Publications by topic
Articles and perspectives from Sheldon & Xu CPA.
1–10 of 15 articles
Coordinate operational, ownership, tax and personal preparation before a transaction.
Read articleConnect buy-sell terms with valuation, insurance, liquidity and the company’s ability to pay.
Resolve personal, obsolete and undocumented balance-sheet items before pricing or transferring a business.
Separate announced capital-gains proposals from enacted rules when considering owner and corporate transactions.
Major business and personal decisions often cross tax, legal and financial-planning boundaries. A coordinated advisory process can reduce gaps and rework.
A productive estate-planning meeting starts with accurate personal, corporate and family information. Use this checklist to identify documents and open questions.
Prepare valuations, ownership records, cash needs and family objectives before discussing an estate freeze.
Define the business purpose, economics and legal terms before promising shares or share-linked compensation.
Budget and capital-gains announcements changed planning assumptions, but succession still begins with objectives, valuation, ownership readiness and family governance.
Introduction In a significant development on September 14, 2023, the Department of Finance revealed further details about the federal government's initiative to enhance the GST rental rebate. This change is set to provide substantial financial relief to builders in the residential rental…
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