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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.

DECEMBER LEARNING KURVE

You’ve worked hard to accumulate your wealth – you may wish to ensure the fruits of your labour, after taking care of your own needs and wants, are put to their best use, towards bettering the lives of your family, friends, and your community. This article provides useful tax considerations in relation to giving.

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TAKE AN ACTIVE ROLE IN MANAGING YOUR PASSIVE INVESTMENT

Canadian small business owners often invest excess corporate funds into investment vehicles within their corporations. Despite the new rules, there are still some useful tax planning measures to consider. November 2019

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IN OUR COMMUNITY 2019

Enriching our community by sharing our knowledge and giving back.

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IN OUR OFFICE 2019

Rewarding our staff and supporting our colleagues.

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ARTICLES

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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