- Matt C. Altro
- David A. Altro
- Shlomi Levy
- Edwin Wong
- Sherry Zheng
- Bram C. Lucht
- Leanne Milech
- Jonah Ravel
- Jeremy Voisin
Sherry Zheng is Vice President – Tax Services of MCA Cross Border Advisors Inc. She has 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, Tax Services at WaterStreet Family Offices/Scotiabank, 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.
Cross Border Blogs by Sherry
- Finance Targets Tax Planning Involving Income Sprinkling
August 9, 2017
- Prescribed Interest Rate Loan
May 30, 2017