Tax Talk Podcast
A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
Episodes
49 episodes
Marketing: A Foundational Aspect of Growing Your Business | EP 049
Effective marketing is crucial to business success, yet many small business owners struggle with it. Marketing, like financial planning, requires expertise and a structured approach. In this episode of the Tax Talk Podcast, we are shedding some...
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Season 1
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Episode 49
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42:02
Maximize Tax Savings with an IPP: A Smart Strategy for Small Business Owners Over 40
You’ve spent years growing your company and building financial security. But are you maximizing your retirement savings? If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure your financial legacy whil...
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Season 1
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Episode 48
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44:42
Everything You Need to Know About Your Corporate Real Estate Portfolio
When managing a corporate real estate portfolio, the decision to move your rental properties into a corporation can have a significant financial impact on your rental operation. Understanding both the benefits and drawbacks of this process will...
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Season 1
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Episode 47
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22:50
2024 Tax Planning Tips | EP 046
As 2024 draws to a close, proactive tax planning is essential for individuals and businesses to optimize their financial outcomes ahead of the 2025 tax season. This year’s economic landscape, marked by fluctuating interest rates and persistent ...
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Season 1
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Episode 46
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26:54
An Effective Business & Estate Transition | EP 045
Ensure your business continues on successfully and put a plan in place to preserve your legacy with estate planning.Topics Discussed:Determining who will take over your businessYour timeline for transferring your bu...
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Season 1
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Episode 45
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22:12
Plan For the Retirement You Want | EP 044
After you've utilized your business as a vehicle to generate wealth, it's time to plan for a pension. What does this mean for your business? You need to take into consideration several factors when you are planning for a pension and the differe...
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Season 1
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Episode 44
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21:21
Using Your Business to Generate Wealth | EP 043
Turning business revenues into income that you can invest, leading to long-term wealth should be the goal of every business owner.If you're ready to take your business to the next level, you need to stop working as an employee within yo...
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Season 1
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Episode 43
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19:59
Number One Reason Businesses Fail | EP042
You've heard these quotes before: 'cash is king', 'the number one reason that businesses fail is due to cash flow issues'.The first aspect of the 'Planning Process' looks at the fundamentals of your business and helps you ensure that yo...
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Season 1
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Episode 42
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19:32
Donation vs. Taxation | EP 041
According to Investment Executive, individuals in 8 of 10 provinces face top tax rates exceeding 50% in 2024. In Alberta, income in excess of $355,000 in 2024 will expose you to the top rate of 48%.This podcast will look at the benefits...
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Season 1
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Episode 41
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25:41
Airbnb: The Definitive Tax & GST Guide | Bryce Kander | EP 040
The opportunity to create additional income by renting your property or basement suite through Airbnb or similar platforms has become increasingly popular in recent years.If you are generating income through Airbnb, it is important to u...
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Season 1
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Episode 40
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23:48
Capital Gains Tax | EP 039
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?- Step...
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Season 1
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Episode 39
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15:12
6 Can't Miss Personal Tax Tips | EP 038
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:<...
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Season 1
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Episode 38
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14:24
Insurance = Generational Wealth | Colleen Gillam-Judd | EP 037
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 ...
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Season 1
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Episode 37
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56:08
Successful Succession Planning | Stephen van Santen | EP 036
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 Tal...
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Season 1
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Episode 36
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1:09:10
The Planning Process | Business, Wealth, Pension, Estate | EP 035
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 p...
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Season 1
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Episode 35
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10:56
2023 Tax Planning Tips | EP 034
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 shou...
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Season 1
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Episode 34
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15:19
Alternative Minimum Tax & Charitable Giving | EP 033
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 ...
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Season 1
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Episode 33
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12:16
Business Mindset, Method & Motivation Part 3 | Garth Epp | EP 032
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 de...
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Season 1
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Episode 32
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52:04
LIVE: Estate Planning Seminar | EP 031
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 ...
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Season 1
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Episode 31
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53:20
Demystifying Estate Planning | Melanie Mitchell-Epp | EP 030
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 importan...
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Season 1
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Episode 30
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43:28
Better Mortgage Insurance Protection | Dan Anders | EP 029
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 t...
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Season 1
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Episode 29
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57:11
How to Value Your Business | Justin Lamb | EP 028
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 financia...
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Season 1
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Episode 28
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54:22
The Importance of Having a Will | Stephen van Santen | EP 027
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 a...
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Season 1
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Episode 27
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57:04
Business Owner Goals | Colleen Gillam-Judd | EP 026
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 fi...
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Season 1
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Episode 26
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58:48
Business Mindset, Method & Motivation Part 2 | Garth Epp | EP 025
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 ...
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Season 1
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Episode 25
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1:03:47