Matt E. Mahoney

Corporate Finance and Tax Advisor

506.406.0594 [email protected]

A seasoned professional, Matt uses his tax background and business advisory/analytical skills to help owner-managed businesses find solutions for complex problems, often authoring or evaluating tax, estate, wealth management and succession plans. In addition, Matt utilizes his finance background and business analytics to help clients structure purchase and sale transactions, partnership and cost-sharing arrangements and refinancing plans.

Throughout his years of practice Matt has had the pleasure of working with a majority of the leading legal, accounting, wealth and financial advisors in New Brunswick, cementing strong working relationships with all of them in the process. Matt provides training and presentations to a variety of clients and other accountants including most recently CPANB Professional Development Income Tax Updated (2019). He is often sought out as an independent advisor to provide second opinions on a variety of complex financial matters.

Education

  • CPA – In-depth tax issues for Owner-Managed Business – 2018
  • CPA – In-Depth Corporate Reorganization Course – 2016
  • CPA – Advanced Tax Issues for the Owner-Managed Business – 2014
  • Canadian Institute of Chartered Accountants (CICA) – Corporate Reorganizations Course – 2011
  • CICA – In-depth Tax Course Parts I and II – 2008
  • Chartered Professional Accountant Professional Designation – 2005
  • Masters of Science in International Securities, Investment, and Banking (Finance) (2001) ICMA Centre, Henley Business School, University of Reading, United Kingdom
  • Bachelor of Business Administration (1999) University of New Brunswick (UNB), Fredericton, New Brunswick