FSAT News: Spring/Summer 2024

TOPICS COVERED IN THIS ISSUE:

  • Normalizing Earnings or Cash Flow
  • FSAT Services
  • Unlocking the Value: Understanding Intangible Assets in Business Valuation
  • Determining the Economic Benefits of Customer-related Intangible Assets

Durward Jones Barkwell & Company LLP named one of Canada’s Top Small & Medium Employers for 2024

We are proud to announce that DJB has been named one of Canada’s Top Small & Medium Employers for the third consecutive year, thanks to the hard work of our talented, dedicated team. This recognition emphasizes our commitment to fostering an exceptional workplace environment and reflects our dedication to employee satisfaction, professional development, and community engagement, alongside several other Top Employers across Canada.

“We take great pride in the fact that our ongoing investments in our people and Firm culture have been reflected in this recognition. We will continue to promote well-being in our workplace because we believe that supporting each other both professionally and personally is vital to maintaining our exceptional standard of client service.” – Darryl Teutenberg, Firm Managing Partner.

“What’s remarkable about the employers on this year’s list is how quickly and effectively they’ve worked to create rewards and other programs developed from employee input,” says Kristina Leung, Managing Editor of the Canada’s Top 100 Employers project. “SMEs have enviable levels of customization, flexibility and speed-of-implementation that are difficult for larger employers to match.”

Being selected to be a part of this esteemed list for three consecutive years is a testament to DJB’s unwavering commitment to excellence in organizational culture. To learn about all the great reasons for DJB’s selection as a Top Small & Medium Employer for 2024, visit our employer spotlight page on the Canada’s Top 100 website.

When it comes to great people, we always have room for more. Learn more about why our people choose to be a part of the DJB team: www.djb.com/careers

About DJB.  DJB is one of the largest public accounting firms in the Niagara, Hamilton, and Halton regions with multiple locations offering accounting, assurance, and business advisory services to businesses located throughout Southern Ontario. The Firm was founded in 1940 and has built its reputation on the engagement and commitment we’ve made to the communities in which we work and live. DJB was also recently recognized as one of Hamilton-Niagara’s Top Employers for 2024.

The Real Economy: Spring 2024

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

TOPICS COVERED IN THIS ISSUE INCLUDE:
  • How interest rates affect Canadian consumers through housing
  • Canada financial conditions update: Stabilization and recovery
  • A case for the Bank of Canada to accelerate rate cuts
  • The continuing evolution of the North American supply chain

 

Proudly Supporting the Arts

DJB’s HR Advisory team is proud to support the local community as a presenting sponsor for two upcoming performances at the FirstOntario Performing Arts Centre in St. Catharines.

 

One person sitting and one person standing on a platform Tegan and Sara: The Not Tonight Tour

April 3, 2024

7:30PM

 

 

Dancers of Damelahamid: SPIRIT AND TRADITION

April 22, 2024

6:30PM

 

Foresight: Spring/Summer 2024

TOPICS COVERED IN THIS ISSUE:
  • The Tax Free Savings Account
  • Expense Claims that Pass the Audit Test
  • Minority Shareholdings Does a Minority Discount Apply?
  • Have you Considered the Scientific Research and Experimental Development Tax Credit?
  • Association and HST

New Supervisors

Please join our Firm in congratulating Aleksa Kenjic – Tax (Hamilton), Michael Lloyd – Assurance (Hamilton), Jonathan Mancini – Assurance (St. Catharines), Anveena Qu – Assurance (Burlington), Rachel Richards – Tax (St. Catharines), and Brett Schenk – Assurance (Hamilton) on their promotions to Supervisor.

Tax Tips & Traps: 2024 Q1

TOPICS COVERED IN THIS ISSUE INCLUDE:
  • Tax Tidbits
  • New Trust Reporting: Unexpected Exposure
  • T-Slips: Filing and distribution Issues
  • Working from Home Expenses: Employment Expenses

CBV Designation

Please join our Firm in congratulating Jonathan Corobow  (Hamilton) for successfully passing the 2023 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. Jonathan was admitted for membership as a Chartered Business Valuator in December of 2023.

2023 Successful CFE Writers

Please join our Firm in congratulating Arshdeep Chahal (Hamilton), Jessica Kowalczyk (Hamilton), Stan Lubinic (Burlington), Ryan Marcon (Hamilton), and Cherry Nie (Hamilton), for successfully passing their 2023 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 Fran Bonomi (St. Catharines), Ceilidh McDonald (St. Catharines), Emily Smith (Hamilton), Jake Sosniak (Hamilton), Colton Sulisz (St. Catharines)  and Coady Turner (Hamilton) on their promotions to Manager.

Fran Bonomi

Fran is a Certified Human Resources Professional (CHRP) and holds a Post Graduate Certificate in Human Resources Management from Niagara College, as well as an Honours Bachelor of Health Sciences from Western University.

Ceilidh McDonald

Ceilidh obtained her Bachelor of Accounting (Honours) degree in 2019 from Brock University with First Class Standing. She completed her Master of Accountancy in 2020 and received her Chartered Professional Accountant designation in 2021. She started her career at DJB in the St. Catharines office as a co-op student in May of 2016 and became full time in October 2020.

Emily Smith

Emily holds an Honours Bachelor of Accounting degree from Brock University (2016) and obtained her Chartered Professional Accountant designation in 2020. She joined DJB in November 2020 and works out of the Hamilton location.

Jake Sosniak

Jake obtained a Bachelor of Accounting degree (honors) in 2018 from Brock University and received his Chartered professional Accountant designation in 2020. He started as a Supervisor at DJB in April, 2022 and works out of the Hamilton office location.

Colton Sulisz

During his undergraduate studies at Brock University, he completed a semester-long international exchange at the University of Mannheim in Germany. Colton later graduated from Brock University in October 2014 with a Bachelor of Business Administration (Honours) degree and obtained his CPA, CA designation in September 2018. He began his career with DJB in 2019 as an intermediate staff accountant.

Coady Turner

Coady obtained his Bachelor of Accounting degree with first-class standing in 2018 from Brock University. He successfully passed the Common Final Examination in September 2020 and received his Chartered Professional Accountant designation in February 2021. In 2019, Coady joined DJB as a staff accountant in the Hamilton office.