Finance Monthly Taxation Awards 2023 Canada 55 www.finance-monthly.com About Adam Morke Adam is passionate about tax. His education and experience have given him a broad knowledge base in both Canadian and international tax matters allowing him to advise business owners, high net worth individuals, and non-residents of Canada on a wide range of tax matters. Adam is a designated Trust and Estate Specialist (TEP). TEP is recognized worldwide as a way to formally distinguish qualified practitioners from non-specialists who only occasionally deal with trusts and estates. Adam is also a sought after speaker who presents at industry conferences like CPA Ontario’s Practice Management & Tax Summit – “Estate and Succession Planning” (October 2021). Adam graduated from Brock University with a Bachelor of Accounting (First-class honours). He is a Chartered Accountant, a Chartered Professional Accountant, and a Trust and Estate Practitioner (TEP). Adam has completed both the In-Depth Income Tax Course (Parts 1-3) and the In-Depth GST/HST Course offered by CPA Canada. Adam has also completed CPA Canada’s Advanced Tax Issues for the OwnerManaged Business course dealing with estate and succession planning for owner-managed businesses. Adam is a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (STEP Canada). Adam started his career at Stern Cohen in 2007 where he obtained his accounting designations before moving to a Canadian and International Tax Specialist firm to focus on domestic and international tax planning. Adam returned to Stern Cohen in 2014 as a Tax Manager and became a Partner in 2018. About Stern Cohen LLP Headquartered in Toronto, Canada, we provide services to clients from across Ontario and the world. Tax is one of the most complex and challenging aspects of accounting. Fortunately, Stern Cohen has earned a reputation for strong tax knowledge. Our tax specialist team takes a pre-preemptive approach with tax planning services, identifying opportunities to protect your earnings and safeguard your assets. Our clients receive a full service solution for their corporate and personal needs. When it comes to tax advice, we look to be in compliance while maximizing tax breaks. For individuals, business owners, and corporations our advice is practical and proven. We assist clients with income and commodity taxes, estate and succession planning, as well as numerous other income tax issues. Our strategies include trusts and structures tailored to our clients’ diverse and complex requirements. Partner Stern Cohen LLP Adam Morke
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