Candy Bar Saturday at Hendry Warren!

Tax season without our wonderful staff would be un*bear*able. As a way to acknowledge everyone’s excellent work, Hendry Warren hosted a candy bar this Saturday morning.

24 days left until the end of the tax season! We can do this! Keep up the hard work!

2019 FEDERAL BUDGET

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On March 19, 2019, the Liberal government tabled its spring budget.  In terms of income tax measures, there were not a significant number of changes.  If you would like more information regarding the budget changes, please see our Resources page, or contact our office.

2019 Tax Clinic

Last Thursday, 13 Hendry Warren staff members volunteered at a personal tax return clinic at the Glebe Centre. The clinic was offered to low income taxpayers who would have otherwise been unable to afford to have their personal tax returns prepared. A special thanks to all staff who attended the event and gave up their time during this very busy time of year.

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It’s the Oscars for CPAs!

This afternoon, Muhamad Adatia and David Ienzi were privileged to attend the Government of Canada’s Budget Speech at the House of Commons. The Budget, presented by Finance Minster Morneau, outlined the government’s financial direction and fiscal plan as well as the new incentives that will be available to Canadian taxpayers in the coming years.

Hendry Warren’s budget analysis will be released tomorrow - stay tuned!

HW Hits the Slopes

Hendry Warren is half way through our 90 day activity challenge, which has encouraged our staff to stay active during busy season. And what better way to break a sweat than hitting the slopes after work? This Tuesday evening, some of the staff members took advantage of Camp Fortune’s 2-for-1 deal to get some fresh air and enjoy some great company!

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How to Survive a Bear Attack

Thank you to Menard Kinkaid Wealth Management who hosted an informative presentation on March 7th titled ‘How To Survive A Bear Attack’  by Phillip Petursson, Chief Investment Strategist at Manulife Investments. It was great to connect with your team - James Kinkaid, Susan Moore, Rob Meredith, Roger Heard, Brianna Barber, Danielle Goddard, Kathy Massine.

Don’t fret, no humans or bears were harmed in the making of this presentation. The “bear” in question refers to a bear market which is a condition where security prices drop dramatically after a recent high. Phillip provided the following takeaways on how investors can survive these types of markets:

Rule #1:  Vanquish Fear & Panic

·        Focus on the fundamentals, not emotion

·        Q4 was not 2008, but many retail investors treated it as though it was

·        There are no signs of Global recession in 2019

Rule #2:  Become Familiar With Your Environment

·        Negative calendar year returns are rare outside of recessionary environments.

·        Positive feelings on the Canadian banks and energy stocks.

·        Money being put to work in the US and Global markets makes sense.

Rule #3:  Take Advantage of Opportunities

·        Investors are their own worst enemy - resist the urge to flee the markets (see Rule #1) and look for quality on sale

·        There are windfalls and shortfalls to every asset class – asset allocation remains a critical factor

New payment option at HW!

Did you know that Hendry Warren is now a registered payee with most banks to facilitate on-line payments?  You can easily pay your corporate or personal invoice through your normal on-line banking system, at your convenience.

Potluck with Paul!

What better way to bond with our newest team member, Paul Rutherford, than to host an office potluck!  Paul has joined the HW team as our new corporate controller and we're thrilled he's come on board.

Welcome, Paul!

Ottawa Exchange Association Launch

Join us, on March 21st,  for a half-day forum featuring insights and management best practices from the region’s leading national, international and regional associations.  This forum is part of a new project called the Ottawa Association Exchange (OAX) and is designed to help association leaders build stronger, more resilient associations.   

Connect with fellow association executives and exchange strategies for tackling key operational issues, and gain insight from workshops and an expert panel on best practices in association leadership, focusing on issues like membership engagement, identifying new funding sources, board governance and financial best practices.

You can register on Eventbrite and Register here

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Are Tips and Gratuities Taxable?

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As the calendar approaches the month of March, the minds of Canadians begin to focus on the daunting question of whether or not the ground hog’s prediction for an early Spring will come true, and also to income taxes.  With the April 30th personal tax filing deadline around the corner, we thought we would outline the rules applicable to a frequently asked question: are tips and gratuities taxable? You can find the news letter here: https://bit.ly/2Eg5LUu

 

Maddy's Gala for Roger Neilson House

On Saturday, February 23rd, Ian Hendry and Marie Fraser attended an annual fundraising gala in support of Roger Neilson House.  Hendry Warren has been a proud supporter of Roger Neilson House for years, and we were happy to take part in this fantastic event which was held at the Brookstreet Hotel.  There was fun, laughter, tears, acrobats, and Spartacat, along with a dazzling array of sparkling attendees.  Congratulations to the organizing team for a wonderful event and to the community for their continued support of the House.    You can find out more about Roger Neilson House and Maddy’s Gala at https://rogerneilsonhouse.ca/  and http://maddysgala.com/

Grade A & Sugar Sugar Cookies!

Not only does Grade A seamlessly manage our IT infrastructure and provide critical IT support to our growing business, they also personally deliver special treats for our whole staff! 

We’ll take this opportunity to say thank you to the whole Grade A team for its amazing support and for feeding our collective sweet tooth.  In case you were wondering, these Sugar Sugar Ottawa sugar cookies were divine!

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2019 Accora Village Bed Race

Hendry Warren LLP  sponsored a bed pushed by the Sir Robert Borden High School  Key Club.  Key Club is a student led organization whose goal is to encourage leadership through serving others.  The 2019 Accora Village Bed Race was held on Saturday February 16th on York Street in the Byward Market as part of the Winterlude Festival.

We Love Yow Popcorn for Valentines Day!

Yesterday, some of the Hendry Warren staff celebrated Valentine’s Day in a unique fashion by ordering popcorn from YOW Popcorn for their sweethearts.  The popcorn was delicious and best of all a portion of the proceeds from each order will be donated to the Ottawa Food Bank

Happy Valentine’s Day!

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What Snow Day?

What does your accountant do on an Ottawa snow day?......they find an alternate way to get to work! One of our intrepid staff pulled out the snowshoes this morning! Most of our staff is working remotely today, so there may be a delay in our responding to any communications. Rest assured, we will get back to you as soon as we can.

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Teaching the Entrepreneurs of Tomorrow

Jacob Milosek was pleased to present as part of a panel discussion on February 12 alongside Mike D’Alosiso of Kelly Santini LLP, Monica Chohan of Dandelion Dance and Zach Gaunce of RBC to a group of students at Carleton University. The presentation was focused on starting up a business and the various things that should be considered as part of this process. A special thanks to the Sprott School of Business and Carleton University for helping to organize the event.

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CPA Ontario's 2nd Annual Ottawa Networking Night!

Last night, a few of our staff attended the 2nd annual Ottawa Networking Night hosted by CPA Ontario at the Mill Street Brewery.  We had a great time meeting students from Algonquin College, Carleton University and the University of Ottawa as well as other CPAs from the Ottawa area. 

We’re looking forward to next year!

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MENTAL HEALTH AFFECTS US ALL

Today is Bell Let’s Talk Day. Here at Hendry Warren, we started the day by getting together over breakfast to discuss how mental health affects us all and the resources that are available to help.

Millions of Canadians are supporting the cause by helping to spread the word. We must all do our part so that those who suffer do not have to suffer alone.