Estate Planning Audit: Where Are Your Gaps?
Map every asset you own to one of three transfer buckets. See exactly who gets what when you die, and whether that's who you intended. Most people find at least one surprise.
Checklists, guides, and templates from the Advisors Table.
Free downloads for Canadian business owners — built for founders, not accountants. Browse by topic, or search for exactly what you need.
Estate Planning Checklist for Business Owners
Calculate business value, ACB, capital gains tax, probate fees, and LCGE eligibility to estimate what your family could owe after your death.
The Holding Company Decision Guide
Find out if a holding company is right for you with a practical self-assessment covering tax savings, asset protection, and business planning.
Pre-Sale Tax Checklist
The tax planning steps every business owner should complete 1–3 years before going to market — base-case modelling, optimization gap, structure cleanup, and the strategies that turn an $800K tax bill into something materially smaller. Same workflow used internally with private clients.
Prescribed Rate Loan Family Trust – Tax Savings Model
A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.
Does Your Company Qualify for the $1.25M LCGE?
Three-test breakdown of the LCGE: QSBC status, 24-month rule, and 50%/90% asset tests — a $334K+ tax-saving tool many owners think they qualify for but don't.
The RRSP Escape Plan
Estimate how much of your RRSP could be lost to tax at death – and compare strategies that may help preserve more wealth for your family and heirs.
Deal Team Checklist
Build the right team 12–24 months before you sell. Defines the four roles — existing accountant, deal-experienced tax advisor, M&A lawyer, broker / investment banker — what each is responsible for, and the questions to ask before signing engagement letters.
Bare Trust Filing Checklist
A 3-phase guide to identify bare trusts under Canada's reporting rules, including exemptions, 5% penalty calculations, and required T3/Schedule 15 filings.
CRA Audit Protection Checklist
Three phases of audit defence — what to document before a CRA agent shows up, how to handle requests during an active audit, and how to respond after a reassessment. Includes the 90-day objection deadline and the TEBA metric CRA tracks internally.
CRA Objection Survival Checklist
Six-step playbook for filing a Notice of Objection that actually wins — from the 90-day deadline math to the specialist questions to ask and the 4–24 month wait you should expect. Built for business owners or individuals who just received a Notice of Reassessment.
Crypto Tax Survival Guide
What the CRA actually looks at when they audit your crypto activity, the 6-step records checklist for staying audit-ready, the transaction tracking template, and red flags that trigger reviews. Covers exchange data, blockchain tracking, FINTRAC bank cross-reference, and the OECD framework coming in 2027.
The Executor Checklist
Five concrete actions for anyone named executor — from the Section 159 conversation to have with the person you've named, to the accountant questions about Form TX19 clearance certificates, to the personal-liability protection most executors don't know they need.
The Must-Do Checklist Before Any Sale, Restructure, or Freeze
Use this before speaking to your accountant or lawyer. Covers 6 key tax triggers—LCGE, safe income, shareholder loans, ownership, reorganizations & cross-border risk.
Real Estate Tax Checklist for House Flippers
Compliance walkthrough for Canadian real estate deals — intention tests, documentation, and financing structure to avoid common CRA audit pitfalls.
MP Letter Template — Bare Trust Rules
A pre-written letter to your Member of Parliament asking them to oppose the bare-trust reporting penalties before Bill C-15 becomes law. Add your name, find your MP, send. No email required.
MP Letter Template — CRA Audit Powers
A pre-written letter to your Member of Parliament asking them to oppose the three new CRA audit powers in the current bill. Add your name, find your MP, send. No email required.
Need more than a checklist? Cedar Group provides hands-on advisory for complex tax situations.
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