Blog

Home – Blog

Our Blog List

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.

The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It

The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It

If you’ve ever put your name on a bank account for your child, helped a sibling get on a property title, or held an investment for a family member — CRA’s new bare trust rule…

3 CRA Powers Coming in 2026 That Every Canadian Needs to Know

3 CRA Powers Coming in 2026 That Every Canadian Needs to Know

The federal government is about to hand CRA three new audit powers that will fundamentally change how tax audits work in this country. These aren’t tools designed for offshore tax cheats or organized crime. Under…

One Mistake Killed His $5M Deal — Why the Wrong Team Destroys Business Sales

One Mistake Killed His $5M Deal — Why the Wrong Team Destroys Business Sales

A business owner spent 20 years building a company worth $5 million. They found a buyer, agreed on a price, and were two weeks from closing. Then the deal died. Not because of the price.…

CRA’s 5 Most Dangerous Weeks: What TEBA Means for Your Next Audit

CRA’s 5 Most Dangerous Weeks: What TEBA Means for Your Next Audit

CRA’s fiscal year ends March 31. The Auditor General found that 40% of all audit files close in February and March alone. If you own a corporation, rental properties, investments, or claim home office or…

$800K Tax Bill That Should’ve Been $0 — The 5 Mistakes That Cost This Business Owner Everything

$800K Tax Bill That Should’ve Been $0 — The 5 Mistakes That Cost This Business Owner Everything

Discover the 5 critical errors that turned a $0 tax bill into an $800K disaster for a business owner. Learn how to protect your company from CRA reassessments, audits, and massive penalties.

The Tax Rule That Punishes Successful Businesses

The Tax Rule That Punishes Successful Businesses

Rob was 65 when he died in a car accident in November 2024. His business — an operating company worth $5 million — had been his life’s work. When he died, his family owed $1.35…