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Beneficial Ownership Rules – Part 1: The Basics
In Part 2 released on June 11, we identify whether a business valuation may be required for the new beneficial ownership rules. Starting June 13, 2019, ...
Valuation Components – Introduction to the Building Blocks of Value
You have decided to engage a Chartered Business Valuator (“CBV”) to value your business. After signing the engagement letter, paying the retainer, providing financial disclosures ...
Accounting for Disposition Costs in Family Law: When to Apply Sengmueller
Valuations are complicated, and valuators frequently deal with a myriad of issues. One issue that often arises when valuing a business is the contingent disposition ...
The Basics of Child and Spousal Support – Income for Support Reports
Read Part 1 in our Child and Spousal Support Series In certain circumstances, it may be advisable to hire an accountant to calculate an individual’s ...
The Basics of Child and Spousal Support – Previously Married Couples
Divorce is a common occurrence in Ontario. The current expectation is that around 40% of married couples will divorce before their thirtieth anniversary. With this ...
A Recent U.S. Tax Reform is Impacting Canadians Receiving Alimony
After years of an unhappy marriage, John and Kathy decided to separate. Kathy moved to live in Colorado and John remained at his home in ...
Free and Clear? Understanding Contingent Disposition Costs
Often, slow and steady wins the race. After years of saving, it isn’t unusual to have acquired a family cottage, retirement savings in your RRSP, ...
Valuing Your Book of Business
As an investment advisor, you work hard to create and maintain a profitable book of business. The many years spent with clients to develop relationships, ...
Bookkeeping vs Accounting – who do you need?
Incorporated companies, no matter how big or small, need to prepare financial statements and file corporate tax returns. They usually also need to file HST ...
Change Happens – Updating Your Shareholder Agreement
Life takes all kinds of twists and turns. For business owners, the last thing you need is to be caught unprepared. People often take reasonable ...
Tax Talk is Taxing – Tax Contingencies after Valuation Reports
Most people cringe at the word ‘tax’. Not us, we love it! We are often asked what the tax impact would be to a shareholder ...
Valuing Your Employee Stock Options
News stories chronicling the rise of corporate executives and their large seven- or eight-figure compensation packages make it seem like employee stock options are only ...
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