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/

Taylor Guitars

https://www.taylorguitars.com/

FriesenPress

https://www.friesenpress.com/

Ottawa reveals details of employee-ownership plan for businesses

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/

Amsted Industries

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/

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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/

Pension unlocking: non-hardship

https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship

Benefits2

https://www.benefits2.ca/

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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education

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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

Private Health Services Plan or Health Spending Account

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

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LinkedIn: https://www.linkedin.com/company/business-career-college/

Twitter: https://twitter.com/BCCEdmonton