Andrew C. Bateman

Calgary Office - Partner Work+1 (403) 260-5630

Areas of Practice

Personal Tax Planning
Corporate Tax Planning
Commodity Tax
Trust and Estate Tax Planning
Tax Representation and Litigation

Andrew’s practice covers a broad spectrum of taxation law, including diverse areas such as public and private corporation transactions, family law tax issues, tax dispute resolution and litigation, trust and estate taxation, First Nation taxation and goods and services tax.

Andrew is a frequent speaker and writer, with contributions to, among others, the Canadian Tax Journal, Legal Education Society of Alberta, Canadian Bar Association, Banff CA Small Practitioners Forum and the University of Calgary, Faculty of Law. Andrew received his Bachelor of Commerce degree from the University of Alberta in 1998, and worked for a number of years in managerial and executive roles in the franchise industry. In 2006, Andrew graduated from the Faculty of Law at the University of Calgary and received several tax law academic awards, including the Stikeman Elliott-Carswell National Tax Award. Andrew joined Felesky Flynn in 2007 after commencing his legal career with a large national law firm.

Professional History

Called to the Alberta bar, 2007
Joined Felesky Flynn LLP, 2007

Educational History

Juris Doctor (JD), University of Calgary, 2006
Sessional student, Faculty of Law, University of Oslo, Norway, 2005
Bachelor of Commerce (B.Comm), University of Alberta, 1998

Memberships and Associations

Council Member, Canadian Bar Association (Alberta)
Committee Member, Membership, Canadian Bar Association (Alberta)
Chair, Young Practitioners Committee (Calgary Section), Canadian Tax Foundation
Member, Law Society of Alberta
Member, Canadian Bar Association
Member, Canadian Tax Foundation
Member, Canadian Petroleum Tax Society
Member, International Fiscal Association, Canadian Branch
Past Sessional Instructor, Basic Tax Law, University of Calgary
Past Chair, Taxation Non-Specialists (Calgary Section), Canadian Bar Association
Past Contributing Editor, Canadian Tax Focus, Canadian Tax Foundation

Publications and Presentations

“What’s New and What to Anticipate for Private Enterprise Taxation”, co-Presented to the Canadian Tax Foundation, Calgary Young Practitioners Group, April 2019
Co-Presented, “Small Business and Private Corporation Tax Update”, to the Canadian Tax Foundation, Calgary Young Practitioners Group, May 2017
Co-Presented, “Small Business and Professional Corporations Tax Update”, to the Society of Trust and Estate Practitioners (STEP), November 2016
“Family Law Tax Planning: Swimming in Shark-Infested Waters”, Federation of Law Societies of Canada, National Family Law Program, 2016
“Tax Liability Concerns on Marriage Breakdown”, Family Law Section, CBA Southern Alberta, 2016
“Tax Planning During an Economic Slowdown”, CTF Prairies Tax Conference, 2015
“Review of Marriage Breakdown Tax Considerations”, Taxation Specialist/Family Law Sections, CBA Southern Alberta, 2015
“Drafting Your First Trust: Taxes and Trusts”, LESA Conference, 2015
“Trust Taxation Update”, Wills and Trusts Section, CBA Southern Alberta, 2015
“Marriage Breakdown: A Practical Review of Income Tax Considerations”, Canadian Tax Journal, 62:4, 2014
“Review of Current Tax Cases”, Banff CA Small Practitioners Forum, 2014
“Matrimonial Property Settlements: A Practical Review”, CTF Prairies Tax Conference, 2014
“Tax Issues Related to Matrimonial Property Settlements”, Taxation Non-Specialists, Canadian Bar Association, 2014
“Tax Liability Issues and Matrimonial Disputes”, Alberta Law Conference, January 2014
“Tax Issues on Matrimonial Property Settlemens”, LESA Tax Update, May 2013
“Selected Developments Affecting Corporate Reorganizations”, CTF Prairies Tax Conference, 2012
“Tax Issues with Related Party Transactions”, Taxation Non-Specialists, CBA Southern Alberta, 2012
“A Closer Look at Subsection 88(1.5)”, Resource Sector Taxation (Federated Press), 2011
“Taxpayer Relief Under the Doctrine of Mistake”, Tax for the Owner-Manager, 2010
“Crown Loses Appeal in Landrus”, Tax for the Owner-Manager, 2009
“Update on Recent Tax Cases”, Taxation Non-Specialists, CBA Southern Alberta, 2009
“GAAR: No Abuse of the Stop-Loss Rules in Landrus”, Tax for the Owner-Manager, 2008
“Henley v. R.: Welcome Guidance on Non-Section 7 Stock Options”, Co-Author, Taxation of Executive Compensation and Retirement (Federated Press), 2007