When you can’t afford to make costly mistakes. Ask yourself: Are you speaking with someone who has the depth and experience to truly guide you?
Why Clients Choose David Kerzner?
Our individual and business clients recognize that navigating international and cross-border tax law is extraordinarily complex. They know their journey can be filled with pitfalls that can be very costly. Unfortunately, some of our clients are seeking advice for a second time, and are aware tax mistakes can sometimes cost tens or even hundreds of thousands of dollars to resolve. At the start of your journey, choosing the right advisor for your first conversation is crucial.
- Proven Record: A 30 year legal journey dedicated to international tax law as a member of the Ontario and New York bars.
- Hands-On Experience: Nearly two decades: of advising multinational enterprises and investment funds on cross border tax management and compliance to develop tax efficient strategies and avoid swamping profits with penalties; managing voluntary disclosures to the IRS for individuals, businesses, and estates; and advising individuals on Canadian international tax and residency law.
- Widely Published: Author and principal co-author of influential books on international and cross-border tax, published by prestigious international publishers including Irwin Law (now owned by University of Toronto Press), Palgrave Macmillan (London, UK), Springer Nature (with over 15,000 chapter downloads), and Thomson Reuters. Principal co-author of the landmark "The Tax Advisor's Guide to the Canada-U.S. Tax Treaty" a 2,500-page loose-leaf reference for tax professionals priced at $900 [also available digitally on Taxnet Pro].
- Deep Knowledge & Academic Excellence: Holding a PhD (focused on international tax law) from Queen's University; possessing two Masters of Law degrees in taxation and international law from NYU School of Law—one of the world's leading institutions in taxation; a recipient of the Eric W. Cross Memorial Fellowship in Law from Queen's University; and Research Fellow (Taxation Law) Monash University, Melbourne, Australia: 2008-2016.
- Educator: Former adjunct professor at Queen’s University Faculty of Law, instructing future tax professionals on complex taxation issues involving trusts and estates; speaker and author on over 40 international and cross border tax topics and articles for lawyers, accountants, and financial advisors.
Our Clients
Over the years we have had the privilege of working with individuals and families from a wide range of professional backgrounds, including:
- Accountants
- Actors
- Agriculture owners
- Aquaculture owners
- Airline managers
- Architects
- Art advisors
- Authors (including NYT bestselling)
- Business executives
- C-suite officers (including creative officers), private & public
- Clergy
- Dancers
- Directors (including Academy Award Winners)
- Executives (fund and business)
- Executors
- Flight attendants
- Graduate students
- Health care entrepreneurs
- High net worth individuals and global families
- IT and digital commerce entrepreneurs
- Lawyers and managing partners
- Musicians
- Music executives
- Office administration
- Outdoor adventure leaders
- Physicians
- Plumbers
- Poets
- Professors at university in the fields of dance, history, law, literature, medicine, and the sciences
- Publishers
- Real estate agents and investors
- Retirees
- Song writers
- Trustees