Mitchell Stein

CPA, CA

Contact

Phone: 514.934.3597
Fax: 514.934.3408
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Tax

Since 1988, Mitchell Stein has specialized in a wide range of taxation matters with particular emphasis on mergers and acquisitions, corporate reorganizations and spin-offs, in-bound and out-bound structuring, real estate and all aspects associated with entrepreneurial owner-managed businesses and the issues faced by their shareholders.

Mitchell provides tax advice to clients in a broad range of industries including manufacturing, distribution, retail and real estate, and is called upon by owners-managers and professionals for personal and estate tax planning.

Mitchell 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. 

He was 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

Industries

  • Manufacturing
  • Distribution
  • Retail
  • Real estate
  • Personal tax
  • Canadian and U.S. estate tax planning

Academic Background

  • Chartered Professional Accountant (CPA, CA), 1989 
  • B. Com., McGill University, 1986 (Great Distinction)