The Latest at Baker Tilly Ottawa
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Capital gains inclusion rate increase deferral: What we know and what we don’t
On Jan. 31, 2025, the Department of Finance (Finance) announced a significant deferral in the implementation of the proposed changes to the capital gains inclusion rate. While this is welcome news in a time of uncertainty, it will have sweeping effects on tax planning executed in 2024 and ongoing tax reporting.
Navigating cross-border tax traps: Estate planning for Canadians with U.S. connections
The tax advisor’s role in Canadian estate planning has become more important than ever as tax rules grow increasingly complex. Add a U.S. person into the mix and the complexity seems to not just double, but triple or quadruple.
Corporate finance
If your company is on the hunt for transaction structuring, funding sources, capital or support with corporate investment decisions, our specialty advisors are ready to serve as your one‑stop‑shop resource.
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Episode 20 – Understanding Ownership Trusts
Could the introduction of employee ownership trusts in Canada transform your business exit strategy? Episode 20 – Understanding Ownership Trusts Frankie and Sarah delve into Canada's new rules around employee ownership trusts, an intriguing option for business succession introduced in the 2023 federal budget. Their discussion highlights how this new...
Baker Tilly Firms in Alberta Team Up with KidSport Alberta to Help More Kids Get in the Game
Baker Tilly firms across Alberta are joining forces to make a difference in the lives of local children. Through a $20,000 sponsorship of KidSport Alberta, we are helping to break down financial barriers so that all kids—regardless of their family’s financial situation—can experience the lifelong benefits of sport. This sponsorship...
Investment funds
As leading advisors to the mid‑market investment funds sector, Baker Tilly is the ideal partner to bring greater financial clarity and guidance to your business.
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Recognizing excellence with 18 new senior managers
Waterloo, ON – With a clear focus on the opportunities and challenges 2025 brings, Baker Tilly is proud to start the new year strong with the promotion of 18 professionals to senior manager. “These new senior management appointments are a reflection of our network’s robust growth and evolution,” says Ben...
Episode 2 - Opportunity Rocks with Rocky Bhatia
A specialist in U.S. taxation, host Rocky Bhatia is joined by Cezar Ragaas – a partner in our Vancouver office – for an episode exploring U.S. tax law.
Baker Tilly celebrates 25 promotions
Waterloo, ON – Baker Tilly is proud to acknowledge 25 professionals from firms across our Canadian network who have been promoted to partner and other senior leadership roles. Having demonstrated their technical mastery and significant impact, they are poised to play an important role in the network’s continued evolution, helping...
