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      Lorne’s practice is directed to Canadian and international taxation for REIT’s and public corporations and private entrepreneurial real estate enterprises. Lorne’s clients include the breadth and depth of the real estate industry (Canadian and U.S. land developers, home builders, seniors housing and long term care, retail, office and industrial property developers and managers, and non-resident owners of Canadian and U.S. real property). Lorne advises clients on taxation issues associated with the effective structuring of domestic and international real estate operations, tax-advantaged real estate acquisition, disposition and financing strategies, reorganizations and initial public offerings and provides real estate tax technical support to the Real Property Association of Canada (REALpac). In 2013, Lorne appeared as a witness before the House of Commons Standing Committee on Finance in Ottawa to discuss the enactment of amendments to the REIT rules. He wrote and presented “Developments in the Taxation of Real Estate Investments”, “Advanced Topics in Real Estate Tax Planning and Update on Real Estate Investment Trusts and Structuring Public Vechicles for Investment in Canadian and Foreign Real Estate" at the Canadian Tax Foundation 2007, 2009 and 2013 Annual Tax Conferences, respectively, and is the contributing editor-in-chief of KPMG’s Canadian Real Estate Tax Handbook. Lorne also provides private client and family office advisory, including taxation issues relating to diversified investment portfolios, private charitable foundations, shareholder, succession and estate planning.

      1. Areas of expertise

        Indirect Tax

        Mergers and acquisitions

        Private Equity

        Real Estate

        Real Estate Investment Trusts

        Succession planning

        Tax

        Transactions

        Transfer Taxes

      2. Education & qualification

        Bachelor of Commerce (Honours) with Distinction, University of Manitoba

      3. Accreditations

        CPA, CA

        Family Enterprise Advisor (FEA) Designation

      4. Optional Details

        Community Involvement

        Chair, Audit Committee, Beth Tzedec Synagogue

        Member, Audit & Finance Committee, Sinai Health Foundation

        Real Property Association of Canada (REALPAC)