Legacy: The Business Succession Podcast

Welcome to episode 007 of the Bobcats, Bosses and Breakups series. On this episode, Jared chats with Chrystal Saxby. Chrystal Saxby is a banking and loans specialist with ATB Financial. She focuses her time in the residential mortgage department. You will find that she is genuine and trustworthy and treats her clients like family.  She is committed to providing guidance and education as you make y...

Welcome to episode 006 of the Bobcats, Bosses and Breakups series. On this episode, Jared chats with Kelly Barber. Kelly Barber is a certified professional bookkeeper and the owner of B^2 Bookkeeping Services.  She has been providing full cycle bookkeeping to small and medium sized businesses since 2015. Jared has had the privilege of working with Kelly for a couple of years now on a number of cli...

Welcome to episode 005 of the Bobcats, Bosses and Breakups series! 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 peo...

Welcome to episode 004 of the Bobcats, Bosses and Breakups series! On this episode, Jared chats with Garrett & Chelsea Zimmerman. Chelsea & Garrett Zimmerman are a husband-and-wife team who have recently launched Team Zimmerman Real Estate through Century 21 Maximum. They work with both buyers and sellers, in Red Deer and across Central Alberta. Team Zimmerman was launched with the intent...

Welcome to episode 003 of the Bobcats, Bosses and Breakups series. On this episode, Jared chats with Caleb Henry. Caleb Henry is an associate at one of Red Deer’s most prominent law firms, Johnston Ming Manning LLP. His areas of practice range from corporate commercial to wills and estates. Don’t hesitate to contact him with your questions, as he would be more than happy to assist. This episode wi...

Welcome to episode 002 of the Bobcats, Bosses and Breakups series. On this episode, Jared chats with Garth Epp, a professional coach. Garth’s passion has always been people. He is an engaging and energetic coach who is passionate about helping people press toward and realize their true potential. He has a proven track record of working with and developing people, teams, and businesses. This episod...

Welcome to the Tax Talk Podcast and episode #1 of the Bobcats, Bosses and Breakups series. On today's episode, I chat with Lyneta Grenier, a Commercial Insurance Advisor with BrokerLink Inc. in Red Deer. She provides insurance solutions to address all of your commercial needs. As a broker, she feels that it's essential to not only provide you with the comfort of knowing you have proper p...

Breakup, spring 2007. I was 22 years old, with lots of potential but no real direction. I had just finished another winter season of work in Alberta’s oil and gas industry and was looking for something to keep me busy until the snow returned, and the lease roads froze again. Luckily, I found a job working as a labourer in a flat work concrete business (mostly prep, place and finish of basements, d...

On episode 010 we'll look at the following: 🎙️ What are the implications of adding a joint owner as it relates to family law claims & division of property claims? 🎙️ Can adding a joint owner open you up to control & creditor issues? 🎙️ Will a transfer to joint ownership result in unequal treatment of my beneficiaries & potentially disinherit children in a blended family situation?...

This is a special episode featuring Jared Pilon and his friend Alfred! In this episode, they look at the following: 🎙️ Estate tax issues arising from transferring assets into joint title 🎙️ Trust planning options that can be missed from joint title transfers Instead of completing probate planning in a silo, it is important to consider your entire estate when making decisions. This will allow you t...

In this episode, we will look at the following: - Some common reasons why probate planning might be undertaken - Some common reasons why probate planning should be avoided - Adding a joint owner (joint tenants and tenants in common) - Capital gains tax - how this could apply to you - A case study that examines the transfer of a vacation property to joint title Instead of completing probate plannin...

Episode 007 to the #TaxTalkPodcast drops today! In life, it is said that the only two certain things are death and taxes. While both may be inevitable, penalties due to incorrect tax filings and stress stemming from not understanding the steps you are to take when a loved passes away, are not. If you have been named a legal representative of a loved one's estate, this guide is for you. #podca...

Building a successful business is difficult. Transferring that business to the next generation or to a third party via sale is even more difficult. While you may not be looking to retire or sell right now, your business succession plan should already be in place. A successful plan takes into account your family's dynamics, your retirement goals and numerous other important factors. #successio...

When deciding to open a business, there are a number of factors to consider when deciding on the structure of the operation. The factors are not always clear and the outcomes can vary depending on your unique situation. Having the right structure in place can help your business succeed both in the short and long-term. #incorporation #smallbusiness #taxtalkpodcast ----------------------------------...

Episode 4 of the Tax Talk Podcast is live! This episode will look at the following: - Benefits of transferring your business to an employee - Options for transferring shares - Mechanisms that should be put in place to protect your interests Transitioning your business to an employee can be beneficial for all parties involved. This decision also comes with risk depending on how the deal is structur...

Farm family estate planning only works if the plan is discussed among all family members, addresses all concerns presented and is flexible so changes can be made if required. No two farm families are identical. The same applies to estate planning options. Planning in advance will help your family avoid surprises, preserve family wealth and most importantly, protect family dynamics. #taxplanning #f...

Are you sick of Trudeau taking half of your income? Are you looking for ways to keep more money in your pocket? If you operate a small business and are looking for simple, yet effective income splitting ideas, this is the podcast for you. I explore two options on this episode: - prescribed rate loans - paying wages to family members #TaxTalkPodcast #IncomeSplitting #TaxPlanning -------------------...

5 important tips for small business owners! According to recent statistics, 82% of small businesses fail due to cash flow problems. 82%!! Have I got your attention? You’ve heard the quote from Benjamin Franklin, “Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes.” Cash flow issues are almost the sa...