At our MAPLE Southern California Hybrid Winter Reception held at Knobbe Martens IP law firm in Irvine, California on December 10th, Delilah Panio, Vice President U.S. Capital Formation at TMX Group (TSX and TSX Venture Exchange) profiled the opportunity and benefits to U.S. firms seeking capital to list on the Toronto Stock Exchange/TSX Venture Exchange in her presentation, "New Year...Capital Options." Original presentation date: December 2024.
In part two of our Conversation with Robert Bollé of AFEX, one of the world's largest non-bank providers of global payment services, we discuss the role and benefits of taking a strategic approach to foreign exchange management. Original release date: October 2020.
In part one of our Conversation with Robert Bollé of AFEX, one of the largest non-bank providers of global payment services and headquartered in greater Los Angeles, we examine CAD currency trends in 2020 including Canadian business exposure to the USD. Original release date: October 2020.
In part two of our Conversation with Victor Kao, partner at audit, tax and consulting firm, RSM US LLP, he discusses the importance of the middle market sector as the heart of the economy and the firm's initiatives to serve this sector with innovations such as the Middle Market Business Index. Original release date: March 2020.
In part one of our Conversation with Victor Kao, partner at audit, tax and consulting firm RSM US LLP, he profiles the firm's Industry Eminence program whose team provides focused analysis of key sectors to help companies gain a better understanding of what is impacting their markets. Original release date: March 2020.
In our second episode with Debra Lewis-Mahon, Managing Director of Westmark Tax in Southern California, we discuss the implications of cross-border moves and the need to assess your investments before you move. Original release date: January 2020.
In this episode, we speak with Debra Lewis-Mahon, Managing Director of Westmark Tax in Southern California. Debra shares perspectives on foreign bank accounts and their filing and reporting requirements. Original release date: January 2020.
In part two of our Conversation with Sean Stevens, a Toronto-based partner at the law firm, Fasken, he discusses observations on private company acquisitions in Canada. Original release date: June 2019.
In this first of two episodes with Sean Stevens, a Toronto-based partner and vice chair of the business law group at Fasken Law, he discusses best practices and common mistakes when a business owner is preparing their company for sale. Original release date - June 2019.
In this episode of MAPLE Conversations, Todd Trowbridge, co-founder and partner of Corporate Tax at Trowbridge Professional Corporation, outlines examples of Canadian taxes that U.S. companies need to be aware of when planning to do business in Canada. Original release date - September 2019.
Arun (Ernie) Nagratha, partner at Toronto-based accounting and international tax firm, Trowbridge Professional Corporation, discusses the importance of planning for payroll and withholding tax compliance for mobile and relocating employees entering Canada. Original release date - September 2019.
Cardinal Point Wealth Management CEO and Managing Partner, James Sheldon, discusses financial issues to consider when moving between Canada and the United States. Original release date - June 2019.
In part two of our conversation with James Sheldon, CEO and Managing Director at Toronto-based, Cardinal Point Wealth Management, James shares best practices for searching for cross-border wealth management expertise online. Original release date - June 2019.
Garth Stevens, partner at Snell & Wilmer LLP, discusses the advantages of representation and warranty insurance in M&A transactions. Original release date - March 2019.
Garth Stevens, partner at Snell & Wilmer LLP, discusses the benefits and requirements of Opportunity Zone Funds. Original release date - March 2019.
In part two of our conversation with Bernardine Perreira, Financial Advisor at Perreira Hurly Wealth Advisory, she shares important financial considerations for U.S. individuals moving to Canada. Original release date - December 2018.
Bernardine Perreira, Financial Advisor at Perreira Hurly Wealth Advisory, discusses top investment considerations for Canadians moving to the U.S. Original release date - December 2018.
Delilah Panio, VP Capital Formation Southern California at TMX Group, discusses key considerations when pursuing a listing on the TSX Venture and TSX Exchanges. Original release date - December 2018.
Delilah Panio, VP of Capital Formation Southern California for TMX Group discusses the opportunity for U.S. growth companies to access public venture capital on the TSX Venture and TSX Exchanges in Canada. Original release date - December 2018.