Publications by topic
Articles and perspectives from Sheldon & Xu CPA.
11–15 of 15 articles
In the realm of corporate restructuring, amalgamation is a crucial strategy for businesses seeking growth, efficiency, and competitive edge. Among the various methods available, short-form and long-form amalgamations stand out as two distinct pathways, each with its unique processes and implications. Today,…
A good accountant creates value through reliable information, tax planning, risk identification and better-timed decisions. The benefit should extend beyond preparing returns after year-end.
Automation can reduce repetitive work, but only when the process, data, approvals and exception handling are designed properly. Start with a narrow workflow and measure the result.
Succession planning is a multi-year process involving leadership, ownership, tax, financing and family objectives. Starting early gives an owner more choices and helps protect business continuity.
A restructuring or business sale should begin with the owner's objectives, a reliable financial picture and coordinated tax and legal advice. The structure affects risk, proceeds and what remains afterward.
Page 2 of 2