Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23

Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23

Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23   Jon Shell of Social Capital Partners joins Jason to discussion the implementation of the Employee Ownership Trust rules in the 2023 Federal Budget.   CE Credits: BC 1; AB Life 1; AB A&S 0; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1   Supplementary Materials:   Social Capital Partners https://www.socialcapitalpartners.ca/ [https://www.socialcapitalpartners.ca/]   Taylor Guitars https://www.taylorguitars.com/ [https://www.taylorguitars.com/]   FriesenPress https://www.friesenpress.com/ [https://www.friesenpress.com/]   Ottawa reveals details of employee-ownership plan for businesses https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/ [https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/]   Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/ [https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/]   Amsted Industries https://www.amsted.com/ [https://www.amsted.com/]   Should You Trust Private Equity to Take Care of Your Dog? https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/ [https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/]   Remember to like and share! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton

A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22

A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22   Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.   CE Credits: BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1   Supplementary Materials:   Elevate Financial Strategies https://elevate.finance/ [https://elevate.finance/]   Pension unlocking: non-hardship https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship [https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship]   Benefits2 https://www.benefits2.ca/ [https://www.benefits2.ca/]   Remember to like and share! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton

Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21

Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21   Evan Morgan of CompareHealth joins Jason to discuss the product differences between various individual health insurance products.   CE Credits: BC 1; AB Life 0; AB A&S 1; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1   Supplementary Materials:   Compare Health https://www.comparehealth.ca   Evan Morgan https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop [https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop]   Private Health Services Plan or Health Spending Account https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm [https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm]   Remember to like and share! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton

Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20

Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20   Lucky Rasappah of Kabis and Associates joins Jason for a look at how he helps clients prepare for the management of their digital estates.   CE Credits: BC 1; AB Life 1; AB A&S: 0; SK: 1; ON: 1; FP Can: 1; Advocis: 1; IIROC: 1; MFDA: 1   Supplementary Materials:   LUXMIHAASAN RASAPPAH https://www.luckyrasappah.com/ [https://www.luckyrasappah.com/]   Kabis & Associates Inc. https://www.linkedin.com/company/kabisassociates/about/ [https://www.linkedin.com/company/kabisassociates/about/]   Families locked out of dead relatives' phones face 'grisly problem' accessing fingerprint, FaceID https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391 [https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391]   CANADIAN ESTATE PLANNING https://www.canadianestateplanning.com/ [https://www.canadianestateplanning.com/]   Remember to like and share the video! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton

Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19

Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19   Jeff Baxter of TekSmart Consulting joins Jason to discuss estate planning for digital assets.   Supplementary Materials:   Tek Executor https://teksmart.ca/ [https://teksmart.ca/]   Certified Digital Asset Advisor (CDAA) https://www.certifieddigital.org/ [https://www.certifieddigital.org/]   Digital Executor https://yourdigitalundertaker.ca/ [https://yourdigitalundertaker.ca/]   Access to Digital Assets by Fiduciaries https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/ [https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/]   PlannerDAO https://www.plannerdao.io/ [https://www.plannerdao.io/]   Remember to like and share the video! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton