Highlights

Education

  • AB, 1965
    Princeton University
  • LLB, 1968
    University of Toronto

Year of Call/Admission

  • Ontario, 1970

Languages Spoken

  • English

Alan M. Schwartz Q.C.

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Partner


+1 416 865 4432
+1 416 364 7813 (fax)

Alan M. Schwartz is a tax lawyer whose practice involves advising on corporate transactions such as acquisitions, corporate reorganizations, prospectus disclosure and the establishment of investment vehicles. A significant part of his practice includes pleading cases in tax courts at all levels from the Tax Court to the Supreme Court of Canada. Alan has been involved in leading tax cases on the general anti-avoidance rule, the existences of a separate business, partnership reorganizations, asset classification, residence of trusts and employment benefits, including the case of Savage v. the Queen which was decided in favour of the taxpayer by the Supreme Court of Canada. He is also involved in advising on estate planning and trusts.  Alan is the founder and editor-in-chief of the Carswell Tax Service, "GAAR Interpreted" which is a leading publication on the general anti-avoidance rule.

Alan joined the firm as an associate in 1970 and became a partner in 1976. He was appointed Queen's Counsel in 1985. He was elected Managing Partner of Fasken Campbell Godfrey in February 1994 and was the Toronto office's Managing Partner and national chair of Fasken Martineau DuMoulin until June 30, 2001. Alan was the firm's national chair of the Taxation group until August 2005.

Honours and Awards

  • 2017 OBA Award for Excellence in Taxation Law
  • Recipient of Lexpert's prestigious Zenith Award (2012)
  • Chambers Global 2011-2015 for Tax
  • Chambers Canada 2016 for Tax
  • Lexpert 2016 Guide to the Leading US-Canada Cross-Border Litigation Lawyers in Canada for Corporate Tax
  • Who's Who Legal: Canada 2016 for Corporate Tax
  • Best Lawyers in Canada 2011-2018 for Tax Law
  • Canadian Legal Lexpert Directory 2010-2017 for Corporate Tax, Litigation - Corporate Tax
  • Canadian Legal Lexpert Directory 2015 for Estate & Personal Tax Planning - Estate Litigation
  • Martindale-Hubbell "AV" rating
  • International Tax Review
  • Practical Law Company

Community Involvement

  • Chairman, Canadian Counsel of Christians and Jews (2002-2007)
  • Former President, Princeton University Alumni Association of Canada
  • Member, Planned Giving Committee of Princeton University

Membership/Affiliations

  • Member, Canadian Bar Association
  • Member, Ontario Bar Association
  • Member, International Fiscal Association
  • Member, Toronto Senior Tax Practitioners Study Group