People

Andrew C. Bateman

Location

Calgary, Alberta

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.

As a sought-after speaker and writer, he provides insights to respected associations and publications, such as 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.

Before becoming a lawyer, Andrew earned his Bachelor of Commerce and spent 10 years in the franchising industry, where he worked in a number of sales and executive roles. This hands-on experience shaped Andrew’s aptitude for negotiations, strategy, problem solving and conflict management.

When obtaining his Juris Doctor degree, he received a variety of academic awards, including the Stikeman Elliott-Carswell National Tax Award. Andrew joined Felesky Flynn in 2007 after beginning his legal career with a large national law firm.

Outside of Felesky Flynn, Andrew serves on nonprofit boards for the Calgary Winter Club and Theatre Calgary Endowment Foundation.

Credentials

  • Called to the Alberta Bar, 2007
  • Joined Felesky Flynn LLP, 2007
  • Juris Doctor (JD), University of Calgary, 2006
  • Bachelor of Commerce (B.Comm), University of Alberta, 1998

Memberships & Affiliations

  • 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
  • Past Council Member, Canadian Bar Association (Alberta)
  • Past Committee Member, Membership, Canadian Bar Association (Alberta)
  • Past Chair, Young Practitioners Committee (Calgary Section), Canadian Tax Foundation

Publications & 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
  • “Effectively Structuring Your Company For Transition”, Business Transitions Forum Calgary, Oct 11, 2018
  • Co-Presented: 2018 Update on TOSI and Passive Income, CPA Alberta, June 5, 2018
  • Presented: Family Law Tax Update, CBA Southern Alberta, April 17, 2018
    Co-Presented: Commodity Tax Considerations in Corporate Reorganizations and M&A Transactions, 2017 Commodity Tax Symposium, Nov 14, 2017
  • 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
  • Co-Presented: A Review of Current Cases, 2016 Commodity Tax Symposium
    “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 Settlements”, 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

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