Lori works with entrepreneurs and businesses in implementing tax efficient business transactions and structures across multiple industries. She also works with private enterprises and the families that own them on personal planning matters, business succession issues and estate and post-mortem transactions.
Rick practises corporate and securities law including advising on initial public offerings, equity and debt financings, public and private mergers, takeover bids, acquisitions and disposition transactions and business combinations for clients domestically and internationally. He has significant experience in the energy, oil and gas, biotechnology and agribusiness industries.
“Lori and Rick bring extensive strategic and transactional experience to our Tax and M&A teams that will help benefit our clients in a broad range of industries,” said Clarke Barnes, Regional Managing Partner, Calgary.
Fasken’s Tax group provides pragmatic and timely expert services relating to corporate, personal and commodity taxes. With an award-winning team of more than 40 lawyers, the group focuses exclusively on helping clients structure and defend tax strategies in Canada or across borders. This includes negotiating tax issues in an M&A deal, determining appropriate structures to minimize income and commodity taxes for an investment fund, addressing anti-avoidance rules or interpreting technical statutory provisions and onerous reporting requirements.
Fasken’s M&A team is among Canada’s largest, with more than 200 lawyers, and another 500 available to step in with advice on tax strategies, competition and foreign investment laws, acquisition financing, labour and employment, corporate finance, intellectual property, foreign corrupt practices and government relations.
Fasken is a leading international law firm with more than 800 lawyers and 10 offices on four continents. Clients rely on us for practical, innovative and cost-effective legal services. We solve the most complex business and litigation challenges, providing exceptional value. For additional information, please visit our website at fasken.com.