Next Year’s Budget Planning – 5 Strategic Considerations

At this time of year, companies from all sectors and of all sizes are preparing to tackle their annual budget planning process. The budget planning process — the yearly exercise where business units submit their numbers to the CFO to establish next year’s budget – has become a routine function within many organizations. The process […]

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Heading South for the Winter? 6 Financial Tips for Snowbirds

People’s need for financial assistance does not necessarily end when they reach retirement; people who ‘winter’ in the sunnier parts of the United States can benefit from the financial tips for snowbirds offered in this blog. Of course, snowbirds have many financial concerns: Income taxes Real estate purchases Health insurance Our experience can help guide […]

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Your Best Plan for Dealing with a CRA Audit

When it comes to paying taxes, everybody’s worst fear is receiving a notice of a CRA audit. It happens to many small businesses. In fact, small businesses and professional services are more likely subject to CRA audits rather than individual taxpayers. From the government’s perspective, personal income tax returns are not a large compliance risk, […]

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Is it Better to Lease or Buy a Car?

A car is one of the biggest purchases most people will make, and one of the most common considerations is whether it is better to lease or buy a car. The answer to that question depends on many factors, including: Your cash flow Your long-term plans for the vehicle How hard you are on cars […]

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