Sheana Espiritu, CPA, CA
Partner, Canadian Tax, Private Client Services
Executive summary
Sheana is a Tax Partner in BDO's Oakville office with experience providing corporate and personal tax planning strategies for family-owned businesses, entrepreneurs, and large corporations.
Specializing in corporate reorganizations and business succession, Sheana develops strategies to minimize tax, reduce or eliminate probate tax, minimize capital gains tax on death, and recognizes income splitting and discretionary trust opportunities.
Her industry specialization includes travel and tourism, manufacturing, distribution, transportation, and construction as well as financial services.
Sheana is involved in the community as a volunteer for the annual CPA Tax Preparation Assistance Program and has been a tutorial leader for the CPA In-Depth Tax Course.
Professional affiliations
Member, Chartered Professional Accountant (CPA)
Member, Chartered Professional Accountants of Ontario (CPA Ontario)
Chair, Mississauga Young Practitioner's Group
Group Study Leader, CICA In-Depth Tax Course, Part I and II
Member, Canadian Tax Foundation
Professional designations and education
CPA Specialized Tax Course – Corporate Reorganizations
CPA In-Depth Tax Course – Parts 1, 2 & 3
Bachelor of Accounting (Honours), Brock University (2000)