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SoloEstate Planning Explained: Will vs. Trust In Canada
How wills, beneficiary designations, joint ownership, and trusts actually control your assets in Canada – and why many families discover critical estate planning gaps only after a crisis occurs.
- Estate Planning
- Family Trust
- Income Splitting
SoloS14: CRA’s Bare Trust Costs Will Crush Families
If your name is on a property, bank account, or investment that actually belongs to someone else — this could cost your family thousands every year… even if you owe zero tax. Canada’s new “bare trust” rules are turning simple family help into an ongoing compliance burden.
- Trust Planning
- Family Trust
- CRA Audit
SoloS18: 3 CRA Powers Coming in 2026 Will Ruin You
How the government's proposed CRA powers could expand audits through taxpayer interviews, daily penalties, and broader enforcement against Canadians.
- CRA Audit
- CRA Powers
- Wills & Estates
SoloCRA Can See Your Crypto Wallet — Now
How CRA traces crypto activity through exchanges, banks, blockchain analysis, and global reporting systems – turning supposedly "private" wallets into fully auditable financial records.
Latest Episodes
All episodes →- Solo
Estate Planning Explained: Will vs. Trust In Canada
How wills, beneficiary designations, joint ownership, and trusts actually control your assets in Canada – and why many families discover critical estate planning gaps only after a crisis occurs.
- Estate Planning
- Family Trust
- Income Splitting
SoloThe Airbnb Tax Nobody Knows About
How Airbnb income can quietly transform your home into a taxable commercial property – triggering unexpected HST, loss of principal residence treatment, and massive tax exposure on sale.
- Business Owners
- Business Sale
- Legal Perspective
EpisodePoliticians Keep Lying About Tax Cuts
How government headlines hide the fine print—and why your “tax cut” might actually be a retroactive tax hike in disguise.
- Penalties & Interest
- Business Owners
- Founders & Entrepreneurs
SoloS22: CRA’s 5 Most Dangerous Weeks (Now)
💡 The Canada Revenue Agency is currently in the most aggressive five weeks of its fiscal year. The Auditor General found that 40% of audit files are closed in February and March.
- CRA Audit
- CRA Powers
- Quick Tip
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Estate Planning Checklist for Business Owners
- Checklist
Pre-Sale Tax Checklist
- Checklist
Does Your Company Qualify for the $1.25M LCGE?
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From the Blog
All posts →Will vs. Trust: Which One Actually Controls Your Assets In Canada?
Most Canadians think their will controls everything they own – but beneficiary designations, joint ownership, and probate rules often decide where assets actually go. Learn how wills, trusts, probate, and tax planning work together to protect family wealth and avoid costly estate mistakes.
The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It
New CRA bare trust filing catches family bank accounts, joint titles, crypto held for relatives—$50K penalties even if you owe $0 tax. Bill C-15 passed House, Senate next. Sign petition + download checklist before 2026 tax year.
3 CRA Powers Coming in 2026 That Every Canadian Needs to Know
New CRA powers let auditors demand sworn testimony (no transcript), issue $50/day penalties without court, and freeze reassessment clocks indefinitely. Download MP letter template to fight back before legislation passes.