The Latest at Baker Tilly Montréal
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Knowledge is power
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Baker Tilly Nova Scotia celebrates excellence with five promotions
Dartmouth, NS – Baker Tilly Nova Scotia continues to recognize the success of the firm’s entrepreneurial professionals with five promotions to partner: Courtney Grantham, Ruphina Kaulback, Philip Love, Mike Stevens and Jen Tower.
Baker Tilly WM rings in new year with new partners
Vancouver, B.C. – Baker Tilly WM is celebrating the new year with five new partner promotions. Fernando Catala, John Demetri, Johanna Leh, Inderpreet Mand and Simi Sodhi have distinguished themselves with their technical proficiency, leadership and dedication to excellence, earning the coveted position of partner.
Five in five: Mary Massarella
“We are blessed to work in a profession that adapts fluidly to change while maintaining very high standards. I think our value proposition will only continue to grow in the future.”
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Intergenerational farm rollovers
Family business succession planning involves many components, including family dynamics, leadership training, financial planning, management transition, legal agreements and – you guessed it – taxes.
2023 tax deadline calendar
With so many Canadian and U.S. tax deadlines spread throughout the year, everyone could use an occasional reminder. Our 2023 tax deadline calendar provides a convenient month‑by‑month summary of key dates that could apply to you. You might even notice a few obligations that slipped your mind. If you don’t like getting caught by surprise, you’ll love our tax deadline calendar.
Baker Tilly Trillium promotes five
Leamington, ON – Baker Tilly Trillium would like to congratulate five professionals who have demonstrated the breadth of technical expertise, service excellence and entrepreneurialism to take on senior leadership roles at the firm. Lee Tessmer has been promoted to tax partner, Michelle Boutros and Shannon McCormick have been promoted to partner and Calvin Dawson and Benjamin Wiens have been promoted to principal.
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Baker Tilly Trillium names new managing partner
Leamington, ON – Baker Tilly Trillium is pleased to announce the appointment of Patrick Ouellette to managing partner. Overseeing five offices in Aylmer, Dorchester, Essex, Leamington and London, Ouellette brings proven leadership, strategic insight and clientૹfocused perspective to his new role.
2023 tax fact sheets
Want to better understand Canadian tax rates for 2023? Then you’re in the right place. We’ve put together the following fact sheets to provide a convenient comparison of relevant tax rates for every Canadian province and territory.
Musts for trusts – New reporting requirements
New trust reporting requirements are coming for calendar year 2023. But how did we get to this point of needing to disclose additional information? And what should trust administrators be doing now?
Rights or things: Farm inventory on a cash basis
When a farmer who operates a farm through a proprietorship – that reports income for tax purposes under the cash method – passes away, there are a number of options available for how the farm inventory left behind will be treated for tax purposes. It is very important that executors of the estate understand the options available to them. This alert addresses tax planning options that are often overlooked when dealing with the estate of a farmer.
