Posts in FPCBO
Islamic Finance with Mohamad Sawwaf | E080

Today, we are going to deal with Islamic finance and the challenges it brings to people who follow that faith, particularly business owners, and how those restrictions around Islamic finances can be adapted to many of our current financial structures that are not supportive of it. But there are options, and to discuss that, we have Mohamad Sawwaf, co-founder of a company called Manzil.

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HR Law with Ellen Swan | E073

In today’s episode, Jason Pereira talks to Ellen Swan. She is a Barrister and Solicitor at Caravel Law. Ellen has a specialization in HR Law, and Jason brought her on the show to talk about best practices when bringing on, maintaining, and firing your staff and even addressing what to do during Covid with some of these more interesting cases for dealing with.

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Steps In An Estate Freeze with Chris Sabat | E070

On this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Chris Sabat - General Counsel McMillan Estate Planning. Today Chris is going to talk about a deeper dive into statement freezes. We have covered a freeze in the past, but specifically today, we are going to go over a little bit more around the thinking and the mechanics of how you execute an estate freeze and why?

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Client Focused Reforms with Parham Nasseri | E068

In today’s episode, Jason and Guest Parham Nasseri is going to discuss a bit different subject. They are going to talk about the implementation of something known as client-focused reforms. This is one of the biggest series of regulatory changes to happen in the investment industry in Canadian history. While the average consumer may not really have an understanding for what’s going to happen or know what was going to change for them. These reforms will change the way your advisor has to operate and actually interact with you.

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Bill C208 with Kim Moody | E067

In today's episode Jason and Kim are going to talk on a topic that has been in the news recently the Bill C-208. It is a private member's bill that amends the Income Tax Act (Canada) (ITA) in an attempt to alleviate the financial disadvantage that typically arises for taxpayers who sell their business, family farm or fishing corporation to their children or grandchildren, as compared to selling to an arm's length third party. This disadvantage is caused by certain tax rules, specifically an anti-avoidance rule in section 84.1 of the ITA. Despite Bill C-208's best efforts to "fix" this problem, the language used in the legislation does not appear to work as intended. It raises many concerns that will likely need to be addressed by the government through further amendments to the legislation. Kim is here to talk about what the heck this thing is and how it affects business owners in general.

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Facilitating Giving with Paul Nazareth | E063

In this episode of Financial Planning for Canadian Business Owners, the host, Jason Barrera (Award-winning Financial Planner and Entrepreneur) talks to Paul Nazareth (Vice President of Education Development for The Kenya Association of Gift Planners) about charity and financial planning for business owners. He also shares his thoughts about tax benefits.

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