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

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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