Larry S. Rotstein, B.Sc., CA, TEP - Partner

Larry S. Rotstein has been a partner with Rich Rotstein and its predecessor firm for the past fifteen years. His area of practice focuses on taxation and the needs of owner managed and family owned businesses. He has assisted his clientele with such matters as:

• Tax planning including resolution of tax disputes, tax appeals, estate "freezes" and other types of succession planning and corporate reorganizations.
• Acting as an "expert witness" in income tax cases.
• Cash flow and profitability forecasts to obtain new or increased levels of bank and loan financing.
• Domestic and international tax consultancy services to clients, accountants and law firms.
• Representing clients in negotiations with Revenue Canada.

His clients are involved in a wide spectrum of businesses including:

• Investment management
• Manufacturing
• Self-employed professionals such as doctors, lawyers, consultants, etc.
• Multi-employer pension and welfare trust funds
• Retailing
• Food services industry
• Real estate development and property management
• Technology and telecommunications

Business Experience

• Preparation of scientific research (SRED) claims.
• Partner in charge of taxation practice.
• Development and implementation of tax plans.
• Domestic and international tax consultancy services.
• Emphasis on services to small and medium sized businesses.
• Personal and corporate income tax planning for the owner manager and family owned enterprise.
• Representing clients in negotiations with Revenue Canada aimed at resolving tax disputes.
• Supervise preparation of annual financial statements and income tax returns. Meet with clients to review results. Assist in the identification of areas requiring improvement.
• Preparation of cash flow projections and forecasts to assist clients in obtaining necessary financing for start-up and expansion.
• Editor of the Owner Manager, a quarterly newsletter dealing with business, legislative and financial planning issues affecting entrepreneurs and small business.

Education and Experience

• Graduate, University of Toronto - 1976 - Bachelor of Science, majoring in Chemistry
• Chartered Accountant - 1979 - Member - Ontario Institute of Chartered Accountants
• Touche Ross and Co. (Deloitte and Touche) - 1976 to 1981 - Supervisor
• Orenstein & Partners - 1981 to 1983 - Manager
• Rich Rotstein (Feldstein Rich Lewkowicz) - 1983 to Present
  • Manager of accounting and taxation services - 1983 to 1987
  • Partner specializing in accounting and taxation services - 1987 to present
• Attendance at numerous courses including:
  • Income tax reorganizations and estate planning
  • Personal and corporate taxation
  • Pension and employee benefits
• Member - Canadian Tax Foundation
• Member - CICA Family-Owner Enterprises Interest Group
• Member - International Foundation of Employee Benefit Plans
• Member of STEP, the Society of Trust and Estate Practitioners

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