Tony advises on tax issues affecting various types of investment funds, such as domestic and offshore hedge funds, exchange traded funds (ETFs), mutual funds, pooled funds, segregated funds, private equity funds and other alternative funds. His clients include fund managers, securities dealers, portfolio managers, custodians and other participants of the asset management industry. He has experience with fund formations, mergers and acquisitions of registrants, registered plans and the taxation of derivatives.

Tony’s practice also involves corporate income tax matters arising from domestic and cross-border transactions, including mergers, acquisitions, financings, divestitures and reorganizations. He advises on issues affecting both closely-held (e.g., family-owned) and widely-held corporations.

Tony frequently provides advice to financial institutions on their account holder information reporting obligations under the Common Reporting Standard and the Foreign Account Tax Compliance Act. He also represents taxpayers in their disputes with taxation authorities, such as the Canada Revenue Agency and the Ontario Ministry of Finance.