Sheryne Mecklai, Daman Bhathal, Logan Song

Estate Planning/Estate planning and Transitioning your Business to the Next Generation

This presentation will address the purpose of estate planning along with the benefits and common issues that should be considered when implementing an estate plan.  We will also go through some examples of estate freezes.  We will then discuss the taxation concerns of the transition of a business to the new generation and the relief provided by Bill C-208 through examples.

About Sheryne:

Sheryne is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such
as complex estate plans, cross border assignments and Canadian corporate, trust and personal tax compliance.

After obtaining her Bachelor of Business Administration from Simon Fraser University, Sheryne began her accounting career as an articling student with a local mid-sized accounting firm. She attained her CA designation from the Institute of Chartered Accountants of British Columbia in 2002. Before joining Manning Elliott in January 2014, Sheryne worked as a Senior Tax Manager for an international accounting firm.

Sheryne has always had an interest in teaching new tax practitioners and students. She has been involved in the CPA In-Depth Tax Course as a tutor for a number of years and now as a lecturer. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external tax update sessions focusing on private businesses and the issues and changes they face daily.

Sheryne is currently a board member of the Vancouver Fireworks Festival Society and a member of the organization committee for the Vancouver Estate Planning Conference. She also served as a member of the Grants and Review Board for the Ismaili community.

Sheryne Mecklai

Daman Bhathal

Daman Bhathal, CPA- Senior Tax Manager at Manning Elliott’s Abbotsford Office. Daman has been with Manning Elliott for 7 years and works with various private company clients from our Fraser Valley and Vancouver offices. His area of practise is Tax with a focus on personal and corporate tax planning, corporate reorganizations, estate planning, and compliance.

Outside of work, Daman enjoys spending time with his friends and family, including his three dogs and new born son.

Daman Bhathal

Logan Song

Logan is a Senior Tax Manager in Manning Elliott’s Abbotsford Office. Logan works with private owner-managed businesses on variety of tax planning matters, including estate and succession planning, corporate reorganizations and Canadian tax compliance. He has extensive experience working with clients in the agriculture industry.

After obtaining his Bachelor of Commerce from McGill University in 2014, Logan began his accounting career with Manning Elliott. After 5 years at Manning Elliott, Logan went onto work for an international accounting firm for 3 years before returning to Manning Elliott in 2023.

Outside of work, Logan enjoys spending time with his family and playing golf.

Logan Song