Jenna Schwartz
Partner | LL.B., B.C.L.- Phone514.934.3487
- Emailjschwartz@richter.ca
- SocialLinkedin
Strategic, Trusted, Focused
The best of both worlds, Jenna has a keen legal eye coupled with a love of numbers. Her diligent and holistic approach to her work, all with a sprinkle of humor, has positioned her as a trusted advisor to her clients and colleagues.
For over ten years, Jenna has been advising families throughout their lives on a variety of tax matters, including corporate reorganizations, mergers and acquisitions, tax audits and objections and succession planning.
Known as a thought leader within Richter, Jenna is often called upon for her expertise on intricate topics.
Additionally, Jenna acts as a first line of defense in monitoring, understanding and diffusing constant changes in tax legislation to Richter’s clients. She leverages her in depth expertise to proactively help her clients navigate through changes and regulations.
Fields of expertise
- Corporate reorganizations
- Mergers and acquisitions
- Dispute resolution
- Government subsidies
- Executive compensation
- Succession planning
Academic Background
- Member of the Québec Bar, 2011
- LL.B, McGill University, 2011
- B.C.L, McGill University, 2011
- B.Com (Great Distinction), McGill University, 2007
Professional and Community Involvement
- Israel Cancer Research Fund Women of Action Committee – Co-Chair, since 2021
- Auberge Shalom, Board Member, since 2021
- Jewish General Hospital, Hope and Cope – Peer Mentor, since 2007
Public recognition
- Author. “The EIFEL Rules: A Significant Reduction to Interest Deductions”, Espace, July 2022
- Co-Presenter. Estate Planning and Trusts, Montréal, April 2017
- Co-Presenter. “You Can’t Action Results: Tax Planning for Private Companies” March 2017, Halton-Peel
- Author. “The Art of the Deal: Sales Considerations in Mixed Use Properties” Espace Montréal, April 2016
- Award Recipient. Top Project, CPA Canada 2015
- Author. “The Art of the Deal: Non-Resident Real Estate Transactions – Complexities and Risks”, Espace Montréal, July 2013
Jenna’s Expertise
Tax
Life is full of uncertainties. Taxes don’t have to be one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.
Transition and Succession Planning
For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?
Compensation advisory