Judicial Recognition: The Federal Court of Appeal cites David Kerzner, principal co-author of the Tax Advisor's Guide to the Canada-U.S. Tax Treaty, in its decision in Priority Foundation v. Canada (National Revenue), 2025 FCA 180 (decision released October 7, 2025). DECISION
Corporate Transparency Act – U.S. Beneficial Ownership Reporting in David S. Kerzner, Editor-In-Chief, Principal Co-Author, The Tax Advisor’s Guide to the Canada-U.S. Tax Treaty), Update, 2024-1, November, 2024.
Reforming Canada’s Transfer Pricing System in David S. Kerzner, Editor-In-Chief, Principal Co-Author, The Tax Advisor’s Guide to the Canada-U.S. Tax Treaty), Update, 2024-1, November, 2024.
Assistance in Collection & The New IRS Enforcement Guidance in David S. Kerzner, Editor-In-Chief, Principal Co-Author, The Tax Advisor’s Guide to the Canada-U.S. Tax Treaty), Update, 2022-1, December, 2022.
E-commerce Tax Planning, Speaker, Ontario Bar Association, Institute Across Borders, November 9, 2021.
E-commerce Taxation in David S. Kerzner, Editor-In-Chief, Principal Co-Author, The Tax Advisor’s Guide to the Canada-U.S. Tax Treaty), Update, 2021-1, December, 2021 (220 pages).
2020 Ontario Bar Association, Lauren D. Rachlin Award for Excellence in International Business Law, finalist for the award
International Tax Evasion & Part XIX Income Tax Act (Canada) Speaker, Course Leader Fogler, Rubinoff, LLP May, 2018.
New US Tax Challenges for Cross Border Real Estate Investments, Taxes & Wealth Management Thomson-Reuters, Issue 11-4, November 2018.
Interview with television program host Peter Armstrong about information exchange agreements and the Paradise Papers. CBC On The Money. Nov 6, 2017.
Tax Evasion & Global Regulatory Compliance, Keynote Speaker Four Seasons Hotel Toronto, July 2017 Strategies for HLB’s Global Conference For 140 Country Firm Network.
The Panama Papers Panel: Implementing the Common Reporting Standard in Canada Ontario Bar Association - Speaker - Toronto, May 9, 2017
How Do I Reduce Risk and Uncertainty at All Stages of a Tax Dispute, Thomson- Reuters, Toronto, September 15, 2016, Invited Speaker.
Advising the Delinquent Cross-Border File, Thomson-Reuters Canada, Toronto, June 28, 2016, Course Leader and Invited Speaker.
Advising the Delinquent Cross-Border Filer, Thomson-Reuters Canada, Richmond Hill, March 8, 2016, Course Leader and Invited Speaker.
Chapter 18 Pensions and Annuities (Revised), The Tax Advisor’s Guide to the Canada- US Tax Treaty (Thomson-Reuters), Update 2016-1.
Tax and Immigration Course for Working in the U.S. for the Director’s Guild of Canada and the International Cinematographers Guild Toronto, January 16, 2016, Course Leader.
Cross Border Tax Planning for the Non-Immigrant for Members of the Arts and Entertainment Industry, Lecture, Director’s Guild of Canada, Toronto, March 24, 2015.
Exchange of Information and International Tax Policy in Turbulent Times, A Perspective on TIEAs and FATCA, Lecture, Faculty of Law, Queen’s University, March 5, 2015.
For International Clients, Wills Can Be At Risk When In-Depth Tax Planning Is Missed Thomson-Reuters-Carswell, Taxes & Wealth Management, 2015 | Issue 8-1
Surviving FATCA: A Roadmap For Delinquent U.S. Filers and Their Advisors Thomson-Reuters-Carswell, Taxes & Wealth Management, 2014 | Issue 7-1
International Art Collecting – Investment and Succession Strategies Thomson-Reuters-Carswell, It’s Personal, 2013 | Issue 6-1 Marla Wasser, Tammy Anklewicz, Esq., David Kerzner, Esq.
“I’d be safe and warm, if I was in L.A., California Dreamin’ on such a winter’s day” – Finding More Financial Wellness on the Road to Immigrating to America Thomson-Reuters-Carswell, It’s Personal 2012 | Issue 5-5
Advising the Delinquent U.S. Client, What Are Your Strategies? Also, IRS’s New Program for Delinquent Filers, It’s Personal, Thomson-Reuters-Carswell, Vol. 5, Issue 4, September 2012.
Saving Your Clients From US “Tax Cancer”: Passive Foreign Investment Companies and Other Tax Troubles, It’s Personal, Thomson-Reuters-Carswell, Vol. 5, Issue 2, May 2012.
Got A Special Florida Condo? Get A Special Trust! It’s Personal, Thomson- Reuters-Carswell, Vol. 5, Issue 1, February 2012.
The Relationship Between Professional Ethics and 2011 OVDI (U.S. Offshore Voluntary Disclosure Initiative), It’s Personal, Thomson-Reuters-Carswell, Vol. 4 Issue 4, November 2011, co-author.
Navigating International Taxation, (Instructor, 7 hr CPE/CLE one day course) Kirton McConkie Law Firm, Salt Lake City, October 23, 2011. An Introduction to Global Tax Management, Lecture, Eller College of Management, University of Arizona, September 19th, 2011.
A Potpourri of Errors Not to Make in Owning Your U.S. Vacation Real Estate, It’s Personal, Thomson-Reuters-Carswell, Vol. 4 Issue 2, May 2011.
Cross Border Estate Planning with Article 29B (Taxes at Death), Webinar Thomson-Reuters-Carswell, February 3, 2010, with David P. Stevens.
Taxation of Foreign Investment in Canada, Lecture Sovereign Society, May 21, 2012, Montreal.
Themes in the Taxation of Trusts, Lecture, Queen’s University Faculty of Law, November 4, 2009.
Cross Border Dimensions in Residence, Webinar, with Vitaly Timokhov, Thomson-Reuters-Carswell, September 17, 2009.
Of Summer’s Past and the Fall of the Tax Evaders, It’s Personal, Thomson-Reuters-Carswell, Vol. 2 Issue 4, September 2009.
Permanent Establishments, Basics and Beyond, Webinar, with Vitaly Timokhov, Thomson-Reuters-Carswell, July 8, 2009.
IRS Intensifies Efforts to Investigate and Prosecute Willful Violators Who Hide Offshore Accounts and Income, It’s Personal, Thomson-Reuters-Carswell, Vol. 2 Issue 3, May 2009.
Minimizing The Hidden Corporate Costs and Risks of International Executive Relocation, General Corporate Tax Newsletter, Thomson-Reuters- Carswell, May 2009, with Vitaly Timokhov and Sunita Doobay.
U.S. Taxation of Canadian Businesses: The Role of Agents, Faculty of Law, Queen’s University, March 23, 2009 (Lecture).
The Preservation of Wealth under the New U.S. Exit Tax Rules: Avoiding the Minefields and Ticking Time Bombs Facing U.S. Citizens and Green Card Holders Living Abroad, It’s Personal, Vol. 2 Issue 2, March 2009.
Protocol to U.S.-Canada Treaty Introduces New 15 Percent Withholding Tax Rate for Contingent Interest, JOURNAL OF TAXATION OF FINANCIAL PRODUCTS, Volume 7 Issue 4 (2009), Co-Author with Angela W.Y. Yu.
Chapter: U.S. International Taxation of the Transfer of Technology: A Primer for CFOs, Tax Directors, & Foreign Tax Advisors in The Taxation and Valuation of Technology (D.Chodikoff & J. Horvath, eds., Irwin Law, 2008).
Top Ten Considerations for U.S. Trust and Estate Taxation, Ontario Bar Association, March 3, 2008, (Lecture).
International Estate Planning Across the 49th Parallel, Ontario Bar Association, March 3, 2008.
Panel Chair, Tax Treaties and International Investments, at Globalization and the Impact of Tax on International Investments, Queen’s University Faculty of Law, February 29, 2008.
An Introduction to U.S. Transfer Pricing, Osgoode Hall Law School, March 26, 2007 (Lecture).
A Primer on Taxing Canadian Companies Doing Business in the United States, Faculty of Law, Queen’s University, January 31, 2007 (Lecture).
Understanding Recent U.S. Tax Developments in Cross Border Mergers and Acquisitions, THOMSON/RIA, Toronto, June 21, 2005 (Keynote luncheon address).
L. Bellam, P. Strasler, P. Westaway, The Global Solution: Surfing the Emerging International & Practice of Electronic Commerce, Symposium on Electronic Commerce: The Impact of the Digital
Age on Commercial Law, Osgoode Hall Law School at York University, Toronto, March 25, 1997
International Tax Obligations Under NAFTA: Investor Rights and Remedies, Tax Notes International, Dec. 9, 1996, p. 1961
International Taxation Under NAFTA, Canada-U.S. Tax Conference, Council for International Tax Education, Toronto, October 2, 1996 (Keynote luncheon address).
Introduction to International Taxation, Lecture, Symposium on International Law, Benjaman N. Cardozo School of Law, February 19, 1996 (Lecture).
The Commercial Real Estate Laws of the Peoples’ Republic of China & Shenzhen, an Overview, 76 Vanderbilt Journal of Transnational Law 581, (October, 1993)
Cases: Ethyl v. Canada (International Arbitration, New York City) Director of International Law, Appleton & Associates, First ever win under the Investor State laws of NAFTA (reported in WSJ)
Editor
Founding Editor, It’s Personal Journal, Thomson Reuters, 2009
Co-editor, It’s Personal Journal & Taxes and Wealth Management Journal, Thomson Reuters, 2009-2023 (monthly publication with approximately 15,000 subscribers)