{"id":868,"date":"2022-07-26T11:09:04","date_gmt":"2022-07-26T18:09:04","guid":{"rendered":"http:\/\/cliu.ca\/?p=868"},"modified":"2023-11-06T16:25:40","modified_gmt":"2023-11-07T00:25:40","slug":"post1","status":"publish","type":"post","link":"https:\/\/cliu.ca\/en\/post1\/","title":{"rendered":"Case 1: Family business tax audit"},"content":{"rendered":"

Our recent engagement focused on a family-owned portfolio consisting of over 20 companies across various sectors, including construction, real estate, investment and high technology.\n\nThese companies were initially established without proper consideration of the relationship between companies and shareholders, leading to unexpected tax consequences. Here is an overview of actions we took to address these challenges:<\/p>\n

    \n
  1. Business reorganization: We executed comprehensive reorganization activities, including section 85 rollovers, amalgamations, estate freezing and trust establishment in\ncollaboration with legal professionals.<\/li>\n
  2. SRED assistance: We worked with the client\u2019s external SRED consultant and prepared tax filing;<\/li>\n
  3. Tax reporting compliance: We ensured compliance with T1134 and T106 reporting requirements.<\/li>\n
  4. Corporate tax returns: We prepared corporate tax returns.<\/li>\n
  5. Review Engagement: We prepared review engagement financial statements for one entity to meet bank requirements;<\/li>\n
  6. Accountant report: We prepared an Accountant report for one entity to meet BCSFA requirements.<\/li>\n
  7. Compilation report: We prepared compilation financial statements for multiple entities.<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

    \u5ba2\u6237A \u53ca\u5bb6\u65cf\u62e5\u6709\u4e8c\u5341\u591a\u95f4\u52a0\u62ff\u5927\u516c\u53f8\u3002\u8fd9\u4e9b\u516c\u53f8\u7531\u5bb6\u65cf\u4e2d\u4e0d\u540c\u6210\u5458\u5355\u72ec\u6216\u5171\u540c\u62e5\u6709\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u5e74\u4e2d\u8fd9\u4e9b\u516c\u53f8\u7531\u4e0d\u540c\u7684\u4f1a…<\/p>","protected":false},"author":3,"featured_media":869,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"yoast_head":"\n\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cliu.ca\/en\/post1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.\" \/>\n<meta property=\"og:description\" content=\"\u5ba2\u6237A \u53ca\u5bb6\u65cf\u62e5\u6709\u4e8c\u5341\u591a\u95f4\u52a0\u62ff\u5927\u516c\u53f8\u3002\u8fd9\u4e9b\u516c\u53f8\u7531\u5bb6\u65cf\u4e2d\u4e0d\u540c\u6210\u5458\u5355\u72ec\u6216\u5171\u540c\u62e5\u6709\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u5e74\u4e2d\u8fd9\u4e9b\u516c\u53f8\u7531\u4e0d\u540c\u7684\u4f1a…\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cliu.ca\/en\/post1\/\" \/>\n<meta property=\"og:site_name\" content=\"Carrie Liu & Co. CPA Inc.\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-26T18:09:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-07T00:25:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cliu.ca\/wp-content\/uploads\/2022\/07\/pexels-pixabay-53621-\u753b\u6846.png\" \/>\n\t<meta property=\"og:image:width\" content=\"223\" \/>\n\t<meta property=\"og:image:height\" content=\"152\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kevin Hicks\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kevin Hicks\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cliu.ca\/post1\/\",\"url\":\"https:\/\/cliu.ca\/post1\/\",\"name\":\"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.\",\"isPartOf\":{\"@id\":\"https:\/\/cliu.ca\/#website\"},\"datePublished\":\"2022-07-26T18:09:04+00:00\",\"dateModified\":\"2023-11-07T00:25:40+00:00\",\"author\":{\"@id\":\"https:\/\/cliu.ca\/#\/schema\/person\/b9f17578f08960a9b480d759ff738871\"},\"breadcrumb\":{\"@id\":\"https:\/\/cliu.ca\/post1\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cliu.ca\/post1\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cliu.ca\/post1\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/cliu.ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/cliu.ca\/#website\",\"url\":\"https:\/\/cliu.ca\/\",\"name\":\"Carrie Liu & Co. CPA Inc.\",\"description\":\"VANCOUVER BASED ACCOUNTANTS Tax, compilation, review, audit, and advisory services\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/cliu.ca\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/cliu.ca\/#\/schema\/person\/b9f17578f08960a9b480d759ff738871\",\"name\":\"Kevin Hicks\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/cliu.ca\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/fbc2cceeb228067fe98a8470a91b9088?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/fbc2cceeb228067fe98a8470a91b9088?s=96&d=mm&r=g\",\"caption\":\"Kevin Hicks\"},\"url\":\"https:\/\/cliu.ca\/en\/author\/roi-admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cliu.ca\/en\/post1\/","og_locale":"en_US","og_type":"article","og_title":"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.","og_description":"\u5ba2\u6237A \u53ca\u5bb6\u65cf\u62e5\u6709\u4e8c\u5341\u591a\u95f4\u52a0\u62ff\u5927\u516c\u53f8\u3002\u8fd9\u4e9b\u516c\u53f8\u7531\u5bb6\u65cf\u4e2d\u4e0d\u540c\u6210\u5458\u5355\u72ec\u6216\u5171\u540c\u62e5\u6709\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u5e74\u4e2d\u8fd9\u4e9b\u516c\u53f8\u7531\u4e0d\u540c\u7684\u4f1a…","og_url":"https:\/\/cliu.ca\/en\/post1\/","og_site_name":"Carrie Liu & Co. CPA Inc.","article_published_time":"2022-07-26T18:09:04+00:00","article_modified_time":"2023-11-07T00:25:40+00:00","og_image":[{"width":223,"height":152,"url":"https:\/\/cliu.ca\/wp-content\/uploads\/2022\/07\/pexels-pixabay-53621-\u753b\u6846.png","type":"image\/png"}],"author":"Kevin Hicks","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Kevin Hicks"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cliu.ca\/post1\/","url":"https:\/\/cliu.ca\/post1\/","name":"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1 - Carrie Liu & Co. CPA Inc.","isPartOf":{"@id":"https:\/\/cliu.ca\/#website"},"datePublished":"2022-07-26T18:09:04+00:00","dateModified":"2023-11-07T00:25:40+00:00","author":{"@id":"https:\/\/cliu.ca\/#\/schema\/person\/b9f17578f08960a9b480d759ff738871"},"breadcrumb":{"@id":"https:\/\/cliu.ca\/post1\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cliu.ca\/post1\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/cliu.ca\/post1\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cliu.ca\/"},{"@type":"ListItem","position":2,"name":"\u6700\u8fd1\u6848\u4f8b-\u5bb6\u65cf\u4f01\u4e1a\u7a0e\u52a1\u5ba1\u8ba1"}]},{"@type":"WebSite","@id":"https:\/\/cliu.ca\/#website","url":"https:\/\/cliu.ca\/","name":"Carrie Liu & Co. CPA Inc.","description":"VANCOUVER BASED ACCOUNTANTS Tax, compilation, review, audit, and advisory services","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cliu.ca\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-CA"},{"@type":"Person","@id":"https:\/\/cliu.ca\/#\/schema\/person\/b9f17578f08960a9b480d759ff738871","name":"Kevin Hicks","image":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/cliu.ca\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/fbc2cceeb228067fe98a8470a91b9088?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/fbc2cceeb228067fe98a8470a91b9088?s=96&d=mm&r=g","caption":"Kevin Hicks"},"url":"https:\/\/cliu.ca\/en\/author\/roi-admin\/"}]}},"_links":{"self":[{"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/posts\/868"}],"collection":[{"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/comments?post=868"}],"version-history":[{"count":7,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/posts\/868\/revisions"}],"predecessor-version":[{"id":2056,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/posts\/868\/revisions\/2056"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/media\/869"}],"wp:attachment":[{"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/media?parent=868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/categories?post=868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cliu.ca\/en\/wp-json\/wp\/v2\/tags?post=868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}