Shashi B. Malik

KC, MAcc, CPA, CA, JD, TEP |

Associé

Calgary

Disponible en anglais seulement

Bureau

403.298.2443

[email protected]

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Secteurs et Expertises

Biographie

ADMISSION AU BARREAU

Alberta, 1997

Formation

CA Designation Alberta, Institute of Chartered Accountants of Alberta (ICAA), 1992
CA Designation Ontario, Institute of Chartered Accountants of Ontario (ICAO), 1989
Trust & Estate Practitioner (TEP) Designation, 2015
Canadian Institute of Chartered Accountants (CICA) Specialized Tax Course – International Tax, 2000
CICA Specialized Tax Course – Corporate Reorganizations, 1998
CBA Tax Law for Lawyers, 1997
J.D., University of Calgary, 1996
CICA In-Depth Tax Course, 1990-1992
M. Acc., University of Waterloo, 1988
B.A. (Chartered Accountancy Studies, Honours), University of Waterloo, 1987

Langues

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An experienced tax and business law partner, Shashi Malik guides clients through complex mergers, acquisitions, and corporate reorganizations. His knowledge and experience extend to private and public equity transactions, cross-border investments, and resolving disputes with tax authorities. Besides his legal work, Shashi contributes actively to various organizations, reflecting his commitment to professional excellence and community engagement. Prior to becoming a lawyer, Shashi, as a Chartered Professional Accountant, practiced as a tax manager with two different national chartered accounting firms.

With a remarkable academic background and extensive speaking engagements, Shashi’s legal prowess is complemented by his commitment to knowledge sharing and mentorship. From presenting at prestigious conferences to being a trusted mentor to junior colleagues, Shashi’s influence extends beyond legal matters. His multifaceted approach to law, education, and community involvement sets him apart as a lawyer dedicated to both professional growth and enriching legal discourse.

Shashi’s professional affiliations speak volumes about his commitment to legal excellence and ongoing learning. From memberships in the Canadian Bar Association and Chartered Professional Accountants of Canada to being recognized for his ethical standards by Martindale-Hubbell, his dedication to legal proficiency and integrity is evident. His list of accolades and educational accomplishments underscores his continuous pursuit of knowledge and legal proficiency.

Engagement

Reconnaissance

The Canadian Legal Lexpert Directory, Estate & Personal Tax Planning, 2024
King’s Counsel (appointed Queen’s Counsel in 2022)
Martindale-Hubbell AV Peer Review Rated (Preeminent), 2013-2022, its highest level of professional ranking recognized by peers for honesty, integrity, ethical standards and technical legal ability
CICA Specialized Tax Course—International Tax, 2000
CICA Specialized Tax Course—Corporate Reorganizations, 1998
CBA Tax Law for Lawyers, 1997
Stikeman Elliott National Tax Award, 1996
Canadian Petroleum Tax Society Award of Excellence in Corporate Taxation, 1996
Dean’s Honour Roll, University of Calgary Law School, 1996
Dean’s Honour List, University of Waterloo, 1984-1987 inclusive
University of Waterloo Faculty of Arts Entrance Scholarship, 1983, 1984
University of Waterloo Faculty of Arts Scholar, 1983

Leadership éclairé

Speaker, Canadian Tax Foundation British Columbia Tax Conference, 2019
Presenter, “Planning for Divestiture under TOSI,” British Columbia Tax Conference, September 2019
Co-author, “Planning for Divestiture under TOSI,” Canadian Tax Foundation, 2019
Presenter, “Planning in the Brave New World of TOSI,” Prairie Provinces Tax Conference, May 2019
Co-author, “Planning in the Brave New World of TOSI,” Canadian Tax Foundation, 2019
Author, “Rectification – Where are We Now,” 2019
Author, “Accessing Corporate Surplus,” 2019
Author, “Inter vivos Pipeline Planning,” 2019
Speaker, Canadian Tax Foundation Prairie Provinces Tax Conference, 2018 – 2019
Instructor, Educational workshops for clients of small CA firms, 1999 – 2019
Principal to Articling Students and mentor to numerous Associates and junior Partners
Speaker, “Diversity & Inclusion,” Federation of Asian Canadian Lawyers, Calgary
Presenter, “Subsection 55(2) and Safe Income,” Prairie Provinces Tax Conference, May 2018
Co-author, “Subsection 55(2) and Safe Income,” Canadian Tax Foundation, 2018
Speaker, STEP presentations and conferences, 2013, 2017
Presenter, “Family Succession Planning and the Revised Finance Proposals,” Society of Trust and Estate Practitioners (STEP) Canada (Calgary Branch), October 2017
Member, By-laws and Rules Committee of the ICAA, 2009 – 2017
Author, “Tax Planning In Difficult Times and Current Issues Overview,” 2017
Author, “Federal Budget: Small Business Taxation Measures,” 2016
Speaker, “Tax Issues re Family Law,” CBA Southern Alberta Law Conference
Author, “Recent Tax Developments, Structuring for Canadians Doing Business in the United States,” 2014
Author, “Recent Tax Developments – Federal Budget Update,” 2013
Presenter, “Insurance – Not So Taxing,” CIBC Wood Gundy/Austin Estate Planning, November 2013
Presenter, “Post Mortem Tax Planning Part II – Business Issues,” Society of Trust and Estate Practitioners (STEP) Canada (Calgary Branch), October 2013
Presenter, “Restructuring for Sale of a Business and Cross-Border Investment Issues,” PKF Canadian Tax Interest Group, September 2013
Author, “SCC Daishowa Decision: Assumed Liabilities Not Considered Proceeds of Disposition,” Tax Notes, August 2013
Presenter, “Federal Budget and Legislative Update,” Miller Thomson seminar Saskatoon and Regina, 2013
Presenter, “Recent Tax Developments,” Miller Thomson seminar Saskatoon and Regina, 2011 – 2012
Presenter, “Planning for the Tax Efficient Sale of a Business,” CIBC Wood Gundy, June 2011
Presenter, “Restructuring for the Sale of a Business,” Entrepreneurial CA’s of Calgary, March 2011
Author, “Update on Cross-Border Taxation and Taxable Canadian Property,” 2011
Presenter, “Tax Update,” Stikeman Elliott Calgary, 2009 – 2010
Presenter, “Tax Negligence and Practicing Safe Tax,” Entrepreneurial CA’s of Calgary, March 2004 and October 2004
Presenter, “CPD Course – Practicing Safe Tax seminar,” Institute of Chartered Accountants of Alberta (Calgary and Edmonton), 1999 – 2007
Instructor, Professional Development Tax Courses, Institute of Chartered Accountants of Alberta (ICAA), 1998 – 2007

Engagement communautaire

National Board of Directors, MS Society of Canada, 2021 – Current
Board of Directors, MS Society, Calgary Branch (past Member)
Instructed Professional Development Tax Courses for ICAA, 1998-2007
Member, Bylaws and Rules Committee of the ICAA, 2009-2017
Member, Board of Directors, for several private companies
Trustee for several family trusts
Speaker CBA Southern Alberta Law Conference
United Way Calgary Leader, 2003-2018

Adhésions et affiliations

Member, Canadian Bar Association
Member, Law Society of Alberta
Member, Chartered Professional Accountants of Canada
Member, Chartered Professional Accountants of Alberta (formerly ICAA)
Member, Chartered Professional Accountants of Ontario (formerly ICAO)
Member, Trusts & Estates Practitioners (STEP)
Member, Canadian Tax Foundation
Member, Canadian Petroleum Tax Society
Member, International Fiscal Association, Canadian Branch
Canadian Bar Association Alberta Branch—Managing Partners Section, Taxation Specialists Section
Member, Calgary Bar Association
Member, Calgary Chamber of Commerce

Shashi B. Malik

Secteurs et Expertises

SECTEURS

EXPERTISE

Biographie

ADMISSION AU BARREAU

Formation

Langues

Team Heading

Transactions et mandats

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Nouvelles

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Engagement

Reconnaissance

Leadership éclairé

Engagement communautaire

Adhésions et affiliations

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