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.

 

New Senior Managers

Please join our Firm in congratulating Robert Taylor (Hamilton) and Freddy Trigiani (Hamilton) on their promotions to Senior Manager.

Robert Taylor

Robert started his career with DJB in the St. Catharines office in 2016 as an Assurance Senior. He was promoted to Assurance Manager in January 2020 and Senior Manager in January 2024.

Freddy Trigiani

Freddy joined DJB as a co-op student in the former Grimsby office in January 2013 and transferred to the Hamilton office as a Senior Accountant in October 2016 when he became full time. In January 2020, Freddy was promoted to Manager and in January 2024, he was promoted to Senior Manager.

 

It’s Almost Time for the Holidays

‘Tis the season, and as such the DJB offices will be closed starting Monday, December 25, 2023, and will reopen on Tuesday, January 2, 2024.

We wish everyone a safe and happy holiday season!

Durward Jones Barkwell & Company LLP named as one of Hamilton-Niagara’s Top Employers for 2024!

DJB has been named one of Hamilton-Niagara’s Top Employers for 2024 by Mediacorp Canada Inc., organizers of the annual Canada’s Top 100 Employers project. This year’s regional winners were announced on November 23, 2023 in The Hamilton Spectator. We are honoured to have previously received this distinction in 2020, 2022, and 2023.

To be selected as a Top Employer, companies are compared to other organizations in their field to determine which offer the most progressive and employee-friendly programs.

“To have been bestowed with this distinction for the third year in a row acts as a humbling reminder that our efforts towards creating a rewarding and engaging work environment for aspiring professionals within the region have not gone unnoticed.  Our people collectively help us to shape the culture and programming available at DJB, through ongoing feedback and engagement at every level.”  Darryl Teutenberg, Firm Managing Partner.

To be selected as one of Hamilton-Niagara Top Employers, organizations are evaluated on:

  • Work Environment
  • Work Atmosphere & Communications
  • Health Benefits
  • Employee Engagement
  • Financial Benefits & Compensation
  • Family-Friendly Policies
  • Programs for Experienced Employees
  • Vacation Policy & Paid Days-Off
  • Community Involvement

The annual competition is open to any employer with its head office in the Hamilton-Niagara area, and employers of any size may apply, whether private or public sector.

Read the reasons for DJB’s selection as a top employer.

 


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 is a member of the RSM Canada Alliance.  The alliance provides us with access to the resources of RSM Canada while still allowing us to maintain our independence and entrepreneurial spirit. Through the RSM Canada Alliance, we are continuing to build and enhance our Firm’s culture by leveraging the infrastructure and best practices of RSM Canada.