Experience
With almost 20 years of experience in providing tax advice to privately owned and
owner-managed clients, Aaron Schechter joined Crowe Soberman’s Tax Group as
Partner in 2014. Prior to that, he was a tax partner for six years at a local Toronto
accounting firm.
Aaron is a dedicated tax professional and brings a deep level of sincerity with the
services he provides his clients, which include:
• Tax reorganizations and tax planning for owner-managed businesses
• Tax minimization strategies
• Succession planning
• Estate planning
Aaron takes pride in going above-and-beyond to help his clients overcome their tax
challenges, he says “Anyone can provide tax advice and tax compliance services; very
few of them care about their clients like I do.” His genuine vested interest in his clients’
financial affairs allows him to offer specialized services unique to each client- setting
him apart in the industry.
His practice is focused on privately owned, owner-managed companies in a wide
range of industries: manufacturing, construction, entertainment, software development,
retail, and service-oriented businesses. Aaron has also developed significant and
specialized expertise with respect to the tax, accounting and financial needs of health
professionals-primarily those of doctors and dentists.
As an expert in his field, Aaron is frequently asked to speak to groups of health
professionals, lawyers and owner-managers. He has also written articles for various
publications including a white paper in 2013 entitled “Non-Residents Carrying on
Business in Canada”;. He has presented on tax and business topics at the Toronto
Entrepreneurs Conference and the Alliott North American Leadership Conference. He
is also a former board member on the North American Executive Advisory Board for
Alliott Group (International Affiliation of Accounting and Law Firms).
Aaron is a Reviewed Member of Accountant MD for Doctors.
Professional Affiliations
Chartered Professional Accountants (Ontario)
Institute of Chartered Accountants (Ontario)
Canadian Tax Foundation member
Society of Trust and Estate Practitioners (STEP)
Selected Speaking & Writing Engagements
Presented “Minimizing Tax & Maximizing Capital for Entrepreneurs” seminar at the
2014 Toronto Entrepreneurs Conference
Presented “Non-Residents Carrying on Business in Canada” seminar at the 2014
Alliott North American Leadership Conference
Wrote “Non-Residents Carrying on Business in Canada” white paper (2013)
Wrote “Tax Talk for Health Professionals” newsletter (2010 – present)
Education
Bachelor of Business Administration (BBA), York University, Schulich School of
Business, with distinction
“Aaron has a demonstrated, genuine
interest in the financial affairs of his
clients.”
Client Focus:
Services
Tax reorganizations and tax planning for ownermanaged
businesses
Succession planning
Estate planning
Tax minimization strategies
Industries
Automotive
Entertainment, Sports and Media
Health Care
Dental Practices
Information and Communication Technologies
Manufacturing Wholesale and Distributing
Privately-Held Businesses
Professionals
Service Organizations
Real Estate and Construction
Retail and Consumer Products
GOING BEYOND NUMBERS:
WHAT ARE THE DEFINING MOMENTS THAT
CHANGED YOUR LIFE?
I went travelling for an entire year by myself to
Australia and New Zealand. I came home from that
experience a completely different person – more
self aware, confident, social and outgoing.
WHAT DO YOU DO TO RELAX WHEN YOU’RE
NOT WORKING?
I enjoy spending time with my wife, Joanna, and
my two children, Alexis and Mason. I also enjoy
playing golf, baseball and going to the gym.
BEST VACATION SPOT?
Las Vegas