Free Resources / Podcast
Conversations with financial professionals about business tax planning, retained profits and the decisions that shape your financial future.
Browse the episodes ↓Canada & United States
Browse both countries, or choose your country to focus on the rules and planning questions relevant to you.
18 episodes
Canada · Episode 3 · Retained profits
With Michael Sidhu
Why an owner with money accumulating in a corporation might review permanent insurance, and what to understand before committing.
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United States · Episode 2 · Coordinated planning
With Ethan Heisey
Ethan Heisey discusses the gaps that can arise when financial, tax and legal professionals work separately.
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Canada · Episode 5 · Estate planning
With Jeremy Kelly
Jeremy Kelly discusses estate liquidity, corporate insurance and the importance of planning before choosing a product.
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United States · Episode 4 · Business structure
With Carlos Lowenberg
Carlos Lowenberg connects business structure with how owners use profits and eventually sell their companies.
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Canada · Episode 7 · Retirement planning
With Rick Machtinger
A discussion of owner compensation, retirement funding and why today’s tax bill is only one part of the decision.
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United States · Episode 8 · Owner wealth
With Jamal Hansen
Jamal Hansen discusses the importance of looking beyond a single tax year.
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Canada · Episode 9 · Retained profits
With Bruce Deck and Simon Marples
Bruce Deck and Simon Marples discuss retained surplus, insurance and charitable planning across an owner’s business life.
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United States · Episode 10 · Coordinated planning
With Avneet Kaur
Avneet Kaur describes a planning approach that brings different professional roles together.
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Canada · Episode 12 · Estate planning
With Conor McGowan
Conor McGowan discusses real estate, family protection and the consequences of leaving estate funding unresolved.
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United States · Access to cash
With Thomas Cox
Thomas Cox describes the pressures of operating businesses and financing new opportunities.
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Canada · Episode 14 · Charitable giving
With Elise Keller
Elise Keller explains why giving goals deserve attention before a sale or estate plan is finalized.
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United States · Selling a business
With Scott Bushkie
Scott Bushkie discusses how owners prepare for a sale and assess offers.
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Canada · Episode 16 · Access to capital
With Scott Gannon
Scott Gannon discusses policy design and access to funds, with questions owners should ask about borrowing and liquidity.
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United States · Episode 15 · Selling a business
With Tony Patterson
Tony Patterson connects a business exit with the owner’s personal financial plan.
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Canada · Episode 20 · Retained profits
With Alex Fyon
Alex Fyon discusses corporate savings and insurance through the owner’s objectives, access needs and family plans.
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United States · Episode 17 · Coordinated planning
With Joe Eppy and Joshua
Joe Eppy and Joshua discuss several approaches to business-owner tax and wealth planning.
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Canada · Episode 19 · Retained profits
With Laurent Munier
Laurent Munier discusses how retained earnings, borrowing and estate planning fit together over an owner’s lifetime.
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Canada · Episode 21 · Estate planning
With Robert Trasolini
Robert Trasolini discusses estate funding, ownership and the decisions business owners should make with their professional team.
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