About the Speakers

Burlington Ontario

The Top 5 Financial Considerations for Manufacturers

Double Session

Operating a successful company is much like running up a sand dune - the ground keeps shifting.

John Dow and Joseph Schlett will walk you through an advanced and very down to earth discussion and offer tips and thoughts on best practices that can make a dollars and cents profit difference for your operations, if implemented properly.

•Creditor proofing and protection of equity
•Tax minimization
•Transfer pricing
•Risk management
•Financing and government incentives

Featured Best Practice(s)
Financial Management

About the Speakers

Joseph Schlett, Partner and Chair of the Board, SB Partners LLP
Joseph Schlett is a Partner and Chair of the Board at SB Partners LLP. In addition to his integrated involvement with Assurance, Business Advisory and Taxation services, he also directs the Corporate Finance and Wealth Management divisions of the firm. He personifies the extraordinary level of service and attention that clients can expect from the team at SB Partners.
A seasoned professional, Joe realizes that the services of a Chartered Accountant go well beyond accounting and taxation issues. He works strategically with clients allowing them to fully understand the comprehensive nature of their financial affairs; then guides them through the maze. He takes pride in being a trusted adviser to entrepreneurial businesses, including operating management, principal owners and their families. Joe knows that there is a great need to simplify complex business issues, allowing for informed and strategic decision-making by clients.

John Dow, Tax Partner, SB Partners LLP
John Dow is the senior Tax Partner at SB Partners with an astonishing track record. His practice may be experienced on different levels. As a senior tax advisor for over 25 years John has been described as being at the top of his game by clients and colleagues alike. He has built his career and reputation serving the needs of business owners, high net worth individuals, manufacturers, construction companies and real estate developers, professionals, consultants, doctors and dentists. John takes care of all routine compliance and tax review matters and issues with the Canada Revenue Agency. However, he can usually be found at the heart of some of the most complex and sophisticated Canadian tax issues advising on corporate reorganizations, mergers, acquisitions and divestitures, estates and trusts, creditor proofing, income tax appeals, GST, cross-border business decisions, 'bet the company' business challenges and other domestic and offshore tax minimization strategies.