Lectures and Publications

  • Speaker, Masterclass Presentation, “Navigating cross-border taxation in the Web3 era: Challenges and opportunities” Collision Conference, Toronto, Ontario: June 20, 2024
  • Panelist, “Advancing Blockchain as the New Technology of Trust” (Fintech Islands, Barbados) January 25 2024
  • Speaker, “Metaverse, AI, Web2, and Web3 Business and Legal Tips for Creators: Tax Structuring in the Metaverse” (Presented virtually in Spacial.io) August 8, 2023
  • Chair and Presenter, Metaverse Bar Association, “10 Things a New Web3 Lawyer Needs to Know TODAY!” (Online/MetBA.io) April 28, 2023
  • Speaker, Ontario Bar Association, “Ontario Legal Conference: Family, Trusts & Estates Law: Winding up Corporations and Businesses Upon Death of Major Shareholders or Owners” (Online/Toronto, ON) February 8, 2023
  • Author, “A Year in the Metaverse” (Online/The Lawyer’s Daily) January 19, 2023
  • Faculty and Program Director, the Osgoode Certificate in Web3, Blockchain and Metaverse Law (2018-Present)
  • Author, “A Practical Guide to Smart Contracts and Blockchain Law” (LexisNexis: 2019; 2nd Ed. 2022)(LexisNexis: 2022).
  • Author, “Blockchain and Smart Contract Law: US and International Perspectives” (LexisNexis: 2022)
  • Author, “A Practical Guide to Web3, Blockchain, and Smart Contract Law” (LexisNexis: 2024)
  • Steering Committee Member: Law Society of Ontario 15th Solo and Small Firm Conference: The Solo/Small Advantage June 10, 2021
  • Chair: Law Society of Ontario 15th Solo and Small Firm Conference: The Solo/Small Advantage, “How to Prepare for a Spot Audit” (Online/Toronto, ON) June 10, 2021
  • Speaker: County of Carlton Law Association Solicitor’s Conference, “Digital Assets, Cryptocurrencies and Estate Planning” (Online/Ottawa, ON) November 25, 2020
    Panelist: Futurist Conference, “DeFi: Will Decentralized Finance disrupt or become part of the traditional capital markets?” (Online/Toronto, ON) November 11, 2020
  • Author, “Digital Assets, Cryptocurrency and Estate Planning”, Estates, Trusts & Pensions Journal (August 2020), 39 E.T.P.J. 360.
  • Guest Lecturer (MBA Program), “Perspectives on Cryptocurrency Regulation and Canadian Taxation of Cryptocurrencies” (Degroote School of Business – McMaster University) January 23 2020
  • Co-Director, Lecturer: The Osgoode Certificate in Web3, Blockchain and Metaverse Law (Toronto, ON) November 29 2019-Present
  • Guest Speaker, “Crypto Tax & Regulation: What You Need to Know!” (CPA Ontario: South Western (SWAP) Regional Conference) October 18 2019
  • Futurist Conference, “Blockchain Taxation and Regulation” (Toronto, ON) August 12 2019
  • Discussant, 2019 Tax Policy and Research Symposium, “Taxation in the Age of Smart Contracts” (University of Waterloo) May 10 2019
  • Article, OBA JUST Magazine, “Eight Consideration when Starting a Law Firm in Ontario” April 26, 2019 https://www.oba.org/Sections/Law-Practice-Management/Articles/Articles-2019/April-2019/Eight-Considerations-When-Starting-a-Law-Firm-in-O?_ga=2.197364655.1025649132.1557151387-1048661996.1540828477
  • Panelist, “Open for Business: Keys for Starting a Law Firm”, Ontario Bar Association, Toronto, February 6, 2019
  • Lecturer, “Perspectives on Cryptocurrency Regulation and Canadian Taxation of Cryptocurrencies”, McMaster University, McMaster World Congress, February 1, 2019
  • Faculty and Program Director, the Osgoode Certificate in Web3, Blockchain and Metaverse Law (2018-Present)
  • Speaker, “Your comprehensive guide to Blockchain, Key Crypto Tax Considerations”, Ontario Bar Association, Toronto, June 18, 2018
  • Speaker, Law Society of Ontario Conference 2018: The 21st Century Lawyer, “Becoming a Blockchain Lawyer” Toronto, June 7, 2018
  • Panel Member, “ICOs: The Good, The Bad & The Dangerous”, 2nd Annual Blockchain Conference, Toronto, April 24, 2018
  • Speaker, “Crypto Tax Primer: What everyone in the blockchain space needs to know”, Blockchain Economic Event, Toronto, April 19, 2018
  • Panel Member, Blockchain Opportunity Summit (Toronto) “Blockchain – Why Not Yet?”, April 10, 2018
  • Speaker, “How Changes in Tax and Securities Laws can help or hurt blockchain developers and investors in 2018”, Blockchain Technology Conference Toronto, February 27, 2018
  • Speaker, “Navigating the Blockchain Law & Regulations Landscape in 2018”, York University Blockchain Hub, February 28, 2018
  • Ryerson Centre for Legal Innovation: “Cyptocurrencies and the Law” (Panelist), March 8, 2018
    Author, “Blockchain, Cryptocurrency and your Law Practice“, JUST Magazine February 15, 2018
  • Ontario Bar Association Governing Council Guest Speaker: “Blockchain, Tax and Securities Law” December 1, 2017
  • Judge, DisruptiveTO Toronto’s First Blockchain Pitch Competition, November 30, 2017
  • Speaker: Ontario Bar Association Techxpo, “Bitcoin, Blockchain and Digital Currency” November 9, 2017
  • Speaker: Ontario Bar Association, “Taking Care of Business: Starting Your Own Law Firm” October 4, 2017
  • Lecturer: York University, “Launch YU” Business Program: “Launching your Business: Legal Considerations for Starting and Growing a business in Ontario”, July 6, 2017
  • Seminar: Investors Group, “The Benefits of Incorporating a Medical Practice” – June 12, 2017
  • Author, “Build or Buy? Starting Your Own Law Practice“, JUST Magazine, Ontario Bar Association – April 23, 2017
  • Guest speaker: Annual General Meeting of the Canadian Orthopaedic Association in Quebec City – June 17, 2016
  • Lecturer: York University, “Launch YU” Business Program: “Launching your Business: Legal Considerations for Starting and Growing a business in Ontario” – June 15, 2016
  • Article: “Incorporating Your Practice: Is It Right For You?” 113:45 “The Bulletin” (Canadian Orthopaedic Association, Summer 2016) http://www.coa-aco.org/coa-bulletin/issue-113/
  • Seminar: “Tax Strategies for Structuring your Dental Practice”, New York Region Practical Dental Study Group (Thornhill, ON) – May 19, 2016
  • Lecturer: York University, “Launch YU” Business Program: “Legal and Tax Considerations for Starting a Business in Ontario” – June 26, 2015
  • Seminar: RBC Dominion Securities, “Establishing your Professional Corporation” – May 6, 2015
  • Elementary School Mock Trial Instructor and Judge: Toronto District School Board/Ontario Bar Association, “Law Day Community Outreach” – May, 2015
  • Interview Guest: Rogers Television, “Best in Live Urban Entertainment (B.L.U.E.): Legal Considerations for Entrepreneurs” (air dates March 2015/June 2017) https://www.youtube.com/watch?v=BZ26SmKXb0U
  • Guest Speaker: RBC Dominion Securities, “Establishing Your Professional Corporation: Strategic Tax Planning for Medical Professionals” – May 14, 2014
  • Seminar/Webinar, Hanser Financial: Lunch and Learn, “How to Structure your Business to Pay Less Tax” (Toronto: Available on “YouTube”) – April 16, 2014
  • Lecturer, Taxation of Business Entities in Canada (Presented to a Delegation from the Government of the People’s Republic of China, Tax Bureau of Jiangsu Province) October 15, 2013
  • Chair, OBA CPD Program: “Tax Lawyers: Professional Responsibility and Ethics Series.” October 7, 2013
  • Guest Lecturer, Osgoode Hall Law School of York University: “Advanced Taxation of Corporations” June 14, 2013
  • Chair and Organizer: OBA CLE Tax Law Primer for General\Corporate Practitioners May 2, 2013
  • Speaker and Organizer: OBA CLE Don’t Go Breaking the Law: Workplace Policies April 29. 2013
  • Guest on “Liquid Lunch with Hugh Reilly”: “How to Structure Your Business to Pay Less Tax” January 17, 2013
  • Guest Lecturer, University of Toronto, Rotman School of Management (adVenture Business Plan Law Workshop) January 25, 2013
  • Contributing author, law text: Repair, Storage and Possessory Lien Law (Toronto: Thomson-Reuters, 2012) October, 2012
  • Author, “Brass Tax” monthly newsletter (tax law updates) Jan. 2012-Present
  • Guest Speaker: RBC Dominion Securities, “Establishing Your Professional Corporation: Strategic Tax Planning for Medical Professionals” 2011-2012
  • Chair, Ontario Bar Association YLD/SSGP Program (Kingston) April 2012
  • Guest Lecturer, Michigan State University College of Law March 2012
  • OBA Program Chair: Investigative Research for Lawyers April 7, 2011
  • OBA Institute Guest Speaker: “Governing Yourself Accordingly: Protecting February 4, 2011 Your Workplace from Conduct Unbecoming”
  • The Examiner: “Legal tips for trouble-free marketing” August 23, 2011
  • The Examiner: “Cutting the cord: Legal considerations when leaving an employer to start your own business” July 8, 2011
  • Guest on “Liquid Lunch with Hugh Reilly”: “Getting started with Business Development” April 2010
  • Guest Speaker, Ontario Hospital Association: “Public Hospital Directors’ Obligations when they Discover Fraud” Mar. 2010

Memberships and Affiliations

  • Founding Member, Executive Director: Metaverse Bar Association (MetBA.io) April 14, 2023-Present
  • Board Member: Ontario Bar Association Technology and Practice Innovation Standing Committee 2019-2020
  • Chair: Sole, Small Firm and General Practice Section, Ontario Bar Association 2019-2020
  • Chair: Law Practice Management Section, Ontario Bar Association 2018-2019
  • Practice Innovation & Technology Committee, Ontario Bar Association; Chair: Practice Innovation Subcommittee – Curating Technology 2018-Present
  • Canadian Association of Alternative Strategies and Assets, Board Member, Digital Assets Group 2018-Present
  • General Counsel, Mississauga Real Estate Board 2017-Present
  • Law Practice Management Section Executive 2017-Present
  • Governing Council, Ontario Bar Association 2007-Present
  • Ontario Bar Association Executive Audit Committee 2016-Present
  • Ontario Bar Association Speakers Bureau 2016-Present
  • Legal Consultant: Psychiatry Residents Association of Toronto 2014 – 2015
  • Tax Law Section Executive: Ontario Bar Association 2012-2015
  • General Counsel: Canadian Association on Gerontology 2012-2014
  • Chair: SSGP Section, Ontario Bar Association 2011-2012
  • Partner, The Expert Risk Management Group 2011-2014
  • CBA National Business Law Section 2010-2011
  • Canadian Bar Association/Ontario Bar Association 2006-Present
  • American Bar Association 2006-2009
  • Rideau Street Youth Enterprise Board of Directors 2007-2009
  • University of Ottawa Law Admissions Committee and Faculty Council member 2007-2008