Partner, Tax Specialist
Adam is passionate about tax. His education and experience have given him a broad knowledge base in both Canadian and international tax matters allowing him to advise business owners, high net worth individuals, and non-residents of Canada on a wide range of tax matters. Adam is also a designated Trust and Estate Specialist (TEP). TEP is recognized worldwide as a way to formally distinguish qualified practitioners from non-specialists who only occasionally deal with trusts and estates.
Adam has helped business owners and high net worth individuals with:
Adam has assisted non-residents of Canada in areas including:
Adam graduated from Brock University with a Bachelor of Accounting (First-class honours). He is a Chartered Accountant, a Chartered Professional Accountant, and a Certified Public Accountant (Illinois). Adam has completed both the In-Depth Income Tax Course (Parts 1-3) and the In-Depth GST/HST Course offered by CPA Canada. Adam has also completed CPA Canada’s Advanced Tax Issues for the Owner-Managed Business course dealing with estate and succession planning for owner-managed businesses.
In addition to his accounting designations, Adam is a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (STEP Canada).
Adam started his career at Stern Cohen in 2007 where he obtained his accounting designations before moving to a Canadian and International Tax Specialist firm to focus on domestic and international tax planning. Adam returned to Stern Cohen in 2014 as a Tax Manager and became a Partner in 2018.
Outside of work, Adam fundraises and runs for the worthy causes of United Way Toronto, Camp Oochigeas, and the Terry Fox Foundation. He is a loyal Toronto Blue Jays’ fan and was fortunate enough to be at the infamous “bat flip” game at which the Jays defeated the Texas Rangers to clinch the American League Division Series. Go Jays!
I’m straight to the point, have a sense of humour, and provide practical solutions.
Successfully objecting to large reassessments of corporate income tax, HST, and personal income tax resulting from a tax audit. The reassessments were vacated (ie. dismissed in whole).
Knowing I’ve helped a client achieve their goal in a tax efficient manner whether it’s funding their children’s post-secondary education, selling their business, or helping them retire in a warm climate.
The people. You will notice this is a reoccurring answer if you view the profiles of my colleagues and for good reason. Stern Cohen hires smart, well-rounded, caring people. For clients this means you’ll always have someone at your fingertips who is knowledgeable, professional, and friendly.