Breakfast with Bateman MacKay: New CSRS 4200 Standard and Tax Update

Posted
November 4, 2021
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We are pleased to present to our Banking Partners a special presentation where we will discuss the new Canadian Standard on Related Services (CSRS) 4200 Compilation Standard and some innovative tax planning methods to maximize a lender’s value proposition. The Auditing and Assurance Standards Board has updated the CSRS standard for the first time in over 30 years and, the changes will impact all users of compiled financial information. Tax changes made in 2021, including the accelerated capital cost allowance, allow for tax-effective methods of borrowing funds to grow a business.

In this session, Principal Alex Doma will review the new CSRS 4200 compilation standard and what it means for lenders, borrowers and CPA Firms. Tax Partner Vinay Khosla will then provide an overview of recent corporate tax changes that maximize the value of business owners borrowing funds. Business Bankers and anyone with corporate clients should attend. The complimentary hour-long virtual session includes a 45-minute presentation and time for Q&A.

Contact Chris Pickard at cpickard@batemanmackay.com or (905) 632-2968 to register manually.

Speakers

Alex Doma, CPA, CA, LPA

Alex is a leader of the Assurance Team providing audit, review and notice to reader financial statements and preparation of corporate income tax returns. He is knowledgeable and possesses experience in all four current accounting standards in Canada.

Vinay Khosla M.Acc., CPA, CA

Vinay has more than 20 years of experience in Tax Planning and Optimization, he’s a pragmatic and business-minded specialist who employs the highest level of tax knowledge. With careful attention to detail, he finds innovative, value-added solutions that ensure his clients reach their personal and professional goals.

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