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      Nathan is a partner in our U.S. and Cross Border Tax Services practice, having specialized in cross border tax matters for over 15 years. Nathan is well known for tax planning in a cross border context involving family wealth and U.S. citizens abroad.

      Nathan helps clients navigate cross border tax issues with a strong focus on estate planning, including U.S. estate and gift tax matters, investing into the U.S., moving between countries, and renouncing U.S. citizenship. Nathan is a specialist in U.S. international outbound tax law for controlled foreign corporations (CFCs) and passive foreign investment companies (PFICs).

      1. Education and qualification
        • Master of Science (Taxation) – Golden Gate University
        • Bachelor of Commerce – University of Windsor
      2. Accreditations
        • CPA, CA
        • CPA (Texas)
        • CICA In-Depth Tax Program
      3. Community involvement
        • Steering committee, Canadian Tax Foundation’s Kitchener-Waterloo Young Practitioners group