Mitchell SteinPartner | CPA
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Creative, dependable, caring.
Known by his clients and colleagues to be meticulous, hardworking, reliable and a deliverer of high-quality results, Mitch prides himself on his ability to identify tailor-made solutions to meet the needs of his entrepreneurial clients.
Since 1988, he has specialized in taxation with particular emphasis on mergers and acquisitions, corporate reorganizations and spin-offs, in-bound and out-bound structuring and all aspects associated with entrepreneurial owner-managed businesses and the issues faced by their shareholders. Mitch can also be called upon by owner-managers and professionals for personal and estate tax planning.
He has lectured at McGill and Concordia University, the Quebec Order of Chartered Professional Accountants, the Montréal Accountants’ Study Group and was a tutor for the In-Depth Tax Courses given to tax specialists by Chartered Professional Accountants of Canada for seven years.
Mitch was also a faculty member and lecturer at the Canadian Tax Foundation’s Owner Manager conference and has been called upon to speak on several occasions at the Canadian Tax Foundation’s Annual Conference.
Fields of expertise
- Mergers and acquisitions
- Corporate reorganizations and spin-offs
- Real estate
- Entrepreneurial owner-managed businesses
- In-bound and out-bound structuring
- Real estate
- Personal tax
- Canadian and U.S. estate tax planning
- Chartered Professional Accountant (CPA, CA), 1989
- B. Com., McGill University, 1986 (Great Distinction)
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?