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Dan has experience in tax compliance and tax advisory matters related to the FS industry including experience with publicly listed companies as well as large and smaller private entities including alternative investment funds and private equity funds. Dan has experience with both investment funds using investment trust and investment partnership structures including extensive experience in tax compliance for both tax structures as well as experience with investment fund start-ups, tax efficient structuring and withholding tax issues. Dan has assisted clients with tax planning and restructuring and due diligence and tax dispute resolutions between clients and the Canada Revenue Agency as well as other tax authorities. Dan has also worked closely with various industry associations with respect to the impact of proposed legislation on the FS industry. Dan has experience with fund prospectus review including advising on tax matters within the prospectus and has been actively involved in developing KPMG’s fund tax compliance and technical tools.