As a partner and co-leader of the McLennan Ross Estates, Trusts and Taxation practice group, Ray offers special expertise by virtue of his Chartered Accountant accreditation. He is recognized as a leading practitioner in Alberta in advising clients on taxation matters.
He typically advises clients on corporate and individual tax planning, tax-effective estate planning, purchase and sale of business, business succession planning and dispute resolution with the Canada Revenue Agency.
Based in Edmonton, Ray practices throughout Alberta.
Awards and Recognition
· BV Distinguished peer review rating, Martindale-Hubbell
· Recognized in the area of Tax Law, Best Lawyers in Canada
Professional Associations and Affiliations
· Member, Law Society of Alberta
· Member, Canadian Institute of Chartered Accountants
· Member, Edmonton Chamber of Commerce Finance and Taxation Committee
· Former Member and Chair, Stollery Children's Hospital Foundation Board
Representative Experience
· Regularly advises clients on the sale of a business on a tax-effective basis. The focus is on maximizing the after-tax proceeds to the client.
· Regularly assists client in organizing their estates to ensure that their assets pass to the appropriate persons on a tax-effective basis. This often involves the use of a holding company and a family trust.
· Regularly assists clients on the intergenerational transfer of a family business on a tax effective basis. This is often undertaken in conjunction with the clients overall estate planning needs.
· Often assists US entities on appropriately structuring Canadian investment from a tax perspective.
· Assists Canadian clients in structuring US investments.
Speaking Engagements
· Ray lectured for a number of years at the University of Alberta Law School.
· Ray also lectures regularly for the Institute of Chartered Accountants of Alberta in their professional development program.
· Ray has also presented numerous papers for the Canadian Tax Foundation and as well Society of Tax and Estate Planners of Canada.