Michelle D. Coleman, CPA, CA, TEP, CEA

Michelle Coleman

Michelle D. Coleman , CPA, CA, TEP, CEA

Lifebook Champion

Michelle is a member of MNP’s Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals.

Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term.

Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate.

Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020.
Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019.


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Insights

  • Progress

    July 12, 2022

    Tax planning with the end in mind

    There are several tax consequences that are triggered upon an individual’s death; planning in advance can help minimize tax liability for the deceased’s estate as well as minimize hassle for business partners, successors, and next of kin.

  • Progress

    September 08, 2021

    How a LifeBook can prepare you for twists and turns

    If ever there was a wake-up call to organize your personal affairs – COVID-19 was it. A LifeBook can help you feel confident that your family will be looked after.

  • Progress

    July 20, 2021

    Planning for tomorrow with a LifeBook

    These three questions will help you get started on formalizing your long-term plans for wealth.