Kathy Wong, CPA

Kathy Wong

Kathy Wong , CPA

Senior Manager, Tax


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Insights

  • Performance

    November 09, 2023

    Potential changes to alternative minimum tax and donations of publicly listed securities may impact your future charitable giving

    How will proposed changes to the alternative minimum tax impact your 2024 charitable giving? We look at three case studies to illustrate the impacts of the new regime.

  • Progress

    April 22, 2025

    A roadmap for passing the family dealership to the next generation

    For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.

  • Confidence

    Climate transition risk and financial institutions

    Canada's financial institutions are uniquely exposed to risk as domestic and global economies seek to address climate change. The results of a federal pilot project shed light on how the financial sector is responding, and the necessary steps to thrive in a net zero business environment.