Navigating between TradFi and DeFi?

The merger of TradFi and DeFi systems is inevitable and opportunities are abound to transform your business. I can assist in your company's transition to Web3 financial services. Let's discuss your strategy today.

Expertise in Crypto Regulations

I can answer your questions on crypto regulatory and compliance issues, including DeFi re-structuring, crypto tax reporting regulations, stablecoin issuers, DAO structures and tokenized financial instruments/real world assets.

Partnership Opportunities

Tell me about your story and business objectives. Whether you're looking for simple or complex strategies, I can help and become a trusted partner in your ecosystem.

About Michelle

I'm an experienced professional consultant with over 17 years of experience advising companies on business and tax strategies in financial services, blockchain and digital assets and alternative investment funds.

I started my career the "traditional" way in public accounting and investment firms servicing the financial sector and asset management industry. In early 2017, I ventured into the nascent blockchain space and over the years have specialized in corporate restructuring of blockchain and digital asset companies, crypto asset fund managers, special purpose lending vehicles and asset tokenization.

Excited to continue expanding my expertise in this field and collaborating with like-minded entrepreneurs and professionals.

Experience

CPA, U.S. (California) and Canada (Ontario)

Certified Professional Accountant in North America (U.S. and Canada).

Executive Education at Geneva Graduate Institute (Switzerland)

Executive Masters in International Leadership and Strategy - Thesis on the tokenisation of financial instruments.

Expertise in Blockchain and Digital Assets

Consultant for start-up companies, crypto exchanges, Fintechs, DeFis and DAOs. Providing expertise on various business, operations and tax planning concerns.

Financial Services - Business and Tax Strategy

Specialist in alternative investment fund structuring and corporate tax planning for collaterized debt vehicles.

Studied at Wilfrid Laurier University (Canada)

Honours Bachelor of Business Administration - Focus on Accounting.

Related Social Interests

Promoting financial inclusion through the creation of tokenized financial instruments for impact and SDG (U.N. Sustainable Development Goals) investing.

Featured Insights

As we navigate blockchain and digital assets adoption, and regulatory standards in this nascent industry, here are a few articles that might provide some further insight.

Tax Implications: Crypto Funds, Real Estate Tokens, and DeFi Lending

The interplay between innovation and regulation is becoming increasingly intricate across crypto funds, tokenized real estate, DeFi brokers, and lending platforms. Understanding the tax implications of digital assets, the evolving legal framework and the opportunities these technologies present is paramount for investors, fund managers and policymakers alike. 

Stablecoins: Navigating applications, regulations and the tax landscape in the U.S.

In the fast-paced world of digital assets, stablecoins stand out as a pivotal player, offering a bridge between traditional finance and the dynamic realm of digital assets. Despite recent challenges, such as those faced by the LUNA-backed TerraUSD, the appeal of stablecoins — especially those pegged to traditional assets like currencies, commodities and real-world assets — remains strong due to their high transactability.  

This article delves into the diverse applications of stablecoins, the current regulatory landscape in the United States and key tax considerations shaping this evolving ecosystem.

Crypto tax reporting readiness: Staking rewards

In light of Internal Revenue Service (IRS) Revenue Ruling 2023-14 (Ruling) that provides for the timing of income recognition upon receipt of staking rewards from a proof-of-stake (PoS) blockchain protocol, taxpayers should be aware of other considerations and scenarios that will require further analysis and professional guidance to determine taxable income from these activities.

Tax Implications for DAOs in Web3

We explore some of the many U.S. tax considerations around the formation and operations of decentralized autonomous organizations (DAOs) in the blockchain and digital assets spaces.

It's Time to Talk About Debt Restructuring

As a consequence of the ongoing 2020 recession sparked by the COVID-19 pandemic, borrowers are increasingly carrying underwater loans at historically high interest rates, worsening the financial burden many are already bearing. Many real estate investors are having conversations with lenders to discuss debt negotiations as a form of financial relief. Whatever the agreement they eventually come to, both parties should be aware that debt modifications can have consequences on their respective tax liabilities. This blog outlines the basic debt restructure model and the potential tax implications of debt modification for both the borrower and the lender.

Frequently Asked Questions

Everything you need to know about services and billing.

What are the fees?

I'd love to hear about your business and consulting service needs for free. If you decide to move forward, we can discuss consulting rates and packages that are right for your business.

What types of companies do you cater to?

I've worked with one person businesses to Fortune 500 companies and everything in between. With over 17 years of experience in public accounting and the financial services sector, I help companies optimize tax planning with business objectives.

Let's Chat

I’d love to hear from you and answer any questions you might have.