Ali Spinner, FCPA, FCA, TEP

Ali Spinner, FCPA, FCA, TEP

Toronto, Ontario, Canada
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About

I am a Partner in Crowe Soberman's Tax & Estate Planning Group, a member of the firm’s Management Committee, and leader of the firm’s High-Net-Worth tax practice. My practice focuses on helping wealthy families and high-performance professionals structure their affairs in a tax-efficient manner. I work closely with my clients to ensure that their short term and long term personal, financial, estate, and philanthropic goals are carefully considered in their planning. I bring a high level of passion and warmth to my practice and enjoy building deep relationships with my clients across generations.

My broad technical expertise includes domestic, cross-border, and international tax matters for individuals, trusts, estates, and corporations. I am experienced in complex estate and trust planning, post-mortem planning, corporate reorganizations, and the preparation of Canadian tax returns and compliance forms. My transaction advisory experience includes tax due diligence and business purchase and sale structuring. I have testified in Ontario court and have been recognized by the court as an expert in taxation matters.

I have more than 20 years of experience in public accounting and tax and estate planning. In 2022, I was elected as a Fellow of the Chartered Professional Accountants of Ontario. The distinction of Fellow formally recognizes my exceptional service to the professional and broader community.

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Experience

  • Chartered Professional Accountants of Canada (CPA Canada) Graphic

    Chartered Professional Accountants of Canada (CPA Canada)

    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto, Canada

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    Toronto, Canada

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    Toronto

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    Toronto, Canada

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    Toronto, Canada

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    Toronto, Ontario, Canada

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Toronto

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    Toronto, Canada Area

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Education

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  • Completed the following CICA tax courses:
    CICA In-Depth Part I (2004)
    CICA In-Depth Part II (2005)
    CICA Part III (2006)
    CICA Advanced Tax Course - Corporate Reorganizations (2007, 2013)
    CICA Advanced Tax Course - Advanced Tax Issues for the Owner Managed Business (2009)

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Publications

Honors & Awards

  • Fellow of the Chartered Professional Accountants of Ontario

    Chartered Professional Accountants of Ontario

    The distinction of Fellow formally recognizes exceptional service to the professional and broader community.

  • Professional Advisors Award of Excellence

    Jewish Foundation of Greater Toronto

    https://www.jewishfoundationtoronto.com/professional-advisors/award-of-excellence

  • Emerging Leader Award - Top 40 Under 40

    The M&A Advisor

    Award was presented in New York City in June, 2016 for recognition of my experience as a tax practitioner in the field of mergers and acquisitions.

  • IMI CPA Alumni Award for 2015

    CPA Ontario and the Institute for Management & Innovation

  • Gordon Cressy Student Leadership Award

    University of Toronto

Languages

  • English

    Native or bilingual proficiency

Organizations

  • STEP - Society of Trust and Estate Practitioners

    TEP (Trust and Estate Practitioner), Member

    - Present

  • Professional Advisory Committee - Jewish Foundation of Greater Toronto

    Member

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  • Estate Planning Council of Toronto

    Member

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  • Baycrest Foundation

    Member of the Professional Advisory Group of the Baycrest Foundation

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