Built for founders, not accountants. Free to download — some need your email, some don't.
Walk through the math: business valuation, ACB, capital gain, terminal return tax, probate fees, and the LCGE eligibility check — so you know what your family will actually owe within 6 months of your death. For founders who want a real number, not a guess.
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.
Three-test breakdown of the Lifetime Capital Gains Exemption — QSBC status, the 24-month holding period, and the 50% / 90% active-business asset tests. A $334K+ tax-savings tool that most business owners assume they qualify for but don't.
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.
A three-phase walkthrough to identify whether you're sitting on a bare trust under Canada's new reporting rules — with the exemptions, the 5%-of-property penalty math, and the specific T3 / Schedule 15 steps to take. For anyone whose name is on a family member's account or property.
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.
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.
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.
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.
Use this BEFORE you talk to your accountant, lawyer, or advisor. Covers the six tax triggers — share ownership, LCGE qualification, safe income, shareholder loans, prior reorganizations, and cross-border exposure — that quietly determine whether your tax bill is manageable or catastrophic.
Compliance walkthrough for Canadian real-estate transactions — intention test, accountant consultation, documentation discipline, and financing structure. Built to keep flippers out of the position the audit case studies on the podcast keep landing in.
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.
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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