Shashi B. Malik, KC, MAcc, CPA, CA, JD, TEP

Shashi advises on tax matters relating to private and public equity and debt financing transactions, resource flow through financing structures, the use of partnerships and trusts as alternative business vehicles, and the structuring of cross-border investments and tax structuring and corporate advice to private multinational companies.

Shashi regularly advises on the tax effective acquisition of Canadian entities by multinational entities, involving in the appropriate circumstances hybrid entities and exchangeable shares, and on corporate restructurings involving multinational entities to improve tax efficiency and the flow of funds.

Shashi also has significant experience with dispute resolution involving taxation authorities. His tax experience also covers a broad range of commercial and corporate matters, including shareholder and partnership agreements and shareholder disputes.

Other leadership roles include previously serving as a member of the By-laws and Rules Committee of the Institute of Chartered Accountants of Alberta since 2009. Shashi also serves as a Director of several private companies and is a Director of the MS Society (Calgary Branch).

Prior to becoming a lawyer, Shashi practiced as a tax manager with two different national chartered accounting firms and has instructed for the Institute of Chartered Accountants of Alberta. Shashi speaks frequently for the Canadian Tax Foundation and the Society of Trust and Estate Practitioners, including with respect to tax planning for private corporations and their shareholders, the TOSI rules, Subsection 55(2), Life Insurance in Succession Planning, amendments to the Canada-U.S. Tax Treaty and cross-border investments, the taxable Canadian property rules, and the safe practice of taxation and tax adviser negligence.