Publications by topic
Articles and perspectives from Sheldon & Xu CPA.
1–10 of 14 articles
Identify decisions with long lead times before the year-end rush.
Read articleStart with a complete information map instead of chasing documents near the deadline.
Connect the corporation, personal return and investment records before filing begins.
Coordinate corporate cash, personal needs and tax attributes before fixing salary and dividends.
Use the final filing days to confirm cash, slips and estimates rather than forcing unsupported numbers.
Review adjusted cost base, loss balances, affiliated holdings and investment policy before realizing corporate losses.
Before the proposed June 25 change, owners needed to compare tax timing with valuation, legal readiness, investment consequences and transaction risk.
The June 2024 capital-gains materials illustrated why owners should track proposal, effective date, legislation and current status separately.
Budget 2024 changed the questions surrounding a business sale. Owners needed to separate inclusion-rate proposals, the LCGE, share qualification and commercial readiness.
A shareholder loan balance may represent several different transactions. Reconstructing it early helps owners avoid surprises and make better compensation decisions.
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