Resources & Articles

General Business


Business Succession Series Article 1 of 4 – Where Do I Start?January 16th, 2020

When Family Enterprise Advisors and other Business Transition Consultants talk to the owners of even very small businesses, the question asked of them is usually...
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Annual Financial Statement Preparation – What Are My Options?January 8th, 2020

All corporations, for-profit and not-for-profit, must prepare annual financial statements to accompany their tax filings with Canada Revenue Agency. However, determining the “type” of financial...
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The Real Economy, Canada Vol. 4December 16th, 2019

We’re excited to share Volume 4 of The Real Economy, Canada, as we close off 2019. The Real Economy, Canada, is a quarterly publication dedicated...
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PROTECTING YOUR TAX INFORMATION: Comments from CRADecember 12th, 2019

CRA released a Tax Tip (Protecting your personal information) on August 6, 2019 which provided various suggestions to safeguard tax information, including the following: Signing...
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Demolition Costs in the Real Estate Sector: Tax ConsequencesNovember 29th, 2019

In the 2019 Federal Budget, the government has heightened focus on tax compliance in the real estate sector. It is crucial that careful adherence to...
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UNCLAIMED BANK DEPOSITS OR PROPERTY: Could Christmas Come Early?November 28th, 2019

Unclaimed property refers to accounts at banks, financial institutions, and other organizations where there has been no activity generated or contact with the owner for...
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We Address on Demand, any Financial Questions or Hurdles Your Professional Practice May EncounterNovember 20th, 2019

Running a professional practice is tough work. Being a professional practice ourselves, we can relate to the many challenges that you encounter every day. Whether...
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The Real Economy, Canada Vol. 3October 15th, 2019

We’d like to share Volume 3 of The Real Economy, Canada, a quarterly publication dedicated to providing the Canadian middle market with a clear picture...
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Percentage of Completion Accounting Method – Best PracticesOctober 10th, 2019

Many industries and firms use the Percentage of Completion (POC) method of accounting for revenue recognition. However due to a number of variables affecting such...
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Estate Planning Tips – Don’t Leave Your Loved Ones ConfusedSeptember 27th, 2019

Estate planning is a topic that we all need to consider.  Even if you think that your situation is straightforward and simple, you should still...
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