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/

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