CE Drive with Jason Watt cedrive

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/
 
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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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/
 
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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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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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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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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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/
 
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
 
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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/
 
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