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David Hogan
Partner,* Tax and Chief Economist at Richter
Professional Background
David Hogan is a highly respected expert in cross-border tax planning, known for his extensive experience and deep understanding of tax implications in a globalized economy. With a career that spans over two decades, David has honed his expertise through various impactful roles in both public accounting and corporate finance. His journey began as an economist at the Canadian central bank, where he laid the foundational knowledge that would inform his later work in tax consultancy and economic analysis. David transitioned into public accounting in the 1990s, serving as a tax consultant at a prestigious Big-4 Accounting Firm, where he built a reputation for providing insightful and strategic tax solutions for a diverse array of clients.
His professional trajectory includes a significant role at Fujifilm Canada, where he served as the Senior Director overseeing value improvement processes. In this capacity, David was responsible for tax, finance, and accounting, demonstrating his ability to integrate these functions to drive value and efficiency within the organization. His strategic approach did not go unnoticed, as he later returned to the public accounting sphere as the Chief Economist focused on Tax and Transfer Pricing at another Big-4 firm, further solidifying his standing in the field.
In 2013, David made a pivotal career move by joining Richter, a leading Canadian accounting and advisory firm, as a Partner in the Tax department and Chief Economist. His appointment to Richter’s Board of Directors in January 2015 is a testament to his leadership capabilities and the respect he commands within the industry. At Richter, David leverages his unique blend of tax knowledge and economic insight to help clients enhance their shareholder value. His commitment to creating tax-efficient operations stems from his practical industry experience and strong economic fundamentals, making him an invaluable asset to the firm and its clientele.
Education and Achievements
David Hogan's academic background is as impressive as his professional achievements. He pursued his Masters in Economics at the prestigious University of Toronto, a leading institution recognized for its rigorous economics programs and influential faculty. His studies provided him with a deep analytical framework that has proven essential to his work in tax and finance.
Prior to that, David obtained his Bachelor’s degree in Economics and Political Science from The University of Western Ontario, where he developed a strong foundation in both economic theory and political context. This unique combination of fields has equipped him with a holistic understanding of how economic policies intersect with business practices, an insight that he continues to apply in his work today.
Throughout his career, David has been a passionate advocate for knowledge sharing and education in his field. He is a frequent speaker on matters of cross-border taxation from a Canadian perspective, bringing his insights and expertise to various conferences and professional gatherings. His contributions extend beyond speaking engagements as he has also served on the Canada Revenue Agency’s Large Case Audit Advisory Group, where he provided valuable guidance and perspectives on the complexities of large-scale tax audits and compliance.
Achievements
David Hogan’s achievements in the field of taxation are noteworthy and speak volumes about his expertise and commitment to his profession. As a Partner and Chief Economist at Richter, he has elevated the firm's tax service offerings, making them more robust and client-centric. His strategic insights have empowered numerous businesses to navigate the complexities of cross-border taxation and optimize their tax positions.
An important aspect of David's work is his focus on enhancing shareholder value through an integrated approach to tax, finance, and operations. This holistic view not only helps clients minimize tax liabilities but also ensures they are well-positioned for sustainable growth. David’s emphasis on practical industry experience combined with strong economic fundamentals aligns with the needs of modern businesses, making him a trusted advisor in the field.
His influence in the industry is further underscored by his leadership roles and contributions to key boards and advisory groups, where he helps shape policies and best practices in taxation. David’s experience and insights are not just theoretical; they have real-world applications that benefit businesses and stakeholders alike.
In conclusion, David Hogan stands out as a leading authority in cross-border tax planning, blending a rich educational background with a wealth of professional experience. His contributions to the field and his commitment to helping clients achieve their goals make him a significant figure in the tax consulting landscape. With his strategic thinking and practical approach to complex tax issues, David continues to shape the future of taxation in Canada and beyond.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.