Integrating for Success

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 t...

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.

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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.

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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.

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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!

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Brendan Magee, CPA, CA joins us for a different kind of episode. We chat about what his career path looked like (spoiler alert: it didn't start in Accounting), and how he made the transition into being an expert in the veterinary practice management space.

For the veterinarians out there, we also chat about how W&U developed specialized reports to help practice owners understand how their practice was performing, ...

This episode is, admittedly, sobering as we have to face what things would look like when we're gone. Tim Bridge, CPA, CPA takes us through some of the common pitfalls and issues, as well as areas where you can get ahead when it comes to estate and tax planning.

If estate and tax planning is something you haven't gone through yet, I think you'll be surprised to learn how you might be able to maximize your es...

Both employers and employees will gain a lot of knowledge about employment agreements, thanks to our HR Solutions consulting Manager, Carrie Sharpin. You'll learn just why you want to have those employment contracts in place, when to have them in place, and what happens if there's a mistake that leads to court.

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Jennifer McArthur, CPA, CA joins us to chat about the most common questions she hears from clients. She answers how you can approach intergenerational farm transfers, capital gains exemptions, replacement properties, and more. 

This is a great episode for farmers who are starting to think about passing their farm on to the next generation.

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"Financial plan" is a broad term that many of us think we understand... but do we? Listen to Luke MacLennan, CPA, CA, QAFP and President of Ward & Uptigrove Wealth Management talk about what really makes a strong financial plan. You'll learn about all of the pieces you need to consider, and how the end product made better thanks to the integrated approach at Ward & Uptigrove.

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Trevor Seip, Manager of Bookkeeping at Ward & Uptigrove joins us to chat about the do's and don'ts of signing bonuses. Signing bonuses are a common recruitment tool in highly competitive industries, and sometimes employers get ahead of themselves when it comes to offering them. Learn what that can mean to you as an employer, and how it affects your new employee, too.

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Leah Frizzle, CHRP joins us to chat about trends she's been seeing in the DVM compensation space as an HR Advisor within the Ward & Uptigrove Veterinary Advisory group. Hiring veterinarians remains a tricky endeavor, and Leah offers some interesting insights from an employer standpoint.

The Ward & Uptigrove Veterinary Advisory group comprises Business Advisory, Accounting, Tax Planning, Bookkeeping, Wealth Man...