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------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

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------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services a

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 insurance used to create estate liquidity?- How is life insurance used to support business succession planning?- Are insurance policies a good tool for wealth accumulation?- Are life insurance policies a good vehicle to provide creditor protection?- Should business owners consider disability buy-outs and critical illness insurance options as well?#podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning #farming #goals #finances #tax #accounting #reddeer #alberta #LegacyTax #trochu #didsbury #cpa #insurance------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.Disclaimer: This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Colleen Gillam-Judd is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant.

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 needed to move the discussion along- do you know the value of your farm/business- what is the right legal structure for transferring the farm/business- how will control of the farm/business change- what are the income expectations of the retiring owners- how will these retirement needs be met#tax #estate #retirement #successionplanning #cpa #reddeer #alberta #canada #didsbury #trochu #farming #business #assets #investments------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.** Please note that some tax legislation has been updated since the recording of this podcast. Please consult with Legacy Tax to ensure your succession plan is onside with these rule changes that came into effective Jan 1/24.For additional info, see this link: https://www.legacytax.ca/resources/news/intergenerational-business-transfers

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 ways to maximize your business, wealth, pension, and estate.No matter what stage of the process you currently find yourself in, there is never a better time to start planning for your future and your legacy than right now!#planning #tax #cpa #accountant #business #wealth #pension #estate #legacytax #reddeer #didsbury #trochu #alberta------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

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 once per year but steps to reduce your tax liability and improve your overall financial situation should be taken throughout the year. The above tips, in conjunction with discussions with Legacy Tax & Accounting LLP, can help you improve your tax position heading into 2024.#taxtips #tax #taxtalkpodcast #legacytax #cpa #RRSP #investments #2023 DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

If you consistently make large donations each tax year and receive income via tax efficient sources (capital gains, employee stock options, etc.) or claim certain deductions (interest expense, certain employment expenses, etc.) you might be in for a unpleasant tax surprise in 2024 and subsequent years.On this episode, Jared explains how the Alternative Minimum Tax regime currently works, the expected changes for 2024 and ways you can plan to avoid unwanted tax outcomes when making large donations.After all, you want your donated funds to go to your favourite charity, not the government.#amt #tax #donations #taxcredit #LegacyTax #reddeer #alberta #canada #trochu #didsbury #cpa #accountant #capitalgain #stockoption #stocks #charity-----------------------------------------------------------------------------------------------WEBSITE:https://www.legacytax.ca/FACEBOOK:https://www.facebook.com/legacytaxllpINSTAGRAM:https://www.instagram.com/legacytaxllp/LINKEDIN:https://www.linkedin.com/company/legacytax-----------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Garth Epp.Garth is a growth-minded, strategic thinker, who never settles in the success of yesterday but always builds into the future.Life flows though Garth, to inspire and empower people who desire to move past their limiting beliefs to realize their true potential. Some of the topics discussed in the episode:🎙️ Motivation. Why it’s so important for business owners?🎙️ Everyone knows ‘what’ they do, but few businesses know and communicate “why” they do it.🎙️ Reverse engineering your goals. (how does this tie into business/family legacy?)🎙️ Why your 'why' matters. Why does a business owner need to grasp this concept?🎙️ Your vision is a detailed description of you fully achieving your purpose in the present tense. If listeners want to touch base with Garth, you can find him through the following links: Garth EppYour Limits LiftedGarth Epp Professional Coach403-318-9841Garth@garthepp.comhttps://garthepp.comhttps://www.yourlimitslifted.com/ #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #mindset #method #motivation #cpa #trochu #didsbury #LegacyTax-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On Oct 18th I had the honour of co-presenting at an estate planning seminar at the Innisfail Golf Club.If you missed the event or want to review some of the information that was discussed, you are in luck as this episode of the podcast is live from the seminar!Myself, Stephen van Santen and Caleb Henry chatted about the 6 most significant estate planning pitfalls and steps that you can take to avoid them.A strong LEGACY plan will protect your family from....1. Broken relationships2. Dangers of not having a willA strong ESTATE plan will protect your from....3. The wrong personal representative4. Missed investment opportunitiesA strong TAX plan will protect your family from....5. Unplanned tax liabilities6. Missed planning opportunties#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #insurance #investments #cpa #accounting #tax #lifeinsurance #estateplanning #family #will #POA #personalrep #taxplanning #tax #LegacyTax-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Melanie Mitchell-Epp.Melanie asked to join the podcast in an effort to promote an estate planning seminar that Jared is co-hosting on Oct 18th at the Innisfail Golf Club at 7pm. She felt it was important to share her personal story with respect to a couple of estates she has recently been involved with to help listeners better prepare for when they experience a similar situation in their lives.Some of the topics discussed in the episode:🎙️ Melanie’s experience with her grandma and father’s estates over the past couple of years.🎙️ Family relationships – how these can be strained after a loved one passes away.🎙️ Importance of a will – how a will streamlines the estate process exponentially.🎙️ Personal representative (PR) & POA – how selecting the right individual for these positions is crucial.🎙️ Investment opportunities – how a proper estate plan enables your PR to capitalize on opportunities.🎙️ Tax liabilities – how an understanding of your final tax bill will benefit your beneficiaries.🎙️ Tax planning – how tax mitigation needs be completed well in advance of your passing.If listeners want to touch base with Melanie, you can find her through the following links:Melanie Mitchell-EppYour Limits Lifted587-801-2255melanie@yourlimitslifted.comhttps://www.yourlimitslifted.com/#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #insurance #investments #taxplanning #cpa #accounting #tax #lifeinsurance #estateplanning #family #will #POA #personalrep #taxplanning #tax-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Dan Anders.Dan is a Certified Financial Planner and a Trust and Estate Practitioner through STEP Canada.After tragically losing his father in a fatal car accident at the age of 10, it is notable that Dan decided upon a career in the insurance and estate planning industry at the age of 25. He saw first-hand the struggles that inadequate planning can cause the family left behind.Dan now goes above and beyond to tailor insurance solutions that match your unique needs and goals. He believes in the power of personalized service and building lasting relationships based on trust and exceeding your expectations. Some of the topics discussed in the episode:🎙️ How does mortgage insurance work in Canada, and what are the eligibility criteria?🎙️ How is the cost of mortgage insurance in Canada calculated?🎙️ Can mortgage insurance be transferred or ported to a new property?🎙️ Why is it so important that my insurance policy be tailored to me & my family?🎙️ Who should own the life insurance policy on your home? If listeners want to touch base with Dan, you can find him through the following links: Dan AndersThe Real Mortgage Insurance Genius604-318-9161dan@dananders.cahttp://www.therealmortgageinsurancegenius.ca/ #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #mortgage #insurance #investments #taxplanning #loans #cpa #accounting #tax #lifeinsurance #property #realestate #home-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Justin Lamb.Justin is a Chartered Professional Accountant, Chartered Business Valuator and a founding partner with Jones & Lamb LLP.Since 2014, Justin has been working in the field of financial litigation support and business valuation. In early 2022, Justin and his business partner, Mark Jones, started Jones & Lamb LLP in Edmonton, AB.Jones & Lamb LLP was founded with the vision of creating value through innovation. They strive to provide value by blending subject matter expertise with their data science and programmatic toolkits, creativity and by striving to make the complex appear simple. Some of the topics discussed in the episode:🎙️ How can I adjust my business so it is run in a way that is consistent with how an arm’s length party would run it?🎙️ What’s the difference between redundant and operational assets?🎙️ Am I overvaluing my operation?🎙️ How do I make the appropriate adjustments in valuing my operation?              🎙️ Are there additional costs that a potential buyer could expect in the future that aren’t reflected in my financial statements?🎙️ What do my financial statements show about the value of my business?🎙️ Do you have any tips for small business owners who are thinking about selling their business? If the listeners want to touch base with Justin, you can find him through the following links:Justin LambJones & Lamb LLP780-554-4323justin@joneslamb.cahttps://www.joneslamb.ca/ #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #valuation #litigation #financials #cbv #cpa-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Stephen van Santen.Stephen van Santen has been a wealth advisor with Bridgeline Wealth since 2020. He focuses his time working with families, private corporations, estates and family farms.He is always learning and educating himself to better serve his clientele and particularly likes helping people navigate the complexities of estate matters and planning for the next generation. Some of the topics discussed in the episode:🎙️ What does a Will enable you to do? 🎙️ What happens if you die without a Will?🎙️ What is a Will?🎙️ Can I use a D-I-Y Will kit or should I consult a lawyer to draft my Will?🎙️ When should my Will be updated?🎙️ What is a Power of Attorney?🎙️ What is probate?🎙️ Ways to avoid probate. If listeners want to touch base with Stephen you can find him through the following links: Stephen van SantenBridgeline Wealth403-506-0905svansanten@bridgelinewealth.cahttps://bridgelinewealth.ca/ #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #retirement #insurance #segregatedfunds #wills #presonalrepresentative #trustee #successionplanning #family-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Colleen Gillam-Judd.Colleen is a Certified Financial Planner with IG Wealth Management.For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients. Some of the topics discussed in the episode:🎙️ How can business owners ensure their personal financial goals align with business growth goals?🎙️ How can a business owner effectively balance reinvesting profits in their business versus personal financial goals?🎙️ What are some common mistakes business owners make when it comes to integrating their finances?🎙️ How can a business owner ensure they have enough personal savings and retirement planning in place while building and growing their business? If the listeners want to touch base with Colleen, you can find her through the following links:Colleen Gillam-JuddIG Wealth Management403-505-3800Colleen.gillam-judd@ig.cahttps://advisor.investorsgroup.com/en/colleen_gillam-judd #podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning #casestudy #farming #goals #finances #tax #accounting #reddeer #albertaListen to the full episode 👇🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD Watch the full episode 👇🎥 https://www.youtube.com/@legacytaxllp Check out all our resources 👇 🌐 https://www.legacytax.ca/resources-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Garth Epp.Garth is a growth-minded, strategic thinker, who never settles in the success of yesterday but always builds into the future.Life flows though Garth, to inspire and empower people who desire to move past their limiting beliefs to realize their true potential.Some of the topics discussed in the episode:🎙️ At the core sales is . . .  Are customers buying goods/services or a solution?🎙️ What are the 3 ‘certainty’ items that a customer needs to see? (expert, product/service, trust)🎙️ What are the 4 purposes of rapport? (connection, expert, certainty, leader)🎙️ Sales: Power of Words, Power of Tonality, Power of Focus, Power of Pleasure & PainIf listeners want to touch base with Garth, you can find him through the following links:Garth EppYour Limits Lifted403-318-9841Garth@garthepp.comhttps://garthepp.comhttps://www.yourlimitslifted.com/#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #mindset #method #motivationListen to the full episode 👇🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLDWatch the full episode 👇🎥 https://www.youtube.com/@legacytaxllpCheck out all our resources 👇🌐 https://www.legacytax.ca/resources-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/------------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Bryce Kander. Bryce is a realtor with Realty Executives Alberta Elite. He has been INVESTMENT MINDED and interested in real estate from a young age and can see future potential in land and people when others can’t. Bryce loves helping people find long term success, especially through purchasing suited properties. Some of the topics discussed in the episode:🎙️ I’ve fully depreciated my property. What taxes will apply to my estate?🎙️ How much can you depreciate your property per year? Based on market value or purchase price?🎙️ Can you explain the difference classes of depreciation?🎙️ Air BnB furnishings, what rate does it get depreciated at?🎙️ Does Alberta have accelerated depreciation in relation to real estate classes?🎙️ I’m incorporating - how are dividends taxed compared to salary? If listeners want to touch base with Bryce you can find him through the following links: Bryce KanderRealty Executives Alberta Elite403-896-7331brycekander@gmail.comhttps://www.realtyexecutives.com/agents/bryce-kander #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #realestate #wealth #airbnb #rental #suites #incomeproperty #passiveincome #investmentproperty #realestateagent Listen to the full episode 👇🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD Watch the full episode 👇🎥 https://www.youtube.com/@legacytaxllp Check out all of our resources 👇🌐 https://www.legacytax.ca/resources-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/-------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Stephen van Santen.Stephen van Santen has been a wealth advisor with Bridgeline Wealth since 2020. He focuses his time working with families, private corporations, estates and family farms.He is always learning and educating himself to better serve his clientele and particularly likes helping people navigate the complexities of estate matters and planning for the next generation. Some of the topics discussed in the episode:🎙️ Who can be an estate administrator?🎙️ How do I choose the right administrator?🎙️ What are the administrator’s duties?🎙️ List of tasks that an administrator must complete.🎙️ Is an administrator paid for their time?🎙️ Can I turn down an appointment or resign after starting?🎙️ Do beneficiaries have legal recourse if an administrator is doing a poor job? If listeners want to touch base with Stephen you can find him through the following links: Stephen van SantenBridgeline Wealth403-506-0905svansanten@bridgelinewealth.cahttps://bridgelinewealth.ca/https://www.linkedin.com/in/stephenbridgelinewealth/ #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #retirement #insurance #segregatedfunds #wills #presonalrepresentative #trustee #successionplanning #familyListen to the full episode 👇🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD Watch the full episode 👇🎥 https://www.youtube.com/@rhfaccountants-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/-------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Garth Epp.Garth is a growth-minded, strategic thinker, who never settles in the success of yesterday but always builds into the future.Life flows though Garth, to inspire and empower people who desire to move past their limiting beliefs to realize their true potential. Some of the topics discussed in the episode:🎙️ Your business & life cannot outgrow the level of the thinking you bring to it.🎙️ Opportunity costs of new projects. What do business owners need to be aware of?🎙️ Self-management NOT time management.🎙️ 80/20 Rule - the Pareto Principle. How does this apply to a business owner?🎙️ What is habit stacking? How does this positively impact your legacy? If listeners want to touch base with Garth, you can find him through the following links: Garth EppGarth Epp Professional Coach403-318-9841Garth@garthepp.comhttps://garthepp.com #podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #mindset #method #motivationListen to the full episode 👇🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD Watch the full episode 👇🎥 https://www.youtube.com/@rhfaccountants-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/-------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Justin Lamb.Justin is a Chartered Professional Accountant, Chartered Business Valuator and a founding partner with Jones & Lamb LLP.Since 2014, Justin has been working in the field of financial litigation support and business valuation. In early 2022, Justin and his business partner, Mark Jones, started Jones & Lamb LLP in Edmonton, AB.Jones & Lamb LLP was founded with the vision of creating value through innovation. They strive to provide value by blending subject matter expertise with their data science and programmatic toolkits, creativity and by striving to make the complex appear simple.Some of the topics discussed in the episode:🎙️ What are some situations where a business valuation would be needed?🎙️ What are some of the methods used to determine a value?🎙️ In what circumstances would a business owner seek out a Chartered Business Valuator instead of their accountant for valuation services?🎙️ How long does it take for a business valuation to be completed by a CBV?🎙️ What can I do to avoid seeing CRA involved with the valuation of my business?If the listeners want to touch base with Justin, you can find him through the following links:Justin LambJones & Lamb LLP780-554-4323justin@joneslamb.cahttps://www.linkedin.com/in/justin-jc-lamb-bcom-cpa-ca-cbv/https://www.joneslamb.ca/#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #valuation #litigation #financials #cbv #cpa-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/-------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.

On this episode, Jared chats with Colleen Gillam-Judd.Colleen is a Certified Financial Planner with IG Wealth Management.For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients. Some of the topics discussed in the episode:🎙️ Why is it important that people know about Financial Planning? 🎙️ Can you explain the differences between a TFSA, a RRSP, and a non-Registered Margin account?🎙️ How can someone make the most of their contributions to each type of account?🎙️ What should someone consider when deciding between the three types of accounts based on their financial goals and situation? If the listeners want to touch base with Colleen, you can find her through the following links:Colleen Gillam-JuddIG Wealth Management403-505-3800Colleen.gillam-judd@ig.cahttps://advisor.investorsgroup.com/en/colleen_gillam-judd #podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning-----------------------------------------------------------------------------------------------Music: English Breakfast, Jobii from Epidemic Soundhttps://www.epidemicsound.com/track/7emX18vZqh/-------------------------------------------------------------------------------------------DisclaimerBy using this website, blog or podcast, users agree as follows:The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.