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Unlock Tax-Smart Exits, Succession Plans & Wealth Strategies

The Advisor’s Table blog delivers clear, actionable tax and exit strategies for Canadian business owners. Every post pulls straight from our latest podcast episodes—stay sharp, stay ahead.

Don’t Let the CRA Take 80% of Your Business When You Die

 By – Sankalp (Sunny) Jaggi, CPA, CA, MTax, CFF The death of a business owner is a difficult time for any family. The last thing they need is a surprise, multi-layered tax bill that can…

Is Your Business Sale-Ready? A Complete Guide to Exit Planning, Tax Strategy & Legacy Protection

Selling a business is one of the most important financial decisions an owner will ever make, and yet most founders wait too long to prepare. If you are serious about maximizing value, minimizing tax, and…