CICA's NEW Tax Planning Brochure

The Chartered Accountants of Canada are pleased to introduce the new Tax Planning brochure. The first in a series of client development brochures, this handy eight-page, colour booklet is designed to aid CAs in their client development efforts by building  awareness about the services that they provide and reinforcing their position as leaders in decision making.

The ideal marketing tool for sole practitioners and small-and-medium-sized firms, the Tax Planning brochure explains the key role that CAs play in tax planning, covering areas such as Personal Tax, Business Tax, and International Tax Services.

Available in both English and French, a printable version of the brochure can be downloaded for free from the CICA web site. If CAs wish to personalize their brochures, they can purchase copies with the name and contact information of their firm for distribution to your clients. 

For further information, contact Christina Herwig at (416) 204-3262 or visit http://www.cica.ca/service-and-products/members-services/advertising-pages/item30003.aspx. 

The Financing Toolkit for Small & Medium Businesses

A NEW, practical resource designed to help business owners access the many financing alternatives, services and solutions available in today’s challenging economic environment including: where to go for financing, how to structure a deal and how to avoid the pitfalls. Throughout its 18 chapters, you will discover:

• Where to go for financing
• Tips on getting the best terms available
• Financing structures
• How to avoid pitfalls
• The lender’s risks and rewards
• Strategies for demonstrating the financial strength of your business
• Guidance on drafting and presenting a financing proposal
• The importance of developing an action plan for the future, and
• Real-world strategies illustrated in case studies based on the experiences of Canadian business owners

To order your copy, visit www.knotia.ca.

Succession Planning Toolkit for Business Owners

A helpful guide to developing and implementing strategies to address the transitions required to successfully and seamlessly exit a business. Succession Planning Toolkit walks business owners through a structured process for analyzing their options and building a succession plan. The 10 Chapters cover key and typical aspects business owners face when exiting their business, including:

• Exploring your options
• Keeping the business in the family
• Selecting and grooming a successor
• Planning a management buy-out
• Selling the business
• Determining the value of the business
• Financing the succession plan
• Understanding tax and legal issues Managing your wealth to secure your future

To order your copy, visit www.knotia.ca.