Explore every episode of the podcast The Advisors Table Podcast
| Title | Pub. Date | Duration | |
|---|---|---|---|
| How To Get Paid By US Clients (Canadian Corp) | 24 Sep 2026 | 00:18:24 | |
If you're a Canadian corporation billing a US client, your setup may look perfectly normal—until CRA decides it looks like employment. CRA is reviewing a specific profile: one shareholder, one client, full-time hours, and working inside the client's systems. If your corporation is classified as a Personal Services Business (PSB), the tax consequences can be enormous. In this episode of The Advisors Table, we break down the tax implications of working with US clients, from W-8BEN-E forms and GST/HST registration to salary versus dividends and the risk of a retroactive CRA reassessment. In this episode, we cover:
Having a US client doesn't automatically create a tax problem. What matters is how CRA views your working relationship. If CRA determines you're effectively an employee, your corporation could face a 44.5% tax rate retroactively. Discover the steps you can take to structure your corporation, understand your tax obligations, and reduce your exposure to costly reassessments. | |||
| Family Trusts Explained: Why the Wealthy Never Gift Their Kids Anything | 16 Jul 2026 | 00:13:54 | |
Most parents believe the best way to help their children is to give them assets early. Sometimes, that's the most expensive mistake they can make. Once you gift an asset, the decision is permanent. Ownership changes—and so does your control. In this episode of The Advisors Table, Sankalp (Sunny) Jaggi explains why gifting assets to your children isn't always the smartest estate planning strategy, and how a family trust can help you protect your wealth while maintaining flexibility and control. Together, we discuss:
A family trust isn't about avoiding your family. It's about protecting what you've spent a lifetime building while keeping your options open for the future. If you own a business, investment properties, or a growing investment portfolio, this episode offers practical insights into the tax and estate planning decisions that can have a lasting impact on your family's financial future. Disclaimer: This episode is based on a real client scenario. Names and certain details have been changed to protect client confidentiality. The discussion is intended for educational purposes only and should not be considered legal, tax, or financial advice. Always consult a qualified professional before making financial decisions. | |||
| Do You Actually Need a Holding Company? (Canadian Tax Advisor) | 24 Jun 2026 | 00:17:05 | |
A holding company can be one of the most valuable planning tools in Canada. Or it can be a complete waste of money. For the right person, it can protect assets, improve tax planning, and preserve opportunities that would otherwise be lost. For the wrong person, it’s just unnecessary cost and complexity. In this episode, we cover: • The 5 Signs you may actually need a holding company The biggest mistake isn’t failing to create a holding company. It’s creating one before you know whether it solves a problem you actually have. 🔗 Links: Instagram: /advisorstablepodcast LinkedIn: /the-advisors-table-podcast Free Holding Company Decision Guide: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, CPA, CA, MTax, CFF at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: 🔔 Subscribe for real-world tax scenarios that show what happens without planning. 👇 Comment below: Which of the five signs sounds most like your situation? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #HoldingCompany #RRSP #TFSA #Tax #WealthPlanning #TaxPlanning #CPA 00:00 Introduction: When a Holding Company Makes Sense 00:59 Sign #1: Investment Income Is Being Taxed Too Early 01:53 The Hidden Cost of Taxable Investment Accounts 03:00 How Holding Companies Create Tax Deferral 04:01 RRSP & TFSA Come First 04:50 Sign #2: Cash Is Piling Up Inside Your Business 05:23 Protecting Business Savings from Operating Risks 06:04 The $1.3 Million Capital Gains Exemption 07:16 Moving Surplus Cash to a Holding Company 08:19 Sign #3: The Doctor Losing $280,000 Per Year 09:58 Moving Real Estate Into a Holding Company 11:13 Recovering Over $1 Million Tax-Free 12:10 Sign #4: Protecting Personal Assets from Professional Risk 13:29 Sign #5: Preparing for a Major Capital Gain 14:24 Bonus: Holding Companies for Business Partners 15:03 The One Thing Every Successful Structure Has in Common 15:23 Who Should NOT Set Up a Holding Company 16:11 Recap: The 5 Signs You Need a Holding Company | |||
| CRA Takes 54% Of Your RRSP When You Die (Unless You Do This) | 11 Jun 2026 | 00:16:03 | |
Most Canadians think the tax bill on their RRSP comes when they retire. | |||
| Estate Planning Explained: Will vs Trust in Canada | 27 May 2026 | 00:17:01 | |
Solo 25 Most Canadians think their will controls everything they own. It doesn't. Your will may only govern a small portion of your assets — while the rest passes outside of it entirely. In this episode, we cover: • The three ways assets transfer when someone dies • Why beneficiary designations can override your will • How joint ownership can bypass probate entirely • What your will actually controls — and what it doesn't • Why powers of attorney matter during incapacity • How family trusts can help with tax planning, control, and asset protection • The 21-year trust rule most families never hear about Estate planning isn't just about death. It's about control, taxes, incapacity, and protecting your family when life changes unexpectedly. Many families only discover the gaps in their plan after a crisis has already occurred. If you have children, a corporation, aging parents, or significant assets, this is a conversation worth having before it becomes urgent. Links: 📋 For the full episode breakdown and additional tax resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 sunny@cedargroup.ca 🌐 cedargroup.ca 🔔 Subscribe for real-world tax, estate, and wealth planning insights. 👇 Comment below: Have you ever reviewed the beneficiary designations on your accounts, insurance policies, and registered plans? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal, tax, accounting, or financial advice. Always consult a qualified professional regarding your specific circumstances. #TheAdvisorsTable #EstatePlanning #FamilyTrust #Wills #Probate #TaxPlanning #WealthManagement #CanadianTax 00:00 – Introduction: The Big Will Misconception 00:15 – The Three Ways Your Assets Move When You Die 00:48 – Bucket Three: The Leftovers and the Probate Process 01:06 – Case Study: Why the Kids Didn't Get the Inheritance 01:49 – The Paperwork Trap and Checking Your Beneficiaries 02:09 – What a Standard Will Does (and Where It Fails) 02:55 – The Cost of Probate and Hidden Taxes in Ontario 03:41 – Incapacity Planning: What Happens If You Get Sick? 04:50 – Essential Documents: Powers of Attorney and Directives 05:47 – What Are Dual Wills and How Do They Work? 06:47 – Demystifying the Family Trust for Regular Canadians 07:44 – Four Powerful Things a Trust Can Do That a Will Can't 11:51 – The 21-Year Rule and the Generational Playbook 13:40 – Other Types of Trusts and Overcoming Common Myths 15:33 – Summary Checklist: Who Needs a Will vs. a Family Trust? | |||
| The Airbnb Tax Nobody Knows About | 20 May 2026 | 00:07:33 | |
Solo 19 You put your home on Airbnb. The bookings are strong. The income is rolling in. But according to CRA, your home may no longer be considered a home. It may now be treated as a commercial property — like a hotel. And when you sell, you could face a significant and unexpected tax bill. In this episode, we cover: • How Airbnb can trigger CRA's "change in use" rules • Why short-term rentals can jeopardize principal residence treatment • The 2024 court case where CRA successfully applied HST on sale • How one homeowner could face approximately $150,000 in HST alone • Why switching back to long-term rentals may still trigger tax consequences • The hidden trap between income tax and HST rules • Why many Airbnb owners don't discover these issues until it's too late This isn't just about rental income. It's about how one decision can completely change the tax treatment of your property. And in many cases, homeowners only discover the consequences after the property has already been sold. If you own an Airbnb property — or are considering converting your home into one — this is a conversation worth having before CRA has it with you. Links: 📋 For the full episode breakdown and additional tax resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 sunny@cedargroup.ca 🌐 cedargroup.ca 🔔 Subscribe for real-world tax scenarios that show what happens without planning. 👇 Comment below: Did you know Airbnb income could change the tax status of your home? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal, tax, accounting, or financial advice. Always consult a qualified professional regarding your specific circumstances. #TheAdvisorsTable #CRA #Airbnb #Tax #RealEstate #HST 00:00 – The Airbnb Trap Nobody Sees Coming 00:18 – Meet John: The Executive Who Thought Airbnb Was Easy Money 00:38 – Why He Chose Airbnb Instead of Selling 01:05 – The CRA "Change of Use" Rule Explained 01:13 – When Your Home Becomes a Commercial Property 01:50 – The Ottawa Airbnb Court Case CRA Won 01:57 – Breaking Down John's $150,000 HST Problem 02:47 – How $500,000 in Airbnb Income Nearly Disappeared 03:14 – The Capital Gains Tax Hit Nobody Expects 03:45 – Why Airbnb Hosts Can End Up Owing More Than They Made 04:23 – Every Exit Strategy That Still Triggers Tax 05:59 – Why You Need Both Income Tax and HST Expertise Before It's Too Late | |||
| 3 Tax Cuts That Weren’t Tax Cuts | 14 May 2026 | 00:21:58 | |
Governments love announcing tax cuts — but the headline rarely tells the full story. In just four months, three different governments — Federal, NDP, and Conservative — announced major tax breaks. But once you look past the press releases, many of these “savings” either shrink dramatically, trigger hidden tax costs, or quietly increase taxes somewhere else. In this episode, we break down the incomplete story behind these political tax promises. From reduced tax credits to retroactive corporate tax consequences and bracket creep, we show how the real impact is often buried deep inside the legislation — not the headline. In this episode, we break down: • Why tax cuts often come with hidden offsets elsewhere Don’t let political marketing dictate your financial decisions. Watch now to understand what these “tax cuts” actually mean for your money. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — have these recent “tax cuts” actually made a difference in your finances? Timestamps: 00:00 – Intro: The Truth Behind Government Tax Cuts | |||
| Don’t Buy A Car In 2026 Until You Learn CRA’s Rules | 07 May 2026 | 00:41:17 | |
Buying a car through your corporation doesn’t make it “free.” And in many cases, it can actually cost you more. In this episode, we break down one of the most common tax myths among business owners — the idea of the “full write-off.” While it sounds simple, the reality involves strict CRA limits, taxable benefits, and hidden personal tax consequences that most people don’t account for. We walk through how corporate vehicle ownership actually works, where the numbers fall apart, and why what seems like a smart tax move can quickly turn into an expensive mistake. In this episode, we break down: • Why a corporate vehicle is not a “full write-off” Don’t assume the government is paying for your car. Watch this before you sign anything — it could save you thousands. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — have you ever considered buying a car through your corporation? Timestamps: 00:00 – BMW Write-Off Myth Explained | |||
| Canada Is Running Out of Money For You | 05 May 2026 | 00:08:45 | |
Solo 21 The government says Canada’s debt is only 10% of the economy — one of the lowest levels in the G7. The real number may be much higher. Interest costs on the federal debt are now exceeding the amount collected through GST, and within a few years are projected to surpass federal healthcare transfers. In this episode, we cover: • How Canada reports a 10% Debt-to-GDP ratio — and what’s excluded from that figure • Why total government debt can produce a much higher number • How CPP and pension assets affect the way debt is reported • Why Canada’s global ranking changes depending on the methodology used • The cycle of deficits, borrowing, and rising interest costs • Why debt servicing costs are growing faster than major areas of public spending This isn’t just about government accounting. It affects future taxes, public services, and how much government revenue is available for priorities other than debt payments. Links: 📋 For the full episode breakdown and additional tax resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 sunny@cedargroup.ca 🌐 cedargroup.ca 🔔 Subscribe for real-world tax, policy, and financial planning insights. 👇 Comment below: Do you trust the way governments communicate debt and deficit numbers? LEGAL DISCLAIMER: This video is based on publicly available information and is intended for educational purposes only. It does not constitute tax, legal, accounting, or financial advice. Always consult a qualified professional regarding your specific circumstances. #TheAdvisorsTable #CanadaDebt #CanadianTax #FiscalPolicy #DebtToGDP #GovernmentSpending #EconomicPolicy #TaxPlanning 00:00 – Introduction: GST vs Interest Shock 00:33 – Government Claims vs Reality (10% Debt Myth) 00:58 – G7 Comparison Explained 01:25 – Why Canada Looks “Best” Every Year 01:45 – Real Debt Numbers Breakdown 02:04 – Total Debt Calculation (111%) 02:28 – How Government Reporting Works 02:53 – Pension Funds Adjustment Explained 03:25 – Global Ranking Reality Check 04:29 – Deficit and Spending Challenges 04:56 – Rising Interest Burden 05:24 – Taxes Up but Still Not Enough 05:56 – Interest vs Healthcare Spending 06:38 – Real Impact on Public Services 07:03 – Changing Definitions of “Balanced Budget” 07:59 – What This Means for You 08:25 – Final Takeaway | |||
| We Checked Carney’s Math. He’s Wrong. | 01 May 2026 | 00:23:01 | |
Canada just released its 2026 Spring Economic Update — and at first glance, things look better. The deficit is down by $11 billion. But when you dig deeper, the story changes. In this episode, we break down what’s really driving the numbers — and why the “improvement” may have more to do with timing and external factors than actual policy changes. From unspent government commitments to a temporary boost from oil prices, we unpack how the headline doesn’t reflect the full picture. We also dive into Canada’s growing $1.42 trillion national debt, how it’s being presented, and what it actually means for taxpayers long term. Plus, we explore why the government is using CPP contributions to improve the appearance of the balance sheet, and the risks involved in the new $25 billion Sovereign Wealth Fund — funded entirely through additional borrowing. In this episode, we uncover: • Why the $11B “deficit reduction” isn’t driven by real policy changes Don’t rely on headlines to understand the economy. Watch now to see what the numbers actually mean — and how they could impact your future taxes. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — what do you think is the biggest risk to Canada’s economy right now? Timestamps: 00:00 – Canada’s Spring Economic Update Overview | |||
| CRA Charges $307/hr to Be Right | 25 Apr 2026 | 00:10:59 | |
CRA charges $307 per hour for a tax answer they'll actually stand behind. But if you call the regular phone line and receive incorrect information, you can still end up owing the tax, interest, and penalties. In one court case, a taxpayer relied on CRA phone guidance for years. When CRA later reassessed him, he challenged the decision in court — and lost. In this video, I break down the difference between CRA information services, written interpretations, and binding rulings, and why understanding the distinction matters. In this episode, we cover: • The $307/hour CRA ruling service and how it works • Why CRA phone advice doesn't legally protect taxpayers • The court case confirming CRA isn't bound by phone guidance • The free written response option many Canadians don't know exists • Why CRA won't provide tax planning advice — even through paid services • Who taxpayers should rely on when making important tax decisions CRA's role is to administer tax legislation, not act as your personal tax advisor. Understanding that distinction could save you from making a very expensive mistake. If you've ever called CRA and made a financial decision based on what you were told, this is a conversation worth watching. 📋 Additional tax resources, episode breakdowns, guides, and planning tools are available at: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for real-world tax scenarios, CRA insights, and practical planning strategies. 👇 Comment below: Have you ever relied on CRA phone advice before? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. 00:00 — The $307/Hour CRA Answer They'll Stand Behind #TheAdvisorsTable #CRA #CanadianTax #CRAAdvice #TaxPolicy #TaxAdvice | |||
| Canada Wants $500K to Let You Leave | Majority, Exit Tax, Bare Trusts | 22 Apr 2026 | 00:38:43 | |
The political landscape in Canada just underwent a seismic shift. Following the April 13 by-elections, the government secured a majority in the House of Commons. This means the “cooperation” era is over, and the administration can now fast-track major tax changes — including expanding CRA audit powers and codifying controversial Bare Trust rules. In this episode, we unpack the proposal discussed at the recent Liberal convention to charge graduates a $500,000 tax for leaving the country to fight “brain drain.” We also dive into the newly passed Bare Trust legislation (Bill C-15), which requires mandatory filings for joint accounts, co-signed mortgages, and even shared car ownership — or face penalties tied to the value of the asset. In this episode, we break down: • Why $2.4 billion in government spending translated to only a $0.05 drop at the pump instead of the promised $0.10 Don’t let government marketing fool you. The fine print is where the real costs are buried. Watch now to protect your assets and your exit. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — do you think policies like the proposed “exit tax” would keep talent in Canada or push more people out? Timestamps: 00:00 – Intro: Major Political Shift in Canada | |||
| Is Your Accountant Actually Helping You? | 16 Apr 2026 | 00:58:33 | |
Are you working with a tax preparer or a true advisor? Most professionals and entrepreneurs only see their accountant once a year — to report what has already happened. But in the world of high-stakes finance, historical reporting isn’t the same as proactive strategy. In this episode, we sit down with Junaid Usmani (CPA, CA) to explore the importance of proactive planning, why hiring the right accountant can lead to better financial outcomes, and how utilizing your Lifetime Capital Gains Exemption can save you millions. In this episode, we cover: • How high earners still struggle to build savings It’s not about how much you make. It’s about how well you plan. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — what’s the one question you’ve always wanted to ask your accountant but felt was “too basic”? Timestamps: 00:00 – High earners living paycheck to paycheck | |||
| CRA Is Calling Your Employees Behind Your Back | 10 Apr 2026 | 00:07:45 | |
Solo 18 CRA may be calling your employees — not you — and asking questions about how tips are handled in your business. Most business owners don’t realize this is happening. And a court ruling many employers have never heard of could mean payroll tax exposure on tips they assumed were not their responsibility. This doesn’t just affect restaurants. If you operate a salon, spa, barber shop, café, bar, or any business where tips pass through the employer, these rules may apply to you. In this episode, we cover: • Why electronic tips are treated differently from cash tips • How tips flowing through your bank account can create payroll tax exposure • The court case that changed the rules for tipped businesses • How CPP and EI obligations can apply — even when tips are simply passed through • Common risk areas, including tip pools, auto-gratuities, and POS systems • Why CRA may contact employees before contacting the business Many business owners only learn about these risks after an audit has already started. And once CRA begins contacting staff, some options — including voluntary disclosure opportunities — may no longer be available. If you know a business that accepts tips, share this video with them. This is an issue many owners don't discover until it's too late. Links: 📋 For the full episode breakdown and additional tax resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 sunny@cedargroup.ca 🌐 cedargroup.ca 🔔 Subscribe for real-world tax scenarios that show what happens without planning. 👇 Comment below: Do tips in your business pass through your bank account before reaching staff? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal, tax, accounting, or financial advice. Always consult a qualified professional regarding your specific circumstances. #TheAdvisorsTable #CRA #PayrollTax #BusinessOwners #RestaurantOwners #SalonOwners #SmallBusiness #CanadianTax #TaxRisk 00:00 – CRA Calling Your Employees 00:07 – The Hidden Rule Most Businesses Don't Know 00:22 – Why Tips Can Cost You Big 00:32 – Cash vs. Card Tips Explained 00:57 – How Electronic Tips Create Liability 01:18 – Real Cost and Audit Impact 01:58 – Restaurant Amano Case 02:33 – How Tip Flow Creates Risk 03:02 – Court Ruling: You Owe Taxes 03:12 – CRA vs. Law Confusion 03:50 – Who Is Actually Exposed 04:15 – Three Major Risk Triggers 04:47 – Industry-Wide Problem 05:21 – New System Being Developed 05:49 – What You Should Do (Steps 1–2) 06:22 – Step 3 and Disclosure Warning 06:51 – Final Takeaway | |||
| The IRS and CRA Double Tax Trap for Canadians | 07 Apr 2026 | 00:53:58 | |
In this episode, we sit down with a U.S. tax specialist to uncover why forming a U.S. LLC — often promoted as a simple and tax-efficient structure — can quickly turn into a costly mistake for Canadian residents. While LLCs offer flexibility and liability protection in the United States, the way Canadian tax law treats these entities creates a serious mismatch that can lead to unexpected reporting obligations, double taxation, and significant penalties. In this episode, we break down: • Why U.S. LLCs are often unsuitable for Canadian residents If you’re a Canadian looking to buy rental property in the U.S. or start a business across the border, this episode is a critical warning to seek professional advice before signing any contracts. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below — have you ever been tempted to form a U.S. LLC based on what you saw online? Timestamps: 00:00 – The $1M mistake: Why Canadians should avoid U.S. LLCs | |||
| Immigration Tax Traps That Cost Thousands | 31 Mar 2026 | 01:02:14 | |
In this episode, we dive into the complex world of Canadian tax residency and the tax traps that many newly immigrated families face unknowingly. From massive penalties for failing to report foreign assets to the hidden tax implications of continuing a business from abroad, we explore why early tax planning is the difference between a successful start and financial ruin in a new country. In this episode, we break down: • How to determine your residency and tax status in the eyes of the CRA If you are moving to Canada or have recently arrived with assets back home, this episode explains the critical steps you need to take before the CRA knocks on your door. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Did you know that Canada could tax your foreign business even if it has no Canadian customers? Timestamps: 00:00 – $50K Tax Penalty Shock | |||
| CRA’s 2026 Rule Traps Your Family in an Endless Audit | 28 Mar 2026 | 00:07:15 | |
Right now, if the CRA audits you, there’s a time limit. Typically, after a certain number of years, the audit period closes and taxpayers gain some certainty. That protection may be removed. A proposed rule could allow one audit issue to expand into additional years, related taxpayers, family members, and corporations — creating much broader audit exposure than many Canadians realize. In this video, I break down what these proposed CRA powers could mean and why tax professionals, legal groups, and taxpayers across Canada are paying close attention. In this episode, we cover: • How CRA's current audit limitation periods work • What a Notice of Non-Compliance means • The proposed $50-per-day penalty and why it may not be the biggest concern • How audits could potentially expand to spouses, family members, and corporations • Real-world scenarios involving estates, divorces, small businesses, and elderly taxpayers • Why many believe these powers could affect ordinary Canadians, not just cases involving tax evasion These proposals are still moving through the legislative process, which means Canadians still have an opportunity to learn about them, discuss them, and make their views known. 📋 Resources, petition information, MP letter templates, episode breakdowns, and additional tax resources are available at: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for real-world tax scenarios, CRA audit insights, and practical planning strategies. 👇 Comment below: Do you think rules like this are necessary to improve compliance — or do they risk going too far for everyday Canadians? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. 00:00 — New audit rule warning (No time limit risk) #TheAdvisorsTable #CRA #TaxAudit #TaxLaw #CanadianTax #BusinessOwners #EstatePlanning #TaxPolicy #AuditRisk | |||
| CRA’s 2026 Bare Trust Rule - You’re On Your Own | 27 Mar 2026 | 00:08:15 | |
There’s a new CRA rule coming in 2026 that could affect millions of Canadians — and when it hits, you might not find anyone to help you deal with it. Not your accountant. Not the CRA. Not anyone… unless you’re willing to pay hundreds or even thousands every year. In this video, I break down why the real problem with the proposed Bare Trust rules isn’t just the penalties — it’s the practical reality of compliance. We cover: • What a bare trust is — and why you may already have one • Why many accountants may refuse to prepare these filings • The complexity of T3 returns and why DIY compliance is risky • How accounting firms are already overwhelmed during tax season • Why CRA generally won’t tell you whether the rules apply to your situation • The real issue: high cost, high risk, and little benefit for ordinary families For many Canadians, this isn’t just an expensive filing requirement — it may be extremely difficult to comply with at all. If passed, these rules could impact thousands of families, business owners, and investors across Canada. 📋 Resources, petition information, MP letter templates, Bare Trust checklists, and episode breakdowns are available at: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for real-world tax scenarios that show what happens without planning. 👇 Comment below: Do you think rules like this improve transparency — or do they create unnecessary compliance burdens for everyday Canadians? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. 00:00 — New CRA rule warning (No one will help you comply) 01:45 — Door #1: Your accountant says no 03:50 — Door #3: Specialist firms are overwhelmed 04:50 — Door #4: CRA won’t advise you 05:30 — Why accountants really don’t want this work 06:45 — Legal risk for accountants (huge liability) 07:30 — Real outcome: Families can’t find help #TheAdvisorsTable #BareTrust #CRA #TaxPenalty #BillC15 #TaxStrategy #CanadianTaxPlanning #BusinessOwners #EstatePlanning | |||
| CRA’s 2026 Rule Punishes You for Helping Family | 20 Mar 2026 | 00:06:41 | |
💡 If you’ve ever helped a family member financially — by putting your name on a bank account, property, investment, or other asset — these proposed rules could affect you. Canada is moving toward enforcing new reporting requirements for bare trusts, and the penalties for getting it wrong can be significant — even when no tax is owing. In this video, I break down what a bare trust is, who may be affected, why tax professionals have raised concerns, and what these proposed rules could mean for everyday Canadians. In This Episode, We Cover: • What a bare trust actually means in simple terms • Common situations that may be affected, including children's accounts, joint property ownership, crypto assets, and family financial arrangements • The T3 filing requirements and potential 5% penalties • Which exemptions may apply — and which may not • Why tax professionals across Canada have expressed concerns about these rules • The current legislative status and what could happen next 💡 These rules have already gone through multiple revisions and delays. If fully implemented, they could affect thousands of Canadians who never considered themselves involved in a trust arrangement. Resources 🌐 For additional tax resources, guides, and episode breakdowns, visit: 🔗 Sign the Petition: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for practical breakdowns of Canadian tax issues, CRA audits, and real-world planning scenarios. 👇 Comment below: Do you think rules like this improve transparency, or do they create unnecessary compliance burdens for everyday Canadians? LEGAL DISCLAIMER: This content is for educational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional before making financial decisions. 00:00 — New Canadian Tax Rule Warning 00:25 — Initial Reaction to the Proposed Rules 00:45 — What a Bare Trust Actually Means 01:03 — Real-Life Examples: Bank Accounts, Property, Crypto & Business 01:42 — Filing Requirements Explained 02:07 — The Potential Penalties 02:39 — Child Investment Account Example 03:00 — Government Exemptions: What Qualifies 03:53 — Business Owners & Compliance Challenges 04:24 — Why Critics Call It a Compliance Trap 04:42 — Timeline: Delays and Legislative Changes 05:11 — Professional Concerns & Industry Pushback 05:38 — Current Legislative Status 05:57 — What Canadians Can Do Now 06:19 — Final Thoughts #TheAdvisorsTable #BareTrust #CRA #CanadianTax #TaxPlanning #TaxCompliance #BusinessOwners #EstatePlanning #BillC15 #TaxStrategy | |||
| Most Wills Fail. Here’s Why | 17 Mar 2026 | 01:00:31 | |
In this episode, we sit down with barrister and solicitor Hasan Naqvi to uncover why most wills fail — not because the will wasn’t prepared, but because those wills no longer reflect people’s lives or intentions. From handwritten wills and intestacy rules to executor responsibilities and dual-will planning, we explore how wills actually function at death — and where they commonly break down. In this episode, we break down: • What actually makes a will legally valid If you’ve been putting off updating your will — or haven’t even started one — this episode explains the risks many families only discover when it’s far too late. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Do you think most people understand how inheritance laws actually work? Timestamps: 00:00 – Farmer’s tragic story → handwritten will on cloth | |||
| CRA Doesn’t Want You to See This Petition | 16 Mar 2026 | 00:05:05 | |
💡 A petition challenging three proposed new CRA powers is gaining momentum across Canada. Within 48 hours, more than 700 Canadians signed the petition — without media coverage, political promotion, or organizational backing. Many Canadians have shared stories of costly reassessments, lengthy disputes, and the significant financial burden of challenging CRA decisions. In this video, I break down why the petition is gaining attention, what concerns taxpayers are raising, and how Canadians can participate in the conversation while the proposed legislation is still being debated. In This Episode, We Cover: • The three proposed CRA powers currently under discussion • Why hundreds of Canadians signed the petition within days • Common concerns taxpayers are raising about audits and reassessments • The financial and practical challenges of disputing CRA decisions • Why awareness matters before legislation becomes law • How Canadians can make their voices heard 💡 Whether you support or oppose these proposals, understanding the potential impact is critical before any legislative changes move forward. Resources 🌐 For additional tax resources, guides, and episode breakdowns, visit: https://theadvisorstable.com 🔗 Sign the Petition: https://c.org/vznXzqrKMK 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for practical breakdowns of CRA audits, tax planning, and real-world tax scenarios. 👇 Comment below: Do you think these proposed powers are necessary to combat tax evasion, or do they risk giving too much power to auditors? LEGAL DISCLAIMER: This content is for educational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional before making financial decisions. 00:00 – Why This Petition Is Gaining Attention 00:42 – Hundreds of Signatures in the First 48 Hours 01:35 – Why Canadians Are Speaking Up 02:28 – Stories From Taxpayers Across Canada 03:41 – The Real Cost of Challenging CRA Decisions 05:12 – The Three Proposed CRA Powers 06:38 – Why Awareness Matters Before Legislation Passes 07:42 – How Canadians Can Participate 08:35 – Petition & Next Steps 09:20 – Final Thoughts #TheAdvisorsTable #CRA #CRAAudit #CanadianTax #TaxPlanning #TaxPolicy #BusinessOwners #TaxCompliance #CRAUpdates #TaxStrategy | |||
| They Want Your Kid To Pay This | 15 Mar 2026 | 00:06:40 | |
A proposal was floated suggesting Canadian graduates should pay $500,000 if they leave the country to work abroad. It sounds extreme — but ideas like this often start as convention discussions before becoming broader policy conversations. What many Canadians don't realize is that Canada already has a form of exit tax built into the tax system today. In this video, I break down the proposal, how Canada's existing departure tax works, and why the discussion raises larger questions about talent, opportunity, and economic competitiveness. In this episode, we cover: • The proposal to charge graduates for leaving Canada • Why this proposal would primarily affect young professionals • How Canada's existing departure tax already works • Who typically pays departure tax — and who doesn't • Why most recent graduates would generally owe little or no departure tax • The broader reasons skilled Canadians choose to leave This isn't just about one proposal — it's about understanding how tax policy evolves and how future changes could impact students, families, and professionals across Canada. If you have children studying in Canada or considering opportunities abroad, this is a conversation worth understanding. 📋 Additional tax resources, episode breakdowns, guides, and planning tools are available at: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for real-world tax scenarios, policy analysis, and practical planning insights. 👇 Comment below: Do you think Canada should tax people for leaving the country? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. 00:00 – The $500,000 fee for graduates leaving Canada #TheAdvisorsTable #CRA #CanadianTax #DepartureTax #TaxPolicy #Students | |||
| CRA’s Bare Trust Costs Will Crush Families | 15 Mar 2026 | 00:05:16 | |
💡 If your name is on a property, bank account, or investment that actually belongs to someone else, these proposed rules could affect you. Canada's new bare trust reporting requirements could turn simple family arrangements into ongoing compliance obligations — even when no tax is owing. In this video, I break down how these rules work, who may be impacted, and why many tax professionals have raised concerns about their practical consequences. In This Episode, We Cover: • What a bare trust means in real-life situations • How one family could end up with multiple trust filings every year • The ongoing compliance costs associated with these arrangements • The potential penalties for non-compliance • Why exiting these arrangements may be more difficult than many people expect • Who these rules were designed for — and who may actually be affected 💡 For many Canadians, these arrangements were never tax planning strategies. They were simply ways to help parents, children, or other family members. These proposed rules could change that significantly. Resources 🌐 For additional tax resources, guides, and episode breakdowns, visit: 🔗 Sign the Petition: 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for practical breakdowns of Canadian tax issues, CRA audits, and real-world planning scenarios. 👇 Comment below: Do you think rules like this improve transparency, or do they create unnecessary compliance burdens for everyday Canadians? LEGAL DISCLAIMER: This content is for educational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional before making financial decisions. 00:00 — New Bare Trust Rule Warning 00:11 — What a Bare Trust Actually Means 00:19 — Proposed 2026 Filing Requirements Explained 00:42 — Real Family Case Study 01:15 — How Families Unknowingly Create Bare Trusts 01:49 — Multiple Assets, Multiple Filings 02:16 — The Real Cost of Compliance 02:27 — Potential Penalties Explained 03:05 — Compliance Costs vs. Penalty Risks 03:07 — Why This Could Affect Many Canadian Families 03:34 — Why Removing Your Name Isn't Always Simple 03:56 — Documentation Problems and Professional Fees 04:14 — Who These Rules May Impact Most 04:32 — Current Legislative Status 04:52 — What Canadians Can Do Now 04:59 — Final Thoughts #TheAdvisorsTable #BareTrust #CRA #TaxPlanning #CanadianTax #TaxCompliance #EstatePlanning #FamilyFinance #BillC15 #TaxStrategy | |||
| 3 CRA Powers Coming in 2026 Will Ruin You | 13 Mar 2026 | 00:11:42 | |
💡 The federal government is proposing three major new powers for the CRA — and they could fundamentally change how tax audits work in Canada. In this video, I break down the proposed legislation, why tax professionals and legal organizations are raising concerns, and what these changes could mean for taxpayers if they become law. In This Episode, We Cover: • The proposed power for CRA to put taxpayers under oath during an audit • The new $50-per-day non-compliance penalty that could be issued directly by auditors • How a single notice could remove the normal three-year audit protection window • Why tax professionals and legal groups are concerned about the scope of these powers • How the proposed rules could affect business owners, investors, and everyday taxpayers • What Canadians can do now while the legislation is still being debated 💡 The legislation has been introduced, but it has not yet become law. Understanding the proposal now gives taxpayers an opportunity to stay informed and participate in the discussion before any changes take effect. Resources For additional tax resources, guides, and episode breakdowns, visit: 🌐 The Advisors Table: https://theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: https://www.cedargroup.ca/ 🔔 Subscribe for practical breakdowns of CRA audits, tax planning, and real-world tax scenarios. 👇 Comment below: Do you think these proposed powers are necessary to combat tax evasion, or do they go too far? LEGAL DISCLAIMER: This content is for educational purposes only and does not constitute legal or tax advice. Always consult a qualified tax professional before making financial decisions. 00:00 – The CRA Is About to Get 3 New Powers 00:14 – Why These Changes Matter to Every Taxpayer 00:27 – Power #1: CRA Can Put You Under Oath During an Audit 01:18 – The Biggest CRA Audit Shift in Years 01:56 – Risks of Being Questioned Under Oath 03:39 – Power #2: The New $50/Day Non-Compliance Penalty 04:13 – How Auditors Could Issue Penalties Directly 05:07 – Why Even Cooperative Taxpayers Could Face Issues 06:55 – Power #3: Losing the Three-Year Audit Protection Window 07:45 – How One Notice Can Expand an Audit 08:50 – How These Powers Work Together 09:38 – What Canadians Can Do Right Now #TheAdvisorsTable #CRA #CRAAudit #CanadianTax #TaxPlanning #BusinessOwners #TaxCompliance #TaxLaw #CRAUpdates #TaxStrategy | |||
| Your Business Partner Can Take Everything | 11 Mar 2026 | 00:54:26 | |
A lot of business owners sign shareholder agreements without really reading them. But these documents control everything — who owns what, what happens if a partner goes bankrupt, how decisions get made, and what happens when someone wants out. In this episode, we discuss the real risks hidden inside shareholder agreements and why many business partnerships run into trouble years later. From giving away 50% equity too early to bringing in the wrong investors, small decisions at the beginning can create major problems down the road. In this episode, we break down: • Why shareholder agreements matter more in partnerships If you're considering a partnership, this episode explains the mistakes many founders only realize after it’s too late. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. What’s the biggest mistake you’ve seen when people bring on partners or investors? Timestamps: 00:00 — Why Shareholder Agreements Matter | |||
| He Lost $5M to the CRA Because He Trusted His Accountant | 06 Mar 2026 | 00:14:27 | |
💡 The Canada Revenue Agency is currently in the most aggressive weeks of its fiscal year. According to findings from the Auditor General, approximately 40% of audit files are closed in February and March. That means tighter deadlines, faster reassessments, and increased pressure to finalize files before year-end. In this video, I break down: • Why 65% of objections are decided fully or partially in the taxpayer’s favour • What "Tax Earned by Audit" (TEBA) means and why it matters • Why year-end pressure can change auditor behaviour • What to do before CRA contacts you • What to do if you're already under audit • Why understanding the process can improve your chances of a successful outcome 💡 When you understand how the system works, you stop reacting emotionally — and start responding strategically. Whether you're a business owner, investor, or professional, understanding how CRA measures audit performance can help you navigate the process more effectively. 🔗 Resources & Guides For episode breakdowns, tax checklists, blogs, and additional resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: cedargroup.ca 🔔 Subscribe for practical breakdowns of CRA audits, tax planning, objections, and real-world tax cases. 👇 Comment below: Have you ever been audited during CRA's year-end season? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #CRAAudit #CanadianTax #TaxObjections #BusinessOwners #TaxPlanning #CRA #AuditDefense | |||
| CRA’s Net Worth Audit - How They Prove You’re Hiding Money | 04 Mar 2026 | 00:50:49 | |
Understanding CRA Net Worth Audits A net worth audit is one of the most invasive audits conducted by the CRA. Unlike a typical audit that reviews a deduction or income line, a net worth audit attempts to reconstruct your entire financial life: assets, lifestyle, gifts, business purchases, real estate, and even what you post online. When lifestyle and reported income don’t align, questions start. In this episode, we discuss: • What a net worth audit actually is If you own a business, invest in real estate, trade crypto, or maintain a lifestyle that doesn’t perfectly match reported income — this episode is essential. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Been through a net worth audit? Share your story below. Timestamps: 00:00 – What a CRA net-worth audit really is (and why people panic) | |||
| CRA’s 5 Most Dangerous Weeks (Now) | 27 Feb 2026 | 00:11:01 | |
💡 The Canada Revenue Agency is currently in the most aggressive five weeks of its fiscal year. The Auditor General found that approximately 40% of audit files are closed in February and March. That means tighter deadlines, faster reassessments, and increased pressure to finalize files before March 31. In this video, I break down: • Why 65% of objections are decided fully or partially in the taxpayer's favour • What "Tax Earned by Audit" (TEBA) means and why it matters • Why year-end pressure changes auditor behaviour • What to do before CRA contacts you • What to do if you're already under audit • How understanding the system can improve your chances of a better outcome 💡 When you understand how the system works, you stop reacting emotionally — and start responding strategically. If you've received a CRA letter, are dealing with an audit, or simply want to understand how the audit process really works, this episode is for you. 🔗 Resources & Guides For episode breakdowns, tax checklists, blogs, and additional resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: cedargroup.ca 🔔 Subscribe for practical breakdowns of CRA audits, objections, tax planning, and real-world tax cases. 👇 Comment below: Have you ever been audited during CRA's year-end season? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #CRAAudit #CanadianTax #TaxObjections #CRA #TaxPlanning #BusinessOwners #AuditDefense | |||
| EP 11- Should Your Money Live in a Corporation or Personally? | 26 Feb 2026 | 01:09:15 | |
Should you invest personally or corporately? It sounds like a simple question — but for business owners in Canada, the answer can mean tens or even hundreds of thousands of dollars in tax differences over time. In this episode of Advisors Table, we break down the real differences between investing inside your corporation vs. investing personally. In this episode, we unpack: • The difference between registered and non-registered personal investing Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Comment below: Are you investing through your corporation or personally? Timestamps: 00:00 – Personal vs. corporate investing: why tax changes everything | |||
| CRA Trap of Excess Corporate Cash | 19 Feb 2026 | 00:11:09 | |
Two business owners sold nearly identical companies for $3 million each. One paid $800,000 in tax. The other paid close to zero. In this video, I break down the five tax mistakes that created an $800K difference — and a real deal that collapsed entirely because nobody planned ahead. In this episode, we cover: • How treating tax as an afterthought can cost you hundreds of thousands • Why failing to qualify for the $1.25M Lifetime Capital Gains Exemption can cost $334,000 • How one simple purification step could have preserved the exemption • How estate freezes and family trusts can multiply exemptions across family members • Why waiting until a buyer is at the table limits your options • The real reason some deals die during due diligence • Why your accountant (even a good one) may not be enough for a business sale 💡 The biggest tax savings in a business sale happen before the deal — not after it closes. If you're planning an exit, model your numbers, clean up your company, and build the right advisory team before going to market. 🔗 Resources & Guides For episode breakdowns, tax checklists, blogs, and additional resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: cedargroup.ca 🔔 Subscribe for practical breakdowns on business sales, tax planning, succession, and exit strategies. 👇 Comment below: Are you planning to sell your business in the next few years? Have you modeled your after-tax proceeds yet? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #BusinessSale #LifetimeCapitalGainsExemption #TaxPlanning #BusinessOwners #SuccessionPlanning #EstateFreeze #CanadianTax 00:00 – $3M Sale, $800K Tax Difference 00:31 – The $3M Deal: What David Missed 01:13 – Mistake #1: Treating Tax as an Afterthought 02:17 – Mistake #2: Losing the $1.25M Exemption ($334K Cost) 04:18 – Multiplying the Exemption with Family (Estate Freeze) 06:02 – $800K Completely Avoidable 06:11 – The Deal That Completely Died 07:28 – Mistake #4: When Tax Kills the Deal 07:40 – Mistake #5: Wrong People Leading the Deal 09:29 – What To Do Before Selling (1–3 Years Out) 10:31 – Build the Right Deal Team 10:46 – Final Takeaways & Next Steps | |||
| Helping Your Kids? CRA Takes a Cut | 17 Feb 2026 | 00:55:58 | |
Helping your family should not create a tax problem. But in Canada, that is not always the case. In this episode of The Advisors Table, we discuss how ordinary family decisions — gifting money, transferring property, helping a child invest, or using a shareholder loan — can trigger serious and often unexpected tax consequences. In this episode, we break down: • Why helping your kids can trigger tax for you — not them Understanding the system before you act is how you protect your family’s wealth. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe if you want practical breakdowns of real tax scenarios. Have you ever been surprised by a tax consequence after trying to help family? Share your experience below. Timestamps: 00:00 – Gifting money to kids & grandparents: why attribution rules exist | |||
| CRA Penalizes You $334K For Having Cash | 12 Feb 2026 | 00:11:33 | |
You might be losing $334,000 in tax savings right now. If you're a Canadian business owner with excess cash, investments, or intercompany loans inside your operating company, you could be blocked from claiming your $1.25 million Lifetime Capital Gains Exemption (LCGE). In this video, I break down: • The 3 tests your company must pass to qualify for the LCGE • Why most business owners fail the 90% active asset test • How excess cash, loans to holding companies, and investments can disqualify you • A real example of a business owner who lost $334,000 in tax savings • How to "purify" your corporation properly • Why a Section 55 butterfly reorganization must be done correctly This applies whether you're planning to sell your business or simply want to protect your family from a massive tax bill at death. Related Resources: • Part 1: CRA Tax Rule That Wipes Out Inheritances • Download the LCGE Qualification Checklist at theadvisorstable.com Coming Next: • Part 3: What Rob Should Have Done — estate freezes, succession strategies, spousal trusts, and life insurance Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Website: cedargroup.ca Subscribe for real-world tax and estate scenarios that show what happens without planning. Comment below: Has your accountant ever advised you to "purify your corporation" or "clean up your passive assets"? Legal Disclaimer: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. Timestamps: 00:00 – Rob's $334,000 Tax Mistake (Real Case) 01:47 – The 3 Tests to Qualify for the Capital Gains Exemption 03:22 – Why This Really Matters for Business Owners 03:36 – The 3 Passive Assets That Usually Fail You 05:04 – How to Fix Passive Assets (Simple Options) 06:01 – Butterfly Reorganization and Serious Warning 08:22 – The 12-Month Rule You Must Know 09:15 – What You Should Do This Week (Action Steps) #TheAdvisorsTable #LCGE #CanadianTax #BusinessOwners #TaxPlanning #EstatePlanning #CorporateTax #SuccessionPlanning | |||
| Being an Executor Can Cost You Personally | 05 Feb 2026 | 01:23:30 | |
In this episode of Advisors Table, we break down the hidden risks executors face when handling an estate, and why “doing everything right” still isn’t always enough to protect you from CRA reassessments, penalties, and personal liability. From Reddit stories about 30+ years of non-filing to real-world cases where executors were forced to pay tax bills out of their own pockets, this conversation walks through how estates are reviewed, why clearance certificates matter, and how past transactions can resurface years later. This isn’t about fear — it’s about knowing the rules before you’re responsible for someone else’s finances. In this episode, we cover: • What an executor is — and why they can be personally liable for unpaid taxes If you’ve been named as an executor — or plan to name one — this is a conversation you need to hear. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe for weekly real-world tax, audit, and planning case studies. Have you ever been named as an executor, or had to deal with an estate and CRA? Share your experience or questions below. Timestamps: 00:00 – Reddit case: 34 years of unfiled taxes after death | |||
| Lost a CRA Audit? You Can Still Win (62%) | 05 Feb 2026 | 00:11:22 | |
You lost a CRA audit and received a Notice of Reassessment. Does that mean it’s over? No. In this episode, I break down what actually happens after you lose an audit — and why filing an objection can still change the outcome. We cover: • What a CRA objection really is • The strict deadlines you cannot afford to miss • What happens to the tax balance while your objection is under review • When CRA can still collect (and when they usually won’t) • Why interest keeps running even if collections are paused • Realistic timelines — from 4 months to nearly 2 years • The three most common reasons objections succeed • The action plan to follow if you've been reassessed If you’ve already been through an audit — or you’re in one right now — this video will help you make better decisions before time runs out. 🔗 Resources & Guides For episode breakdowns, tax checklists, blogs, and additional resources, visit: 🌐 theadvisorstable.com 📞 Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group 📧 Email: sunny@cedargroup.ca 🌐 Website: cedargroup.ca 🔔 Subscribe for real-world tax, audit, and estate planning scenarios. 👇 Comment below: Have you ever filed a CRA objection or gone through a serious audit? LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #CRAAudit #CRAObjection #CanadianTax #TaxAppeal #NoticeOfReassessment #TaxDispute #BusinessOwners 00:00 – You lost the audit… but you still have a real chance 01:40 – Critical objection deadlines & extension rules 03:30 – What really happens to your money and interest during an objection 05:20 – How long CRA objections actually take (backlog & timelines) 07:15 – Why objections often succeed (real outcomes & examples) 09:05 – When it’s NOT worth fighting (costs, fees & strategy) 10:30 – Final action plan and what to do next | |||
| CRA Tax Rule That Wipes Out Inheritances | 30 Jan 2026 | 00:13:59 | |
A family builds $7.9 million over a lifetime — and loses more than $5 million after one accident.In this episode of Advisors Table, we walk through a real-world estate scenario where death triggers a chain reaction of personal tax, corporate tax, probate, and double and triple taxation. The result: over 60% of the family’s wealth disappears — not because of bad investments, but because of missing planning.In This Episode, We Cover:
00:00 – A $7.9M estate loses 60% overnight 01:30 – The death rule that triggers instant tax 03:00 – How the $1.9M tax bill is calculated 04:35 – The $669K mistake business owners miss 05:59 – Probate: the hidden tax nobody plans for 07:58 – When assets exist but cash doesn’t 10:07 – How $2M in tax turns into $5M lost If you’re a business owner, investor, or executor, this is a conversation you don’t want to postpone.Links:🔗 CRA Taxes 80% When You Die: • CRA Takes 80% When You Die 🔗 Download the Estate Planning Guide: https://theadvisorstable.com/what-hap...🔗 Being an Executor Can Cost You Personally: • Being an Executor Can Cost You Personally 💡 Coming Next:🔗 Part 2 of this video: What Rob and Jenna Should Have Done (estate freezes, LCGE planning, succession strategies, spousal trusts, life insurance)📞 Looking for Trusted Tax Advice?Connect with Sankalp (Sunny) Jaggi, at Cedar Consulting Group📧 Email: sunny@cedargroup.ca🌐 Website: https://www.cedargroup.ca/🔔 Subscribe for real-world tax and estate scenarios that show what happens without planning👇 Comment below: do you have a plan for what happens to your corporation at death?LEGAL DISCLAIMER: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. | |||
| CRA Bill That Destroys Wealth After Divorce | 27 Jan 2026 | 00:47:26 | |
In this episode of Advisors Table, we walk through a real-world family wealth and tax planning scenario that many parents never expect to face: what happens when a “gift” to help a child buy a home collides with separation, divorce, and tax rules. This conversation highlights how undocumented gifts and misunderstanding CRA rules can leave parents with no protection — and no recovery. In this episode, we cover: • Ontario equalization rules explained simply Planning early can protect both family relationships and family wealth. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe for weekly real-world tax, audit, and planning case studies. Watch now and share your experience in the comments. Timestamps: 00:00 – Lavish Wedding, Big Money & Unexpected Divorce | |||
| CRA Can See Your Crypto Wallet — Now | 23 Jan 2026 | 00:13:53 | |
How CRA Tracks Crypto Wallets — Even When You Think You're Anonymous Most crypto traders believe their wallets are private. They're not. In this episode of Advisors Table, we break down how CRA goes from your name to your wallet — and from one transaction to your entire crypto history. From exchange data and blockchain analysis to bank reporting and global crypto disclosure frameworks, this video walks through how crypto audits actually work in real life — not just in theory. If you've ever moved coins off an exchange, staked, mined, used DeFi, or cashed out to a bank, this episode shows where the audit "choke points" really are. In This Episode, We Cover: • How exchanges connect your name to wallet addresses • Why a single withdrawal can expose full on-chain activity • What triggers crypto audits • How bank deposits and FINTRAC reports create audit leads • The role of DeFi, privacy coins, and offshore platforms • Investor vs. business classification — and why it changes your tax outcome • What CARF means for offshore platforms and cross-border reporting (2026–2027) • What's inside CRA's 54-question crypto audit form Crypto isn't anonymous. The moment it touches an exchange or a bank, it becomes traceable. Related Resources: • CRA's 3 Biggest Audit Targets in 2026 • The Audit Machine: What 53,000 CRA Employees Are Actually Doing • CRA Voluntary Disclosure Program 2025 Explained • Additional tax resources available at theadvisorstable.com Looking for Trusted Tax Advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Website: cedargroup.ca Subscribe for real CRA audit case studies, crypto tax breakdowns, and practical defense strategies. Comment below if you've been through a crypto review or audit. Legal Disclaimer: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #TheAdvisorsTable #CryptoTax #CRAAudit #CanadianTax #DigitalAssets #TaxCompliance #WealthPlanning #Blockchain Timestamps: 00:00 – Why Crypto Wallets Aren't Anonymous 01:08 – How the CRA Links You to the Blockchain 02:16 – The Biggest Mistake Crypto Users Make 03:20 – How the CRA Tracks Wallet Activity 05:07 – Can You Actually Stay Anonymous? 06:05 – Where Most People Get Caught (Banks) 08:01 – What Happens in a CRA Crypto Audit 10:47 – How to Protect Yourself and Final Advice | |||
| The Audit Machine - What 53,000 CRA Employees Are Actually Doing | 20 Jan 2026 | 01:20:12 | |
With a $22B budget and over 53,000 employees, the Canada Revenue Agency (CRA) isn’t relying on random selection. It’s using risk models, industry benchmarks, data matching, and third-party reporting to identify patterns that stand out. If you’re a business owner, contractor, investor, or high-income earner, this episode shows how CRA’s audit machine actually operates behind the scenes — what triggers reviews and audits, and what you can do to reduce your risk before CRA comes knocking. In this episode, we discuss: • How CRA identifies “high-risk” taxpayers Audits don’t start with a letter — they start with a data point. Links:
Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe for weekly breakdowns of CRA audits, real client cases, and advanced tax planning. Comment below if you want us to cover a specific industry, audit scenario, or CRA letter. Timestamps: 00:00 - CRA’s $22B spending shock | |||
| CRA Turned $250K Profit Into $1.2M In Taxes | 17 Jan 2026 | 00:15:48 | |
In 2017, a man flipped a house in Toronto and made a $250,000 profit. Six years later, CRA audited him and hit him with a $1.167 million tax bill. This isn't a clickbait headline. It's a real audit case — and it could happen to anyone. In this video, I break down exactly how a $250,000 profit turned into a $1.167 million tax nightmare, and what we did to fight it. In This Episode, We Cover: • How a $250,000 profit turned into a $1.167 million tax bill • When CRA treats you as a builder for HST purposes • The 90% renovation rule and why HST can apply to the full sale price • Why missing receipts can erase hundreds of thousands in deductions • The 90-day objection deadline and how CRA appeals really work • Using affidavits, expert reports, and case law to challenge reassessments • How this case was reduced by $770,000 on appeal • Lessons every real estate investor and flipper needs to know Related Resources: • CRA's 3 Biggest Audit Targets in 2026 • Download the Real Estate Tax Checklist at theadvisorstable.com Work With Us: If you're a business owner or high-net-worth family planning a sale, succession, or estate strategy, visit cedargroup.ca to learn how we can help. You can also visit theadvisorstable.com for more tax resources and insights. Subscribe for weekly breakdowns of CRA audits, tax planning, and real client cases. Comment below if you want us to cover more audit stories or specific tax scenarios. Legal Disclaimer: This video is based on a real case, but names and some details have been changed to protect client confidentiality. This content is for educational purposes only and does not constitute legal or tax advice. Always consult with a qualified tax professional before making financial decisions. #CanadianTax #RealEstate #TaxAudit #CRA #HouseFlipping #TaxStrategy #EstatePlanning #BusinessOwners Timestamps: 00:00 – $250K Profit to $1.16M Tax Bill 01:18 – The House Flip Story 02:36 – CRA Audit After 6 Years 03:11 – HST Builder Shock 04:39 – CRA Recalculates the Profit 05:55 – Interest and Penalties Add Up 06:51 – Total Damage: $1.167M 07:49 – Filing a CRA Objection 09:50 – Proving the Loan and Costs 11:51 – CRA Appeals Decision 12:23 – Final Tax Bill 13:38 – 3 Lessons You Must Know 14:55 – CRA Audits in 2026 and Next Steps | |||
| Leaving Canada? Here’s What the CRA Wants You to Know | 13 Jan 2026 | 00:59:30 | |
According to Statistics Canada, approximately 500,000 people left Canada in 2024 — a staggering number that raises serious questions about affordability, taxation, and long-term planning. In this episode of Advisors Table, we unpack why more Canadians — especially professionals and business owners — are considering leaving Canada, and the often-overlooked tax consequences that come with that decision. Leaving Canada isn’t as simple as booking a flight. From departure tax to residency rules, poor planning can trigger unexpected six- or seven-figure tax bills. In this episode, we cover: • What departure tax is and why it catches people off guard Thinking about leaving Canada? Timing, valuation, and residency matter more than most people realize. Looking for trusted tax advice? Connect with Sankalp (Sunny) Jaggi at Cedar Consulting Group. Email: sunny@cedargroup.ca Subscribe for weekly episodes. Comment below with your questions — we may answer them in a future episode. Timestamps: 00:00 – Why 500,000 People Left Canada | |||
| CRA’s 3 Biggest Audit Targets in 2026 | 06 Jan 2026 | 00:16:29 | |
If you earned income from crypto, flipped real estate, or operate through a corporation, there's a strong chance you're already on CRA's radar going into 2026. In this video, I break down the three audit patterns CRA is targeting most aggressively — based on real audit files I'm seeing every week — and the exact triggers that are leading to reassessments. CRA is no longer "taking a guess." They're pattern-matching data across platforms, pulling third-party records, and using automated analytics. Many taxpayers don't realize they're exposed until the audit letter arrives. In this video, you'll learn: • How CRA is using automated data matching and platform reporting to flag audits • Why real estate flips (and the 365-day rule plus HST) are still triggering reassessments • Why incorporated workers are being audited under Personal Services Business (PSB) rules • Why crypto audits are accelerating — especially staking income and weak record-keeping • How upcoming international crypto reporting will expand CRA visibility in 2026 • What to do before an audit starts — and how to respond if you're selected If you fall into any of these groups — crypto, real estate, or incorporated work — this is not something to ignore. Full episode breakdown and free tax resources: Looking for trusted tax expertise? Contact Sunny Jaggi at Cedar Consulting Group: Website: Subscribe for upcoming deep-dives on CRA audits and enforcement. Comment below: What audit trends or CRA patterns are you seeing heading into 2026? #AdvisorsTable #CRA #CRAAudit #CryptoTax #RealEstateTax | |||
| Canada Tax Wrapped 2025 (It was Bad) | 30 Dec 2025 | 01:15:35 | |
2025 was absolutely wild for Canadian taxes. Let’s recap the chaos. Remember the GST holiday mess in December 2024? That was just the beginning. Chrystia Freeland resigned. Trudeau fell. Trump got elected and inaugurated. The capital gains tax became a legal nightmare. CRA got sued for enforcing rules that didn’t exist. The federal election shocked everyone. And through it all, CRA tried to go digital… and it went about as well as you’d expect. In this episode of The Advisors Table, Parveen and I walk you through what actually happened inside CRA and Finance Canada in 2025. What we cover: • CRA’s forced digital shift and the end of paper correspondence This isn’t just a recap — it’s a deep dive into how government policy actually gets implemented (or doesn’t) and what it means for business owners, taxpayers, and advisors navigating the system. If you felt the chaos firsthand in 2025, you need to hear this. If you’re wondering why your CRA experience has been terrible, this episode explains everything. Subscribe for weekly episodes. Watch now and leave your comments below. Timestamps: 00:00 – CRA is going digital — why it matters | |||
| CRA Takes 80% When You Die | 26 Dec 2025 | 00:12:28 | |
When you die owning a corporation in Canada, the CRA can take up to 80% of its value through layers of taxation — leaving your family with almost nothing. In this video, I break down how this actually happens using a simple $1 million corporation example, and why most business owners only discover this problem when it's already too late. You'll learn: • How CRA applies a deemed disposition when you die • How a $1M corporation can trigger over $800K in total taxes • How capital gains tax, dividend tax, and corporate tax stack together • What "double" and "triple" taxation really mean in practice • What post-mortem tax planning is • What strategies can reduce the tax outcome from approximately 80% down to approximately 27% • Why this issue affects employees, jobs, and entire communities — not just owners • The three questions every incorporated business owner must ask their tax advisor Here's the blog related to this topic on our website: If you own a corporation, this is something you cannot afford to ignore. Without planning, years of work can disappear to taxes in a single event. Blog: "5 Questions to Ask Your Advisor" checklist at theadvisorstable.com Subscribe for more practical Canadian tax and business insights. Comment if you've seen this happen in real life — or if you want a second set of eyes on your situation. #AdvisorsTable #CanadianTax #EstatePlanning #BusinessOwners #CRA | |||
| The $10M Tax Bill When a Business Owner Dies | 23 Dec 2025 | 01:38:31 | |
Welcome to Episode 4 of Advisors Table. In this episode, we walk through a real client scenario that highlights the risks of taxes on death and corporate structure planning. Learn how poor planning can lead to rushed asset sales and lost value — and how careful structuring can protect families and businesses. In this episode, we cover: • How taxes on death are calculated in Canada Take action now: understand your options, plan effectively, and protect your family and business from unexpected tax surprises. Subscribe for weekly episodes. Watch now and leave your comments below. Timestamps: 00:00 - Introducing the Case Study: Robert's $10 Million Tax Bill | |||
| CRA Ends 14-Year Break - Truckers Losing Millions | 19 Dec 2025 | 00:14:02 | |
The Canada Revenue Agency has officially ended a 14-year moratorium, putting incorporated truck drivers across Canada at risk of Personal Services Business (PSB) reclassification — which can mean higher taxes, denied deductions, and larger reassessments. In this video, you'll learn: • What the CRA's moratorium was and why its removal matters • Why Budget 2025 allocated $77 million to enforcement in this area • What a Personal Services Business (PSB) is and how the CRA defines it • The employee vs. contractor test the CRA uses for truck drivers • Why the CRA and labour authorities are now sharing information • Practical steps incorporated drivers and trucking companies should take now If you're an incorporated truck driver, owner-operator, or run a trucking company using contractors, this is not something you can afford to ignore. Free Resource: Download the Employee vs. Contractor Checklist for Truckers at theadvisorstable.com Subscribe for more Canadian tax and business insights. Comment if you have questions — or if you'd like a follow-up video on voluntary disclosures or PSB audits. #AdvisorsTable #CRA #TruckDrivers #PersonalServicesBusiness #TaxAudit #DriverInc #CanadianTax #TruckingIndustry | |||
| CRA Voluntary Disclosure Program 2025 Explained | What’s Changed & What It Means | 16 Dec 2025 | 01:23:30 | |
Welcome to Episode 3 of Advisors Table — where we break down the CRA’s Voluntary Disclosure Program (VDP) and the practical implications of the 2025 changes. In this episode, we uncover: • The difference between prompted vs. unprompted disclosures and why it matters • How CRA letters, limited reviews, questionnaires, and public leaks can affect your VDP status • Why timing and connection of issues determine whether your disclosure is considered prompted • How to handle missing records and still make a valid disclosure • Common fears: Will CRA see me as a “problem taxpayer”? Could future audits or inherited assets be affected? • Why the VDP isn’t a planning tool or “second chance” loophole • What to expect in terms of penalties, interest relief, and CRA discretion Take action before CRA comes knocking. Know your options, reduce penalties, and get clarity. Subscribe for weekly episodes. Watch now and leave your comments below. Timestamps: 00:00 - Introducing the Voluntary Disclosure Program (VDP) 01:30 - Overview of the VDP and Recent Changes 02:45 - Purpose and Benefits of the VDP 04:35 - Key Conditions for VDP Eligibility 06:15 - Understanding “Voluntary” and the New Tracks 09:30 - Impact of Third-Party Leaks on Eligibility 11:45 - Defining “Complete” and “Accurate” Disclosures 16:20 - Challenges with Data Collection and Estimation 19:45 - Relief Offered: Prompted vs. Unprompted Tracks 22:15 - Comparing the Old and New VDP Programs 26:00 - The VDP Application Process and RC199 Form 29:10 - Grounds for VDP Application Denial 31:45 - Making a Second VDP Submission 35:50 - Transition from the Old to New Program 38:10 - Practical Examples: Prompted vs. Unprompted 44:30 - Addressing Common Concerns and Misconceptions 49:05 - Fairness and the VDP as a Planning Tool 52:40 - Risks of Disclosure and CRA Discretion 56:20 - Practical Advice and Seeking Professional Help 59:45 - Long-Term Reputational and Future Implications | |||
| Strange Tax Scenarios: Paying Taxes Without Making Money or Donating Big! | 12 Dec 2025 | 00:08:45 | |
The 2024 AMT changes created some of the strangest tax outcomes in Canada — including situations where you can lose money or donate to charity and still owe a major tax bill. In this video, I break down what changed with the Alternative Minimum Tax (AMT), why tax bills are suddenly higher, and two real examples every founder, investor, and donor should understand. Watch to learn how AMT works and how to plan around it. #TaxPlanning #CanadianTaxes #AMT #AlternativeMinimumTax #TaxStrategy | |||
| We Can’t Build Affordable Housing While Taxing It Like A Luxury Tax | 09 Dec 2025 | 00:42:48 | |
Welcome to Episode 1 of Advisors Table — where we unpack what it truly means to be sale-ready. In this episode, we discuss: • What “sale-ready” actually means Timestamps: 00:00 — Introduction to the Business Exit Process If you’re a business owner planning an exit — or an advisor supporting one — this episode is essential. Subscribe for weekly episodes and insights. | |||
| How to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up | 04 Dec 2025 | 01:36:05 | |
Welcome to Episode 1 of Advisors Table — where we unpack what it truly means to be sale-ready. In this episode, we break down: • What “sale-ready” actually means • How structuring early can save millions in tax • QSBC shares & the $1.25M LCGE • The CRA’s 24-month holding rule • Purification: what it is & why it matters • Asset sale vs. share sale • How trusts multiply the LCGE • Life insurance inside an InvestCo • Buyer-side due diligence • Hidden liabilities that kill deals • Succession & intergenerational planning • Bill C-208 and selling to your children Timestamps: 00:00 - Introduction to the Business Exit Process 01:37 - Understanding the Exit as a Multi-Year Journey 04:01 - Identifying and Evaluating Potential Buyers 08:55 - Aligning Buyer Type with Seller Intentions 11:32 - Navigating Offers and Initial Negotiations 15:03 - The Letter of Intent and Due Diligence Phase 20:33 - Tax Planning and the Lifetime Capital Gains Exemption 29:40 - Qualifying for the Lifetime Capital Gains Exemption 36:48 - Case Study: Advanced Planning with an Estate Freeze 46:22 - Benefits of Using a Family Trust in Succession 52:45 - Selling to Family: New Rules and Paths 59:04 - Immediate vs. Gradual Succession to Family 01:04:50 - Share Sales vs. Asset Sales 01:10:31 - Case Study: How Poor Structure Can Kill a Deal 01:13:32 - Key Takeaways and the Importance of Early Planning If you’re a business owner planning an exit — or an advisor supporting one — this episode is essential. Subscribe for weekly episodes. Watch now and leave your comments below. | |||