| Speakers |
Benjamin Alarie |
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University of Toronto Faculty of Law Professor Benjamin Alarie, who has received his B.A. from (Wilfrid Laurier), M.A. (Toronto), J.D. (Toronto), LL.M. (Yale), is currently a professor at the faculty of law for The University of Toronto. Prior to this Professor Alarie (2003-04) served as Law Clerk to Madam Justice Louise Arbour of the Supreme Court of Canada. Professor Alaire researches and teaches principally in taxation law, and also has research interests in both contracts and judicial decision-making. Professor Alarie's research has appeared or is forthcoming in, among others, the American Business Law Journal, the British Tax Review, the Canadian Business Law Journal, the Canadian Tax Journal, the Osgoode Hall Law Journal, and the University of Toronto Law Journal. |
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Lily Batchelder |
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New York University School of Law Professor of Law Professor Lily Batchelder specializes in taxation, with a particular emphasis on income taxation, wealth transfer taxation, tax incentives, and social insurance. Her research centers on intersections between tax and social policy in addressing poverty, economic inequality, economic insecurity, and barriers to intergenerational mobility. She is the Co-Director of the Furman Academic Program, and Director of the Leadership Program in Tax Law and Fiscal Policy. Apart from her academic work, Batchelder regularly advises policymakers, public agencies, and nonprofit organizations on policy matters. She is the Chair of Neighbors Together, a member of the advisory board of the Center for Economic Progress, and a member of the National Academy of Social Insurance. Recently, she testified before the U.S. Joint Economic Committee on taxation and income volatility, and the Senate Committee on Finance on wealth transfer tax reform. Batchelder joined the faculty from Skadden, Arps, Slate, Meagher & Flom, where she focused on transactional and tax policy matters. Previously she served as a Wiener Fellow at the Wiener Center on Social Policy at the Kennedy School of Government; Director of Community Affairs and Campaign Manager for a New York state senator; and Client Advocate for Neighbors Together. Batchelder received her A.B. in Political Science with honors and distinction from Stanford University, where she received a Firestone Medal for Excellence in Undergraduate Research. She received her M.P.P. in Microeconomics and Human Services from Harvard's Kennedy School of Government, where she was a Kennedy Fellow and President of the Kennedy School Student Government. She earned her J.D. from Yale Law School, where she was twice awarded the Clifford L. Porter Prize for Best Paper on Taxation. While there, she was founder and director of the Pro Bono Network, executive editor of the Yale Human Rights & Development Law Journal, director of the Lowenstein International Human Rights Project, and a member of the Yale Law Journal. |
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Kim Brooks |
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McGill University Faculty of Law, Heward Stikeman Chair in Tax Law Professor Associate Professor Kim Brooks was appointed the H. Heward Stikeman Chair in the Law of Taxation at the McGill Faculty of Law in July 2007. Professor Brooks teaches all areas of taxation, and has received UBC’s Killam Teaching Excellence Award, Queen’s University Law Students’ Society Teaching Award, along with the McGill Law Students Association's John W. Durnford Teaching Excellence Award (2008). Her primary research interests lie in the areas of corporate and international tax, and tax policy. She is currently working on a SSHRC-funded project on tax treaties and their effects on revenue allocation between high- and low-income countries. Before moving to academia, Professor Brooks practiced as a tax lawyer with Stikeman Elliott LLP in their Toronto and London (UK) offices. Her practice focused on corporate and international tax, including tax aspects of cross-border investments and transactions, financings, reorganizations and restructurings. Professor Brooks is a member of the Canadian Tax Foundation, the International Fiscal Association, and the National Tax Association. She is also Chair of the Women’s Legal Education and Action Fund, the managing editor of the Canadian Journal of Women and the Law, and Past President of the Canadian Association of Law Teachers. |
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Neil Brooks |
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Osgoode Hall Law School Faculty of Law Professor Professor Neil Brooks has taught tax law and policy for almost 30 years and is director of the Graduate Program in Taxation. His research interests are tax; tax planning and policy; corporate and international tax; financing the welfare state. Professor Brooks has published extensively on income tax issues and was the editor of the Canadian Tax Journal from 2001 to 2004. He has been a consultant on tax policy and reform issues to several departments in the government of Canada, and to the governments of New Zealand, Australia and several Canadian provinces. He was Co-Vice Chair of the Ontario Fair Tax Commission, 1991-94, and has been on several advisory committees for the Auditor-General of Canada and Revenue Canada. In 2002 he was awarded the Canadian Association of Law Teacher's Award for Academic Excellence. He is a frequent speaker and public commentator on current public finance issues. Over the past few years he has participated in capacity building projects relating to the income tax in Lithuania (Harvard Institute for International Development); Vietnam (Swedish International Development Agency); Japan (Asian Development Bank); China (AUSAid) and Mongolia (AUSAid). Professor Brooks educational background also encompasses a BA (Alberta), LLB (British Columbia), of the Bar of Ontario. |
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Dorothy A. Brown |
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Emory University, School of Law Professor of Law Professor Dorothy Brown specializes in federal tax law and critical race theory. She is well known for her work examining the racial implications of federal tax policy. Professor Brown joins the faculty after visiting at Emory Law for the 2007-2008 academic year. She comes to Emory from Washington and Lee University School of Law, where she taught courses in Administrative Law, Critical Race Theory, Federal Income Tax, and Partnership Tax, and was the Director of the Frances Lewis Law Center. She also has taught at George Mason University and the University of Cincinnati. Before becoming a professor of law, Brown worked as an adviser to J. Stephen Swift of the U.S. Tax Court, as an associate with Haynes & Miller in Washington, D.C., and as an investment banker at New York’s Drexel, Burnham & Lambert. She also was a Special Assistant to the Federal Housing Commissioner at the U.S. Department of Housing and Urban Development. Professor of Law. B.S., 1980, Fordham University; J.D., 1983, Georgetown University Law Center; LL.M. (Tax), 1984, New York University School of Law.
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Neil Buchanan |
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The George Washington University Law School Associate Professor Neil H. Buchanan teaches at the George Washington University Law School. Prior to joining GW's law faculty, he taught at Rutgers-Newark School of Law and was a visiting professor at NYU School of Law. He received his J.D., magna cum laude, from the University of Michigan Law School in 2002, where he was elected to the Order of the Coif. After law school, he clerked for Judge Robert H. Henry on the U.S. Court of Appeals for the Tenth Circuit. Prior to attending law school, Professor Buchanan was an economics professor. He earned his M.A. and Ph.D. degrees from Harvard University, specializing in macroeconomics, the history of economic thought, and economic methodology. He received his B.A. in economics from Vassar College. He has held full-time faculty positions in economics at the University of Michigan, the University of Wisconsin-Milwaukee, Barnard College, Goucher College, and Wellesley College. Professor Buchanan's research concerns the long-term tax and spending patterns of the federal government, focusing on such issues as budget deficits, the national debt, and the long-run prospects for the Social Security system. He also is engaged in a long-term research project that asks how current policy choices should be shaped by concerns for the interests of future generations. Professor Buchanan has published articles in the George Washington Law Review, NYU’s Tax Law Review, Cornell Law Review, and Virginia Tax Review, as well as in the refereed social science periodicals The Journal of Economic Issues and The Journal of Socio Economics. He has also written articles for Tax Notes, Challenge: The Magazine of Economic Affairs, and for the on-line legal magazine FindLaw's Writ. In addition, he publishes twice weekly on the legal blog “Dorf on Law” (www.dorfonlaw.org). |
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Mark Burton |
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University of Canberra Faculty of Law Senior Lecturer in Law Mark has researched and taught in the field of taxation law for the past 18 years. Over the past five years his research has concentrated upon tax expenditure management, as opposed to the reporting of tax expenditures. This research has elaborated upon improvements that ought to be made to the concept of ‘tax expenditure’. Further, Mark has proposed changes to the processes governing the creation, reporting and ongoing management of tax expenditures. Most recently, Mark consulted with the Australian National Audit Office in its performance audit of Australian Treasury’s management of Australian tax expenditures. Mark also contributed to the Australian Government’s Operation Sunlight report. |
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Ling Chu |
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Wilfrid Laurier University Assistant Professor, Accounting Professor Chu is currently Assistant Professor in Accounting at Wilfrid Laurier University. Her research interests are in federal income tax law and its impacts on business and personal decisions. Professor Chu’s research is directed to tax policy analysis. She also focuses her time on international taxation, corporate tax planning and estate planning. Academically speaking she develops and teaches both the introductory and advanced tax courses at the University. Professor Chu’s research has also allowed her to make numerous contributions to literature, journals: Chu, L., R. Mathieu, S. Robb and P. Zhang, “The Impact of Banks’ Capitalization on their Lending Behavior”, Review of Quantitative Finance and Accounting, forthcoming. Chu, L., G. Feltham and R. Mathieu, “The Deferral Value of Estate Freezes”, Canadian Tax Journal, Volume 49 No.2, 2001, pp 345-367. Position paper, Chu, L., G. Feltham and R. Mathieu, “Handbook Section 3860 and Estate Freezes: Analysis and Recommendations”. Report for CGA-Canada as a submission to the accounting standards Board, January 1999. The reference: Chu, L., R. Mathieu, and P. Zhang, “Why Firms Lease Short-Lived Assets: A Tax-Based Explanation”, Canadian Tax Journal, Volume 56, No.3, 2008, pp 639-660. Recently Professor Chu was awarded The Glenn Carroll Teaching Fellowship from The School of Business & Economics at Wilfrid Laurier University in 2008. |
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Karen J. Cooper |
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Carters Professional Corporation, Partner Ms. Cooper joined Carters in 2005 and became a partner in 2008, having left her position as Senior Rulings Officer with the Income Tax Rulings Directorate of Canada Revenue Agency, to practice charity and not-for-profit law with an emphasis on tax issues. After two years clerking at the Federal Court of Canada, Ms. Cooper was called to the Ontario Bar in 1995 and became counsel for the Department of Justice in tax litigation. She then went to Lang Michener to practice tax planning and litigation, commercial litigation, bankruptcy and insolvency law, and general business law, before moving on to the Canada Revenue Agency. In addition to her considerable legal experience, Ms. Cooper also has extensive teaching experience, including the Estates (Tax) section of the Ontario Bar Admission Course, presenting workshops for The Institute of Chartered Accountants of Ontario, as sessional lecturer at Carleton University School of Business teaching Business Law, and part-time professor at the University of Ottawa Faculty of Common Law teaching first year Property Law and an advanced seminar (Introduction to the Law of Charities and Non-Profit Organizations). Ms. Cooper has also worked as a consultant providing advice to the Department of Justice, Environment Canada, and the former Canadian Advisory Council on the Status of Women with respect to tax policy issues and is currently serving on the Board of Directors of the Canadian Land Trust Alliance and Big Brothers Big Sisters Ottawa, as well as a member of the Canadian Tax Foundation, Canadian Association of Gift Planners, Association of Fundraising Professionals, the Society of Trust and Estate Practitioners, and on the Executive of the Charity and Not-for-Profit Law Sections of the Ontario Bar Association and the Canadian Bar Association. Ms. Cooper is a frequent author and speaker, as well as a contributing author to The Management of Charitable and Not-for-Profit Organizations in Canada (LexisNexis Butterworths). |
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Charlotte Crane |
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Northwestern University School of Law Professor Charlotte Crane is Professor of Law at Northwestern University School of Law in Chicago and a member of faculty in its Graduate Tax Program. Her scholarly work has focused on choices in the design and administration of broad-base taxes, both personal and corporate. More recently, her work has explored historical questions in the design and implementation of all varieties of taxes, with special emphasis on the evolution of the institutions involved in their administration. Before joining academia, she practiced at Hopkins & Sutter in Chicago, and clerked for Justice Harry R Blackmun at the Supreme Court of the United States and for Judge Wade H. McCree for the Sixth Circuit Court of Appeals. |
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David Duff |
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University of British Columbia Faculty of Law Professor David G. Duff, B.A. Hons. (Queen’s University), M.A. (York University), LL.B. (University of Toronto), M.A. (University of Toronto), LL.M. (Harvard University), joined the University of British Columbia the Faculty of Law as a visiting professor in 2008 and as a permanent faculty member in 2009, after teaching at the University of Toronto Faculty of Law from 1996 to 2008. Prior to joining the Faculty of Law at the University of Toronto, Professor Duff was a tax associate at the Toronto office of Stikeman, Elliott. He was also employed as a researcher with the Ontario Fair Tax Commission from 1991 to 1993 and as a tax policy analyst with the Ontario Ministry of Finance in 1993-1994. He is a member of the Board of Governors of the Canadian Tax Foundation, a member of the Law Society of Upper Canada, an Adjunct Research Fellow in Business Law and Economics at the Faculty of Business and Economics at Monash University, and an International Research Fellow at the Oxford University Centre for Business Taxation. He has been a visiting scholar at the Faculty of Law of Oxford University, at the University of Sydney Law Faculty, and at the Faculty of Law at McGill University. Professor Duff has published numerous articles in the areas of tax law and policy, accident law and family law, and environmental taxation and policy, has co-authored a book on accident law and a textbook/casebook on Canadian income tax law, and has co-edited books on tax avoidance in Canada and Canadian climate change policy. He has also served as a consultant to the Canadian Department of Justice, the Alberta Department of Justice, the U.S. District Attorney’s Office, the Ontario Panel on the Role of Government, and the Commission of Inquiry into the Investigation of the Bombing of Air India Flight 182 (Air India Inquiry). His current areas of research address domestic and international tax avoidance and evasion, taxation and distributive justice, and environmental taxation. |
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Timothy W. Edgar |
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University of Western Ontario Faculty of Law Professor Professor Edgar joined the Faculty in 1989 and is the Director of the National Tax Centre. He is the author of a book on the taxation of financial instruments, is a co-editor of Materials on Canadian Income Tax (13th ed.), and is also a regular contributor to the Canadian Tax Journal and other tax publications. His educational background encompasses a BA (U.W.O.) 1982, LLB (U.W.O.) 1985, LLM (Osgoode Hall) 1988, PhD (Deakin) 1999, and was called to the Bar of Ontario in 1988. |
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George Fallis |
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York University Departments of Economics and Social Science University Professor Professor Fallis is currently University Professor and Professor of Economics and Social Science at York University. His educational background encompasses a BA at The University of Toronto (Vic ’69), and PhD at Princeton University. In the past he has worked for the federal government and a provincial research agency before joining York University. He has been Chair of the Department of Economics for 6 years, Dean of the Faculty of Arts for 7 years, and Chair of the York Senate Academic Policy and Planning Committee. Professor Fallis has also been a member of the Council of Ontario Universities and currently is a member of the Undergraduate Program Review Audit Committee. His research often deals with issues of public policy. He has published widely on housing policy, urban policy and written on constitutional reform. His most recent research deals with universities. He has also recently published the book, Multiversities, Ideas, and Democracy (University of Toronto Press, 2007). |
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Jonathan B. Forman |
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University of Oklahoma College of Law Professor of Law Professor Jonathan Barry Forman is the Alfred P. Murrah Professor of Law at the University of Oklahoma, where he teaches courses on tax and pension law. Professor Forman is also vice chair of the board of trustees of the Oklahoma Public Employees Retirement System (OPERS), and he will be the Professor in Residence for the Internal Revenue Service Office of Chief Counsel for the 2009-2010 academic year. Professor Forman is also active in the American Bar Association, the Association of American Law Professors, and the National Academy of Social Insurance. Professor Forman has lectured around the world, testified before Congress, and served on numerous federal and state advisory committees. Professor Forman has more than 250 publications including Making America Work (Urban Institute Press 2006). In addition to his many scholarly publications, Professor Forman has a monthly column in the Journal Record newspaper of Oklahoma City, and he has published op-eds in Barron’s, the Los Angeles Times, the Dallas Morning News, the Cleveland Plain Dealer, the Washington Times, the Daily Oklahoman, the Arizona Daily Star, and numerous other newspapers and magazines. Professor Forman earned his law degree from the University of Michigan in 1978, and he has Master’s degrees in economics and psychology. Also, prior to entering academia, it was his privilege to serve in all three branches of the federal government, most recently as Tax Counsel to the late Senator Daniel Patrick Moynihan (D-NY). Professor Forman has recently been appointed as IRS Chief Counsel Selects Jonathan Forman as 2009-2010 Professor in Residence IR-2009-38, April 7, 2009 –– IRS Acting Chief Counsel Clarissa C. Potter has selected Jonathan Forman as the 2009-2010 Professor in Residence. James S. Tyree, OU professor to tackle tax issues for IRS, The Oklahoman, April 15, 2009, at 13A, http://newsok.com/ou-professor-to-tackle-tax-issues-for-irs/article/3361653. |
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Stephen Gaetz |
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York University Faculty of Education Associate Dean of Research and Field Development Stephen Gaetz is the Associate Dean of Research and Field Development in the Faculty of Education. His research interests include homelessness, youth culture, criminal victimization and community development. His research on young people who are homeless has focused on their economic strategies, health issues and legal and justice issues. Dr. Gaetz has published a book on his research in Ireland, and numerous articles in academic journals. Currently, he is involved research on homelessness and Tuberculosis transmission. Prior to his time at York University, Dr. Gaetz worked in the Community Health Sector, both at Shout Clinic (a health clinic for street youth in Toronto) and Queen West Community Health Centre in Toronto. Dr. Gaetz has played a leading international role in knowledge dissemination in the area of homelessness. York played host to 2005’s Canadian Conference on Homelessness – the first research conference of its kind in Canada. In addition, York University now hosts the Homeless Hub (www.homelesshub.ca3) 3the first comprehensive and cross-disciplinary web-based clearinghouse of homelessness research in the world. Stephen Gaetz has currently received multi-year funding from SSHRC to establish the Canadian Homelessness Research Network (www.homelessresearch.ca4). The focus of this network is to work with researchers across Canada to mobilize research so that it has a greater impact on homelessness policy and planning. |
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Christopher Heady |
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Professor of Economics University of Kent, UK Professor Heady is of British nationality and joined the University of Kent in April 2009. Before that he was Head of the Tax Policy and Statistics Division at the Centre for Tax Policy and Administration in the Organisation for Economic Co-operation and Development (OECD), a position he held since 2000. He has also held faculty positions at Yale University, University College London and the University of Bath as well as being a research associate at the Institute for Fiscal Studies. He has also worked on tax policy as a consultant for The World Bank, the Asian Development Bank and PricewaterhouseCoopers. He is an economist and obtained his first degree from the University of Cambridge and a Ph.D. from Yale University. |
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Christopher Howard |
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The College of William & Mary, Arts & Sciences Pamela C. Harriman Professor of Government and Public Policy Chris Howard graduated Phi Beta Kappa and summa cum laude from Duke University in 1983 with a B.A. degree in History. He later earned his M.S. (1990) and Ph.D. (1993) degrees in Political Science from MIT. Howard is an expert on U.S. social policy and tax policy. He is the author of The Welfare State Nobody Knows: Debunking Myths About U.S. Social Policy (2007) and The Hidden Welfare State: Tax Expenditures and Social Policy in the United States (1997), both published by Princeton University Press. He has also written scholarly articles in The American Political Science Review, Journal of Policy History, Political Research Quarterly, Political Science Quarterly, Public Administration Review, and Studies in American Political Development. He is currently working on several chapters for different edited volumes, many of which place U.S. public policy in cross-national perspective. In 2009, the State Council of Higher Education for Virginia selected Howard for an Outstanding Faculty Award in recognition of his superior accomplishments in research, teaching, and public service. Chris has won a college-wide teaching award from the Society of the Alumni as well as research fellowships from the National Endowment for the Humanities and the American Council of Learned Societies.
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Thaddeus Hwong |
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York University School of Public Policy and Administration School of Administrative Studies Assistant Professor Professor Hwong is currently an Assistant Professor at the School of Public Policy and Administration and School of Administrative Studies, York University. He teaches and conducts research on tax and public policy. His current collaborative research projects include quasi-experiments on tax attitudes and information literacy and microsimulation of costs and benefits of tax expenditures. He also leads a social policy and politics research team of graduate students exploring prior empirical findings on social expenditures. Professor Hwong’s educational background includes BA (York University), MSc (Columbia University), LLB (Osgoode/York University), and PhD (Osgoode/York University). |
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Jonathan R. Kesselman |
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Simon Fraser University Public Policy Program Professor, Canada Research Chair in Public Finance Professor Jonathan R. Kesselman joined Simon Fraser University’s Public Policy Program in 2004, where he is a professor and holds the Canada Research Chair in Public Finance. From 1972 to 2003 he was a professor of economics at the University of British Columbia, and from 1992 to 2003 he served as director of the UBC Centre for Research on Economic and Social Policy. He was director and principal investigator of the SSHRC/MCRI project on "Equality/Security/Community." He has a B.A. (Hon.) from Oberlin College and a Ph.D. from M.I.T. |
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Edward D. Kleinbard |
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University of Southern California Gould School of Law Professor of law Edward D. Kleinbard's expertise focuses on tax matters, including the taxation of capital income, international tax issues, and the political economy of taxation. He joined USC Law in 2009 as professor of law. Professor Kleinbard previously served as chief of staff of the U.S. Congress's Joint Committee on Taxation. The staff of the Joint Committee functions as a nonpartisan office to assist Congress in every aspect of the tax legislative process, from the development and analysis of tax proposals for Members of Congress to the drafting of tax bills, estimations of all revenue legislation considered by the Congress, and investigations of various aspects of the Federal tax system. Prior to his appointment to the Joint Committee, Kleinbard worked as a partner based in the New York office of Cleary Gottlieb Steen & Hamilton LLP. He was a visiting lecturer at Yale Law School in 2007, where he taught Taxation of Financial Products and Markets.
Professor Kleinbard has lectured on tax topics in a wide variety of academic and professional settings. In 2009 Professor Kleinbard delivered the annual Laurence Neal Woodworth Memorial Lecture in Federal Tax Law and Policy (published in Tax Notes, May 18, 2009 under the title "How Tax Expenditures Distort Our Budget and Our Political Processes").
Professor Kleinbard also has published extensively on tax matters in academic and professional journals. He presented a comprehensive proposal for the fundamental reform of the taxation of capital income in "Rehabilitating the Business Income Tax," for The Hamilton Project at the Brookings Institution and "Designing an Income Tax on Capital," a chapter in the book Taxing Capital Income (Urban Institute 2007). Other recent articles authored or co-authored by Professor Kleinbard include "A Revenue Estimate Case Study: The Repatriation Holiday Revisited," "Throw Territorial Taxation from the Train," "Is it Time to Liquidate LIFO?," and "Competitive Convergence in the Financial Services Industries." Older articles include "Risky and Riskless Positions in Securities" and "Business Hedges After Arkansas Best." In 2006 Kleinbard received a Burton Award for Legal Writing.
Kleinbard was widely regarded as one of the elite tax lawyers in the United States when he was in private practice. The International Who's Who of Corporate Tax Lawyers for example named him one of the top 15 tax lawyers worldwide
Kleinbard graduated with a B.A. in Medieval and Renaissance Studies and an M.A in History from BrownUniversity. He received his J.D. from YaleLawSchool, where he was an articles editor of the Yale Law Journal. |
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Rick Krever |
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Monash University Professor, Business Law and Taxation Professor Rick Krever teaches and researches in the area of taxation law and policy. He has been closely involved in modern Australian tax reform initiatives; include roles as a member of the Commonwealth Government's Taxation Law Improvement Project Consultative Committee and Review of Business Taxation (Ralph Review).He has been a professor-in-residence at both the Australian Taxation Office and the Australian Treasury. Internationally, Professor Rick Krever has served as a member of the Permanent Scientific Committee of the International Fiscal Association and is currently an International Fellow of the Centre for Business Taxation at Oxford University. He has provided assistance under the auspices of the World Bank, International Monetary Fund, Asian Development Bank, and other international organisations to finance ministries and tax offices in a wide range of countries including Vietnam, Latvia, New Zealand, China, South Africa, Sierra Leone, Yeman, Mongolia, Tonga, East Timor, Kosovo, Antigua and Barbuda, and Argentina. He has twice been seconded to the International Monetary Fund. Prior to joining the Department of Business Law and Taxation, Professor Krever held a chair at Deakin University. Professor Krever has been a visiting professor at a wide range of academic institutions including Harvard Law School, Erasmus University (Rotterdam), Osgoode Hall Law School (Toronto), San Jose State University, and the Vienna University of Economics and Business Administration. |
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Matt Krzepkowski |
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University of Calgary Public Economics I am an economics graduate student at the University of Calgary, specializing in Public Economics. My current research has focused on the effect of corporate taxation on investment and economic growth.
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Kathleen Lahey |
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Queen's University Professor Lahey specializes in issues concerning gender and equality, with particular focus on women and taxation, gender mainstreaming and gender-based analysis, and poverty. She teaches tax law, property law, law and sexuality, and tax policy at Queen's Faculty of Law, and has been involved in key equality cases brought under the Canadian Charter of Rights and Freedoms, including the same-sex marriage cases. She joined Queen's in 1987 upon her appointments as Professor and Queen's National Scholar. She previously taught at the University of Windsor, where she was Professor until 1987; she has also taught in Australia at http://www.monash.edu.au/ and was Visiting Scholar at Harvard School of Law. Professor Lahey has a cross-appointment with the Faculty of Law at Queen's. She was founding editor of the Canadian Journal of Women and the Law, has served on the Ontario Fair Tax Commission (working groups on women and taxation, and corporate taxation), the Law Reform Commission of Canada Advisory Panel on Adult Relationships, and the Ontario Advisory Council on Women's Issues, and has been involved in gender training and fiscal gender analysis in China, Israel, and Canada federally and provincially. She is the author of numerous papers and studies on women and fiscal policy, including The Gender Budget: Gender-Based Analysis of Revenues and Expenditures (House of Commons Standing Committee on the Status of Women, 2007-2008), What About women? Gender analysis of Discussion Paper on New Brunswick's Tax System (Frederickton: N.B. Advisory Council on the Status of Women, 2008), Women and Employment: Removing Fiscal Barriers to Women's Wageforce Participation (Status of Women Canada, 2005/6), The Tax/Benefit Unit in Fiscal Policy (Law Commission of Canada, 2002), and The Impact of Legal Recognition on Lesbian Women in Canada (Status of Women Canada, 2001).
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Tamara Larre |
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University of Saskatchewan Assistant Professor Professor Larre joined the College of Law in 2006. She completed her LL.M. thesis at Osgoode Hall Law School on the taxation of personal injury damages in Canada. Prior to commencing graduate studies, Professor Larre articled with and practiced in the tax group of a law firm in Calgary and completed Parts 1 and 2 of the Canadian Institute of Chartered Accountants In-Depth Tax Course. Professor Larre’s areas of teaching and research interest are taxation and commercial relationships. Her educational achievements include a LLM, York and LLB, Saskatchewan. |
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Jinyan Li |
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Osgoode Hall Law School Faculty of Law Professor Professor Jinyan Li joined Osgoode Hall Law School in 1999, having previously taught for eight years on the Faculty of Law at the University of Western Ontario. She also has been a Visiting Professor at Harvard Law School, a Greenwoods and Freehills Visiting Professor of International Taxation at the University of Sydney, Australia, and Visiting Professor at Kenneth Wang Law School, Suzhou University, China. She has served as a legal consultant to the International Monetary Fund (IMF), the Organization for Economic Cooperation and Development (OECD), Auditor General of Canada, Department of Justice of Canada, as well to several leading law firms. She was also a member of an advisory committee for the Minister of National Revenue on the issue of e-commerce taxation. In 2004, she won the teaching award at Osgoode. In 1999, she received the Douglas J. Sherbaniuk Distinguished Writing Award. Professor Li, who became a full professor in 2006, has been awarded numerous research grants, including two from the Social Science and Humanities Research Council of Canada. Professor Li’s research interests include taxation law and policy, electronic commerce, social security law, pension law, and Chinese law. Professor Li’s educational background also includes a BA (UIBE, China), LLB (Toronto), LLM (Queen's), DJur (Osgoode), of the Bar of Ontario. Recently Professor Li was appointed acting dean of Osgoode Hall Law School, beginning July 1. |
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Alan Macnaughton |
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Associate Professor of Accounting Professor Alan Macnaughton’s research concerns tax policy issues in personal income tax. He uses a variety of methodologies including mathematical modeling, microsimulation using databases of tax returns, and legal analysis. His tax papers have concerned employee fringe benefits and stock options, non-resident athletes, child support, effective marginal tax rates, restaurant tips, compliance costs, and other topics.
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Joanne Magee |
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York University Director of the School of Public Policy and Administration Professor Joanne Magee, LL.M., FCA, CFP, is the Director of the School of Public Policy and Administration at York University. Joanne’s research interests are statutory interpretation, personal financial planning and the measurement of income for tax purposes. Professor Magee teaches income tax law and tax planning and is a frequent writer and speaker on these subjects. Joanne is the co-author (with Peter Hogg and Jinyan Li) of Principles of Canadian Income Tax Law and the update editor of Understanding Income Tax and Insight into Canadian Income Tax. A former Governor of Canadian Tax Foundation (2001 to 2004) and a former member of the governing body of the Institute of Chartered Accountants of Ontario (1994 to 1998), Professor Magee currently serves on the editorial board of the Canadian Tax Journal, the Academic Advisory and Certification Scheme Committees of the Financial Planners Standards Council of Canada, and on the Board of Trustees of the York University Pension Fund, the Executive of the York University Centre for Public Policy and Law. |
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Amin Mawani |
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York University Schulich School of Business Associate Professor of Taxation Professor Amin Mawani is an Associate Professor of Taxation at the Schulich School of Business at York University in Toronto. He holds a PhD in Taxation from the University of Waterloo, LL.M in Taxation from Osgoode Hall Law School at York, and MA in Economics from the University of Toronto. He is a Fellow Certified Management Accountant (FCMA) and a Certified Financial Planner (CFP). Professor Mawani’s research has been published in the Canadian Tax Journal, Contemporary Accounting Research, Accounting and Finance, CA Magazine and CMA Magazine. |
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Paul R. McDaniel |
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University of Florida Levin College of Law James J. Freeland Eminent Scholar in Taxation and Professor of Law Professor Paul R. McDaniel is the James J. Freeland Eminent Scholar in Taxation and Professor of Law at the University of Florida Levin College of Law. He is entering his fortieth year as a full-time tax professor, tax practitioner, and government tax official. Professor McDaniel’s educational background encompasses a B.A., from The University of Oklahoma and a LL.B., from Harvard Law School (cum laude). New York University School of Law - Professor of Law and Director of Graduate Tax Program and International Tax Program 1993-2002, Visiting Professor of Law 1986-87. Private Practice: Staff of U.S. Senator Albert Gore as Special Assistant on Tax Matters (1969-70); Attorney Advisor, Office of Tax Legislative Counsel, U.S. Treasury Department (1967-69). Organizations: American Bar Association (Taxation Section), International Fiscal Association. Professor McDaniel has also co-authored eight books and is the author or co-author of nearly sixty articles on taxation. He teaches primarily courses in the new LL.M. in International Taxation program instituted by Florida in 2005. He strongly advises his international students, before taking a position with a firm, to get a commitment that the firm will finance annual trips to the Congresses of the International Fiscal Association, which are held in highly desirable locations around the world. Happily, at the 2006 IFA Congress in Amsterdam, he met several former NYU and Florida students who had taken his advice. |
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Linda McQuaig |
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Toronto-based Journalist, Columnist and Author
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Janet E. Milne |
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Vermont Law School Director of the Environmental Tax Policy Institute and Professor of Law Professor Janet E. Milne is recognized internationally as an expert in environmental tax policies. The courses she has taught at Vermont Law School include Environmental Tax Policy, Income Tax, Land Use Law, Land and Takings, and Property. After receiving her BA degree, magna cum laude, from Williams College in 1973, Professor Milne served as field director, then associate director, for the Maine Coast Heritage Trust, a land conservation organization. She received her JD degree in 1981, magna cum laude, from Georgetown University Law Center, where she served as lead case and notes editor of the Georgetown Law Journal. After clerking for the Honorable Frank M. Coffin, chief judge of the United States Court of Appeals for the First Circuit in Portland, Maine, she then served as an attorney for the Washington Post. She subsequently was a tax attorney with the Washington law firm of Covington and Burling. She then became the legislative assistant to Senator Lloyd Bentsen, handling tax, trade, and health care issues falling within the senator's jurisdiction as chair of the Senate Finance Committee. Returning to New England, Professor Milne served as special counsel to Dartmouth Medical School from 1994 to 1999 and as consultant to the New Hampshire Charitable Foundation from 1995 to 2001. In 1995, she researched Germany's environmental taxes as a fellow of the American Council on Germany, and she joined the VLS faculty as a visiting professor. In 2000, she created the Environmental Tax Policy Institute, and in 2002, she organized and hosted the Third Annual Global Conference on Environmental Taxation. She cosponsored the Fourth, Fifth, and Sixth Conferences in 2003, 2004, and 2005. Professor Milne has served as a member of the American Bar Association Tax Section's Environmental Taxes Committee (now the Energy and Environmental Taxes Committee) since 1994 and is the committee's vice chair for important developments. |
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Jack M. Mintz |
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University of Calgary The James S. & Barbara A. Palmer Chair in Public Policy Dr. Jack M. Mintz was appointed the Palmer Chair in Public Policy at the University of Calgary in January 2008. Dr. Mintz presently serves on several boards including Brookfield Asset Management, Imperial Oil Limited, Ontario Financing Authority, National Statistics Council, and the Board of Management, International Institute of Public Finance. He was also appointed by the Federal Minister of Finance to the Economic Advisory Council to advise on economic planning. Dr. Mintz held the position of Professor of Business Economics at the Rotman School of Business from 1989-2007. He was a Visiting Professor, New York University Law School, 2007; President and CEO of the C. D. Howe Institute from 1999-2006; Clifford Clark Visiting Economist at the Department of Finance, Ottawa; Chair of the federal government’s Technical Committee on Business Taxation in 1996 and 1997; and Associate Dean (Academic) of the Faculty of Management, University of Toronto, 1993 – 1995. He was founding Editor-in-Chief of International Tax and Public Finance, published by Kluwer Academic Publishers from 1994 – 2001, and recently chaired the Alberta Financial and Investment Policy Advisory Commission reporting to the Alberta Minister of Finance. |
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Christine Neill |
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Wilfrid Laurier University Assistant Professor, Economics Professor Neill graduated from the University of Queensland (Australia) with a B. Economics (Hons), and went to work as an economist in the Australian Treasury and later the Department of Foreign Affairs and Trade. Returning to academia, she completed her PhD at the University of Toronto, specialising in labour and public economics. Her academic research has focused on Canadian university financing and student loan policies, an area in which she has also written several policy papers for the Canadian government.
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Adam Parachin |
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University of Western Ontario Faculty of Law Assistant Professor Adam Parachin teaches at the Faculty of Law at the University of Western Ontario. He researches and writes in the areas of property, trust and tax law. His primary scholarly focus is on the income tax and private law regime governing the succession of wealth in support of philanthropic works. His published materials and works in progress explore the legal construction of charity with a view to illuminating the definition, regulation and privileging of charity in law. He holds law degrees from the Osgoode Hall Law School and the University of Toronto. |
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Lisa Philipps |
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Osgoode Hall Law School Faculty of Law Associate Professor Professor Lisa Philipps joined the faculty of Osgoode Hall Law School in 1996 after teaching at the University of Victoria (1991-95) and the University of British Columbia (1995-96). She teaches in the Tax area and has published on numerous topics in taxation law and fiscal policy. Her research frequently examines the links between taxation, social justice, and gender equality. Professor Philipps is incoming Associate Dean (Research, Graduate Studies and Institutional Relations), commencing July 1, 2009. Professor Philipps has also received her LLB from the University of Toronto, LLM from Osgoode Hall Law School. |
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Dennis Raphael |
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York University School of Health Policy & Management, Professor Professor Dennis Raphael, PhD, is a Professor of Health Policy and Management at York University in Toronto. The most recent of his over 150 scientific publications have focused on the health effects of income inequality and poverty, the quality of life of communities and individuals, and the impact of government decisions on Canadians' health and well-being. Dr. Raphael is editor of "Social Determinants of Health: Canadian Perspectives" (now in 2nd edition), co-editor of "Staying Alive: Critical Perspectives on Health, Illness, and Health Care" and author of "Poverty and Policy in Canada: Implications for Health and Quality of Life", all published by Canadian Scholars' Press. |
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Kerrie Sadiq |
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The University of Queensland Associate Professor Professor Kerrie Sadiq is a member of the commercial law group at the TC Beirne School of Law, The University of Queensland and a Fellow of the Taxation Law and Policy Research Institute, Monash University. She holds a Bachelor of Commerce, from The University of Queensland, a Bachelor of Laws (IIA Honours), from The University of Queensland, a Master of Laws, from the Queensland University of Technology and a Doctor of Philosophy, from Deakin University. She is a Barrister, Supreme Court of Queensland and a Fellow of the Taxation Institute of Australia where she sits on the International Subcommittee and the Education, Examinations, and Quality Assurance Board. In 2007 and 2008 she was President of the Australasian Tax Teachers Association. Professor Sadiq teaches taxation law at both undergraduate and postgraduate levels and principally researches in international taxation, tax expenditures and capital gains tax. She is a co-author of taxation texts and author of numerous publications in both domestic and international journals including the Bulletin for International Taxation, Australian Tax Forum and Australian Business Law Review and Journal of Australian Taxation. Prior to joining The University of Queensland, Professor Sadiq worked for a big four chartered accounting firm and as a Judges Associate in the Supreme Court of Queensland.
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Daniel Sandler |
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The University of Western Ontario Faculty of Law School Professor Daniel Sandler is a Professor at the Faculty of Law, The University of Western Ontario, a Senior Research Fellow of the Taxation Law and Policy Research Institute, Monash University, and counsel to Couzin Taylor LLP. Professor Sandler has served as a consultant to the Organisation for Economic Co-operation and Development and to government agencies in Canada, the United States and Australia. Daniel is the author of several books, including Venture Capital and Tax Incentives: A Comparative Study of Canada and the United States (2004). He has written numerous articles in national and international journals and has spoken at conferences worldwide on various aspects of tax law and policy. Professor Sandler is the principal investigator (along with co-investigators, Professors Lindsay Tedds (U Vic), Ryan Compton (U Manitoba) and Christopher Nicholls (UWO)) of a SSHRC-funded research project examining the causes of stock option backdating in Canada and the United States. Professor Sandler received his LLB from the University of Toronto and LLM and PhD from the University of Cambridge. |
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Michael Shapcott |
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Wellesley Institute Director, Affordable Housing and Social Innovation Michael Shapcott is Director, Affordable Housing and Social Innovation at the Wellesley Institute, an independent, non-profit policy, research and social enterprise / innovation institute that is celebrating ten years of advancing urban health. Michael has worked extensively in Toronto, in many parts of Canada, nationally and internationally on housing and housing rights, non-profit and social innovation, social finance and enterprise, poverty, social exclusion, urban health and health equity. He has worked on housing rights issues with the United Nations Human Rights Council in Geneva. In the early 1990s, he was appointed to the Corporate Minimum Tax Working Group of the Ontario Fair Tax Commission, which recommended a CMT for Ontario that was subsequently adopted by the province. Michael attended the Faculty of Law at the University of Toronto and the Faculty of General Studies at the University of Calgary. He has completed advanced economic work at the London School of Economics and Political Science in Britain and in September of 2008 was invited by the Organization for Economic Co-operation and Development to be part of a workshop with two dozen participants from around the world at the University of Siena in Italy. He has developed hundreds of units of affordable and supportive housing. He lives with Ann, his wife, and Malcolm and Nicole, his two teenage children, in Toronto. |
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Samuel Singer |
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McGill University Faculty of Law LL.M Samuel Singer has over twelve years experience working in community organizations and as a social justice activist, engaged in issues including access to social and economic benefits, prisoner support, harm reduction, youth engagement, and queer and transgender advocacy. After completing his B.A. (Concordia), his commitment to community organizing led him to seek the tools provided by law school (McGill), where he became interested in charity law and the use of tax policy as a socio-economic instrument. In 2007, Samuel created the legal information program at COCo, the Centre for Community Organizations. As the program’s coordinator, he stays busy creating tools, facilitating workshops, and providing individual and group consultations to non-profits and charities. His pursuit of an LL.M. (thesis) begins this September at McGill. Samuel will be studying the rules limiting the political activities of charities. In particular, he will evaluate the impact of the Canada Revenue Agency's "Policy Statement on Political Activities" on small grassroots charitable organizations. |
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Archana Sridhar |
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York University Associate Director of the Jay and Barbara Hennick Centre for Business and Law Archana Sridhar is the Associate Director of the Jay and Barbara Hennick Centre for Business and Law at York University. Archana received her Juris Doctor (JD) degree from Harvard Law School and served most recently as the Assistant Dean for Research and Special Projects at Indiana University Maurer School of Law. Archana has practised tax and non-profit law as an attorney at the firm of Sullivan & Worcester LLP in Boston, and also served as Senior Director of Foundation & Corporate Relations for Interplast, an international humanitarian organization. She completed a 2006-07 Fulbright Fellowship in Guatemala City, conducting research on philanthropy and tax reform. |
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Miranda Stewart |
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The University of Melbourne Law School, Director of Tax and Associate Professor B.Sc, LL.B (Hons), University of Sydney, Australia; LL.M (International Taxation), New York University Law School, USA. International Research Fellow, Oxford University Centre for Business Taxation. Miranda Stewart is Director of Tax and an Associate Professor at the University of Melbourne Law School. She commenced at the Law School in June 2000 after teaching at New York University Law School and working in policy and legislation in the Australian Tax Office and as a solicitor in tax and litigation for large corporations with Arthur Robinson & Hedderwicks. Miranda has edited a collection on Tax Law and Political Institutions (Law in Context, Federation Press) and has published on a range of tax law and policy issues in journals including the British Tax Review (UK), Harvard International Law Journal, Tax Law Review (US), Australian Tax Forum, Sydney Law Review, New Zealand Journal of Tax Law and Policy, Journal of International Taxation and others, and has coauthored references and books published by the International Bureau of Fiscal Documentation, Thomson and the Australian Tax Research Foundation. Her current research is on housing tax policy in Australia, gender and tax reform, and the politics and processes of tax reform and budgeting in national and international contexts. She teaches a range of Masters and JD Tax Courses including Corporate Tax, Fiscal Reform and Development, Taxation of Small and Medium Enterprises and Fiscal Law. |
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John Tobin |
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Partner in Torys LLP Tax Department John Tobin is a partner in Torys LLP Tax Department. His practice focuses on tax and structured finance and his experience includes representation of international and domestic banks, financial institutions, mutual funds and government agencies in domestic and cross-border financial products, lending and securitizations, income funds, managed asset structures, equipment leasing, project finance and investments. John also represents multi-national and Canadian businesses in corporate transactions, including investments in energy assets such as wind, hydro and photovoltaic, mergers and acquisitions, planning and structuring. John has extensive experience in the areas of federal and provincial income tax, tax controversy, transfer pricing, withholding tax, capital tax, sales and use tax, and goods and services tax. John was recognized by Woodward White’s Best Lawyers in Canada 2009 and 2010 as a Leading lawyer in equipment finance and structured finance and Lexpert/Thomson Canada’s Canadian Legal Lexpert Directory 2009—Repeatedly recommended practitioner in asset equipment finance/leasing. In 2002, John was named by Silrun Information Services’ Canadian Legal Lexpert Directory 2002 as one of Canada’s top 40 lawyers under 40 John is President of the Osgoode Hall Alumni Association |
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Eric J. Toder |
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Urban Institute, Institute Fellow Eric Toder is an Institute Fellow at the Urban Institute and Urban-Brookings Tax Policy Center, where he specializes in retirement policy and tax policy issues. Dr. Toder’s recent work includes papers on tax expenditures, taxation of saving, the tax gap, effects on retirement income of changes in pension coverage and stock prices, employing older workers, and energy tax incentives. Dr. Toder previously held a number of positions in tax policy offices in the U.S. government and overseas, including service as Deputy Assistant Secretary for Tax Analysis at the U.S. Treasury Department, Director of Research at the Internal Revenue Service, Deputy Assistant Director for Tax Analysis at the Congressional Budget Office, and consultant to the New Zealand Treasury. He received his Ph.D. in economics from the University of Rochester in 1971. |
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Mark S. Winfield |
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York University Assistant Professor of Environmental Studies Professor Winfield is Assistant Professor of Environmental Studies at York University and Faculty of Environmental Studies Coordinator of the joint MES/LLB Program offered by the Faculty of Environmental Studies and Osgoode Hall Law School. He holds a Ph.D. in political science from the University of Toronto, and has published reports, papers and articles on a wide range of environmental law and policy issues. Prior to joining York University, Dr. Winfield as Program and Policy Director with the Pembina Institute, and before that Director of Research with the Canadian Institute for Environmental Law and Policy. While at the Pembina Institute Dr.Winfield led and participated in a number of major studies of the subsidization of non-renewable natural resource sectors in Canada, including metal mining and fossil fuels. |
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Ellen Zweibel |
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University of Ottawa Faculty of Law Vice Dean
Vice Dean, Ellen B. Zweibel is a full professor at the University of Ottawa, Faculty of Law where she teaches Dispute Resolution and Professional Responsibility, Income Tax, Tax and Environment, Property Law, and Alternative Dispute Resolution. Professor Zweibel is a chapter contributor to “Refining the Basis of Liability for Tax” in T. Edgar, J. Li, D. Sandler, ed. Materials on Canadian Income Tax (Scarborough: Carswell, 2005). She is an active member of the faculty’s Environmental Law Group and recently began working in the area of ecogifts. Since 1997 she has worked with the University of Ottawa Faculty of Medicine providing conflict resolution electives for medical students, residents and physician faculty. Together with colleagues at the medical and law faculty and the University of Ottawa’s Centre for e-Learning, she created two interactive web based learning sites used in a blended learning context to teach dispute resolution to law students and conflict resolution to medical professionals. In 2007, The Canadian Council on Learning selected the conflict resolution program for medical professionals for the “Sharing the Flame Award: Recognizing Excellence in Learning-Promising Practices for Health and Learning.” Her research evaluating the use of conflict resolution training to master core physician competencies is described in “What Sticks: How Medical Residents and Academic Health Care Faculty Transfer Conflict Resolution Training from the Workshop to the Workplace. Conflict Resolution Quarterly, vol. 25, no 3,Spring 2008, 321-350, co-authors Dr. Rose Goldstein, John Manwaring, Dr. Meridith Marks. . |
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