. A man of a few (but very wise) words, he has guided both private corporations and public entities for over 20 years.
Phil provides tax consultation in diverse areas that include estate planning, corporate reorganizations, mergers and acquisitions, divestitures, cross-border real estate and investment planning, and insolvency and restructuring planning.
Phil has taught tax-related courses at McGill University, and has lectured at the Ordre des comptables professionnels agréés du Québec. He has also acted as a facilitator and tutor for taxation courses offered by the CICA (today CPA Canada). He frequently lectures to professional groups and industry organizations on tax-related topics, such as public-private partnerships, loss planning and the taxation of corporate reorganizations for SMEs.
Conscientious, creative, open, collaborative and giving, Phil goes all out to assist every entrepreneur in realising their dreams and dealing with their concerns.
Fields of expertise
- Estate planning
- Corporate reorganizations
- Mergers and acquisitions
- Cross-border real estate planning
- Cross-border investment planning
- Insolvency and restructuring planning
- Real estate
- Chartered Professional Accountant (CPA, CA), 1994
- B. Com., McGill University, 1990
Professional and community involvement
- Jewish Community Foundation of Montreal – Board Member, since 2011
- Canadian Tax Foundation – Member, since 1995
- Speaker. Canadian Tax Foundation – Technical Seminar on Corporate Reorganizations held in Montreal and Ottawa, 2011
- Author. “Canada-U.S. Anti-Hybrid Rules and Unlimited Liability Corporations,” RSM Richter Chamberland Bulletin, December 2009
- Co-author. Chapter on taxation of Canadian insolvencies for Insol International, 2009
- With Vincent De Angelis. “Conversion d’immeubles,” Espace Magazine, June 2008
Life is full of uncertainties. Taxes don’t have to be one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.
Transition and Succession Planning
For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?