Michael joined KPMG in 1994 and is currently a Partner with the KPMG Family Office team, specializing in cross border tax. He focuses on servicing high-net worth individuals and senior executives with complex U.S. and Canadian tax matters.
In addition to income tax planning and compliance, Michael provides estate and trust planning for U.S. citizens living outside the U.S. and has significant experience working with investment bankers, managers of hedge funds and private equity funds, who have complex compensation packages and investments. Michael leads a compliance team that specializes in U.S. information reporting for U.S. individuals living outside the U.S. or with investments outside the U.S. Prior to joining KPMG’s Family Office team, Michael provided U.S. and Canadian corporate tax services, which allows him to uniquely service individual clients with complex corporate structures.
Michael is also co-chair of the tax committee for the American Chamber of Commerce in Canada, an Editor for the Carswell Border Crossings Newsletter, and an active member of the Society of Trust and Estate Practitioners.
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Honours Bachelor of Business Administration, Wilfrid Laurier University (1994)
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Masters of Science in US Taxation, Wayne State University (2004)
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CA, Canadian Institute of Chartered Accountants
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CPA, Illinois CPA Society
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Certified Public Accountant, Illinois (2007)
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CICA In-Depth Tax Courses (Levels I, II, and III)
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Chartered Accountant, ICAO (1996)
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Editor, Carswell Border Crossings Newsletter
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Society of Trust and Estate Tax Practitioners