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/ 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

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 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

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 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

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/ 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

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 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

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

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/ 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

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 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

Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15 Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario. Supplementary Materials: IPFS President, Chris Gory, Finalist For Life & Health Advisor Of The Year https://orchardbenefits.ca/ipfs-president-chris-gory-finalist-for-life-health-advisor-of-the-year/ Canadian Group Insurance Brokers https://cgib.ca/ Unfair or Deceptive Acts or Practices https://www.fsrao.ca/media/6116/download Apply for a new corporate or partnership life and accident & sickness insurance licence https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf Fiverr https://www.fiverr.com/ Creative Destruction Lab (CDL) https://creativedestructionlab.com/ Market Conduct: Life and Health Insurance Agent Supervision Framework https://www.fsrao.ca/media/9481/download 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

Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14 Tech entrepreneur Matt Lister and Alex Mulders join Jason for a discussion about benchmarking and building a benefits marketplace. Supplementary Materials: CloudAdvisors https://www.cloudadvisors.ca/ Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners https://beniplus.ca/blog-trends-in-benefits/ 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

Academia and Financial Planning - CE Drive w/ Jason Watt S05E13 Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning. Supplementary Materials: Jodi Letkiewicz https://profiles.laps.yorku.ca/profiles/jodilet/ Sherman Hanna https://ehe.osu.edu/human-sciences/directory?id=hanna.1 DEPARTMENT OF PERSONAL FINANCIAL PLANNING https://www.hhs.k-state.edu/pfp/ ACADEMIC RESEARCH COLLOQUIUM https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium Journal of Financial Planning https://www.financialplanningassociation.org/learning/publications/journal Financial Services Review https://www.financialservicesreview.com/ Financial Planning Review https://onlinelibrary.wiley.com/journal/25738615 Journal of Financial Therapy https://financialtherapyassociation.org/journal-of-financial-therapy/ Journal of Financial Counseling and Planning https://connect.springerpub.com/content/sgrjfcp John G. Lynch, Jr. https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr Financial Literacy, Financial Education and Downstream Financial Behaviors https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf The Misguided Beliefs of Financial Advisors https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995 The Financial Education Fallacy https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429 Advice Only Planners https://www.adviceonlyplanners.ca/ 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

Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12 Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement. Supplementary Materials: Parallel Wealth https://www.parallelwealth.com/ourteam Parallel Wealth - YouTube Channel https://www.youtube.com/c/parallelwealth Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance https://rationalreminder.ca/podcast/234 SNAP Projections GIS Modelling https://youtu.be/KUdQ7GL8kyc Kajabi https://kajabi.com/ SNAP Projections https://snapprojections.com/ DocHub https://dochub.com/ OnceHub https://oncehub.com/ Typeform https://www.typeform.com/ Apply for or renew a property tax deferment program application https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes PlanEasy https://www.planeasy.ca/ BCV Asset Management https://bcvassetmanagement.com/ Open Policy Ontario https://openpolicyontario.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

Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11 Paul Eeles, a group disability underwriter, explains how group long-term disability insurance is underwritten, focusing on specialty risks. Supplementary Materials: Camden Underwriting Agencies Inc. http://www.camden.ca/Company-Profile.aspx?sid=1ecc315f-c1ec-4f98-89e5-eeeec64ffbb0 Sask. First Nations leaders call for government funding to fight high suicide rates https://www.cbc.ca/news/canada/saskatoon/saskatchewan-first-nations-on-track-to-be-number-one-for-suicides-in-the-world-1.6635965 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

Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10 Chris Enns, an opera singer turned financial planner, works with all sorts of artists and creatives. He educates Jason about the nuances of this underserved market. Supplementary Materials: Rags To Reasonable https://www.ragstoreasonable.com/ Financial Planning Association of Canada https://www.fpassociation.ca/ Spring Plans https://springplans.ca/ Shannon Lee Simmons https://shannonleesimmons.com/ Advice-Only Planner https://www.adviceonlyplanners.ca/ Raising Your Fees It’s Not About The Money https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/ SOCAN https://www.socan.com/ Who has to pay instalments https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments/who-pays-instalments.html Wise https://wise.com/ KOHO https://www.koho.ca/ 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

Dentistry and Benefits - CE Drive w/ Jason Watt S05E09 David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage. Supplementary Materials: Ontario Dental Association https://www.oda.ca/ Royal College of Dental Surgeons of Ontario https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees CANADIAN GROUP INSURANCE BROKERS INC. https://cgib.ca/ Non-insured health benefits for First Nations and Inuit https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517 Interim Federal Health Program: What is covered https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html Dental Services (POC 4) https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925 Canada Dental Benefit https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html Changes to dental programs in Ontario https://www.health.gov.on.ca/en/pro/programs/dental/ 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

Digital Estate Planning - CE Drive w/ Jason Watt S05E08 Erin Bury, founder of Wilful, an online digital estate planning platform, joins Jason for an episode dealing with digital estate planning tools. Supplementary Materials: Willful https://willful.co Epilogue https://epiloguewills.com/ Canadian Legal Wills https://www.legalwills.ca/ Canada Wills https://www.canadawills.com/ ELECTRONIC WILLS NOW PERMITTED IN B.C. https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/ How can we help our future selves? https://youtu.be/tJotBbd7MwQ New Legislation Allows for Electronic Wills, Improves Justice Accessibility https://www.saskatchewan.ca/government/news-and-media/2022/november/28/new-legislation-allows-for-electronic-wills-improves-justice-accessibility Bob Carter ALMI, GBA, LLQP, CIM https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca 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

Unintended Consequences of Trust Legislation - CE Drive w/ Jason Watt S05E07 Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients. Supplementary Materials: Elaine Tindall, CPA, CGA, CFP https://elainetindall.com/ Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html Secrets of the FHSA and OAS https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/ Planning for a child with a disability https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/ Property transfer tax https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022 https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html Case Summary for Pecore v Pecore https://canliiconnects.org/en/summaries/33319 New rules for trust reporting are coming for 2023 returns https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements. The New Canadian Trust Reporting Rules https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/ 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

Live from CFP Board Colloquium - CE Drive w/ Jason Watt S05E06 Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC. Supplementary Materials: 2022 ACADEMIC RESEARCH COLLOQUIUM https://www.cfp.net/events/2022/10/2022-academic-research-colloquium Pe Metawe Consulting https://pemetawe.com/consulting/ Antonio Gargano https://sites.google.com/site/antoniogarganojm/untitled 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

Live from FTA Conference - CE Drive w/ Jason Watt S05E05 Jason reports back, solo, from the Financial Therapy Association Conference in Denver. Supplementary Materials: Financial Therapy Association (FTA) https://financialtherapyassociation.org/education/conference-2022/ A Beginners Guide to the PIC/NIC Analysis https://www.scottsdalepbs.com/a-beginners-guide-to-the-pic-nic-analysis/ When can a person be liable for the actions of an Estate Trustee? https://podcasts.apple.com/ca/podcast/when-can-a-person-be-liable-for-the-actions/id136880425?i=1000581529280 The Most Hated F-Word https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940 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

Live from IAFP Symposium - CE Drive w/ Jason Watt S05E04 Join Jason at the IAFP Symposium 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