Jason Pratt

CBV Institute and CPA Ontario have teamed up to offer the collaborative workshop "Hot Topics in Business Valuation." This session will cover key issues that frequently arise in business valuation reports and planning for business sales or succession. Core Topics Include: 👨‍💻Balance Sheet Issues: Addressing normalized working capital, debt-like items, and valuing redundant assets. 👨‍💻Normalizing EBITDA: Exploring pro-forma adjustments, volatility, SR&ED tax credits, and foreign exchange. 👨‍💻Forecast Assessment: Evaluating forecast reasonableness. 👨‍💻ESG Impact: Considering ESG factors in valuations and market transactions. 👨‍💻Cost of Capital: Determining risk-free rates, capital structure, and industry risk measures. 👨‍💻Tax Considerations: Managing trapped capital gains, RDTOH, and other tax accounts. 👨‍💻LBO Modeling: Using leveraged buyout modeling as a reasonableness test. 👨‍💻Participants will also have the chance to discuss other relevant topics, sharing insights and best practices in business valuation. Register here: https://lnkd.in/g85vtvW8 #BusinessValuation #CPAOntarioCollaboration #Webinar

13

1 Comment

The threat of privatization, rising costs and changing educational models are challenges universities face. Learn how EY can help add value to your organization and define the future of the education sector: https://go.ey.com/3xNHiWd #EYCanada #BetterWorkingWorld

19

In the ever-evolving world of international trade, risk is inevitable. At CCC, we help Canadian businesses navigate these uncertainties with confidence. Our expertise in risk management ensures that businesses can focus on growth, while we handle the complexities of managing the risks of the procurement process. Learn more about our risk management practices: https://hubs.ly/Q02Pp5WX0  #CCC #RiskManagement #GlobalTrade #BusinessSuccess

5

Get a cross-border CPA/Chartered Accountant to help you in your first year filing a US tax returns. The IRS is not like the CRA. The deadlines are different, the information is convoluted and confusing, and the fines are crazy! A $2,500 in Canada can be $10,000 per month or even 50% of your account balance if you're in the US. It's no joke, guys! This is why I'm making these videos. I want you to have the information so that you don't find yourself in a tough situation. I want you to feel educated and in control and to not have to put blind trust into someone else. Full video on YouTube now: Filing Your First Tax Return as a Canadian in the US. ⁠ Moving from 🇨🇦 to 🇺🇸?⁠ ⁠ Get help planning for a cross-border move, operations, and taxes:⁠ ⁠ 🇺🇸 Houston Office: (713) 451-9700⁠ 🇨🇦 Toronto Office: (416) 800-2709⁠ ⭐ [email protected]⁠ 🌎️ www.akifcpa.com⁠ ⁠ Comment your questions and we’ll be happy to answer them in future videos!⁠ ⁠ #internationalmove #immigrationplanning #canadiansintheus #canadiansabroad #canadiansinamerica #canadaimmigration #usaimmigration #canadianexpat #leavingcanada⁠

1

Is your business ready to unlock the potential of Canada’s clean economy investment tax credits? The first step is understanding the credits and how they may apply to your business. Learn more about eligibility and how KPMG can help you navigate: https://lnkd.in/g7vKm-bK

30

Ready to elevate your business and personal wealth? In this podcast we are joined by Uros Milekic, CPA, a partner at BDO Canada, to discuss crucial financial strategies for business owners and entrepreneurs. Uros shares invaluable insights for entrepreneurs and business owners on: 🔹 When to incorporate your business 🔹 Setting up holding companies for tax efficiency 🔹 Strategies for wealth accumulation within a corporation 🔹 Salary vs. dividends: What’s best for you? 🔹 The importance of a strong advisory team 🔹 Advanced financial planning for retirement 🔹 Utilizing Capital Dividend Account (CDA) and Refundable Dividend Tax on Hand (RDTOH) 🔹 Insurance considerations and their implications 🔹 Leveraging Individual Pension Plans (IPPs) over traditional RRSPs #Entrepreneur #WealthManagement #FinancialPlanning #BusinessOwners #BDOCanada #FinancialSuccess #Entrepreneurship #WealthManagement

9

1 Comment

Who is the accountants biggest competitor 10 years from now? Banks? Big four? No, accountants biggest competitor in 10 years is the CFP. Once CRA compliance is automated, technology is implemented, the CPA and the CFP will be direct competitors. Thoughts? #cpa #cpacanada

6

12 Comments

New insights from KPMG provide a comprehensive, first-of-its-kind examination of how global studios and streamers positively impact the Canadian industry. See how at: https://lnkd.in/gs_RbaK5

36

1 Comment

Why private investments in Canada are booming right now and what you should know about them.

1

In the world of Canadian family businesses, planning for the future is not just a strategy; it’s a necessity. Among the most effective ways to prepare for a smooth and tax-efficient transfer of business ownership is through an estate freeze. This technique can significantly benefit not only the current generation of business owners but also their successors. https://lnkd.in/gPbuiJME

11

In the world of Canadian family businesses, planning for the future is not just a strategy; it’s a necessity. Among the most effective ways to prepare for a smooth and tax-efficient transfer of business ownership is through an estate freeze. This technique can significantly benefit not only the current generation of business owners but also their successors.

3

Ready to supercharge your small business benefits? With WorkPerks, increase employee satisfaction effortlessly! Why WorkPerks is Perfect for Your Business: 📍 Extensive Savings: Access in-store and online discounts at over 12,000 locations across Canada. 🎁 Exclusive Perks: Offer your team real savings with premium deals on popular brands and local favorites. ❤️ Boost Morale and Retention: Enhance everyday life for your employees and their families, from dining and shopping to leisure activities. 👉 Follow Venngo for more insights on how our Programs and Services can enrich your workplace and keep your team motivated. #WorkPerks #SmallBusiness #EmployeeBenefits #Venngo #SaveMore

8

2025 and Earlier Basic Income Tax Calculator This super-quick calculator displays taxes payable and marginal tax rates for all provinces and territories in one table. The calculator allows comparison of 2 different scenarios by varying the income, province, or tax year. Input Canadian eligible & non-eligible dividends, capital gains (pre- and post-Jun 25/24), and other income. #cdntax #taxpros #cdnpoli https://lnkd.in/gfpu-nvr

10

1 Comment