2025 Agenda

 
 

I Must Break You.”

Sparing With The Auditors

  • Attorney Privileges vs Accountants for both personal service and high net worth

  • Review of audit activity current projects and projections including specific Ag examples and responses.

  • Top 10 list compliance preparers should be aware of in the audit process.

  • Rules and filing deadlines, information sharing and penalties

 
 

“Big arms can move rocks,

but big words can move mountains.”

  • Plans to multiply the lifetime capital gains exemptions

  • Replacement Property

  • Governance Structures

  • Canadian Entrepreneur Incentive

  • Changes in tax policy

 
 

Toughest opponent you're ever going to face is in the mirror

Tips for Sole Proprietors.

  • Ways to manage taxable income

  • Decisions on incorporation and partnership roll refresh

  • Discussion on restricted farm losses/ write offs.

  • Farm equity and economics

 
 
 

One punch at a time. One round at a time.”

 

Tips and Traps: “One step at a time.

  • Alternative Minimum Tax, Trusts and Trust Reporting

  • Estates / capital loss carry forward

  • New TI's and CRA Commentary

  • Mandatory Disclosure, Interest Deductibility and Promissory Notes