Nick Kato
Nick is a leading US M&A tax advisor whose tax acumen and commercial common sense help clients with their trickiest transactional tax issues.
Managing Partner
Greg Falk
Greg has spent the last four decades guiding investors through the nuances of the US federal income tax treatment of cross-border and domestic deals.
Senior Partner, M&A Tax
Toni Lewis
Toni handles complex state and local tax matters for some of the world’s largest funds, including tax controversy, transactional, and planning matters.
Partner, US M&A State and Local Tax
Kyle Kidd
Kyle has over 15 years of experience solving M&A partnership tax issues for PE funds, infrastructure funds, and other private and public investors.
Partner, M&A Tax
Deanna Walton Harris
Deanna is an experienced tax attorney and expert on navigating public and private acquirers through complex partnership transactions.
Partner, M&A Tax
Tania Wang
Partner, M&A Tax
David Toler
David serves as Leo Berwick’s Chief Operating Officer.
Senior Partner and Chief Operating Officer
David Downie
Dave is an expert on all things Canadian international tax. Before Leo Berwick, Dave was a Senior International Tax Partner for one of Canada’s Big 4.
Partner, Canadian M&A Tax
Brittany Burke
Brittany specializes in corporate structuring and planning, particularly with respect to corporate tax attribute planning.
Managing Director, M&A Tax
Ethan Halpert
Ethan is an experienced tax attorney and expert on tax issues facing Public Private Partnership (P3) investors.
Managing Director, M&A Tax
Dave Johnson
Dave’s 10 years in public accounting have focused on navigating public and private acquirers through complex partnership transactions.
Managing Director, M&A Tax
Jason Kleiss
Jason is a former Big 4 tax attorney who specializes in advising foreign pension funds and sovereign wealth funds on their US investments.
Managing Director, M&A Tax
Joe Volk
Joe is an experienced tax attorney who provides pragmatic and analytical counsel on US federal income tax issues in M&A.
Managing Director, M&A Tax
Rod Anderson
Rod provides up-to-the-minute advice on taxes facing investors in the energy market. Rod formerly led a Big 4’s National Power & Utilities Tax practice.
Power, Utilities, and Renewables Tax Leader
David Brandon
David Brandon is Leo Berwick’s in-house REIT guru. He’s a former member of a Big 4’s Washington National Tax office, where he headed the REIT group.
REIT Tax Leader
Bobby Bui
Bobby leverages over 17 years of Big 4 experience in excise and sales taxes to solve our clients’ current and future tax needs in the manufacturing sector.
Excise Tax Leader
Tony DaSilva
Tony brings deep expertise in the legal, tax and regulatory issues impacting employment, compensation and benefits arrangements.
Compensation and Benefits Leader
David Elbaz-Deckel
David provides expert advice across State and Local Tax Compliance matters, with a primary focus on SALT income tax matters.
State and Local Tax Consultant
Brian Heard
Brian Heard advises some of the country’s largest commercial and residential real estate investors on multi-state complex property tax.
Property Tax Leader
Connie Lee
Connie helps clients meet onerous reporting obligations under FACTA and other US tax legislation; she’s a former Big 4 Tax Partner.
US Inbounds Tax Leader
Jim Nason
Jim is the go-to advisor for those in or entering the “communications” arena, including cable, satellite, and content providers; he used to lead the Telecom Tax practice for a Big 4.
Telecom Tax Leader
Scott Schapiro
Scott Schapiro advises employers of all sizes on US payroll tax matters. He formerly led a Big 4’s National Employment Tax practice.
Employment Tax Leader
Dan Shirley
Dan is a nationally-recognized multistate energy and resources tax expert. He is a former Big 4 Tax Partner and National Energy Tax Leader.
National State and Local Energy Tax Leader
Jane Adams
Jane has more than 40 years of tax experience helping public and private clients with Canadian indirect tax matters.
Canadian Indirect Tax Leader
Akash Patel
Akash specializes in tax modeling and transactional planning for infrastructure funds and sponsors of renewable energy assets.
Director, M&A Tax
Sam Rexon
Sam specializes in tax modeling and transactional planning for private equity and sponsors of renewable energy assets.
Director, M&A Tax
Zack Bhatia
Zack is an expert in cross-border tax modeling. He made the National Honour Roll for outstanding results on the Canadian final examination for accountants in 2019.
Vice President, M&A Tax
Kourtney Schott
Kourtney helps clients assess potential investments’ state and local tax positions and recommends solutions to tricky SALT problems that come up after closing.
Vice President, US M&A State and Local Tax
Lauren Argue
Lauren focuses on transaction tax matters that impact investors on both sides of the Canadian-US border.
Senior Associate, M&A Tax
Patrick “Patch” Johanson
Patch’s work focuses on modeling and diligence of the US federal income tax law position of flow-through and incorporated entities.
Senior Associate, M&A Tax
Ori Noiman
Ori uses his partnership tax know-how to deliver for our clients that buy, sell, or invest through flow-through vehicles.
Senior Associate, M&A Tax
Morgan Ziegler
Morgan helps clients identify potential state and local tax exposure risks for both direct and indirect tax types.
Senior Associate, M&A State and Local Tax
Peggy (Qiaoyin) Gu
Peggy provides support on tax diligence and transactional planning engagements.
Associate, M&A Tax
Heather Godsmark
Heather Godsmark is Leo Berwick’s Chief Clients & Markets Officer.
Chief Clients and Markets Officer
Gina Moore
Executive Assistant
Coral Rea
Coral Rea is Leo Berwick’s Director of Accounting, overseeing all accounting functions.
Director of Accounting
Kristine Stocker
Kristine serves as Leo Berwick’s Director of People and Values.
Director of People and Values
Adele Wang
Adele serves as Leo Berwick’s Chief Financial Officer.
Chief Financial Officer