Tax Talk Podcast Jared Pilon

On this episode, Jared looks at the Liberal government's proposed hike in the capital gains inclusion rate.- What does this mean for you personally?- What about your business?- Should you take action before June 24/24?- Steps you should take in response to the budget announcement.#legacytax #legacy #tax #cpa #accountant #familybusiness #reddeer #didsbury #trochu #alberta #buildyourlegacy------------------------------------------------------------------------------------------------Discl...

On this episode, Jared highlights some of the biggest items impacting your 2023 personal tax return.If you haven't filed your return yet (or you want some advice for 2024), you won't want to miss this episode.Discussion topics:- Working from home- Real estate cautions- Real estate possibilities- Increased interest rates- Underused Housing Tax- Bare trust reporting#legacytax #legacy #tax #cpa #accountant #familybusiness #reddeer #didsbury #trochu #alberta #buildyourlegacy----------------...

According to recent statistics, 22 million Canadians have some kind of life insurance policy in place.Are you one of them?On episode #37 of the Tax Talk Podcast, Jared sits down with Colleen Gillam-Judd with IG Wealth Management to discuss the importance of having the proper insurance policy in place to protect your business and most notably, your financial legacy.Some of the topics discussed are as follows:- What is the difference between term and whole/universal life insurance?- How is life...

According to recent statistics, nearly 70% of business owners do not have a succession plan in place.Additionally, over $2 trillion in business assets could change hands over the next decade in Canada.On episode #36 of the Tax Talk Podcast, Jared sits down with Stephen van Santen of Bridgeline Wealth Strategies to discuss the importance of having a succession plan in place.Some of the topics discussed are as follows:- when should succession planning be discussed- what critical documents are n...

Regardless of your age, how long your business has been operating or any other factor you can think of, you are in the PLANNING PROCESS journey. Everyone is at a different stage and has different goals.With that in mind, why not put a plan in place that helps you capitalize in the following four areas:- Business- Wealth- Pension- EstateEngaging in the PLANNING PROCESS can provide a wide range of benefits to you and your family.It takes a holistic look at your personal situation and looks for ...

As another year ends, it is important to review your finances and see if there are ways to improve your tax position heading into the new year. This year has been marked with significant volatility and rising interest rates & inflation should be top of mind in your tax and financial planning.Top issues to consider heading into 2024- Tax deadlines- Investment goals- Family situation- Retirement & estate planning- Other planning considerationsYour personal tax return might only filed on...