Shaun M. Doody

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)