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    Meet Baker Tilly REO

    Baker Tilly REO is a leading accounting firm in Eastern Ontario, providing expert audit, tax and advisory services to valued clients in the region.

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    Episodes 6 & 7 – Estate Taxes and Probate Planning

    While thinking about what happens when you pass away can be an emotional and challenging exercise, putting a plan in place can give you peace of mind by knowing that your estate plan will meet the goals that are important to you and your loved ones. This two-part podcast will help you better understand why planning ahead is important and how to get started.

The Latest at Baker Tilly Morrisburg

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    DataCore Mail Management acquired by 3CO Legacy Solutions

    Vancouver, B.C. – Baker Tilly Corporate Finance (“Baker Tilly CF”) is pleased to announce its client DataCore Mail Management Ltd. (“DataCore”) was recently acquired by 3CO Legacy Solutions Inc. (“3CO”). In this transaction, Baker Tilly CF served as the exclusive financial advisor to DataCore and its shareholders.

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    Knowing your worth as an entrepreneur

    Welcome to this month’s edition of The Bright Side. This time around, we’re diving into key aspects of taking your business to the next level as a new entrepreneur. These include how much to charge your clients, how to set and achieve big business goals and building strong client relationships.

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    Baker Tilly Ottawa welcomes its first COO Iman Faris

    Ottawa, ON – Having proudly grown into one of the region’s top local Chartered Professional Accounting practices, Baker Tilly Ottawa is pleased to announce its first‑ever COO, Iman Faris. An experienced operational and financial leader, Faris will help expand and implement the firm’s evolving vision for the future, supporting the firm in an administrative capacity to deliver heightened value for clients.

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    The evolving state of cloud accounting

    Welcome back to The Bright Side! This month’s blog post explores the evolving state of cloud accounting and all the positive ways businesses that migrate to the cloud can benefit from this shift, including new access to efficiencies and savings. All the time and money you devote to data entry could be eliminated almost overnight with a shift toward automation, and significant new possibilities are emerging with each passing month. Cloud accounting ultimately frees business owners to focus more on what they do best. If you’re not sure cloud accounting is right for you, allow me to explore The Bright Side.

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    BT Canada offers recommendations on transfer pricing reform

    At Baker Tilly Canada, we are committed to helping ensure fairness and integrity in the Canadian tax system.

    As part of this commitment, we are grateful for the opportunity to provide our input on the Department of Finance consultation paper regarding reform and modernization of Canada’s transfer pricing rules.

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    Handle with care – Understanding how employee ownership trusts work

    Budget 2023 proposes to introduce “employee ownership trusts” (EOTs) to encourage employee ownership of a business and facilitate the transition of privately owned businesses to employees. The EOT structure was influenced by similar approaches in the United Kingdom and the United States. The proposed amendments have an effective date of Jan. 1, 2024.