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IoT planning for success

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Business Considerations for Tech Entrepreneurs - Slides presented by Joshua Smith and Matthew Blostein of Welch LLP on Sept. 29, 2016 as part of IoT613's Business of IoT workshop.

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IoT planning for success

  1. 1. welchllp.com PLANNING FOR SUCCESS BUSINESS CONSIDERATIONS FOR TECH ENTREPRENEURS
  2. 2. Joshua Smith CPA, CA Business Incentives Leader jsmith@welchllp.com Matthew Blostein CPA, CA Manager mblostein@welchllp.com PRESENTERS www.welchllp.com
  3. 3. WHAT WE’LL COVER TODAY • The Basics • How to Get Funding • The Importance of Good Information • Tax Issues • Expanding Into The US • Shareholders • Controls & Safeguarding Assets • Q & A
  4. 4. THE BASICS • Being proactive • Importance of good information • Setting your business up for success out of the gate
  5. 5. FUNDING HOW-TO • Be prepared  Corporate structure  Historical financial statements & forecasts • Incentives & other non dilutive sources • The process
  6. 6. TAX ISSUES • Commodity taxes (GST/ HST/ PST) • Indirect tax • Maximizing SR&ED  Proactive  CCPC status  Timing  CRA audit
  7. 7. • Preparation • Use & distribution • Timing welchllp.com GOOD INFORMATION
  8. 8. EXPANDING INTO THE US • Structure considerations • Tax matters  Income tax  Sales and Use tax  Transfer pricing • Monitor activities
  9. 9. • Planning for success  Exit planning  Shareholder remuneration • Issuing shares • Stock option plans welchllp.com SHAREHOLDERS
  10. 10. • Processes • Common misconceptions welchllp.com CONTROLS & SAFEGUARDING ASSETS
  11. 11. Joshua Smith CPA, CA Business Incentives Leader jsmith@welchllp.com Matthew Blostein CPA, CA Manager mblostein@welchllp.com PRESENTERS www.welchllp.com

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