In this bonus episode, we take a quick detour from our regularly scheduled programming to chat with Craig Clement.  Who is Craig Clement?  Well, Craig is an NBA enthusiast, die hard Drake fan, creator of the intro/outro music for this podcast, and… my fiancé.  Join us for a candid discussion on Craig’s love of music and his creative process.  Recorded in The James Hotel in the heart of downtown Saskatoon.

RESOURCES DISCUSSED IN THIS EPISODE

• The James Hotel - http://thejameshotel.ca/ 
• The last podcast Craig listened to:  https://www.theringer.com/the-bill-simmons-podcast 
• Our guilty pleasure podcasts: 
  https://podcasts.apple.com/ca/podcast/90-day-fiance-cray-cray/id1423940128
  https://www.theringer.com/bachelor-party 
• Drake’s OVO Store Website - https://ca.octobersveryown.com/ 

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [email protected]
• LinkedIn: https://www.linkedin.com/in/amanda-doucette-tep-83a9ab51/ 
• Instagram: @tax.chick

When it comes time to organize your statements and receipts do you suddenly feel the urgency to clean your closet, empty the dishwasher, take your dog for a walk, or do anything other than deal with the pile of paper on your desk?  Do you stuff your receipts into a shoebox of shame and hide them under your bed?  Are you forcing yourself to do the work but feel overwhelmed by all the new electronic products on the market?  Then this episode is for you!  Join me and my new friend Tasha Baier for a candid discussion on bookkeeping - what it is, why it is important, and how you can make it less painful. 

In this episode, we discuss the following topics: (1) What is a bookkeeper and why you need one! (9:30); (2) Options for bookkeeping software (22:58); (3) Tips and tricks to make bookkeeping less painful (35:10).

RESOURCES DISCUSSED ON THE EPISODE

• REAL AF with Andy Frisella (https://andyfrisella.com/blogs/realaf-podcast)
• Sage (https://www.sage.com/en-ca/)
• Quickbooks (https://quickbooks.intuit.com/online/)

MORE FROM TASHA

• IG:  @tbaierconsulting
• FB: @tbaierbusinessconsulting
• www.tbaierbusinessconsulting.com 

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [email protected]
• Connect on IG: @tax.chick 

Who is part of your team of advisors?  Do you have a lawyer? An accountant? A financial planner? An insurance advisor? Do they all know about each other?  Are you looking to find a team of advisors but do not know where to start?  Does the thought of putting all these advisors in a room together fill you with terror and make you clutch onto your credit card?  Are you an advisor that fits into one of these categories and wish you could be a part of a team?  Then this episode is for you!  Join me and my BFF Tracy Duff of Skye Planning Group for a discussion on collaborative estate planning - what it is, why it is important, and the logistics of making it work.

In this episode, we discuss the following topics: (1) Why do you need a team of advisors? (17:52); (2) Who should be on your team? (23:50); and (3) How does this type of collaboration actually work in practice? (34:05).

RESOURCES DISCUSSED ON THE EPISODE

• Strategic Coach Podcast:  https://strategicpodcasts.com/
• Your Digital Undertaker Podcast: https://yourdigitalundertaker.ca/podcast/ 

MORE FROM TRACY

• Website:  https://skyeplanning.com/
• Facebook: @SkyePlanning
• Twitter:  @SkyeDuff
• IG: @skyeplanninggroup
• Email: [email protected]

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com
• Connect with me by email: [email protected]

As if going through a separation or divorce wasn’t stressful enough, there are several income tax traps that can arise when dealing with issues arising from a separation. Not only does your family law advisor need to know about family law, but it’s important that they understand the fundamental tax issues that may also arise. A family law advisor can also help you avoid dealing with tax traps by effective planning through a prenuptial or cohabitation agreement. Agreements of this nature, and alternative methods of dispute resolution, are becoming a lot more popular as more spouses are prioritizing having those big discussions upfront regarding expectations pertaining to financial and property matters should a separation arise. Join me and my law partner, Kim Visram of SHTB LLP for a discussion regarding tax traps, interspousal agreements and what other options exist if you do not want to set foot in Court. 

In this episode, we discuss the following issues: (1) Key tax issues that arise in most separations/divorces (8:38); (2) How to minimize financial implications upon separation/divorce with effective planning in an interspousal agreement (45:20); (3) How to utilize alternative dispute resolution measures to find creative solutions and minimize tax implications arising from separation/divorce (56:00). 

RESOURCES DISCUSSED ON THE EPISODE

• “Negotiate your best life” (A podcast) - https://negotiateyourbestlifepodcast.com 
• Conflict Resolution Saskatchewan: https://conflictresolutionsk.ca/member-profile/?uid=162
• Government of Saskatchewan,  “Family Mediators who have been recognized under Section 44.01 of The Queen’s Bench Act, 1998” - https://pubsaskdev.blob.core.windows.net/pubsask-prod/115118/Recognized%252BFamily%252BMediators%252BList_July%252B16%252B2020.pdf

MORE FROM KIM

• Website:  https://www.shtb-law.com/lawyers/kimberly-d-visram/
• Facebook: https://www.facebook.com/KimberlyVisramLegal

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [email protected]
• Instagram: @tax.chick

In this "sneak-peek" episode, I share with you why I started this podcast, and what you can expect in upcoming episodes.  

If you are listening to this podcast because you are expecting a technical discussion on different tax planning techniques, then I am afraid this is the wrong podcast for you.  I am not going to tell you how to defer tax, how to avoid tax, or talk about butterfly reorganizations, 10-8 insurance plans, or loss utilization strategies.  

So what is the purpose of this podcast?  

• My goal is to give you “food for thought”.  Something to discuss over the dinner table with your family, or perhaps over the water cooler with colleagues.  
• I want to help listeners be able to identify when they need to seek help from a professional - and what professional they should call.  
• I want to promote and encourage the idea of collaborative practice amongst professionals - and that it is imperative to work as a team to come up with the best solution.
• And, I also hope that you might occasionally giggle, or at least smile, during some of my discussions.  Tax law and discussions about tax do not always have to be so serious!  

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [email protected]
• Connect with me on Instagram: @tax.chick