Estate Freezes: Information to Gather Before Advice Begins
Prepare valuations, ownership records, cash needs and family objectives before discussing an estate freeze.
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from Sheldon & Xu CPA.
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101–110 of 161 articles
Business
Preparing for the October 23 Rate Decision: Rework the 2025 Budget
Prepare financing and demand scenarios before the October 23 Bank of Canada decision and Monetary Policy Report.
Business
Business Outlook Signals to Recheck Before 2025 Budgeting
Use external survey signals to challenge sales, pricing and hiring assumptions without replacing company evidence.
News
Preparing for a Fall Economic Update Without Guessing the Outcome
Create a decision-ready watchlist before a fiscal update, while keeping proposals separate from enacted law.
Accounting
Third-Quarter Close: Three Variances Owners Should Investigate
Use revenue, gross-margin and working-capital variances to turn the third-quarter close into a decision review.
Accounting
Quarter-End Corporate Instalments: Avoiding a Cash Surprise
Reconcile tax estimates, instalment methods and cash forecasts before the next corporate payment date.
Advices
Retaining Key Employees Without Overpromising Equity
Define the business purpose, economics and legal terms before promising shares or share-linked compensation.
Accounting
How Much Cash Reserve Does an Owner-Managed Business Need?
Set a cash-reserve range using payroll, tax, working-capital volatility and realistic recovery actions—not a universal rule.
Business
Preparing for the September 4 Rate Decision: Update the Financing Map
Map debt repricing, renewals and planned investments before the Bank of Canada’s September 4, 2024 decision.
Business
Buying Into a Professional Practice: Financial Questions to Ask
Before buying into a professional practice, test the quality of earnings, working-capital requirements, client retention, liabilities and exit terms.
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