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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.

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…

You Failed the CRA Audit, Now What?

You Failed the CRA Audit, Now What?

You just received a Notice of Reassessment from CRA. The auditor didn’t agree with your position. You owe money—maybe a lot of money. And you’re wondering: is it over? Did I lose? The answer is…

Your Executor Will Quit (Here’s Why)

Your Executor Will Quit (Here’s Why)

If you’ve named someone as executor in your will, there’s a conversation you need to have with them this week. Because when they find out what they’ve actually agreed to, there’s a good chance they’ll…

What Happens Tax-Wise When Someone Dies in Canada (Real Family Case Study)

What Happens Tax-Wise When Someone Dies in Canada (Real Family Case Study)

When Rob and Jenna died in a car accident in November 2024, their adult children Ryan and Misha expected to inherit their parents’ $7.9 million estate. Instead, they faced a $2.07 million tax bill due…