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Prosperity: Wilkinson & Company's newsletter for our clients and friends

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Issue Date Articles Include

Winter/Spring
2008


(PDF - 1.6mb)


  • Getting to Know our New Partners
  • Wilkinson & Company Expands with the Integration of Soden & Co.
  • Wilkinson & Company Makes Five-Year Pledge to Support Local Health Care and Education
  • Congratulations to Rob Cory on a Wonderful Career
  • Employee or Contractor? Take the Test!
  • How to Plan For and Prevent Shareholder Disputes

June 2007


(PDF - 568k)


  • Maximizing the Value of Your Business When You Retire
  • Improving Your Company's Financial Fitness
  • Federal Announcement Creates New Income Splitting Opportunities
  • Don’t Miss Out on the New Ontario and Federal Tax Credits
  • Wilkinson Valuation Practice Expands

June 2006


(PDF - 1.1mb)


  • The Future Looks Bright for Wilkinson and Our Clients
  • New Expertise in Senior Management
  • Is Your Estate Plan Up To Date?
  • How To Avoid A Financial Disaster
  • Wilf Wilkinson to Become President of Rotary International

June 2005


(PDF - 324k)


  • Jeff Snider, CA Joins the Wilkinson Partnership
  • A Tribute to G. W. (Jerry) Silverthorn, CA, TEP, 1942-2005
  • How Doctors Benefit from Incorporating Their Practices
  • New Independence Rules for Auditors
  • Preparing for the Sale of Your Business
  • Protecting the Value of the RRSPs and RRIFs in Your Estate
  • The Forensic File

November 2004


(PDF - 256k)


  • Keeping the Cottage in the Family
  • How Wilkinson Helps Clients
  • Increasing Retirement Income and Saving Tax
    Corporate Insured Annuities Offer Many Benefits
    for Business Owners
  • What You Need to Know About Being an Executor or Executrix
  • RESPs: Smart Saving for Your Child’s Education
  • Don’t Be A Victim of Credit Card Fraud!

June 2004


(PDF - 288k)


  • Wilkinson & Company LLP Proudly Celebrates Forty Years Of Success!
  • The Steroid RRSP: A Fast, Tax-Free Way To Accelerate Your Retirement Savings
  • Tax Saving Strategies Through Bonusing
  • Personal Tax Tips: What’s New?
  • Wilkinson’s Kingston Office: Committed To Client Satisfaction And Community Support
  • The Forensic File: Important Insurance Facts For Self-Employed Individuals
  • Wilfrid J. Wilkinson Lecture Theatre Opened At Loyalist College

January 2004


(PDF - 328k)


  • Wilkinson Financial: A Roaring Success!
  • The Importance of Trusts in Estate Planning
  • Do You Have Enough Life Insurance and Disability Coverage?
  • New Privacy Legislation Takes Effect January 1, 2004 Are You Prepared?
  • The Path to Becoming a CA at Wilkinson & Company LLP
  • The Forensic File: What to Do When You Discover an Employee Stealing

September 2003

Download Now
(PDF - 520k)


  • New Estate Planning Service
  • Donating Stocks To A Registered Charity Can Save You Tax
  • More Tips for Beating the Taxman
  • Does Your Business Qualify for a Scientific Research Tax Credit?
  • Income Trusts: Look Before You Leap

April 2003


(PDF - 360k)


  • Client Feedback
  • The Forensic File - An Ounce of Prevention
  • Recruiting Dynamic Board Members for Not-For-Profit Organizations
  • Beating The Taxman This Year
  • How Much Money Will You Need To Retire?

December 2002


(PDF - 160k)


  • Wilkinson Launches New Financial Services Company
  • the Forensic File - See You in Court
  • It May Be the Perfect Time to Realize Tax Losses
  • A Solid Foundation To Build Wealth
  • Tips to Save Tax and Improve the Returns on Your RRSP Investments


September 2002


(PDF -180k)


  • Wilkinson Donates $25,000 to Loyalist College
  • Taxation and Deductibility of Vehicles Used For Business – Part 2
  • Enron Has Changed The Face of Auditing
  • Protecting Your Computer and Network Against Viruses
  • The Forensic File: You’re A Forensic ...What?

April 2002

  • Transferring ownership of your farm to your children - Tax-Free
  • Taxation and deductibility of vehicles used for business
  • Can I deduct meal expenses before or after a round of golf?
  • Making sense of co-insurance

December 2001

  • Planning to retire out of country?
  • Saving tax using an Alberta Trust
  • An employer's guide to retirement allowances and severances

July 2001

  • Retirement Planning - step by step
  • A smooth transition passing your business on to your family
  • e- business: where do you stand?

March 2001
  • A closer look at the benefits of incorporation for professionals
  • 2000 was a very good (tax) year
  • A primer on key person insurance

October 2000
  • Incorporation of Professionals Planned
  • How Testamentary Trusts Save Tax
  • Planning for Retirement and the Successful Future of your Business

January 2000
  • Taking Care of the Details
  • The Gift of Giving
  • The Challenges of Change
  • Offshore Trusts & Canadian Tax Savings

October 1999
  • A primer on estate planning
  • How to avoid a surprise from the taxman
  • A guide to business valuation basics

July 1999
  • What you need to know about Independent Pension Plans (IPPs)
  • Secrets to successfully passing on the family farm
  • Family Trusts: battered but still hopeful

February 1999
  • How The Canada Education Savings Grant Helps You Build Your RESP
  • How To Maximize The Benefit Of Your RRSP

October 1998
  • How to choose the right Investment Advisor...
  • What to do when the Taxman comes...
  • Estate Freezing - A critical foundation block of wealth preservation..

March 1998
  • How to SUCCESSFULLY Sell a Family-Owned Business



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