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Our monthly electronic newsletter, designed to support your personal, professional, financial and related interests, with concise information on select topics, as well as updates on activities at Logan Katz LLP. We hope you enjoy The Learning Kurve and we welcome any suggestions and comments you may have on its content or format. Please note that our Learning Kurve newsletter is only available in English.

OCTOBER LEARNING KURVE

A business plan is a dynamic, living document, as versatile and multi-faceted as your business. With the correct planning and execution, you can reap the many benefits of creating one.

LOGAN KATZ OPENS ITS NEW OFFICE IN TORONTO

We cannot think of a better way to celebrate 25 years in business than with this BIG announcement…

IN OUR OFFICE 2019

Rewarding our staff and supporting our colleagues

IN OUR COMMUNITY 2019

Enriching our community by sharing our knowledge and giving back

ARTICLES

Sep 2019: New Recordkeeping Requirements for Private Corporations

Private corporations should take heed of new record keeping requirements which took effect June 13, 2019.

Mar 2019: Multiplying your Employer Health Tax Exemption – Special Rules for Charities

Employer Health Tax (EHT) is a payroll tax on remuneration paid to employees. Eligible employers are exempt from EHT…

Mar 2019: New and Revised Auditor Reporting Standards are Here

An overview of the new auditor reporting standards in effect for audits of financial statements for periods ending on or after December 15, 2018.

Jan 2019: Are You Calculating Your 40% Funding Ratio Properly?

For a qualifying not-for-profit organization (NPO) in Ontario, two Public Service Body (PSB) rebates are available: a federal rebate of 50% of federal portion…

PUBLICATIONS

Logan Katz LLP strives to provide our clients and colleagues with up-to-date information, as well as information on our services, through a variety of publications. These publications are designed to support your professional and personal financial and related interests. Some documents on this page are PDF files and require Acrobat Reader for viewing.

FIVE STEPS TO SIMPLIFYING FINANCIAL STATEMENTS

This publication sets out a principled five-step approach to simplifying financial statements by reducing disclosure overload and streamlining disclosure while achieving both more effective communication and full compliance with the intent of disclosure requirements.

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READING FINANCIAL DOCUMENTS

The Chartered Professional Accountants of Canada (CPA Canada) has developed this publication to help explain some of the fundamental concepts, conventions and principles underlying financial statements.

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STARTING YOUR OWN BUSINESS?

The Canada Revenue Agency provides a Checklist for Small Businesses to help you understand each stage of your business cycle. Find out more here.

THE EXECUTOR’S CHECKLIST

What to do in the event of a death? Surviving Person’s/Executor’s Checklist. The following is meant to aid in the event of the passing of a spouse, family member or friend and outlines the general steps a surviving individual or executor can use to ensure final wishes are met.

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TAX GUIDES

Guides for Canada and the USA.

2018 CDN PERSONAL TAX INFORMATION

2018 Canadian Personal Tax Checklist with Schedules
2018 Deadline News
2018 Personal Tax Engagement Letter
LK Privacy Policy
CRA Electronic Pmts
T1135-Foreign Income Verification Statement
Direct Deposit – Notice and Enrolment form
Schedule A Capital gains(losses)
Schedule B Statement of Business Income inclues Schedule E
Schedule C Statement of Net Rental Income
Schedule D-Allowable Automobile Expenses
Schedule F Moving expenses
Schedule G Statement of Net Farming Income

2018 US PERSONAL TAX INFORMATION

2018 US Checklist
2018 US Engagement Letter
2018 CDN-US Tax Engagement Letter
LK Privacy Policy
2018 US IRS Streamlined Engagement Letter
FinCEN Form 114 (FBAR)

LET’S GET STARTED.