News + Updates

On July 18, 2017, the Federal Government introduced some proposals and draft legislation which perhaps they’d hoped would be overlooked while Canadians enjoy their summer holidays.

But we’ve noticed.

This proposal announced a 3-prong attack on entrepreneurs – specifically: 

1. the ability of a business owner to split his or her income across members of the household is to be ended, as of 2018, via a broad expansion of the “tax on split income (TOSI)” rules
2. the investment of the tax difference inside a private corporation is to be reviewed, with the intent of taxing away the advantages of the small business deduction; and
3. the elimination of the possibility that a business owner might seek to extract funds from his or her corporation at capital gains tax rates, rather than as dividends.

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Welcome to the 2017 Personal Tax Filing Season!

It’s time again to file your personal tax returns. The deadline keeps changing – this year, those returns must be filed with the Canada Revenue Agency by no later than Monday May 1, 2017.

We’d like to deliver the finished product as quickly and efficiently as possible – and we’re sure that many clients will, as of today, already possess all the information that’s needed (much of the most relevant data may already be on our system – we usually just need the ‘small stuff’, and other items, to tie everything together). So, we’d like to encourage everyone to consider the “practical” deadline as really being early April – there’s little reason for any later than that!

To help us help you, organization is the key! This newsletter contains a few items to help you accomplish your annual filing obligation with as little trouble and expense as possible.

Personal Tax Season Checklists:

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Lohn Caulder LLP is delighted to present our newest CFE graduates – Congratulations Andy Li, Karryn Tam, and Travis Rudy on your incredible accomplishment.  We look forward to your many years as a successful Chartered Professional Accountant.

Lohn Caulder LLP attended the BKR International 2016 Americas Regional Conference in Toronto this past weekend.  Focus was on collaboration, innovation and execution.  #BKRToronto2016

Jason Nakano presented on “Succession Planning: What Business Owners Need to Know”

On February 24th, Jason Nakano, Managing Partner of Lohn Caulder LLP, co-presented with Ryan Howe from Wills, Estates + Trusts Practice Group, to the DCM Wealth Advisory Group at BMO Nesbitt Burns. Jason and Ryan presented information for business owners embarking on succession planning for themselves and for their business. For more information or to find out how we can help you, please contact Jason Nakano.

Lohn Caulder would like to congratulate Stephen Koke on successfully passing the first ever Common Final Examination.  Stephen, we are extremely proud of your accomplishment and are looking forward to your successful career as a Chartered Professional Accountant!

The team at Lohn Caulder would like to congratulate one of our own – Paolo Amoruso on successfully passing the UFE, the last exam ever to be written for the CA program. We could not be more proud and are excited to add another CPA, CA to the team. Great work Paolo!

Congratulations to our successful UFE writers – Arthur Chan, Grace Huang, Elaine Law, and Spencer Scheideman. Congratulations to all of you, we are very proud of your achievements!