Michael A. Goldberg TEP, FEA

Partner*

Admitted to the Ontario Bar: 2000
Admitted to the Alberta Bar: 1997
Admitted to the Manitoba Bar: 1996

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*Practising as a professional corporation
  • Bio
  • Awards & Recognition
  • Professional Involvement
  • Selected Publications
  • Education

Michael brings more than 25 years of experience in the area of domestic and international tax planning. He is responsive, perceptive and prepared to go to great lengths for his clients, allowing him to nurture strong relationships built on trust. Through a genuine curiosity and a practical approach, Michael is a natural problem-solver and always brings innovative solutions to the table.

Michael is a member of the firm’s Tax and Estates & Trusts Groups. He advises individuals and private companies on trusts, estate planning and administration, and business succession. Michael received the Family Enterprise Advisor designation, a global benchmark in family business advising.

Michael frequently publishes works in various tax publications and speaks to associations and industry groups about succession planning and relevant tax issues. He hosts a quarterly conference call, Tax Talk with Michael Goldberg, to advise professionals serving high net worth clients about notable, real-life tax situations.

Awards & Recognition

  • Recognized in The Best Lawyers in Canada 2024  in Tax Law
  • Trust and Estate Practitioner designation (TEP)
  • Family Enterprise Advisor designation (FEA)

Professional Involvement

Professional Activities

  • Chair, Meritas Canada Tax Group
  • Former Secretary and Executive Board Member, Robbins Hebrew Academy
  • Founding Advisory Board Member – White Knight Foundation
  • Founding member of Six Points Charitable Venture Fund in association with the UJA Federation of Greater Toronto

Memberships

  • The Society of Trust and Estate Practitioners (STEP)
  • The International Fiscal Association (IFA)
  • UJA Professional Advisory Committee
  • Family Enterprise Advisory Peer Group
  • Canadian Tax Foundation
  • Ontario Bar Association
  • Canadian Bar Association

Selected Publications

Co-Author, “Until Death Do They Part: Tax Issues for Canadians Owning and Dying With Foreign Real Property,” Tax Notes, Wolters Kluwer, February, 2023.

Co-Author, “Until Death Do They Part: Tax Issues for Canadians Owning and Dying With Foreign Real Property,” Tax Topics, Wolters Kluwer, January 17, 2023.

Author, “Should Canadian Investors Be Able to Enjoy the Same Beneficial Tax Treatment as Public and Foreign Corporations?Tax Topics, Wolters Kluwer, April 5, 2022.

Co-Author, “Tax Planning for the Non-Specialist Advisor — New Succession Planning Strategy for the Owner-Manager: Part II,” Tax Topics, Wolters Kluwer, February 22, 2022.

Co-Author, “Tax Planning for the Non-Specialist Advisor — New Succession Planning Strategy for the Owner-Manager: Part I,” Tax Topics, Wolters Kluwer, February 15, 2022.

Author, “Tax Planning for the Non-Specialist Advisor Post-Mortem Planning for Private Companies — Reconsidering Options for Triggering Capital Gains — Part II,” Tax Topics, Wolters Kluwer, April 6, 2021.

Author, “Tax Planning for the Non-Specialist Advisor Post-Mortem Planning for Private Companies — Reconsidering Options for Triggering Capital Gains — Part I,” Tax Topics, Wolters Kluwer, March 23, 2021.

Author, “Tax Planning for the Non-Specialist Advisor Unlocking Liquidity in Corporate Capital Losses — Planning to Maximize the Capital Dividend Account — Part III,” Tax Topics, Wolters Kluwer, August 11, 2020.

Author, “Tax Planning for the Non-Specialist Advisor Unlocking Liquidity in Corporate Capital Losses — Planning to Maximize the Capital Dividend Account — Part II,” Tax Topics, Wolters Kluwer, July 20, 2020.

Author, “Tax Planning for the Non-Specialist Advisor Unlocking Liquidity in Corporate Capital Losses — Planning to Maximize the Capital Dividend Account — Part I,” Tax Topics, Wolters Kluwer, July 7, 2020.

Author, "Part 3: Shareholders Agreements, the Act, and the Non-Specialist Advisor: the Impact of Control," Tax Topics, Wolters Kluwer, May 22, 2019.

Author, “Part 2: Shareholders Agreements, the Act, and the Non-Specialist Advisor: the Impact of Control,” Tax Topics, Wolters Kluwer, May 2, 2019.

Author, “Part 1: Shareholders Agreements, the Act, and the Non-Specialist Advisor: the Impact of Control,” Tax Topics, Wolters Kluwer, April 11, 2019.

Author, “The Passive Investment Rules and Their Associates,” Tax Topics, Wolters Kluwer, September 6, 2018.

Co-Author, “Is a 93% Tax Rate Fair to Canadian Small Business Owners?Tax Topics, Wolters Kluwer, August 2017.

Author, “Budget 2017 — Shots Across the Bow — and Some Direct Hits…Tax Topics, Wolters Kluwer, April 13, 2017.

Co-Author, "Non-resident Trust Taxation—Israeli Style," Tax Notes, October 2014.

Co-Author, "Sell Now! (How the 2014 Budget May Impact on Small Business Owners' Exit Strategies)," Tax Notes, March 2014.

Author, “Not Quite Chicken Soup — Part II: Are Powers to Add and Remove Beneficiaries Safe for Canadian Family Trust Precedents?Tax Topics, Wolters Kluwer, November 14, 2013.

Author, “Not Quite Chicken Soup — Part I: Are Powers to Add and Remove Beneficiaries Safe for Canadian Family Trust Precedents?Tax Topics, Wolters Kluwer, November 7, 2013.

Education

  • LLB, University of Manitoba, 1995
  • B.Comm (Hons.), University of Manitoba, 1991