Panelist, “Financial Technology Transforming our World: International Tax and Regulation” (Fintech Islands International Conference, Barbados) January 23 2025
Chair, "What to expect in 2025: USA, European, and Caribbean Regulatory Updates", Metaverse Bar Association Professional Development, Webinar: November 22, 2024
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
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
