Professionals
Peter Weissman
FCPA, FCA, TEP, CEA
Partner
Direct +1 416 644 1481
Fax +1 416 594 9501
Email pweissman@cadesky.com
Peter has been a tax specialist for over 30 years. His practice includes corporate tax and estate planning (domestic, cross-border and special needs situations), estate litigation support, corporate reorganizations, M&A, dispute resolution and expert witness testimony. Peter has testified before the Commons and Senate Standing Committees on Finances regarding the 2017 changes to the tax rules for private corporations and other tax matters, has been interviewed on various news channels, and is often quoted in the media.
- Certified Executor Advisor, 2021
- Fellow Chartered Professional Accountants, 2017
- Trust and Estate Practitioner, 2002
- CICA In-Depth Tax Course, 1990
- Chartered Professional Accountant, CPA Ontario, 1988
- York University, BBA, 1986
- Chair, Public Policy Committee, STEP Canada, 2020-Present
- Chair, Education Committee, STEP Canada, 2007-2020
- Co-Founder, The Disability Tax Fairness Alliance, 2016-Present
- Governor, Canadian Tax Foundation, 2014-2016
- Past National Chair, Student Liaison Committee, STEP Canada, 2002-2007
- Inaugural Co-Chair of the former Disability Advisory Committee to the Minister of National Revenue, 2005-2006
- Society of Trust and Estate Practitioners (STEP)
- Canadian Institute of Certified Executor Advisors (CICEA)
- Chartered Professional Accountants of Canada (CPA Canada)
- Chartered Professional Accountants of Ontario (CPA Ontario)
- Canadian Tax Foundation
- Recipient, Founder’s Award for Outstanding Achievement, STEP, 2018
- Fellow, CPA Ontario, 2017
- Recipient, Michael Cadesky Volunteer of the Year Award, STEP Canada, 2016
- Co-Organizer and Presenter, Special Symposium on Vulnerable Clients, STEP Canada, 2021
- Speaker, Estate Litigation, Mediation and Settlements: Tax Issues, STEP Canada National Conference, 2020
- Speaker, Strategies to Consider During the Economic Downturn, Canadian Association of Life Underwriters, 2020
- Speaker, Trapped Surplus in a Corporation, CALU Annual Conference, 2019
- Speaker, Private Company Taxation Policy, Canadian Tax Foundation Young Practitioners Conference, 2018
- Speaker, Making Cents of The Taxation Proposals for Private Companies, Toronto Board of Trade, 2018
- Speaker, Advising Families with Special Needs, RBC Wealth Management Services Conference, 2017
- Author, Ottawa’s New Tax Proposals: Slow Down and Get Them Right, The Globe and Mail, 2017
- Co-Author, Federal Tax Proposals Penalize Businesses that want to Transition to Next Generation, The Globe and Mail, 2017
- Speaker, Advising Families with Special Needs – STEP Canada National Conference 2016
- Speaker, Managing the Sales of Canadian Businesses: A Vendor’s Perspective – With Daniel Lang, Canadian Tax Foundation Annual Conference, 2015
- Speaker, Your Client and U.S. Tax Exposure, Asante Wealth Management, 2014
- Co-Author, Planning Tools for Special Situations, CA Magazine, 2013
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