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

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

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

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

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

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

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

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

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 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

Small Town Pharmacist and Benefit Plans - CE Drive w/ Jason Watt S05E03 Pharmacist Trevor Bills joins Dave and Jason for a discussion around small town pharmacist and benefit plans Supplementary Materials: Life Med Pharmacy https://www.lifemedrx.ca/ RxVigilance https://www.vigilance.ca/drug-software-rxvigilance Canadian Group Insurance Brokers https://cgib.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

Robert Klein joins Jason for a look at commercial real estate investing. Supplementary Materials: Robert Klein https://robertklein.ca/ Establishing a Professional Corporation https://cvo.org/Veterinary-Professionals/Professional-Corporations.aspx Sua Truong https://www.suatruong.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

Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: LightCross Tax Credit Services The Last Word McCulloch Financial Solutions Inc.