Kathy is the US tax service line leader in our Calgary office. She has over 20 years of experience working in Toronto and Calgary, helping private and publicly traded clients establish and conduct business between Canada and the US. Throughout her career, she has been advising large enterprises and public companies on the structure of their cross-border operations, capitalization strategy, equity compensation, merger and acquisition, and US tax compliance obligations. Her experience spans various industries including oil & gas, energy services, renewable energy, energy transition, real estate and assets management.
Kathy assists companies develop modelling tools for tax provision, tax compliance, and for identifying planning opportunities in the midst of significant US tax law changes and reform. She has in-depth experience with mandatory repatriation, Base Erosion Anti-Abuse Tax (BEAT), and other international tax provisions, e.g. Global Intangible Low-Taxed Income (GILTI) and Foreign-Derived Intangible Income (FDII). In collaboration with KPMG transfer pricing and international tax professionals, Kathy provides true cross-border tax services to her clients.
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B. Commerce and MTax
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CPA, CA (Alberta and Ontario)
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CPA (Delaware)
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AICPA
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Member, CPA Canada
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Member, AICPA
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Member, CPTS