ZEIFMANS - Key Persons

Adnan Ali

Job Titles:

Member of the Partners and Principals Professional Staff Administrative Staff
Professional Staff Member
Manager Tel

Adnan has over 20 years of professional experience in auditing, tax compliance and international tax planning. He has gained his expertise from professional services firm and commercial roles in Asia, the Middle East and Canada. Adnan has worked with a wide range of clients including technology, engineering, construction, banking, financial services, manufacturing, aviation, not for profit and government entities. Education Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - ACA (Institute of Chartered Accountants in England & Wales) Chartered Accountant - FCA (Institute of Chartered Accountants of Pakistan Industry Experience Manufacturing Not for Profit and Charities Technology Financial services Mining Utilities Energy (Oil & gas) Transportation & logistics Areas of Specialization Auditing and Accounting Taxation International tax planning with a focus on tax efficient minimization strategies Accounting and Assurance

Ahmad Aslam

Job Titles:

Member of the Partners and Principals Team
Partner Tel

Ahmad Aslam has over 20 years of experience in auditing with a focus on auditing companies in software, technology and real estate sectors. Ahmad coordinates the execution of audit engagements and is responsible for providing audit and accounting services to a variety of public and private entities. With his extensive training and experience in Canadian and International Auditing Standards and International Financial Reporting Standards (IFRS), Ahmad is a member of Zeifmans Quality Control Committee and Nexia Canada A & A Committee and often provide guidance on complex transactions to other audit professionals.

Aleena Benish

Job Titles:

Senior Manager Tel

Aleena Benish has been with Zeifmans for 12 years providing services to clients across a wide range of industries including, financial services, technology, real estate, not-for-profit, construction, retail, distribution and manufacturing companies. Leveraging her in-depth knowledge of accounting and assurance, Aleena leads a team with extensive experience in auditing clients in various industries, with a focus on managing several of the firm's manufacturing clients. Education Bachelors in Commerce, Ryerson University Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - CA Industry Experience Real Estate High Net Worth Individuals Manufacturing Not for Profit and Charities Technology Construction Investment Companies Areas of Specialization Auditing and Accounting Taxation

Ali Hammad

Job Titles:

Manager

Ali brings a wealth of professional experience in auditing and assurance to his role. With years of experience working in renowned Big 4 firms such as EY and PwC across Asia, the Middle East, and Canada, Ali has honed his expertise in the field. Throughout his career, Ali has served clients with headquarters in diverse jurisdictions, including Canada, the USA, the UK, the Middle East, and South Asian countries. This global exposure has equipped him with a comprehensive understanding of international business practices and regulations. Ali's client portfolio spans various industries, including technology, gaming, cannabis, mining, oil & gas, retail, construction, real estate, mutual funds, and financial services. His ability to adapt and apply his knowledge to a wide range of sectors showcases his versatility and adaptability. With his deep understanding of accounting principles and assurance standards, Ali provides services to both public listed and private companies. He is well-versed in financial reporting frameworks such as IFRS, ASPE, IIROC, and US GAAP, ensuring compliance and accuracy in financial statements. Ali's commitment to delivering high-quality results and his expertise in auditing and assurance make him a valuable asset to any organization he serves.

Allan A. Rutman

Job Titles:

Partner Tel
President of Axis Consulting Group Inc. and a Partner of the Financial Advisory Services Group

Allan Rutman is President of Axis Consulting Group Inc. and a Partner of the Financial Advisory Services Group of Zeifmans LLP. He has provided turnaround management services to lenders, management and shareholders for more than 30 years. During this time, Allan has provided restructuring services to clients in industries as diverse as retail, real estate, hospitality and automotive. He has also provided companies with interim crisis management services while new executives are being sought. Allan has acted as CRO and COO for troubled manufactures and has extensive experience in conducting viability analyses, feasibility studies and developing action plans and proposals. Allan Rutman is a Licensed Insolvency Trustee, Certified Turnaround Professional and a Doctor of Jurisprudence. Education B.B.A., M.B.A., York University Industry Experience Automotive Food manufacturing Agricultural related products Hospitality Retail Distribution Real estate Areas of Specialization Turnaround management and consulting Chief restructuring officer Interim management

Ann Wang

Job Titles:

Manager

Ann joined Zeifmans in September 2022. She previously worked at RSM Canada LLP (Collins Barrow Toronto) and has 8 years of experience in public-accounting. She is certified from CPA Ontario and has done her MBA from Brock University. She provides accounting, financial advisory and tax efficient minimization strategies to private enterprises. She is currently focusing on Assurance, auditing and accounting, Taxation, Not-for-profit and Private Foundation tax compliance, foreign reporting requirements in Canada, Estate and succession planning. She has experience in Privately Held Businesses, Real Estate, Retail, Manufacturing, Distribution, Engineering Professionals & Construction, Legal, Medical and Dental Professional Services, Not-for-Profit and Charities, Technology and Startups, and Financial Services. Education CPA Ontario

Anna Tsouvalis

Job Titles:

Director, Audit and Assurance

Anna Tsouvalis has been with Zeifmans over 20 years providing services to clients across a wide range of industries including, financial services, technology, real estate, not for profit, construction, retail distribution, manufacturing and technology. Leveraging her in-depth knowledge of accounting, assurance and taxation, Anna leads a team with extensive experience in auditing as well as providing taxation services to clients over a wide range of industries. Education Political Science BA - York University Bachelor of Commerce - Bcom, Accounting - York University Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - CA Certificate in International Financial Reporting Standards (IFRS) - Issuing authority The Institute of Chartered Accountants in England and Wales Industry Experience Real Estate High Net Worth Individuals and Families Manufactoring Not for Profit and Charities Technology & Startups Owner-managed businesses Legal, medical and other professional services Privately-held small & medium sized businesses Marketing services Transportation & logistics Restaurant industry Engineering professionals & construction Machine tooling Areas of Specialization Audit of high tech, manufacturing and construction companies Auditing and Accounting Taxation Estate & succession planning Charitable organizations and foundations tax compliance Accounting and Assurance Family Business Estate and succession planning Accounting and emerging business Family business issues consulting

Armand Sorra

Job Titles:

Key Member of the Technology and StartUp
Senior Manager Tel

Armand Sorra started his accounting career at Zeifmans in 2011 as a Co-op student and was promoted to a manager in 2016. The clients he works with operate in a wide range of industries, from financial services to manufacturing - he prides himself on delivering unparalleled service to all his clients. Armand specializes in accounting and tax advisory to owner-managed businesses through providing personalized services to entrepreneurs at each stage of their business cycle. Throughout his professional experience, Armand regularly advises clients on corporate and personal tax matters such as, tax planning, corporate re-organization and effective compensation strategies. Armand Sorra is a key member of the Technology and StartUp industry team, as well as a member of the Technology Committee at Zeifmans.

Ben Rutman

Job Titles:

Manager

Ben Rutman is a manager at Zeifmans and has over 16 years of experience in the accounting industry. Ben's expertise lies in managing and consulting with a wide variety of clientele, which includes owner managed businesses, privately held small & medium sized businesses, not-for-profit and charities. Ben has experience working with a broad range of industries such as real estate, financial services, medical professionals, transportation & logistics, and technologies and startups. Education Bachelor of Commerce (B. Com) - York University Industry Experience Privately held small & medium sized businesses Real Estate Financial services Medical professionals Transportation and logistics Technology & StartUps Areas of Specialization Taxation Accounting and Assurance Charitable organizations Tax compliance

Brian T. McGee

Job Titles:

Partner Tel

Brian T. McGee has been at Zeifmans since 1985. He is well versed in public corporation accounting and auditing, personal and corporate taxation, estate planning and corporate reorganization. In recent years he has cultivated an in-depth knowledge and expertise in the High-tech sector and is Zeifman's Technology Practice Director. Education B.A., University of Toronto CPA

Cathy Settino

Job Titles:

Senior Manager Tel

Cathy Settino joined Zeifmans in 1994. For over 25 years Cathy has developed her client portfolio, managing a diverse client base of private businesses. She works directly with business owners to provide a wide range of services in accounting and taxation. Cathy is well versed in various industries including, but not limited to, real estate, investment company and retail/wholesale businesses. Education Bachelors of Commerce Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - CA Industry Experience Real Estate High Net Worth Individuals Manufacturing Owner-managed businesses High net worth individuals and families Mining Privately-held small & medium sized businesses Retail Medical professionals Areas of Specialization Auditing and Accounting Taxation Accounting and Assurance

Chaim Rosner

Job Titles:

Senior US Tax Manager

Chaim Rosner joined Zeifmans in 2016. Chaim has a broad range of US tax experience advising clients in a variety of industries. Chaim has experience with US and Canadian cross-border taxation strategies and US federal and state income tax compliance for corporations, partnerships, and individuals. Education Professional Certificate, Accounting (York University) Bachelor of Science with Honors in Accounting- (B.Sc.) (Lander College) Industry Experience Real Estate Owner-managed businesses Service industry Technology Retail Areas of Specialization Canada and US cross border taxation US corporate and partnership tax compliance

Christine Lu

Job Titles:

Manager

Christine Lu joined Zeifmans in 2005 and has 20 years of experience in providing accounting and tax advisory services to clients in a wide range of industries including retail, restaurant, real estate development, financial services, and not-for-profit organizations. She also assists clients in tax planning, tax minimization strategies, tax compliance, tax reporting, cross border issues for non-resident corporations conducting business in Canada. Education B.A. - South China University of Technology, Guangzhou, China Industry Experience Real Estate Not for Profit and Charities Owner-managed businesses High-net-worth individuals and families Legal, medical and other professional services Financial services Privately-held small & medium sized businesses Waste management Restaurant industry Engineering professionals & construction Retail Medical professionals Areas of Specialization Accounting Taxation Domestic and international tax planning with a focus on tax efficient minimization strategies Estate & succession planning Charitable organizations and foundations tax compliance, as well as, philanthropic tax strategies Voluntary disclosures Foreign reporting requirements in Canada Family Business

Cristina Russo

Job Titles:

Senior Manager Tel

Cristina Russo began her accounting career at Zeifmans in 2008 and has developed extensive experience in both taxation and accounting compliance and advisory services for owner-managed businesses. She focuses on growing strong relationships with her clients in order to anticipate and address their evolving business needs. Cristina works with clients in a wide range of industries including marketing, manufacturing, retail and engineering. Since 2009, Cristina has been assisting CPA candidates prepare for, and successfully complete, the professional examinations required to attain their CPA designation as a marker and team leader for various preparation programs in Canada. Education Bachelor of Administrative Studies (BAS) with Honours, Specialization in Accounting, York University Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - CA

David Posner

Job Titles:

Partner Tel

David Posner joined Zeifmans in 2006, and became a partner in 2016. During that time, he's amassed a wealth of knowledge and experience in Canadian taxation in many different industries. Known by his clients for his outgoing personality and optimistic outlook, David is a problem solver. He's skilled at crafting results-oriented solutions that lie within the law, while being as creative as possible to maximize the benefit to the client. Regardless of the complexity of the situation, he seeks to help his clients weed through the red tape and reach the finish line in a practical manner. David Posner graduated from York University with a BAS, Honours Accounting in 2006, obtained his Canadian Institute of Chartered Accountants CA designation in 2008, and completed the CPA Canada - The New In-Depth Tax Course in 2015. He assists clients in tax planning, tax minimization strategies, tax compliance, tax reporting, voluntary disclosures, CRA audits, CRA objections and appeals, and holding strategies for Canadian taxpayers holding foreign investments.

Deyon Graham

Job Titles:

Assistant
Senior Executive

Ezra Lauterpacht

Job Titles:

Junior Accountant
Partner Tel

Ezra Lauterpacht joined the Zeifmans' team in 2003 as a junior accountant and became a partner in 2016. During his time with Zeifmans, Ezra Lauterpacht has worked directly with owners of small to medium sized businesses, their respective families and other professional advisors to ensure his clients have the proper plan in place. His expertise is in personal taxation, corporate taxation, financial advisory, estate and succession planning. Ezra's clients range in industry from real estate, professional services, investment companies, retail/wholesale businesses to the not-for-profit sector. He is also a key member of the High Net Worth Individuals and Technology & StartUps team at Zeifmans. Ezra is an active member of his community and is a member of the board of multiple charitable organizations.

Helen Ulloa

Job Titles:

Assistant
Senior Executive

Howard Blumenfeld

Job Titles:

US Tax Senior Manager Tel

Howard specializes in US corporate tax compliance and year-round advisory, as well as US tax provisions for financial statement purposes. He advises clients with regards to state income tax exposure, foreign corporations doing business in the US, income tax treaty applicability and corporate distributions. With 10+ years of experience at Big Four firms, Howard has worked with clients of all sizes and from various industries, including tech, retail, distribution, manufacturing, start-ups, SaaS, wealth management and mining. He develops relationships with clients and fosters a positive environment for clients and colleagues alike. Outside of work Howard is an active member of his community and most importantly makes everyone feel welcome and valued. Education Bachelors of Science in Accounting (Yeshiva University) Certified Public Accountant (CPA - Colorado) Industry Experience Manufacturing Distribution SaaS Owner-managed businesses Financial services Mining Privately-held small & medium sized businesses Transportation & logistics Retail Technology and startups Areas of Specialization Inbound U.S. federal and state taxation Accounting for income taxes Federal income tax treaty applicability State income tax nexus and exposure Distributions and Earnings & Profits calculations Voluntary disclosures for state income tax U.S. federal and state tax return preparation Planning to mitigate U.S. federal and state income tax risk and exposure Representing clients in disputes with the IRS and state tax authorities

Iolanda Nicosia

Job Titles:

Senior Manager Tel

Iolanda Nicosia joined the Zeifmans team in 2005 providing services to clients across a wide range of industries including, financial services, technology, real estate, not-for-profit, construction, retail, distribution and manufacturing companies. Leveraging her in-depth knowledge of accounting, assurance and taxation, Iolanda leads a team with extensive experience in auditing as well as providing taxation services to clients over a wide range of industries. Education Bachelor of Commerce - BCom, Accounting Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Chartered Accountant - CA Industry Experience Technology Financial Services Real Estate Not- for-Profit Construction Retail Distribution Manufacturing Areas of Specialization Auditing Accounting and Assurance Taxation

Israel S. Schon

Job Titles:

Partner Tel

Since beginning his professional practice at Zeifmans in 1971, Israel S. Schon has accumulated invaluable expertise in long-term planning, especially for small and medium-sized entrepreneurs. He specializes in management consulting, accounting and taxation services, particularly in the manufacturing, retail and pharmacy sectors. Education B.A., University of Toronto Chartered Accountant - CA Chartered Professional Accountant (Chartered Accountant) - CPA Ontario Industry Experience Pharmacy Manufacturing Retail Medical Professionals Not-for-Profit Organizations Real Estate Food Industry Service Corporations Legal Professionals Investment Corporations Areas of Specialization Management & Advisory Services Personal & Corporate Taxation Estate & succession planning Consulting Family Business Business Acquisition & Financing

Jaden Lee

Job Titles:

Manager Tel

Jaden joined the Zeifmans team in 2019 and is currently a manager specializing in accounting and assurance. During his time at Zeifmans, he has acquired in-depth knowledge in ASPE and CAS along with corporate taxation. Previously, Jaden holds experience from a Big 4 firm which allowed him to develop knowledge in IFRS and the mid-sized to large public clients in the real estate industry. Education Bachelor of Arts - Yonsei University, Korea Republic of Master of Accounting - Schulich School of Business, York University Chartered Professional Accountant - CPA Ontario Industry Experience Real estate Investment holding companies Financial services Not-for-profits Owner managed businesses Areas of Specialization Accounting and Assurance Taxation Foreign reporting requirements in Canada Charitable organizations and foundations tax compliance