Sherry is Vice President – Tax Services of MCA Cross Border Advisors Inc.
Sherry Zheng is Vice President – Tax Services of MCA Cross Border Advisors Inc. She is a Certified Public Accountant (CPA) (Delaware) and a Masters in Canadian taxation with over 10 years of experience in assisting families and individuals with tax planning and tax compliance.
Sherry has overseen tax filings for individuals, corporations, trusts, foundations & partnerships, and she also advised with respect to various tax planning opportunities to ultra high net worth clients. Planning opportunities she has extensive experience with include estate freezes, income tax minimization & deferral, loss utilization, retirement planning, succession planning, and more.
Before joining the team at MCA Cross Border Advisors Inc., Sherry worked at KPMG Enterprise as a Senior Tax Manager and Director of Tax Services at a boutique multi-family office within one of Canada’s largest financial institutions, and she assisted many families and individuals with their tax needs.
Sherry is a member of the Canadian Tax Foundation. She is a Certified Public Accountant (CPA) (Delaware) and she also has a Master in Taxation degree from the University of Waterloo. She has completed Level III of the CICA In-depth Tax course and the CICA Advance Tax Course for the Owner-Managed Business. Sherry also has an Honours Bachelor of Arts degree with a major in International Business from the Guangdong University of Foreign Studies.
- Master of Taxation (MTax), University of
- Bachelor of Arts (B.A.), Honours, Guangdong University of Foreign Studies, 1999
Certifications & Memberships
- Lean Six Sigma, Transactional
Excellence Green Belt
Recent Articles, Media Interviews & blogs by Sherry
Now that the US corporate tax rate has been reduced, Canadians may consider owning their US investments in a C corporation. Read more in this blog.
This blog discusses what constitutes “foreign properties” for tax filing purposes with the Canada Revenue Agency, as well as explains why this T1135 filing is necessary.
This blog discusses how American buyers of Canadian rental properties need to be aware of tax reporting obligations in Canada and ensure they apply the foreign tax credit in the most tax efficient way.