Integrating for Success

Ward & Uptigrove

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Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.

12/24/2024

EstateKeeper

Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management is joined by Laura Long, CFP, Financial Planner to introduce a new service available to clients called EstateKeeper. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our website here.

9 min
05/15/2024

Capital Gains Inclusion Rates and more from the 2024 Federal Budget with a Tax Principal

Mark Woynillowicz, CPA, CA joins us to chat about and simplify the bigger changes coming out of the 2024 Federal Budget. He explains how the change in the capital gains inclusion rate may affect you, and what else you might want to know about the Budget. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links a...

11 min
04/18/2024

Estate Planning for Farmers (Part 2) with an Accounting Partner

Bill C208 - what is it, and if you're a farmer, why should you care? We delve deep into this Bill that allows for intergenerational farm transfers (with some rules, of course!) in Part 2 of our Estate Planning for Farmers series. Jen McArthur, CPA, CA, chats about what has changed and what has not since the Bill was introduced in 2021 and how you might be able to use it to your advantage. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode re...

15 min
03/08/2024

Estate Planning for Farmers (Part 1) with an Accounting Principal

Lifetime capital gains, intergenerational farm transfers, and qualified farm property is covered in this first of a three part series on estate planning for farmers. Chad Martin, CPA walks us through important details like how you can use lifetime capital gains exemption to minimize tax liability, what constitutes a qualified farm property and more. If you're a farmer starting to think about how you can pass your farm on to the next generation, you'll want to have a listen. Make sure to...

14 min
02/08/2024

Accounting and Your Year End with an Accounting Principal

Alicia McDonald, CPA, CA joins us to discuss the different levels of engagements and how they differ in information provided but also information required. She also touches on accounting standards, how they change and why they matter, and some tips to help make this tax season smooth for everyone. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call ...

13 min
01/29/2024

What You Need to Know About RRSPs with a Wealth Advisor

Have you ever wondered what exactly an RRSP is and how you can use one to your advantage? Maybe you already have one but just how the tax treatment of it works is beyond you, or maybe you're wondering how a spousal RRSP could work to your advantage. We have your answers as Luke MacLennan, CPA, CA, QAFP joins us to chat all things RRSP. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you,...

19 min
01/10/2024

How to Prepare for Tax Season with a Bookkeeping Manager

December 31 has passed which means year end has begun for many. Trevor Seip, Manager of Bookkeeping here at Ward & Uptigrove joins us again and shares some tips and tricks to help you prepare for and get through tax season as easily as possible. Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give us a call or send us an email any time - links are on our w...

14 min
10/11/2023

Saving vs Paying Down Debt with a Wealth Advisor

To save or to pay down debt? That is the question, and we give you a few things to consider. Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management joins us again for an information-filled episode suitable for all. As it turns out, the answer may not be as simple as you expect! Make sure to like this episode and hit that follow button to be kept up to date on all our new episode releases. If this episode raised some questions for you, we would love to chat. Give...

16 min

See All (15)

Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.

Creator

Ward & Uptigrove
Years Active

2023 - 2024
Episodes

15
Rating

Clean
Show Website

Integrating for Success

Integrating for Success

Episodes

EstateKeeper

Capital Gains Inclusion Rates and more from the 2024 Federal Budget with a Tax Principal

Estate Planning for Farmers (Part 2) with an Accounting Partner

Estate Planning for Farmers (Part 1) with an Accounting Principal

Accounting and Your Year End with an Accounting Principal

What You Need to Know About RRSPs with a Wealth Advisor

How to Prepare for Tax Season with a Bookkeeping Manager

Saving vs Paying Down Debt with a Wealth Advisor

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