CE Drive with Jason Watt – Détails, épisodes et analyse

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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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/

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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/

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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/

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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

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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/

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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/

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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

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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/

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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

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