All Episodes
Episodes
Canadian Tax Secrets | Epi. 6 - Asking About Your Clients Insurance Policy
The podcast provides some tips to add value to insurance policies, even if you, as an accountant, do not have a deep understanding of insurance. Accountants can ask clients questions to ensure they are getting the...
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Canadian Tax Secrets | Epi. 5 - FEA and Insurance
In this episode Rylan talk about what the purpose of an FEA (Family Enterprise Advisors), why Swell has gotten into the space and how teamwork brings out the best...
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Canadian Tax Secrets | Epi. 4 - Manulife Disability Update
In todayā€™s episode Rylan gives his thoughts on a huge change that has happened in the insurance industry. Manulife recently made the decision to get rid of three disability policies. What does this mean though? tune...
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Canadian Tax Secrets | Epi. 3 - IFA With A Farming Family
In this episode, Rylan Olsen speaks about how an IFA can be a beneficial strategy even when farmers are typically net zero for tax deductions. The immediate financing arrangement is a strategy that involves life...
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Canadian Tax Secrets | Channel Introduction
In this bonus episode (channel introduction), Rylan discusses what he does in his profession and the overall purpose of this podcast. Join Rylan and Steve as they discuss insights on Canadian tax secrets.
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Canadian Tax Secrets | Epi. 2 - The Capital Dividend Account
Canadian Tax Secrets | Epi. 1 - Why Corporate Insurance
Why should your clients own their insurance corporately? What are the benefits of corporate insurance? What should you be careful of and what are the strengths? We cut the bull and get right to the good stuff on why...
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