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The building’s foundation being constructed during the month of July 2011.
Continued from page 17
…Lopinski would all go on to become partners in
1997, 1999 and 2002 respectively. Greg de Prinse
re-joined the firm as the managing tax partner
in 2005. In recent years, WMKL has added three
new partners to the firm: Kevin Burtch (2007),
Todd Zavitz (2008) and Algis Jovaisas (2009).
“Our partners all have their own areas of specialty,”
Kevin explains. “All of us complement
one another—and that’s been a big benefit to
our clients.”
Over the years, WMKL has grown substantially
and so has their range of services. Today, WMKL
provides a variety of business and accounting
services in several key areas:
Assurance Services
The firm offers three levels of services when preparing
financial statements—audit, review and
compilation engagements.
“We’re in the business of preparing year-end
financial statements,” Kevin explains, “but it’s
more than just that. At WMKL, we want to understand
our clients to help them manage their
business even better. Our professionals can identify
strengths and weaknesses, make recommendations
that will improve their profitability and
seek opportunities to minimize related income
and commodity taxes.”
Taxation
WMKL provides comprehensive tax planning advice
to help minimize the income tax burden on their
clients and maximize their after-tax profits.
“Our tax professionals are experienced in all
areas of personal and corporate taxation,” Kevin
says. “We have the tools to handle tax planning
at any stage—whether it’s starting up a business
or launching a succession plan. We have six chartered
accountants who have either completed
the Canadian Institute of Chartered Accountants’
In Depth Tax course or who have the equivalent
education and experience, adding to the depth
of the services we can offer.”
Some of the tax services that WMKL offers
include personal and corporate income tax return
preparation, personal and corporate tax planning,
tax shelter analysis and tax dispute resolution.
Estate and Retirement Planning
WMKL has experienced a great deal of growth in the
area of estate and retirement planning, particularly
with the succession of family owned businesses.
According to Kevin, the WMKL team works
hard to ensure that an estate and succession
plan not only minimizes taxes but takes all family,
legal and business aspects of the transfer
into account.
“Every business is unique,” he says, “and each
family business has its own set of personal, financial
and corporate goals. It’s our responsibility
to make sure all of our clients’ goals are met to
their complete satisfaction.”
WMKL’s other estate and retirement planning
services also include:
• Corporate reorganizations
• Will planning
• Buy sell agreements
• Business valuations
• Net worth analyses
• Cash flow analyses
Business Advisory Services
Throughout their 30 plus years in the business,
18 THE BUSINESS LINK NIAGARA NIAGARA’S BUSINESS NEWSPAPER www.BusinessLinkNewspaper.com DECEMBER 2011