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INSIGHTS, NEWS & EVENTS

Our team is always up to something. Read our latest insights, news and updates here.

Succession Planning: Starting the Discussion

A 2012 report by economist Benjamin Tal stated that “Canadians over the age of 50 are the fastest growing segment of the startup population, owning nearly 30% of new businesses.” As baby boomers move towards retirement, those that have their own business need to start thinking about what they are going to do with what … Continued

T1 Checklist for Clients

The team at SB Partners is ready to help you navigate tax season smoothly. To help assemble your financial information for the preparation of your personal income tax return, a T1 checklist is now available. The list will help you to identify, collect and collate information required for your tax return. Please click here for a copy … Continued

Voted Best Accounting Firm

SB Partners has been selected as “Best Accounting Firm for 2018” for the Burlington Post Readers Choice Awards. The Readers Choice Awards is an opportunity for the public to vote for their favourite businesses. SB has consequently received this award for the past 10 years. We couldn’t have achieved this without the support of our clients … Continued

Update on the Canadian Tax Landscape

In this blog, we update you on the hotly contested July 2017 private company Canadian tax proposals. First, there is cause for modest celebration by business owners: the initial adverse proposals intended to i) limit access to the capital gains exemption and ii) prevent converting income received from a private corporation into lower-taxed capital gains … Continued

Press for Progress

Please join us in celebrating International Women’s Day 2018 Pressing for women’s progress is a year-round commitment for SB Partners. We are honoured to have earned the trust of the many inspiring women who lead businesses or manage wealth as SB clients. Internally, we seek to demonstrate that SB Partners — and the accounting profession … Continued

Honouring our Friend and Colleague

It is with sadness that we share that our former colleague and friend, Arch Lawrence passed away on Saturday, February 24th. Arch was a valued Associate Partner when SB was called Scott, Batenchuk & Company and retired in April 1997. If you did not know Arch, you probably know Beth. Beth helped us during tax … Continued

2018 Federal Budget Commentary

The federal Liberal government introduced their third budget yesterday.  Budget 2018 concentrated more on spending and a political agenda rather than tax changes.  We have outlined the key measures in the budget that will affect our clients. Passive Investment Income As expected, the budget introduced measures relating to holding passive investments inside a private corporation.  … Continued

Burlington150 Award

SB Partners is proud to announce that John Chisholm, Partner and CEO, is a recipient of the Burlington150 Award. As part of Canada’s 2017 sesquicentennial celebrations, Burlington MPP Eleanor McMahon created Burlington150. The award recognizes 50 men, 50 women, and 50 youth who have contributed to: Celebrating diversity/inclusion Building community/capacity Protecting the heritage of Burlington … Continued

From the CEO

Happy New Year! What will 2018 bring for you, and for SB Partners? These early months herald new beginnings and fresh opportunities. And with them, endings, and periods of transition.   Transitions are much on my mind this year. Sherry and I became grandparents in 2017, and it has been a euphoric experience.  The thrill … Continued

Charity Guidelines Checklist

Specifically, I wanted to highlight the checklists that cover a variety of aspects of charity operations. I have reproduced the basic guidelines checklist below. It is a good reminder of the administrative requirements to insure your Charity status is maintained at all times. ☐ Engage only in allowable activities. A registered charity is allowed to … Continued