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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:
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2 Aug 2023
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
19 Jul 2023
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
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