Lexpert Ranked Lawyer Profile

Alan M. Schwartz, QC

Fasken Martineau DuMoulin LLP

Alan M. Schwartz’s tax practice involves advising on corporate transactions such as acquisitions, corporate reorganisations, prospectus disclosure and the establishment of investment vehicles. He has pleaded cases in tax courts at all levels and been involved in leading cases on the general anti-avoidance rule, the existence of a separate business, partnership reorganizations, asset classification and residence of trusts and employment benefits, including the case of Savage v. The Queen, which was decided in favour of the taxpayer by the Supreme Court of Canada. Alan is the Founder and Editor-in-Chief of the Carswell Tax Service, GAAR Interpreted: The General Anti-Avoidance Rule, a leading publication on the general anti-avoidance rule. In 2017 Alan received the Award for Excellence in Taxation Law from the Ontario Bar Association and the Lifetime Contribution Award from The Canadian Tax Foundation. He is a member of the International Fiscal Association and the Toronto Senior Tax Practitioners Study Group. Alan is frequently recognized by the world’s leading legal publications for his tax law expertise. He was called to the Ontario Bar in 1970.

Year Called to the Bar:1970 (ON)