Shaun M. Doody

First Year of Call

Areas of Practice
Wills & Estates

Description
Shaun is a Partner in Fogler Rubinoff’s Tax and Wills and Estates departments. He joined the firm in 2013 after previously working at a large boutique Canadian tax firm. His practice centres on corporate and personal taxation and estate planning for owner/managers, entrepreneurs, trusts, and high-net-worth individuals.

Shaun has taken the Canadian Institute of Chartered Accountants In-Depth Tax Course as well as the CICA In-Depth HST/GST Course. He is a regular contributor to the Fogler, Rubinoff LLP tax newsletter “Dollars and Sense”, is a co-author of The Death of a Taxpayer, and produces an annual webcast for CCH Canadian Limited dealing with estate planning and taxation on death.

Shaun has experience in a number of tax and estates-related areas, including:

Estate freezes
Voluntary disclosures
Owner/manager tax and succession planning including corporate reorganizations
Will planning and drafting
Settling trusts, including family, alter ego, joint partner, and others
Implementing “butterfly” reorganizations (including both 55(3)(a) and (b) reorganizations)