Steven Moses’s extensive client base mostly includes SMEs operating in the manufacturing, distribution, professional services, real estate, and technology sectors.
He is known for his considerable knowledge and experience in tax planning matters and for developing tax strategies that are perfectly tailored to his clients’ organisational and financial objectives. Steven also provides a wide range of services related thereto, including estate planning, business succession, shareholder agreements, corporate securitisation of assets, SR&ED tax incentives, cross-border structuring including mergers & acquisition transactions, and negotiations with tax authorities.
Steven is known among his peers for his thorough and consistently up-to-date knowledge of all matters relating to his area of specialization, and is often called upon for his expert advice. He has been consulted on taxation matters by print and radio on several occasions and has lectured at such organisations as the Jewish Community Foundation of Montreal, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Montreal Dental Club, just to name a few.
Steven’s leadership and interpersonal abilities make him a highly sought-after tax advisor.