Biography

Steven I. Roth has specialized in tax planning and accounting since 1976 and leads the Zeifmans tax team. An acknowledged expert, he has authored extensively and has lectured and instructed for the Ontario Bar Association and CPA Canada. Steve specializes in Canadian and international tax and estate planning, corporate reorganization and tax minimization strategies.

Education

  • B.Comm., University of Toronto Industry Experience
  • Real Estate and Related Services
  • Investments
  • Owner-Managed Businesses
  • Service Industry
  • Charitable and Not-for-Profit

Areas of Specialization

  • Corporate and personal tax planning
  • Cross border tax planning Canada/U.S. (Inbound and Outbound)
  • International Tax Planning
  • Taxation of Corporate Reorganizations
  • Estate and Succession Planning
  • Family Business issues consulting
  • Charitable Organizations and Foundations
  • Philanthropic Tax Strategies
  • High net worth tax minimization strategies
  • Expert Witness on Taxation Matters

Professional, Community and Social Leadership Roles

  • Contributor to publication “Financial & Estate Planning for Mature Client in Ontario”
  • Board member of various charitable institutions

Quote

"The most vital, fastest growing segment of the current economy is in the entrepreneurial business community. Most of these companies want the kind of expertise that big accounting firms offer. But they want to tap into it at a price and with an accessibility that they expect from a small firm. We are small enough to guarantee client accessibility, along with a competitive fee structure that's cognizant of business realities."

Steven I. Roth, CPA, CA, Partner

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