Roberto is a partner with over 20 years practical experience providing advice on the tax and accounting needs of high net worth individuals, businesses and their owners. Roberto embraces a holistic approach ensuring that the individual’s personal objectives (lifestyle, retirement, or philanthropy) and their corporate goals (operations, financing, and asset acquisitions) are considered and aligned. Tax planning for clients with a view to all the moving parts means one less thing for you to worry about.
Roberto has spent a significant amount of his career as a partner in a “tax only” practice where he has accumulated valuable experiences ranging from the sale of businesses, complex reorganization of business assets, and estate planning for individuals with successful businesses. There is not many situations in the “private” realm that Roberto has not already encountered.
Roberto has completed all five of the CICA Advanced In-Depth Tax Courses, and is a member of the Canadian Tax Foundation. Roberto has also lectured for a number of organization on tax and estate planning.
Qualifications
• Society of Trust and Estate Planning Diploma, designation December 2012.
• Canadian Institute of Chartered Accountants Courses: Levels, I, II, and III, Advanced Corporate Reorganization and Advanced Owner Managed Tax Courses, 2002 – 2008
• Canada Institute of Chartered Accountants, CA, 2001
• University of Alberta, BA Commerce, 1997
Publications
• Contributor – Post-mortem and shareholder agreement consideration in light of the eligible dividend regime, “Calgary, May 2009, first published by the Canadian Tax Foundation 2009 Prairie Provinces Tax Conference, Toronto
• Contributor – The restrictive covenant proposal: brain overload, Calgary, 2008 first published by the Canadian Tax Foundation 2009 Tax Conference, Toronto
