Steven Moses, CA

Partner

Taxation/ R & D Tax Credits / Consulting Services

Steven Moses is a leader in the field of taxation. His knowledge, expertise and experience in tax planning with regards to small and medium enterprises and their stakeholdersare second to none. Steven is responsible for the firm's taxation department, which he has led withpassion and energy since 2000. His people skills and leadership qualities inspire his colleagues to be creative in finding solutions to meet the needs of a diverse clientele.

Steven’s focus is based upon sound financial planning and efficient tax strategies that incorporate the organizational objectives and personal interests of their shareholders. Over the years, Steven has established a wealth of corporate experience, working with businesses in industries varying from services to manufacturing, while concentrating on providing advice with regards to the following:

Estate and Corporate Planning: will planning, reorganization, shareholder agreements, business succession, tax planning, asset protection strategies and trusts;
R &D tax credit optimization;
Cross-border transactions;
Mergers and Acquisitions;
Transfer Pricing; and
Negotiating agreements with tax authorities.

Steven became a Chartered Accountant in 1987 and has worked at PSB Boisjoli from the beginningof his career, eventually making partner in 1993. He has contributed to various radio programs, presented at various professional organizations and has written several journal articles on tax-related issues. Steven plays a fundamental role in expanding the taxation specialty within the firm in addition to providing invaluable advice to clients on a regular basis.

Functions within the firm

Member of the Compensation Committee

Academic credentials, professional accreditation and associations

B.Comm McGill University, 1985
Graduate Diploma in Public Accountancy, McGill University, 1986
Chartered Accountant (CA), 1987
CICA In Depth Tax Course, 1990
Registered Trust and Estate Practitioner (TEP), 2003
Ordre des comptables agréés du Québec
Institute of Chartered Accountants of Ontario
Canadian Institute of Chartered Accountants Canadian Tax Foundation
Society of Trust and Estate Practitioners