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There has been some excitement recently at Lott & Co.

Firstly, we would like to congratulate Ms. Julie Zhu on her promotion to Manager, Accounting, Taxation and Business Advisory.  Julie began her career with Lott & Co in 2015 as a staff accountant and she attained her CPA through our CPA training program (our first home-grown CPA!). Julie takes great care in working with our clients and staff and she ...

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Business Matters October 2018

Topics Covered:

  • Taxation: Impending Changes to CPP
  • MANAGEMENT: Maintaining Safety in the Workplace
  • MONEYSAVER: Self-Directed Investments
  • MONEYSAVER: The High Cost of Stress

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September – Start of a new year?

September, at times, feels like a new year starting as summer vacations become wonderful memories, kids are back to school and we return to our routines at work and at home.  As with any new year we review what went well and not so well in the past year and turn our focus to the future.  This is a perfect ...

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Business Matters August 2018

Topics Covered:

  • Management:  Complacency, Every owner-manager has experienced new employees enthusiastically jumping head-first into the task at hand
  • Technology: Electronic Signatures, Owner-managers have adapted quickly to transferring funds electronically, paying invoices online and scanning and sending data to and fro
  • Taxation: TFSA and Death: Have You Planned for What Will Happen With Yours if You Die?
  • Management: Being in Control Comes With its Own Responsibilities

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Business Matters Newsletter June 2018

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Business Matters Newsletter April 2018

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Federal Budget Highlights

The Federal finance budget was tabled on February 27, 2018.  Tax practitioners were waiting for this budget with great anticipation to see the government’s latest proposals relating to passive income rules for Canadian-Controlled Private Corporations (CCPCs).  The good news is that the government significantly backed off on its initial proposals presented last July.  However, if you are a small business ...

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Business Matters February 2018

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Business Matters December 2017

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