Alan is the Director of US and Cross-Border Tax Services in the Ottawa office where he leads the US Tax compliance and advisory team. His public accounting experience has been focused on providing US and Cross-Border tax services to corporations, partnerships, and individuals. Alan formerly worked at a large accounting firm in Indianapolis, Indiana, before relocating to Ottawa. Alan is both a CPA and a lawyer.
In Eastern Ontario, Alan has provided advice and services to many local companies at various stages of their development cycle. He serves additional small and large enterprises in the defense, real estate, technology, and manufacturing sectors. In addition, he has completed many due diligence assignments related to merger and acquisition transactions and has assisted clients in commencing operations in the US and other foreign jurisdictions.
Joined Welch in
Indiana University: Bachelor of Science in Business (Accounting) and J.D.
U.S. and Cross-border tax services for businesses and individuals
Favorite quote/ Words of Wisdom
Price is what you pay, value is what you get (Warren Buffett)
Skiing, running, and cycling
Favorite books (or authors)
Anything by Bill Bryson
Most memorable vacation
Annual family trip to PEI
Personal accomplishment/ most proud of?
Raising such wonderful children
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