Experience

  • Barrister, Solicitor and US Attorney

    at Self-Emplyed

    March 2015 - at Present

    Ontario

    • Provided legal advice and represented clients in matters involving civil litigation, health, labour, criminal, corporate, tax, wills and estates, and immigration law in Canada and the US • Incorporated businesses and created the corporate book for corporations in Canada and the US • Advised clients how to structure their Canadian and US corporate interests to best achieve their tax goals • Responded to CRA and IRS inquiries for audits • Assisted clients applying for Canadian Citizenship, obtaining TN visas and obtaining Open Work Permits and H1-B visas for Canadian citizens who wanted to work in the US • Drafted wills, powers of attorneys, health care proxies and other estate planning documents in Canada and the US • Prepared and filed Canadian and US personal tax returns • Drafted, reviewed and negotiated employment and commercial contracts in both Canada and the US • Recovered funds from East African Trust and pension income from the UK

  • Senior Associate, Private Company Services (Contract)

    at PwC

    November 2014 - March 2015

    Ontario

    • Drafted two PwC position papers on how PwC will recommend to clients on how and when clients should split their pensions and whether clients should renounce their US citizenship and/or US green card • Worked on engagements for high net worth individuals • Drafted and reviewed tax planning strategies in Canada and US for high net worth clients in Oakville and Toronto offices • Updated Tax Insights publications that referred to tax issues that involved Canadians living in the US • Provided senior partners advice on how tax provisions work in the Income Tax Act and Regulations; Internal Revenue Code and Regulations; and the Canada-US Tax Treaty • Reviewed Canadian wills and trusts to ensure they would not fall under the Foreign Trust reporting rules in the US • Provided written reports, briefing materials, recommendations and correspondence for senior partners, partners, senior managers, managers and clients in the Private Client Services group

  • Barrister, Solicitor and US Attorney

    at Self-Employed

    July 2013 - November 2014

    Ontario

    • Provided legal advice and represented clients in matters involving civil litigation, health, labour, criminal, corporate, tax, wills and estates, and immigration law in Canada and the US • Incorporated businesses and created the corporate book for corporations in Canada and the US • Advised clients how to structure their Canadian and US corporate interests to best achieve their tax goals • Responded to CRA and IRS inquiries for audits • Assisted clients applying for Canadian Citizenship, obtaining TN visas and obtaining Open Work Permits and H1-B visas for Canadian citizens who wanted to work in the US • Drafted wills, powers of attorneys, health care proxies and other estate planning documents in Canada and the US • Prepared and filed Canadian and US personal tax returns • Drafted, reviewed and negotiated employment and commercial contracts in both Canada and the US • Recovered funds from East African Trust and pension income from the UK

  • Articling Student

    at Hohots Watt LLP

    December 2012 - July 2013

    Ontario

    • Represented clients in trials and hearings in front of the Superior Court (Small Claims and Family Courts); the Ontario Courts of Justice (Youth Court); and the Immigration and Refugee Board of Canada • Prepared and filed Judicial Review applications in Federal Court for refugee applicants • Reviewed all cases that entered the firm and determined the course of action that we should follow • Managed outside counsel on an appeal in British Columbia Supreme Court • Attended settlement conferences and mediations to settle cases • Managed both my Principal’s Canadian and US corporations and the firm’s corporate clients • Provided legal support to senior attorneys in commercial disputes, business licensing matters, and M&A transactions • Drafted, reviewed and negotiated domestic and international sales contracts • Drafted privacy, terms and conditions of use for clients that were creating websites for their businesses

  • Legal Intern

    at Internal Revenue Service, Office of Chief Counsel

    June 2010 - August 2010

    Pennsylvania

    • Prepared cases for prosecutions and provided transaction analysis for senior attorneys on US Tax Court cases • Reviewed taxpayer returns and examined IRS Appeals Office audits and findings • Reviewed and filed Bankruptcy Trusts in US Bankruptcy Court to ensure the rights of the IRS were protected • Presented recommendations to the Chief Counsel on assessed interest and penalties • Researched the current state of the law for international tax and estate planning issues • Responded to Petitions filed by taxpayers and filed Summary Judgment motions in the US Tax Court • Presented a report to the Chief Counsel in Washington, DC regarding attorney resource allocation in the Philadelphia Office

  • Volunteer

    at Volunteer Income Tax Assistance Program

    March 2007 - April 2009

    New York

    • Filed tax returns and gave tax advice for low income seniors • Responsible for organizing and mobilizing volunteers to assist with the program

  • Legal Intern

    at New York State Department of Taxation and Finance, Office of Counsel

    May 2008 - August 2008

    New York

    • Assisted lead counsel in prosecutions in front of the New York Tax Appeals Tribunal • Prepared pleadings, exhibits, affidavits and reviewed taxpayer guidance publications • Drafted Advisory Opinions on various state and local tax issues • Reviewed proposed and completed mergers and acquisitions to determine if the transactions had economic substance • Responded to Freedom of Information Law requests • Reviewed tax planning strategies made by corporations that were being challenged by the Department • Drafted and presented a report on the creation of a Privacy Officer with the Department • Researched and drafted memoranda on complex state and local tax issues • Drafted and presented a report on the survey of the corporate taxes of the fifty states to the Commissioner • Provided research on opposing expert witnesses to determine whether their valuation techniques presented the true tax value of the transactions

  • Legal Intern, (admitted to practice under Student Practice Order)

    at Low Income Tax Payer Clinic, Albany Law Clinic & Justice Center

    January 2008 - May 2008

    New York

    • Assisted clients in filing documents, and recovered refunds from the IRS and State of New York • Researched tax practice and procedure including jurisdiction, tax controversies and alternative assessment strategies • Negotiated with IRS Appeals Office and the State of New York to eliminate or reduce client’s tax liability • Drafted and filed Innocent Spouse claims for clients • Worked with the Taxpayer Advocate Service, filed tax returns, interviewed clients and investigated witnesses • Drafted letters and legal documents for clients and responded to tax notices from the IRS and the State of New York • Advised clients on the tax dispute resolution process and how to enter programs to prevent collection actions • Responsible for maintaining a docket of ten clients

  • Legal Intern

    at New York State Department of Taxation and Finance, Office of Counsel

    August 2007 - December 2007

    New York

    • Assisted lead counsel in prosecutions in front of the New York Tax Appeals Tribunal • Prepared pleadings, exhibits, affidavits and reviewed taxpayer guidance publications • Drafted Advisory Opinions on various state and local tax issues • Reviewed proposed and completed mergers and acquisitions to determine if the transactions had economic substance • Responded to Freedom of Information Law requests • Reviewed corporate tax returns and Department audits while preparing for Tribunal cases • Reviewed tax planning strategies made by corporations that were being challenged by the Department • Drafted and presented a report on the creation of a Privacy Officer with the Department • Investigated various issues involving the Sarbanes-Oxley Act of 2002 with respect to corporation and public accounting firms under the Act • Researched and drafted memoranda on complex state and local tax issues

  • Legal Intern

    at New York State Department of Environmental Conservation

    May 2007 - August 2007

    New York

    • Organized discovery documents for enforcement cases • Inspected sites that were accused of violating New York State Environmental Regulations • Responsible for a docket of 100 cases that were in violation of Bulk Storage Regulations • Attended public hearings on potential changes to the Bulk Storage Regulations • Drafted and prepared briefs for issues relating to environmental discharges by corporations • Reviewed corporate registrations to determine ownership of Underground Bulk Storage Tanks • Drafted legal papers such as Consent Orders and Prohibition Orders for enforcement of Environmental Regulations • Reviewed environmental assessments related to development deals that were struck between the State and private companies • Investigated complaints and attended Settlement Conferences to determine fines for violators of the Regulations • Worked on appeals from Administrative Law Judges • Part of attorney team that drafted new environmental regulations

Education

  • Internationally Trained Lawyers Program - Non-Degree Program

    at University of Toronto Faculty of Law

    2012 - 2013 (1 year) Ontario

  • Certificate of Qualification

    at Federation of Law Societies of Canada, National Committee on Accreditation

    2012 - 2012 (1 year) Ontario

  • LL.M.

    at Villanova University School of Law

    2010 - 2010 (1 year) Pennsylvania

  • Juris Doctor

    at Albany Law School

    2006 - 2009 (3 years) New York

  • Bachelor of Social Science, Dual major: Economics and Political Science

    at University of Ottawa

    2001 - 2006 (5 years) Ontario

Languages

  • English Native

  • French Conversation

  • Gujarati Native

Hives