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Tax & Succession: Building and Protecting Your Business

May 16 @ 11:00 am - 12:00 pm EDT

Providing you with the practical information you need to know in building, enhancing, and protecting the business for your ultimate exit.

Everyone’s business journey is unique, and knowing what to expect throughout your journey and how to prepare is critical to success. You must consider how tax, asset protection, and exit planning can impact your business now and in the future. In this webinar, MNP’s David MacAlpine and Wendy Lei will take a look at the lifecycle of your business journey and discuss corporation and small business deductions, asset protection, and exit planning.

Join us on May 16th as we provide you with the practical information you need to know in building, enhancing, and protecting the business for your ultimate exit.

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Key Learnings and Takeaways:

  • Understand why having a succession/exit plan in place early on is important and the impact it can have on your business
  • How tax and succession impact the growth of your business
  • Understand the use of the lifetime capital gains exemption
  • Understanding small business deduction, and asset protection through a holding company

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Who should attend this event?

  • Businesses in the early/scale up phase looking to grow

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About our Speakers:

David MacAlpine, CPA, CA
– MNP
Partner, Private Enterprise

David.macalpine@mnp.ca

A Partner in MNP’s Burlington office, David builds strong relationships with his clients to deliver customized business consulting and advisory, succession planning, corporate and personal tax planning services. A trusted advisor, he helps his clients identify potential opportunities and maximize their business success.

David works one-on-one with private enterprises, family owned and operated businesses, pharmacy professionals, franchisee owners, and construction and manufacturing firms. Drawing on two decades of experience, he provides a comprehensive suite of accounting and assurance, personal and corporate tax, and business consulting and advisory services.

David earned a Bachelor of Accounting (BAcc) from Brock University in 2001. He is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2003

Wendy Lei, CPA, CA
– MNP
Senior Manager, Canadian Tax

Wendy.lei@mnp.ca

Wendy Lei is a Senior Manager with MNP’s Tax Services group in Burlington. She works with a variety of clients, focusing on small- to mid-sized companies and family businesses, helping clients with estate planning and succession planning, corporate acquisition and dispositions and personal and corporate tax compliance.

Entrepreneurial in nature, Wendy is a member of MNP’s Technology, Media and Telecommunications group. She has worked with a number of startup companies, supporting clients and providing guidance on complex accounting and business issues.

Fluent in both spoken and written Mandarin, Wendy has provided international audit services to clients with publicly listed Chinese companies under Public Company Accounting Oversight Board (PCAOB) rules.

Wendy completed the In-Depth Tax Course in 2018. She is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accounted (CA) in 2013. She is a graduate of the University of Waterloo with a Bachelor of Accounting and Financial Management (2012) and a Master of Accounting (2013).

Social Media links:

  • Website – Mnp.ca
  • Twitter – @MNP_LLP
  • Linkedin – @MNP
  • Facebook – @MNPLLP
  • Instagram – @mnpllp