The December 31 Owner-Manager Checklist
Close the year with documented payroll, remittance, investment, governance and cash-flow decisions.
Accounting
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from Sheldon & Xu CPA.
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91–100 of 161 articles
Technology
Holiday Payment Fraud: Controls for Urgent Vendor Requests
Use independent verification, dual approval and access controls when an urgent holiday payment request arrives.
News
2024 Fall Economic Statement: What Owner-Managers Should Review
A disciplined first review of the December 16 Fall Economic Statement for owner-managed businesses.
News
Preparing for the 2024 Fall Economic Statement: A Review Checklist
Prepare a focused review of tax, financing and investment measures without treating rumours as policy.
Business
Before the December Rate Decision: Set 2025 Borrowing Assumptions
Set a documented borrowing-rate range before the December 11 decision so the 2025 plan can be updated quickly.
Accounting
Build a 2025 Budget That Links Profit, Cash and Owner Draws
Connect the income statement, balance sheet and owner withdrawals so the 2025 budget shows real liquidity.
Accounting
Year-End Equipment Purchases: Tax Timing Versus Business Need
Evaluate operational return, cash impact and available-for-use timing before accelerating an equipment purchase.
Personal Tax
Tax-Loss Planning Inside a Corporation: Questions Before Acting
Review adjusted cost base, loss balances, affiliated holdings and investment policy before realizing corporate losses.
Advices
Coordinating Your Accountant, Lawyer and Financial Advisor
Major business and personal decisions often cross tax, legal and financial-planning boundaries. A coordinated advisory process can reduce gaps and rework.
Advices
Estate Planning for Business Owners: Information to Gather Before a Planning Meeting
A productive estate-planning meeting starts with accurate personal, corporate and family information. Use this checklist to identify documents and open questions.
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