Nick Kato

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 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 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 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 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

Tania Wang

Tania is an M&A Tax Partner specializing in tax diligence, tax modeling and tax structuring.

Partner, M&A Tax

Ethan Halpert

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 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 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 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 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

David Brandon is Leo Berwick’s in-house REIT expert. 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 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 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 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

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 Lee

Connie helps clients meet onerous reporting obligations under FATCA and other US tax legislation; she’s a former Big 4 Tax Partner.

US Inbounds Tax Leader

Jim Nason

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

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 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 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 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 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 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

Ori Noiman

Ori Noiman

Ori uses his partnership tax know-how to deliver for our clients that buy, sell, or invest through flow-through vehicles.

Vice President, M&A Tax

Kourtney Schott

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 Argue

Lauren focuses on transaction tax matters that impact investors on both sides of the Canadian-US border.

Senior Associate, M&A Tax

Christopher Colombo

Christopher Colombo

Chris Colombo is a Senior Associate in the US M&A Tax practice.

Senior Associate, M&A Tax practice

Patrick “Patch” Johanson

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

Morgan Ziegler

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 (Qiaoyin) Gu

Peggy provides support on tax diligence and transactional planning engagements.

Associate, M&A Tax

Brittany Burke

Brittany Burke

Brittany is Leo Berwick’s Chief Operating Officer.

Chief Operating Officer

Heather Godsmark

Heather Godsmark

Heather Godsmark is Leo Berwick’s Chief Clients & Markets Officer.

Chief Clients and Markets Officer

Coral Rea

Coral Rea

Coral Rea is Leo Berwick’s Director of Accounting, overseeing all accounting functions.

Director of Accounting

Kristine Stocker

Kristine Stocker

Kristine serves as Leo Berwick’s Director of People and Values.

Director of People and Values

Adele Wang

Adele Wang

Adele serves as Leo Berwick’s Chief Financial Officer.

Chief Financial Officer

David Toler

David Toler

David previously served as Leo Berwick’s Chief Operating Officer.

Partner Emeritus

Our Associates