FSAT News: Spring/Summer 2025

TOPICS COVERED IN THIS ISSUE:

  • The Impact of U.S. Tariffs and Reciprocal Tariffs on Canadian Business Valuations and Sale Transactions
  • Approaches to Value Marketing-Related and Technology-Based Intangibles
  • Valuing Economic Loss – Uncertainty Due to Tariffs
  • Quality of Earnings – Importance of Revenue

The Real Economy: Spring 2025

The Real Economy Canada was developed by RSM Canada and provides timely economic insights for businesses.

TOPICS COVERED IN THIS ISSUE INCLUDE:
  • U.S. Tariffs Expose Vulnerability of Canada’s Manufacturing Sector
  • Tariffs Could Fray Canada-U.S. Ties in Energy and Auto Manufacturing
  • Expanding SR&ED Tax Incentives Creates Investment Opportunities
  • Trump’s Return to Office: A Spotlight on Canadian Real Estate

 

HR Power Lunch

Join us for an exclusive HR Power Lunch, where we’ll dive into the different chapters of an employer’s HR Playbook. This engaging session will cover attracting and aligning top talent in your organization. We’ll discuss strategies on how to get the right people through your doors, and also to ensure they stay and remain happy and engaged in your organization.

Our goal is for you to leave with a clearer understanding of potential gaps in your HR processes—and actionable techniques to bridge them. Enjoy a great meal while gaining valuable insights!

 

EVENT DETAILS:

Date:  Wednesday, April 2, 2025

Location: St. Catharines Golf & Country Club (map)

Registration & Lunch: 11:30 AM – 12:00 PM

Presentation: 12:00 PM – 1:00 PM

 

*Please register on or before Wednesday, March 26, 2025.

We are speaking at the 2025 Monument Industry Show

Christina Atkinson and Francesca Neagu-Nugent will present on March 14th at the Monument Builders of North America Industry Show in Cleveland (Huntington Convention Center of Cleveland)!

They will be onsite for all four days of the show (March 13-16) to networking and answer those burning HR questions.  See you there!

 

Session Title Rock Solid Retention: Strategies for Lasting Human Resources Success
Date & Time March 14, 2025,  (12:30 PM – 1:30 PM)
Location Room 205

New Supervisors

Please join our Firm in congratulating Mark Gonzales – Tax (St. Catharines), David Mambella – Assurance (St. Catharines), Nicholas Medeiros – Assurance (St. Catharines), and Sierra Varga – Assurance (St. Catharines) on their promotions to Supervisor.

CBV Designation

Please join our Firm in congratulating Rachel Mak (Burlington) for successfully passing the 2024 Membership Qualification Exam (MQE). The MQE is the final educational requirement leading to the Chartered Business Valuators (CBV) designation and is administered by the Canadian Institute of Chartered Business Valuators. Rachel was admitted for membership as a Chartered Business Valuator in December of 2024.

Tax Tips & Traps: 2025 Q1

TOPICS COVERED IN THIS ISSUE INCLUDE:
  • Tax Tidbits
  • Tax Proposals: Capital Gains Inclusion Rate
  • GST/HST Tax Holiday: Rebate Applications
  • My Business Account: No More Paper Mail

2024 Successful CFE Writers

Please join our Firm in congratulating Shaun Arsenault (Hamilton), Nolan Corning (Hamilton), Emily Kenny (Hamilton), Josh McGarr (Hamilton), Meaghan Peck (St. Catharines), Madison Smith (St. Catharines), Olivia Turko (St. Catharines), and Jared Walker (Hamilton), for successfully passing their 2024 Common Final Evaluation (CFE). The CFE is the final educational requirement leading to the Chartered Professional Accountant designation.

New Managers

Please join our Firm in congratulating Erin Dubecki (St. Catharines), Emily Petro (St. Catharines), and Siying (Amy) Wu (St. Catharines) on their promotions to Manager.

Erin Dubecki

Erin holds a Bachelor of Business Administration (BBA) from Brock University, specializing in Human Resources. Additionally, she is a certified Compensation Management Specialist (CMS) accredited by the International Foundation of Employee Benefits Plan. Starting January 2025, she assumes the role Manager, Human Resources.

Emily Petro

Emily began her career with DJB in 2021 as a Senior Staff Accountant and received her CPA designation in February 2023.  As of January 2025, she steps into the position of Manager.

Siying (Amy) Wu

Amy began her career with DJB in 2021 as an Intermediate Staff Accountant, she completed her Master of Accountancy degree (co-op option) in 2020, and received her CPA designation in 2022. Effective January 2025, she transitions into the role of Manager.