Sherry Zheng

Vice President – Tax Services

CPA (Delaware), MTax

 

Email: szheng@mcacrossborder.com
Telephone: 416-477-8158

Sherry Zheng

Vice President – Tax Services

CPA (Delaware), MTax

 

Email: szheng@mcacrossborder.com
Telephone: 416-477-8158

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.

Education
  • Master of Taxation (MTax), University of
    Waterloo, 2002
  • 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

Non-residents and Registered Retirement Savings Plans (“RRSPs”)

Non-residents of Canada can continue to hold RRSPs after leaving Canada. Income and gains in an RRSP are considered tax-free in Canada and in many foreign countries with which Canada has tax treaties and where non-residents may live.

As such, non-resident taxpayers may consider contributing to RRSPs for various reasons, if they have Canadian taxable income and RRSP contribution room.
For one, taxpayers can enjoy an immediate tax savings as RRSP contributions are deducted from Canadian taxable income.

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Office & Marketing Manager

Jonah Ravel

Jonah Ravel

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Tarun Suri

Tarun Suri

Cross Border Wealth Planner

Irina Matco

Irina Matco

Senior Cross Border Financial Planner

Samuel Platel

Samuel Platel

Cross Border Financial Planner

Andrew Lee

Andrew Lee

Cross Border Wealth Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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