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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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

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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/

Kabis & Associates Inc.

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

CANADIAN ESTATE PLANNING

https://www.canadianestateplanning.com/

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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/

Certified Digital Asset Advisor (CDAA)

https://www.certifieddigital.org/

Digital Executor

https://yourdigitalundertaker.ca/

Access to Digital Assets by Fiduciaries

https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/

PlannerDAO

https://www.plannerdao.io/

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Visualization in Estate Planning

- CE Drive w/ Jason Watt S05E18

Jordan Atin of E-State Planner joins Jason to discuss visualization tools and the adoption of technology in estate planning.

Supplementary Materials:

eState Planner

https://www.e-stateplanner.com/about-us

Jordan Atin

https://www.osgoode.yorku.ca/faculty-and-staff/atin-jordan/

Rectification and the Importance of Obtaining Clear Instructions when Drafting a Will

https://podcasts.apple.com/ca/podcast/hull-on-estates/id136880425

Hull on Estate Podcast

https://www.youtube.com/channel/UCgwK9zTUgyapgnesp2I-3lA

Willful

https://www.willful.co/

Epilogue

https://epiloguewills.com/

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CALU 2023

- CE Drive w/ Jason Watt S05E17

Jason reports live from CALU 2023 in Ottawa, covering current tax and estate planning concerns.

Supplementary Materials:

The Conference for Advanced Life Underwriting (CALU)

https://calu.com/

Open Banking with Steve Boms

https://podcasts.apple.com/us/podcast/open-banking-with-steve-boms-e202/id1359909626?i=1000544198065

Flowcharts for Intergenerational Business Transfers

https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/

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Corporate Tax Planning

- CE Drive w/ Jason Watt S05E16

(Jim Thornton is a Wealth Advisor with Assante Capital Management Ltd. The opinions expressed are those of the presenter and Investment Advisor and not necessarily those of Assante Capital Management Ltd. Please obtain professional financial advice or contact Jim Thornton at (519) 752-3155 or visit assantebrantford-bfg.com/jim-thornton/to discuss your particular circumstances prior to acting on the information presented.)

Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation.

Supplementary Materials:

Jim Thornton

https://assantebrantford-bfg.com/jim-thornton/

Abakhan & Associates Inc. v. Braydon Investments Ltd., 2009 BCCA 521 (CanLII)

https://www.canlii.org/en/bc/bcca/doc/2009/2009bcca521/2009bcca521.html

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