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Achen Henderson CPAs
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Your Business Unleashed
How to Protect Your Business from CRA Audits with AuditShield
In this episode of Your Business Unleashed, Clayton Achen is joined by Michael Sexton from Accountancy Insurance and ex-CRA auditor David Crawford to talk audit risk, defense costs, and how AuditShield can save your bottom line.Learn why audits are on the rise—especially in construction—and how this powerful fee-waiver service can help cover the cost of defending your tax returns, before it’s too late.Tune in to get ahead of the audit curve and protect your business!🔗 Read the bloghttps://www.achenhenderson.ca/
2025-07-28
40 min
Your Business Unleashed
Medical Series: Asset Sale vs. Share Sale and the LCGE, What You Need to Know Before Selling Your Practice
Are you a medical professional thinking of selling your practice? In this episode of Your Business Unleashed, host Clayton Achen sits down with valuation expert Gord McFarlane to unpack the critical differences between an asset sale and a share sale, and why this distinction could mean hundreds of thousands in tax savings.They explore how Canada's Lifetime Capital Gains Exemption (LCGE)—now at $1.25 million per individual—can be a powerful tax tool when selling shares of a professional corporation. But qualifying for the LCGE isn’t automatic. You’ll hear real-world examples, common pitfalls (like excess investment assets o...
2025-07-09
24 min
Knowing What Counts Podcast
The Business Entity Blueprint: How Your Business Structure Shapes Everything
Send us a textEntity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice.In this comprehensive guide, MP CPAs Tax Senior Associate Katelyn Henderson walks us through the maze of business entity options with clarity and expertise. We begin by exploring essential first steps for any new business venture, from crafting a solid business plan to securing financing a...
2025-07-07
16 min
Your Business Unleashed
Medical Series: Preparing Your Clinic for Sale (Even If You're Not Selling)
In this kickoff episode of our special series for medical entrepreneurs, host Clayton Achen is joined by Gord McFarlane—founder of McFarlane Transition Advisors and former Managing Director of Corporate Development at FYI Health Group. Together, they dive into the foundational question every clinic owner must ask: “Have you built a business, or just a job?”Gord brings insights from hundreds of clinic acquisitions across Canada to reveal:Why being unprepared for a sale is the #1 deal killerThe dangers of personal goodwill and how to build transferable valueWhy your strategic plan (or lack thereof) matters more than y...
2025-06-24
19 min
Healthy Wealthy & Wise Accountants
From Tax to Protection: How Insurance Can Save You Thousands
If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference.Website: www.engineeredinsuranceservices.comSummaryIn this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-centric approach and the importance of risk management. The conversation delves into common mistakes business owners make regarding insurance...
2025-05-07
44 min
CPA Trendlines Podcasts
Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA
Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.More Jackie MeyerHenderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps CPAs and their clients unlock substantial tax...
2025-04-28
48 min
Healthy Wealthy & Wise Accountants
Clicks, Clients, and Conversion with Daniel Schulte: How CPAs Can Win at Marketing
SummaryIn this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussion also touches on the evolving role of algorithms and AI in modern marketing, providing insights for firms looking to optimize their...
2025-04-08
45 min
Healthy Wealthy & Wise Accountants
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
SummaryTry TaxPlanIQ: Learn More Here: Tax Plan IQHealth Wealthy Wise Listeners received a 10% discount with code: ETS10In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony. The discussion also touches on the integration of AI in tax advisory and the empowerment of women in...
2025-03-13
38 min
Healthy Wealthy & Wise Accountants
From Rocking Charts to Tax Smart: Alex White on Business, Incentives & Innovation
SummaryRequest an Engineered Opportunity Report: CLICK HEREFollow Alex White: (3) Alexander S. White | LinkedInBook Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the surprising world of government grants. Alex emphasizes the need for strategic site selection for business success and addresses the disconnect...
2025-03-05
48 min
Healthy Wealthy & Wise Accountants
The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
SummaryDiscount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.Takeaways
2025-02-25
57 min
Brave New Wealth
Maximizing Wealth & Tax Strategies with Heidi Henderson
"The American dream is still very achievable." - Heidi Henderson In this episode of Brave New Wealth, host Julienna Viegas sits down with Heidi Henderson, partner at Engineer Tax Services, to explore the many dimensions of wealth—mental, physical, social, and financial. Heidi shares her journey into tax services and real estate investing, offering insights on stepping beyond comfort zones and diversifying income streams. They dive into key tax incentives for real estate investors, real-world success stories, and how Engineer Tax Services supports CPAs and business owners. With the year-end approaching, Heidi breaks down tax-saving str...
2025-02-03
47 min
Two Way Traffic with Darren Coleman
Buying U.S. real estate? Avoid headaches & reduce taxes!
With winter upon us a lot of Canadians head to southern climates in the U.S. and many of them own American real estate. But Canadians who buy, and sell, U.S. real estate should be aware of the potential complications. Carol Sadler – Tax Leader at Achen Henderson CPAs in Calgary joins Darren to explore the different ways Canadians can buy U.S. real estate and what can – and often does – go wrong. Carol recommends planning ahead and thinking of your exit strategy for selling even before you buy.
2025-01-30
50 min
Healthy Wealthy & Wise Accountants
Unleashing the Wild Side: Alex Wild on Being a Bold CPA
Visit: Home - Wild Thing Tax to Contact AlexSummaryIn this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. The discussion also touches on the impact of COVID-19 on the industry, the rise of crypto taxation...
2025-01-28
39 min
The Concierge CPA
59 - How Top Accounting Firms Are Dominating with Heidi Henderson of ETS (Sponsored by TaxPlanIQ)
In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?
2025-01-13
48 min
ProGRESS
Don Weatherbee, CPA, CMA, CITP and CEO of RegenX
A decade ago Canadian Don Weatherbee moved from his long career crunching the numbers in mining to join a gold recovery company. From there, it wasn't such a big leap to start working with the pioneering technology business RegenX, innovating the way precious metals are recycled, particularly those in end-of-life catalytic converters. As part of the circular economy, reusing materials that have already been processed, Don reflects on a career that has seen massive changes in environmental impact and his sense of optimism.In this episode Don talks about:• choosing to study for a Ba...
2024-12-14
33 min
The Concierge CPA
58 - Maximizing Tax Strategies: Heidi Henderson on CPA Innovations
In this episode, Dr. Jackie Meyer sits down with Heidi Henderson to discuss how CPAs can implement cutting-edge tax strategies while managing heavy workloads. They dive into passive vs. active participation, strategic partnerships, and the latest audit trends. Whether you're a CPA or a business owner, this conversation is packed with valuable insights to help you optimize tax planning and elevate your practice!00:10:06 How do CPAs practically implement complex tax strategies while managing overwhelming workloads?00:10:29 How can accountants strategically offer new service lines without overwhelming their current operations?00:11:39 What is...
2024-12-04
48 min
Destination CPA
Career Progression: The Power of Mentorship, Licensure, and Entrepreneurship
In this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Bertrand Maimo, CPA, MBA, founder and CEO of Mustardbridge LLC. Bertrand discusses his journey providing CFO consulting services and the transformative effect of earning his CPA license on his career. He emphasizes the importance of mentorship, the value of the CPA designation, and offers advice for aspiring accountants and entrepreneurs. Destination CPA is produced by Association Briefings. Show notes Bertrand K. Maimo ("BK") currently provides CFO consulting services to SEC registered inves...
2024-07-25
22 min
Master Your Millions
Terri Johnson: Unveiling the Secrets of Cost Segregation and Tax Credits
About Terri Johnson:Terri S. Johnson, CRE, co-founder and managing partner of Capstan Tax Strategies, is dedicated to helping commercial real estate owners and investors achieve significant tax savings through engineering-based tax strategies. With 24 years of experience, Terri is a renowned expert in cost segregation, having authored articles, appeared on podcasts, and spoken nationally. She educates the public on real estate tax incentives and provides tailored training sessions for clients. Terri collaborates with CPAs to simplify complex tax laws, creating tools that distill legislative changes into accessible charts and graphics, and offers client-specific consulting to integrate new...
2024-07-03
31 min
Your Business Unleashed
What is the Canadian Entrepreneur’s Incentive (CEI)?
In this episode, we explore the new Canadian Entrepreneur’s Incentive (CEI) introduced in the 2024 Federal Budget. The CEI offers a reduced capital gains inclusion rate for entrepreneurs in select industries when they sell their businesses, aimed at mitigating the impact of the general increase in the capital gains inclusion rate from 50% to 67%.We'll break down how the CEI works, its phased implementation over ten years starting January 1, 2025, and which industries qualify for this incentive. Want to learn more about how the CEI can benefit your business? 🔗 Read the full blog🔗 Watch the deta...
2024-06-19
04 min
Your Business Unleashed
2024 Lifetime Capital Gains Exemption increased to $1,250,000
In this episode, we dive into the 2024 federal budget's significant update: the increase of the Lifetime Capital Gains Exemption (LCGE) to $1.25 million, up from $1,016,836, for the sale of qualified small business corporation shares and qualified farm or fishing property. Effective for dispositions on or after June 25, 2024.Curious to learn more about this update and how it could impact your business? 🔗 Read the full blog🔗 Watch the full videohttps://www.achenhenderson.ca/
2024-06-17
09 min
Your Business Unleashed
How does the 2024 capital gains inclusion rate increase impact you and your business?
In our latest podcast, we dive deep into one of the most significant changes from the 2024 Canadian Federal Budget – the increase in the capital gains inclusion rate from 50% to 67%. What does this mean for you and your business? Who will be impacted the most? We break down the key points and explore the implications of this major tax shift set to take effect on June 25, 2024.📌 Tune in to hear more about:- The fundamentals of the capital gains inclusion rate- Who is affected by these changes- The specific impacts on entrepreneurs and small...
2024-06-10
23 min
Your Business Unleashed
2024 Federal Budget Highlight
🎙️Join us as we break down the significant changes from the 2024 Federal Budget, presented by Chrystia Freeland. Discover how these changes might affect you, from personal tax shifts to corporate tax implications, and find out about new incentives.🔗 Watch the full video🔗 Read the full blog herehttps://www.achenhenderson.ca/
2024-06-07
10 min
Your Business Unleashed
Addressing Bookkeeper Turnover at Achen Henderson
Any business can have difficulties with turnover in the bookkeeping department. To guarantee smooth transitions and continuous service for our clients, we at Achen Henderson have put in place strong procedures and numerous levels of redundancy. In our most recent podcast episode, discover more about our approach to managing turnover and offering superior bookkeeping services. Now listen!https://www.achenhenderson.ca/
2024-04-29
06 min
Insight in Indian Country
Paving the Way for Growth: NMSCPA 2nd Annual Tribal Conference
On May 16, the New Mexico Society of CPAs (NMSCPA) is hosting their Second Annual Tribal Conference focused on tribal enterprises, cohosted by REDW Advisors and CPAs. Wes Benally is joined by fellow REDW Principals Victor Flores and Chris Henderson to touch on conference topics including tribal economics, entrepreneurship, and impact investing with native-owned businesses. Victor and Cait Gutierrez, REDW Internal Audit Senior Manager, will join a lineup of respected speakers at the event. Their sessions will provide valuable perspectives and actionable knowledge on economic development and entrepreneurship within Native communities. The conference aims to foster l...
2024-04-25
29 min
Your Business Unleashed
How to Claim Disability Tax Credit in Canada for ADHD?
As a certified coach specializing in ADHD, Maria discusses the importance of understanding neurodiversity and empowering individuals to thrive. She shares insights into her coaching practice, helping clients navigate challenges and unlock their full potential.Read the full blog here to learn about ADHD advocacy, and gain valuable perspectives on resilience, strength, and positivity in the face of adversity.Show notes:Maria Soledad CoachingTango for the SoulWatch the videohttps://www.achenhenderson.ca/
2024-04-09
22 min
Your Business Unleashed
What's New for Individual 2023 Tax Returns?
Tune in as we will be talking about personal tax season and some things that you should look forward to or that you might be interested in. So, what's changed for the 2023 personal tax returns?Read the full blog.Watch the videohttps://www.achenhenderson.ca/
2024-03-12
10 min
Your Business Unleashed
Financial Planning for Families with Sterling Rempel from Future Values Wealth Management of Aligned Capital Partners Inc.
In this episode of "Financial Planning for Families," we delve into the inspiring career journey of Sterling Rempel, a highly experienced financial advisor with over 25 years of expertise in the investment and insurance industry. Join us as we explore Sterling's path from his early days in the corporate world to the bold decision of establishing his own advisory practice.Show Notes:Future Values Estate & Financial PlanningWatch the videohttps://www.achenhenderson.ca/
2024-02-15
53 min
Your Business Unleashed
Making Profit Out of Passion with Neil Zeller from Neil Zeller Photography
This episode delves into Neil Zeller's career journey, from discovering his love for photography to transforming that passion into a thriving full-time business. In this episode, Neil shares the behind-the-scenes stories of his experiences, challenges, and the pivotal decisions that paved the way for his success.Show Notes: Neil Zeller PhotographyNeil Zeller Photo ToursWatch the videohttps://www.achenhenderson.ca/
2024-02-01
44 min
Your Business Unleashed
Master Built Series - Running a Home Building Legacy with Shane Wenzel of Shane Homes
Shane Wenzel shares his journey of taking over the family business and transforming it into the powerhouse in the Calgary home-building industry.Shane is a visionary entrepreneur and discusses the challenges and triumphs he faced when stepping into the family business's CEO role.He's not only an aspiring entrepreneur, but someone who has left a lasting legacy in the world of home construction.Show notes:Download "Better Tools" our Construction Business Strategy GuideWatch the videohttps://www.achenhenderson.ca/
2024-01-18
26 min
Your Business Unleashed
The Secrets to Paying Less Tax
In December, we held a webinar to share some of the Secrets to Paying Less Tax in Canada.This episode is packed with actionable advice and tips that could help reshape your financial game plan.Use some of this information to take control of your business's financial destiny and discover how you, too, can pay less in taxes without breaking the law.Show Notes:To watch the video: https://youtu.be/9LX_lx-TAmQ?si=t-OEi2PfBAWh3Gu1Salaries vs Dividends blog:https://www.achenhenderson.ca/corporate-tax-accountants/salaries-vs-dividends/
2024-01-04
43 min
Your Business Unleashed
Master Built Series - "Selling" Your Construction Services with Tyrell DaSilva from Sonata Design
Whether you've been in the construction game for a while or just getting started, one thing's for sure – selling your services is key to making your business boom. In this episode of Your Business Unleashed, Tyrell DaSilva from Sonata Design comes on to spill the beans on how to nail those deals and create long-lasting connections with your customers. Show notes:Achen Henderson CPAsSonata DesignWatch the videohttps://www.achenhenderson.ca/
2023-12-14
48 min
Your Business Unleashed
[LEAKED] How to Reduce the Risk of CRA Audits with Michael Sexton from Accountancy Insurance
One of the biggest nightmares for companies in Canada is being tax audited by the CRA. It's time-consuming and can lead to financial strain and disrupt your business operations.On this special episode, we had Michael Sexton from Accountancy Insurance to talk about the importance of protecting yourself from these audits.Watch the videohttps://www.achenhenderson.ca/
2023-12-08
44 min
Your Business Unleashed
Master Built Series - Billing and Collection Models for Construction
In this episode, you'll gain valuable insights into optimizing your construction or trades business's revenue recording and collection strategies..Learn about all the different types of billing methods, including:Completed Contract MethodPercentage of Completion MethodMilestone BillingUpfront BillingWant more construction business tips? Download "Better Tools" - our Construction Business Strategy Guide.https://www.achenhenderson.ca/
2023-12-07
12 min
Your Business Unleashed
Master Built Series - Pricing Models for Construction Companies
This episode discusses several ways construction companies and trades price their services. Each pricing model has its benefits and pitfalls, and the choice of model depends on factors such as project type, complexity, client preferences, and market conditions. Stay tuned in the coming weeks for more episodes dedicated to construction companies.Download "Better Tools," our Construction Business Strategy Guidehttps://www.achenhenderson.ca/
2023-11-30
07 min
Your Business Unleashed
Master Built Series: The Keys to Running a Successful Construction Company with Scott Connors from Crankset Group
Scott Connors, the "Chief Change Officer" at Crankset Group, is a true visionary in crafting exceptional businesses.In this episode of Your Business Unleashed, Scott passionately delves into the transformative power of workplace culture, harnessing the potential of your workforce, the game-changing art of outsourcing your bookkeeping, taking the ego out of business and the blueprint for scaling your construction business.https://www.achenhenderson.ca/
2023-11-23
42 min
Your Business Unleashed
Master Built Construction Mini-Series - Trailer
Construction companies have many hurdles and are constantly seeking solutions to help improve their bottom lines.The next few episodes of "Your Business Unleashed" will speak on various topics around building your construction company.Be sure to tune in every week to help you make more informed decisions about growing your company.https://www.achenhenderson.ca/
2023-11-22
01 min
Your Business Unleashed
From Concept to Company with Glenn Suart from Today's Great Idea
In this exciting episode, we dive deep into the essential steps to turn your innovative idea into a thriving business.We're thrilled to feature the remarkable entrepreneur Glenn Suart and his company, Today's Great Idea. Glenn has a wealth of experience in turning innovative concepts into profitable businesses and shares his valuable insights throughout the episode. Show Notes:Check out his website, Today's Great Idea, for additional resources and his stories about other business owners who turned a concept into a lucrative company.https://www.todaysgreatidea.com/https...
2023-11-09
39 min
Your Business Unleashed
[IMPORTANT UPDATE] New CRA Trust Reporting Rules with Andrew Bateman from Miller Thomson LLP
This is an important episode for anyone interested in wealth management, estate planning, or financial security. Whether you're considering setting up a trust, a trustee managing assets, or a financial advisor guiding clients through these changes, this podcast is a valuable resource to keep you in the know.The new trust reporting rules will become effective for taxation years after December 30, 2023. They will place a heavier burden on trustees to gather and report information on or before the March 30, 2024 filing deadline.Show Notes:T3SCH15 Beneficial Ownership Information of a Trust...
2023-11-03
39 min
Your Business Unleashed
How do tax instalments, interest, and penalties work?
Canadian businesses, did you know that the Canada Revenue Agency's interest rate for overdue taxes is now at 9%? In this episode, Clayton discusses how tax instalments, interest and penalties work and some best practices that you can follow to make sure you don't get in trouble with the CRA.https://www.achenhenderson.ca/
2023-10-26
18 min