Jason Pereira
Financial Planner and Contributor at Freelance
Host at Fintech Impact
Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Articles
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5 days ago |
fpcollective.ca | Jason Pereira
The Realities of Selling to Private Equity - FPCBO 133 Join Jason Pereira and business lawyer Rachel Wasserman on this week's episode of Financial Planning for Canadian Business Owners as they delve into the intricacies of private equity. Learn about the different segments of private equity, the motivations behind selling your business to a private equity firm, and the potential long-term impacts on your business.
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5 days ago |
fpcollective.ca | Jason Pereira
Should I Incorporate My Business? | FPCBO 134 Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage interest. We'll cover what a sole proprietorship is, its advantages and disadvantages, and reveal two tax planning strategies that are exclusive to sole proprietors.
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3 weeks ago |
fpcollective.ca | Jason Pereira
Tax & Legal Implications Of Selling Your Business - FPCBO 132 In this informative episode, Jason Pereira, a senior partner and financial planner, provides a detailed breakdown of the two main approaches for selling or exiting a business: share sales and asset sales. He compares these approaches to selling a house versus selling the furniture inside. Key points addressed include tax implications, legal liabilities, and the overall sale process for each method.
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1 month ago |
fpcollective.ca | Jason Pereira
Wondering if selling your Canadian business will incur significant taxes? Learn about the Lifetime Capital Gains Exemption (LCGE) and how it can save you up to $1.25 million in tax-free capital gains as of 2025. Jason Pereira, senior partner and financial planner at Woodgate Financial, breaks down the eligibility criteria and tests your business “must meet” to qualify, and how improper planning can lead to costly tax liabilities.
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1 month ago |
fpcollective.ca | Jason Pereira
Wait, What's My Capital Gains Tax Rate? - FPCBO 130 From initial changes announced by the Trudeau government to the ensuing financial planning frenzy, and culminating in the resignation of the Prime Minister and a subsequent lawsuit, this video clarifies what capital gains are and how they are taxed.
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This is incorrect as it fails to account for Canada’s land border with Denmark. No I’m not kidding or wrong.
World map of borders https://t.co/q5kh34L873
RT @FP_Collective_: How Much Do You REALLY Need to Retire? (Properly Using the 4% "Rule") by Mark Walhout https://t.co/cqqlybgEAS
I am happy to share that I will be speaking at the 2025 RIA Conference! Join me on June 3-4 in Toronto to discuss the most critical issues impacting Canada’s responsible investment industry. Learn more about the conference here: https://t.co/nMumos5gsr #RIACon25 https://t.co/aQarguEGww