2017 Recipients of the Award
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The longevity of Richard Bird’s contributions to the Foundation is remarkable. His first article appeared in 1963, the most recent in 2017. In the interim, he was the author or co-author of numerous additional articles and papers on a wide range of topics, and the author or editor of several Foundation books. A well-respected educator, researcher, and commentator, he also found time to serve in an unofficial capacity as editor of the Canadian Tax Journal, and has been a member of the Journal’s Editorial Board and co-editor and author of the Current Tax Reading feature. Richard received the Douglas J. Sherbaniuk Distinguished Writing Award in 1997.
Catherine is one of the leading Canadian tax academics to write on trust taxation. She has contributed a number of articles to the Canadian Tax Journal on trusts, beneficial ownership, and cross-border payments for intellectual property. Most importantly, in 2013 Catherine co-authored a paper on rectification, which won the Douglas J. Sherbaniuk Distinguished Writing Award. Catherine has also presented at the Prairie Provinces Conference and at the Annual Conference. The example that Catherine has set by writing and speaking on tax matters, as a volunteer, has inspired many young tax lawyers to follow in her footsteps. Catherine has also contributed to the leadership of the Foundation by serving as a governor.
William (Bill) Crawford served as co-editor of the popular Personal Tax Planning feature of the Canadian Tax Journal from 1980 to 1997, making him one of the longest-serving feature editors. A prolific writer and frequent speaker on the subject of estate and retirement planning, he contributed articles to the Canadian Tax Journal and the Foundation’s various Conference Reports over a period of 25 years. Bill also served in a leadership role on the Board of Governors of the Foundation.
Larry Doane’s contributions include serving on the Board of Governors and the Executive Committee of the Canadian Tax Foundation. He served as Chair of the Foundation from 1985 to 1986. He is well known for his work in the area of corporate reorganizations. He has spoken on numerous occasions on this and related topics, and his papers have been published in the Annual Conference Reports. Larry has participated on a number of conference committees, and he has prepared case studies on corporate distributions and reorganizations for workshops presented at the Atlantic and Annual Conferences.
Elizabeth Johnson has served on the Board of Governors and the Executive Committee of the Canadian Tax Foundation. She has also served on the Editorial Board of the Canadian Tax Journal. As a governor, she was a member of the Awards and Prizes Committee; when her official duties as governor were over, she continued to serve on that committee. In that capacity she has read and critiqued countless articles as a member of the selection committee for the Douglas J. Sherbaniuk Distinguished Writing Award—an award that she herself received in 2007. Elizabeth has published numerous articles and papers in the Canadian Tax Journal and the Conference Reports on a wide range of topics.
Over the course of his career, Allan has been a prolific contributor to the Foundation. He was a regular speaker at the Annual Conference, primarily on international tax issues; he is the author of over 100 articles for the Canadian Tax Highlights newsletter; and he has written several Canadian Tax Journal articles, starting with his first, in 1978, critiquing the part IV provisions. Allan has been a governor, a member of the Executive Committee, and Chair of the Foundation (from 2005 to 2006). Allan has continued to be an active contributor to the Foundation on current tax developments, even though he has retired from practice.
Jinyan’s contribution to Canadian and international tax literature has been significant. She is the author of numerous Canadian Tax Journal articles, and she is a co-editor of and a contributor to the Current Tax Reading feature of the Journal. In 2017, she co-edited and contributed to Income Tax at 100 Years: Essays and Reflections on the Income War Tax Act, a compilation of essays arising from the Canadian Income Tax Act Centennial Symposium. Because of her vision and her enthusiasm in recruiting speakers and authors for the centennial project, this historic literature is part of the Foundation’s legacy to the profession. Jinyan received the Douglas J. Sherbaniuk Distinguished Writing Award in 2000.
Robert (Bob) Lindsay’s contributions to the Foundation span over 30 years. He has filled a number of leadership roles as a governor, as a member of the Executive Committee, and as Chair of the Foundation (from 1990 to 1991). A well-respected practitioner, he has written articles on a number of topics for the Canadian Tax Journal. An effective and engaging speaker, Bob was asked to present on corporate tax matters at various conferences over the years. The resulting insightful papers, published in the associated Conference Reports, are invaluable resources.
Tom McDonnell has served the Foundation for over four decades as a dedicated volunteer. He has been on the Board of Governors and the Executive Committee, acted as co-editor of the Current Cases feature in the Canadian Tax Journal, and has been the editor of the Tax for the Owner-Manager newsletter since its inception. His output is both scholarly and prodigious. In addition to many articles and papers published from 1972 to the present in the Canadian Tax Journal and various Conference Reports on a wide range of topics, he is the author of approximately 50 articles for Tax for the Owner-Manager, seven articles for Canadian Tax Highlights, and approximately 85 case comments in the Current Cases feature of the Canadian Tax Journal.
Peter McQuillan first wrote for the Canadian Tax Foundation in 1974. For almost three decades, he never missed an opportunity to share his thoughts and expertise, speaking at numerous conferences on matters relating to the taxation of private corporations. His papers appeared in Conference Reports from 1974 until 2002. Peter was also one of the co-editors of the first three editions of the book Taxation of Private Corporations and Their Shareholders, a leading authority on this vast and complex subject matter and recommended reading for many tax courses. Peter served on the Board of Governors and was a member of the Executive Committee of the Foundation; he also served as Chair of the Foundation (from 1995 to 1996).
Alan Macnaughton has made a tremendous contribution to the quality of the Foundation’s publications, while at the same time regularly writing Canadian Tax Journal articles on the personal income tax system. Alan has served as editor of the Journal; he has also served on its Editorial Board, and has been a co-editor and contributor to the Current Tax Reading feature in the Journal. Alan’s proudest accomplishment is establishing, in May 2011, the Canadian Tax Focus newsletter, which provides an opportunity for young practitioners across Canada to present their thoughts on current tax issues. Alan was also instrumental in establishing the “Best Newsletter Article by a Young Professional Award” in 2014.
Alan M. Schwartz
Alan published his first article in the Canadian Tax Journal in 1975, on debt forgiveness and section 80, which was the launch point for numerous articles on corporate tax, foreign affiliates, tax avoidance, GAAR, and risk management over the next 40 years. Alan has been a regular speaker on corporate tax matters at the Ontario Conference, the Annual Conference, the former Corporate Management Tax Conference, special events, and young practitioner seminars. He is recognized nationally as an expert commentator on corporate tax issues and GAAR. Alan has served as a governor of the Foundation, and has continued to provide sound advice on challenges facing the organization.
Established in 1945, the Canadian Tax Foundation is an independent tax research and education organization. The Foundation provides a forum for discussion and analysis of issues in taxation and government finance through its conferences, publications, and research projects.
Established in 1987, the Québec Office serves the Québec tax community in both English and French, and provides francophone practitioners across the country with access to the Foundation’s services in French.
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