Place Category: Huron-Perth County
Jeff earned his Bachelor of Accounting and Financial Management (BAFM) and Master of Accounting (MAcc) degrees at the University of Waterloo. Following his graduation in 2009, Jeff worked as a tax specialist at a national accounting firm where he earned his CPA, CA designation in 2011.
Jeff joined Ward & Uptigrove in 2017. He prides himself on taking a tailored approach to delivering tax planning and tax compliance solutions that fit with each client’s unique needs and objectives.
Jeff assists farming businesses with all their tax planning and compliance needs including estate and succession planning, incorporation of farming businesses, separation of family farm businesses, tax planning for breakdowns of marriages, and other matters.
Jeff is a member of the tax group at Ward & Uptigrove Chartered Professional Accountants. His focus is on Canadian income tax. This focus on taxation means that Jeff is capable of understanding and planning for the ongoing tax changes including the recent changes to the tax on split income rules, the specified corporate income rules, the quota regime change, section 55 changes, and other changes that have occurred in the past 5 years to mention a few.
Outside of work, Jeff enjoys playing golf and spending time with his wife and two kids.
Being a tax principal with Ward & Uptigrove, I assist our farming clients with all their tax plannings and compliance needs including estate and succession planning, incorporation of farming businesses, separation of family farm businesses, tax planning for breakdowns of marriages, and other matters.
Furthermore, with a sole focus on Canadian income tax I am fully capable of understanding and planning for the ongoing tax changes including the recent changes to the tax on split income rules, the specified corporate income rules, the quota regime change, section 55 changes, and other changes that have occurred in the past 5 years to mention a few.
I have been working with farm families and businesses for over 3 years now (since I joined Ward & Uptigrove).
Member : CPA Ontario
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