David J. Rotfleisch Verified Lawyer
About the Lawyer
Founding Canadian tax lawyer, David J. Rotfleisch, is a Certified Specialist in Taxation expert in the realm of Canadian income tax law. You might say that income tax is David’s passion for David is not only a lawyer, he is a chartered professional accountant and has completed the CICA in-depth tax course. He has helped start-up businesses, resident and non-resident business owners and corporations with their tax affairs, and over the years, he has assisted numerous corporations and individuals with simple and complex tax and estate planning matters as well as voluntary disclosures (VDP or tax amnesty) and tax audit and tax litigation issues.
David’s second passion is technology, and with an extensive background in the computer and IT industry, David is especially adept at dealing with high-tech legal issues, such as software development and intellectual property.
Experience
David graduated from McGill University in 1975 with a Bachelor of Commerce Degree and became a chartered accountant in 1977. He then attended Osgoode Hall Law School where he took all tax courses available and was admitted to the Ontario bar in 1983. He founded his Canadian tax law firm, Rotfleisch & Samulovitch Professional Corporation, in 1987. With over three decades of experience in taxation law, David has established himself as a leading expert in Canadian tax law.
Specialty
David's key areas of legal expertise include:
- Tax Planning: Structuring and implementing reorganizations, from simple section 85 rollover agreements to complex butterfly restructurings.
- Estate Planning: Assisting individuals and corporations with wills and estates.
- Voluntary Disclosures: Handling voluntary disclosures (VDP or tax amnesty) for unreported income or offshore assets.
- Tax Litigation: Dealing with CRA tax challenges, from audit stages through to notices of objection and tax court appeals.
- High-Tech Tax Issues: Handling legal issues related to software development and intellectual property.
Education
- Bachelor of Commerce Degree: McGill University (1975)
- Chartered Accountant (CA): Certified in 1977
- Juris Doctor (JD): Osgoode Hall Law School (admitted to the Ontario bar in 1983)
David is one of only 12 Ontario Certified Specialists In Taxation as of the end of April 2020. He is a prolific blogger and has frequently appeared on radio, TV, and various print and online media seeking his insight and expertise on Canadian tax problems.
Achievements and Recognition
- Certified Specialist in Taxation: One of only 12 Ontario Certified Specialists In Taxation as of April 2020.
- Industry Expertise: Recognized by LAW360 (LexisNexis), Canadian Accountant, and international legal publisher MONDAQ for commentary on Canadian taxes.
- Leadership Role: Founding tax lawyer of Rotfleisch & Samulovitch P.C., a Toronto-based boutique tax law firm.
- Major Case Successes: Successfully represented clients in complex tax and estate planning matters, including voluntary disclosures and tax litigation issues.
- Contributions to Award-Winning Projects: Not specified, but known for his dual expertise in income tax law and technology, making him effective in handling high-tech tax legal issues.