Florian Meyer, MBA, CPA, CA

ProAdvisor Council member Melisa Gaetani CPA, CA, PhD, CHRL's advice for navigating tax season is to stay adaptable, "Unexpected tasks will arise, and being flexible allows you to handle challenges without feeling overwhelmed. This balanced approach of planning, pausing, and pivoting is key to navigating the season's demands with grace and efficiency." She also says it's important to start each day with a clear plan, prioritizing your tasks to ensure focus on what truly matters. "However, don't forget to take short, regular breaks to refresh your mind—stepping away can boost productivity and reduce stress." #KeepCalmAndTaxOn #TaxSeason #ProAdvisorCouncil

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Canadians are facing a pivotal moment with the recent changes to capital gains tax. Crowe Soberman Tax Partner Ali Spinner, FCPA, FCA, TEP joins BNN Bloomberg to discuss this critical topic. According to Ali, there’s a window of time between now and June 25, 2024 for all Canadians to consider their strategy for capital gains tax, as there are many possible implications that warrant thoughtful planning.       Watch the full interview here: https://lnkd.in/gpP4StxR 

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Keep your financial records in check with Reach Professional's precise accounting services! 📊🍁 Trust our expertise to ensure compliance and maximize your returns. #AccountingExcellence #CanadianBusiness 🌐Reachprofessional.ca 📞905 872 5566 #AccountingSolutions #BusinessSuccess #TaxSavings #FinancialWellness #FinancialFreedom #BusinessSuccess

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In today's Gazebo Coffee Tax Chats, we explore Capital Gains in Canada: A primer on the Principal Residence Exemption and what you should know, especially if you have multiple properties that could qualify. Snippet of the video below. Link to full video: https://lnkd.in/g_XKQBvV Highlights include legal vs. beneficial ownership and use of the exemption, foreign properties qualification possibilities, land size issues, and making decisions about which property to designate in the year of a sale. #themoreyouknow

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Tune in to this Week's Episode of The Finance Cafe Podcast where I sit down with Crystal Kelly, CFP® a Certified Financial Planner® and Financial Wellness Coach, to dive deep into the importance of financial planning for women entrepreneurs. In our conversation, Crystal sheds light on the unique challenges faced by women in the entrepreneurial landscape and offers actionable advice to help women prioritize their financial well-being. Here’s what we’ll cover: 🔹 Financial Challenges for Women Entrepreneurs: We delve into the gender pay gap, access to capital, and the impact of the motherhood penalty on women entrepreneurs. 🔹 Empowerment through Financial Literacy: Crystal emphasizes the significance of financial literacy, explaining how understanding options, weighing pros and cons, and knowing the "why" behind financial decisions can empower women to achieve their goals and gain financial security. 🔹 Key Financial Planning Considerations: We discuss essential aspects such as cash flow management, retirement planning, and exit or succession planning. Crystal highlights the importance of setting clear goals for both business and personal finances. 🔹 Leveraging Financial Tools: We explore the benefits of using financial tools, software, and resources to optimize business finances and streamline decision-making processes. Crystal also shares practical tips on how to prioritize financial planning amidst our busy schedules, including a financial wellness assessment that any business owner can take to understand where to start on this journey. This episode offers invaluable insights and practical tips to help you prioritize your financial well-being and set the stage for long-term financial success. Tune in and let's empower each other on this journey! #TheFinanceCafe #WomenEntrepreneurs #FinancialPlanning #FinancialWellness #FinancialLiteracy #Empowerment #Entrepreneurship #Podcast #TuneIn

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Learn about the financial health, maintenance insights, legal clarity, and governing rules that can make or break your condo ownership experience.

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🚨 Partnership Announcement on ESG Reporting 🚨 A Triple C Consulting is excited to announce a strategic partnership with Seneca ESG, a leader in ESG reporting software. 🌱 🤝 Through this collaboration, A Triple C Consulting will leverage Seneca ESG’s advanced software to enhance our ESG advisory services, offering clients a seamless and efficient ESG data management, reporting, and analytics solution. This partnership combines our industry-leading expertise in ESG strategy and regulatory compliance with Seneca ESG's cutting-edge technology, creating a comprehensive solution for our clients. ♻ Albin Axelsson, Founder & CEO of A Triple C Consulting, says: "We are thrilled to partner with Seneca ESG. This collaboration underscores our commitment to providing top-tier ESG solutions and solidifies our position as a leader in the ESG advisory space." Jonathan Ha, CFA, CEO of Seneca ESG, adds: "Partnering with A Triple C Consulting allows us to extend the reach of our software solutions, helping more organizations streamline their ESG processes and achieve their sustainability goals efficiently." Jakab Hankovszky  | Alexander Richard Olding V. #ESG #Sustainability #Partnership #Innovation #Compliance #DataManagement #Reporting #Analytics

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𝐄𝐡 𝐭𝐨 𝐙 𝐨𝐟 𝐒𝐑&𝐄𝐃: 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐑&𝐃 𝐓𝐚𝐱 𝐂𝐫𝐞𝐝𝐢𝐭 𝐆𝐞𝐭𝐬 𝐚 𝐂𝐨𝐳𝐲 𝐔𝐩𝐝𝐚𝐭𝐞: DST Advisory Group is ready to assist businesses navigating the complexities of the SR&ED program and its U.S. counterpart to ensure maximum returns on R&D investments. #researchtaxcredit #randdtaxcredits

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Calling all nonprofit directors. It's not too late to register for today's webinar! Gain invaluable insights into financial reporting essentials with Alterna Savings and CPA Canada. From understanding terminology to accounting for donations, this workshop equips you with effective decision-making. Register here: https://lnkd.in/dRM93Zyk #financialeducation #CPAC

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1 Comment

I’ve encountered numerous instances where financial advisors provide oversimplified advice that might sound beneficial in the short term but prove costly in the long run. A common piece of advice is to “keep your RRSP/RIF as long as you can and instead, wind down your corporation if you need the cash flow.”

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Wondering how the budget and tax related changes might impact you? Our firm was asked by CBC to weigh in on the impact the proposal may have on the middle class. To learn more click here: https://hubl.li/Q02trzZ00

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The video is now available for Part 2 of our TNFD Webinar series, co-hosted with Chartered Professional Accountants of Canada (CPA Canada), titled, “Identifying the ingredients for widespread adoption in Canada.” https://lnkd.in/gfcJcYtW The session included speakers with a great range of expertise and perspectives. We heard about the inspiration for early adopters of the Taskforce on Nature-related Financial Disclosures (TNFD), imperatives for the finance sector, potential challenges and roadblocks to adoption, how TNFD might interact with existing environmental reporting requirements, considerations for standards setters and regulators, the importance of incorporating Indigenous rights, and much more. Thanks once again to our terrific roster of panelists, Benn Mikula of Cordiant Capital, Daniel O'Brien of PwC Canada, Tara Shea of Mining Association of Canada and Joseph Bastien of SHARE—Shareholder Association for Research and Education. Special thanks to Rosemary McGuire for guiding the discussion and Q and A as moderator. In case you missed Part 1 of our TNFD webinar series, “Why nature-related reporting is so vital and how your business can get started,” you can find it here: https://lnkd.in/gDc-AvpB If you have been inspired to learn more or begin your organization’s journey toward nature-related financial disclosures, please check out our TNFD Resource Page: https://lnkd.in/g5jDrbhD

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