People

DAVID ROBERTS

Qualifications

Experience

Barrister & Solicitor, Alberta

Solicitor, England & Wales

Before establishing his own practice, Dave practiced at three firms:

Attorney, California

Heller Ehrman, San Francisco

Bennett Jones, Calgary

Field & Field, Edmonton

Education

Bachelor of Laws degree (with distinction), University of Alberta

Bachelor of Commerce degree in Finance (with distinction), University of Alberta

Publications and Presentations

Dave has has spoken and written extensively on U.S., Canadian, and international tax matters, such as the following:

“The Global Family - US Tax Issues“ (2023) Prairie Provinces Tax Conference (Toronto: Canadian Tax Foundation, 2023)

"US Canada Tax Issues” (2015) tax seminar, Indian Wells, California

"US Tax Issues for Canadian Practitioners" (2014) Continuing Legal Education Society of British Columbia.

"US Tax Issues for Canadian Practitioners" (2012) Continuing Legal Education Society of British Columbia.

"Structuring Ownership of U.S. Vacation Property" (2008) Prairie Provinces Tax Conference (Toronto: Canadian Tax Foundation, 2008)

"The Enigmatic Riddle: Canadian Estate Planning and US Persons" (2006) Prairie Provinces Tax Conference (Toronto: Canadian Tax Foundation, 2006) 4:1

"Structuring Ownership by Canadians of US Real Property — A Review of Current Issues and Planning" (2005) Prairie Provinces Tax Conference (Toronto: Canadian Tax Foundation, 2005) 10:1-26

"The Global Evolution of a High-Tech Company: Canadian and US Perspectives," (with Wayne L. Tunney), Report of Proceedings of the Fifty-Second Tax Conference, 2000 Conference Report (Toronto: Canadian Tax Foundation, 2001), 2:1-36.

"Business Organization: Corporation, Partnership, or Other?" Report of Proceedings of the Fiftieth Tax Conference, 1998 Conference Report (Toronto: Canadian Tax Foundation, 1999), 48:1-29

"Some Issues in the Determination of Paid-up Capital", (1992) vol.40, no.2 Canadian Tax Journal 338