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Learn MoreFebruary 01, 2012
On another Tax Tip Tuesday Jason McIntyre asked our director of taxation services about a number of common deductions available to self-employed taxpayers including home office expenses, equipment costs, inventory, car expenses, meals and entertainment and conventions.
To listen to the interview please click here.
January 31, 2012
Several members of the McLarty & Co assurance team attended the Annual Chair's Breakfast with the Honourable Jim Watson and J. Douglas McLarty, FCA.
January 13, 2012
McLarty & Co's employees showed their appreciation for the company's emphasis on family-friendly schedules, personal growth and consultative management by rating it as one of the top employers in the region.
To read the Ottawa Business Journal article, please click here.
December 22, 2011
As treasurer of the Christmas Cheer Foundation, Doug McLarty had the opportunity to experience giving to some of the charity's recipients first hand by delivering food baskets this morning. This afternoon Doug enjoyed delivering an unexpected cheque to The Good Companions Centre as a result the community contributing more than was anticipated.
November 07, 2011
Doug McLarty, FCA was invited to participate in a panel discussion at the CICA's first Advanced Personal Financial Planning Conference. Doug presented the McLarty & Co wealth management model and its integration with the public accounting business. Other panelists included representatives of the Ontario Securities Commission, the Institute of Chartered Accountants of Ontario and the Institute of Chartered Accountants of Alberta.
August 14, 2011
Jason McIntyre and Doug McLarty, FCA, TEP discussed a number of issues related to transition and estate planning. Doug highlighted the components of a typical estate plan and then moved on to describing the two to four year process of transitioning a business from one owner to another. Some of the planning issues that are especially critical for family-owned businesses were also reviewed.
To listen to the clip, please click here.
August 10, 2011
In a live interview on CTV News McLarty & Co's Director of Financial Planning Services, Ross McShane, CGA, CFP, RFP, advised investors to avoid panicking and acting rashly. He stressed the importance of sticking to financial plans. Downturns can be viewed as good opportunities for re-balancing portfolios to bring them back in line with asset-mix objectives. If investors are losing sleep over their investments it may be that they are assuming more risk than is necessary to achieve their financial goals.
To view the interview please click here and select the second video.
August 09, 2011
CTV interviewed McLarty & Co about the importance of its family-friendly policies in a news story about a new HR trend.
To see the interview, please click here, select August 9 and then forward to 5:50 minutes into the newscast.
July 19, 2011
Martha Skeggs provided information and comments on a number of current and upcoming tax credits related to caring for and/or financially supporting the disabled, infirm and elderly. Jason McIntyre asked Martha about the new (January 2012) benefits, how to obtain a disability tax credit certificate, requesting credits for prior years and financial planning related to nursing home costs.
To listen to the interview, please click here.
June 13, 2011
An article in the Globe and Mail highlights the need for American citizens and green card holders to file annual tax returns and detailed reports on their bank and investment accounts with the Internal Revenue Service. The IRS has launched an aggressive campaign to root out tax offenders. This is having an impact on American citizens and green card holders who are residents of Canada but may not know they have this obligation to report. Failing to file U.S. returns and disclose the required financial information to the IRS could result in penalties even when there is no tax owing.
If you have questions about what the IRS rules mean to you, you can contact Martha Skeggs, CA, CPA (Illinois), our Director of Taxation Services, at 613-726-1010, ext 225 or mskeggs@mclartyco.ca.
To read this article please click here.
June 13, 2011
Jason McIntyre asked Doug a number of questions about what to consider when obtaining insurance coverage for a business. Doug stressed the importance of working with a good insurance broker and suggested a number of ways of finding one.
To listen, click here.
January 24, 2011
McLarty & Co is pleased to announce that Martha Skeggs and Karen Blanchard have joined our team of directors.
Martha Skeggs (Left) and Karen Blanchard (Right)
January 11, 2011
In his answers to Leah Walker's questions about RRSP's and TFSA's, Ross recommended considering how your RRSP contribution fits in with your overall investment strategy.
To listen to the interview, please click here.
January 06, 2011
"Creating a more professional, advice-first culture for advisors would be an excellent first step toward helping people save enough for retirement." Rob Carrick
To read his column please click here.
December 03, 2010
McLarty & Co employees participated in the Westin's Christmas Cheer fundraising breakfast. Doug McLarty is a member of the foundation's board of directors.
From Left to Right: Michael O'Byrne, John Jarvis, Hassa Mirchandani, Leanne Cusack, David Wallace, Barry Dworkin, Aurelie Walsh, Doug McLarty, Richard Gray, David Mitchell
November 23, 2010
Doug and Leah Walker discussed family-owned businesses and the increasing importance of succession planning on this "Tax Tip Tuesday".
To listen to the interview please click here.
October 19, 2010
Leah Walker asked Doug a number of questions related to the deductibility (or not) of meals and entertainment expenses on this "Tax Tip Tuesday". (Doug included a few extra comments about golf.)
To listen to the interview please click here.
September 18, 2010
McLarty & Co receiving the 'Branch of the Year' Award
Pictured from Left to Right: Susan Fagnan, Doug McLarty, Joel Baker (IAIC Portfolio Manager), Ross McShane and Mich Landry (IAIC President)
The Independent Accountants' Investment Counsel (IAIC) honored Ross McShane with their financial advisor of the year award in recognition of his professional and proactive approach to providing financial advice. Ross was commended for his dedication to his clients and for his comprehensive financial plans. In addition McLarty & Co Wealth Management Corporation received the award for IAIC branch of the year. IAIC provides discretionary money management for clients of member public accounting firms in Ontario.
