295 Hagey Blvd, Suite 300, Accelerator Bldg, Waterloo, ON
Year called to bar: 1984 (ON)
Stephen is a member of the firm’s Tax Practice Group and serves as practice group liaison for the firm’s Private Client Service Group for its Southwestern Ontario offices. Stephen’s practice focuses on personal tax, business reorganizations, business succession planning, wills and estate planning, trusts and the taxation of trusts. He is primarily an advisor to private business entities, their owners and managers. He believes strongly in developing a deep understanding of his client’s affairs and trusted working relationships with their principals and decision-makers. He enjoys having an active involvement through the life-cycle of business enterprises, with an emphasis on tax-effective inter-generational and succession planning. Stephen is a frequent speaker, writer and commentator on personal tax and private client topics. He is the chapter editor for Income Splitting, TOSI and the Attribution Rules for the firm’s industry-leading publication, Miller Thomson on Estate Planning (Thomson Reuters). Stephen holds his TEP designation with STEP Canada, and is a member of the Canadian Tax Foundation and the Waterloo-Wellington Estate Planning Council.