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Dave Roberts

is a lawyer qualified in the United States (California), Canada (Alberta), and England who carries on an international tax practice, based in California, focusing on Canada U.S. tax planning, issues and strategies. His clients include law and accounting firms in Canada, U.S. and Canadian public companies, family-owned companies with crossborder operations or ownership, and individuals.

Advises on

- expanding, financing, reorganizing and selling businesses internationally

- establishing and reorganizing cross-border business arrangements

- investing internationally in real estate and other property and reorganizing and selling those investments

- estate planning with assets or beneficiaries in more than one country

- relocating internationally

He does not prepare tax returns.

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Keep in mind

Tax issues are complex and the answers to specific questions can depend on many factors, not all of which are obvious. Further, laws and administrative policies change frequently with the result that previously correct information or answers may no longer be correct. Any information included in this site or in any e-mail is believed to be correct but is intended to provide general information only, unless a specific lawyer - client engagement is arranged. Without an engagement, such information should not be construed as advice on legal, accounting or tax matters and all recipients are strongly encouraged to seek appropriate and specific advice before relying upon any such information. In addition, Mr. Roberts has been admitted as a lawyer only in certain countries and, in those countries, only before certain courts or in certain jurisdictions. Advice from a local tax adviser is strongly encouraged.

Disclosure

Any tax advice from Mr. Roberts is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Please contact us if you require any clarification.

 

 

 

 

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