Jonathan Levy, MBA, CPA, CA

Partner

Areas of Professional Expertise

Canada - US cross-border tax and business issues
International, Corporate and Personal income tax planning
Trusts and Estates
Financing of small and medium sized companies
Strategic planning

Education & Designations

Chartered Accountant (Québec, Ontario)
Certified Public Accountant [CPA] (Illinois)
MBA (Concordia University)
Graduate Diploma in Public Accountancy (McGill University)
BA (Honors) Political Science and Sociology (McGill University)

Achievements

Chairman of the UHY Canada US Tax Team (CUTT)

Lecturer at McGill University in the areas of Finance and Taxation

Partner responsible for the firm's marketing program

Memberships

American Institute of Certified Public Accountants (AICPA) [CPA]
Ordre des comptables agréés du Québec [CA]
Canadian Institute of Chartered Accountants
Institute of Chartered Accountants of Ontario
Society of Trust and Estate Planners (STEP)

Public Speaking

"Holding Corporations - the Good, the Bad and the Ugly" (Accountants Study Group and STEP Study Group - 2007)
"Canada US Tax Planning" (UHY Regional Meeting, Cancun - 2008)
"Taxation of Investment Income" & "Corporate Taxation" (McGill University - 2009)
"Glaxco Canada Suffers a Case of Indigestion!" (UHY Regional Meeting, Cancun - 2010)
Session Chairman - International Tax (UHY Regional Meeting, Cancun - 2010)