Episode Summary
With new tax credits, compliance updates, and evolving regulations, Canada’s tax landscape can be challenging to navigate. In this episode of The Wealth Exchange, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of Canada’s largest independent accounting and business advisory firms, to break down what these recent changes mean for planning, investment, and compliance.
Drawing on his extensive experience guiding clients through tax planning, compliance, and investment strategies, Matt explores both the enhancements designed to encourage investment, such as expanded SR&ED credits, flow-through share incentives, accelerated capital deductions, and the potential pitfalls that business owners need to watch for, from AMT considerations to emerging CRA review priorities.
For business owners and investors seeking clarity, this episode offers a practical, expert-led perspective on navigating Canada’s evolving tax landscape, highlighting the areas of opportunity, the areas of risk, and what thoughtful planning can achieve.
For details on Baker Tilly’s advisory services, or to connect with Matt Baker, visit https://www.bakertilly.com/
Matt Baker
Baker Tilly
CPA, Partner at Baker Tilly
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Disclaimer
This material contains the current opinions of the author, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Any mention of third-party products, services, or organizations on the podcast is for informational purposes only and does not constitute an endorsement or recommendation. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
