Canadian tax strategy made clear. Just the insights business owners and Canadian families need to protect wealth and plan smarter.
Hosted by Sunny Jaggi (CPA, CA, MTax, CFF) and Parveen Sidhu (CPA, CA) from Cedar Consulting Group, we break down complex tax concepts into simple, actionable strategies you can actually use.
What we cover:
Estate planning • Business sales • CRA audits • Corporate reorganizations • Tax-efficient structures • Succession planning • Capital gains strategies • And everything else that impacts your wealth
New videos every Tuesday and Thursday:
→ Long-form podcasts (Tuesdays)
→ Solo videos by Sunny (Thursdays)
Whether you're planning to sell your business, structure an estate freeze, or just want to stop leaving money on the table — this channel will give you the clarity you need.
📧 Work with us: cedargroup.ca
📝 Resources & checklists: theadvisorstable.com
The Advisors Table Podcast
CRA is actively reviewing Canadians who bill US clients through a corporation. They have a profile: one shareholder, one client, full-time hours, on the client's system. Fit it, and roughly 11% becomes 44.5%. Retroactively.
These images cover the 4 decisions that decide which side of that letter you land on. The full video with the math on screen is live now.
👉 Grab your free US Client Toolkit: www.theadvisorstable.com/resources/us-client-toolk…
💭 Question for you: do you bill US clients through your corporation, or are you thinking about it? Drop a comment.
2 days ago | [YT] | 4
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The Advisors Table Podcast
Incorporated folks: how many clients does your corporation have right now?
(PS: If you answered "1 client" – Thursday's video was made for you. The PSB section starts at 10:24).
4 days ago | [YT] | 1
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The Advisors Table Podcast
Do you invoice US clients through your Canadian corp? 🧾
5 days ago | [YT] | 1
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The Advisors Table Podcast
Do you (or someone you know) bill a US client through a Canadian corporation?
6 days ago | [YT] | 0
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The Advisors Table Podcast
Have you ever formally disputed a CRA assessment? 🤔
1 month ago | [YT] | 0
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The Advisors Table Podcast
💡 Tax Term Tuesday
Refundable Tax → Refundable tax is tax paid by a corporation that can potentially be refunded back to the corporation when it pays certain taxable dividends.
Think of it as a pool of refundable taxes that can be recovered later when the right type of dividend is paid.
The timing of when you take money out of a corporation can affect when those refundable taxes are recovered – which can create opportunities to manage personal tax over time.
➡️ Watch full breakdown here: https://youtu.be/gE1Uth9cJUY?si=CwzVG...
1 month ago (edited) | [YT] | 3
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The Advisors Table Podcast
🎧 New video is live.
The wealthiest families in this country almost never give their kids anything. Not the company, not the property, not the investments. And it isn’t because they don’t trust their kids.
It’s because a gift is the one financial move you can never take back.
Here’s what they do instead, why one family’s kid got a $1.6 million tax bill while a nearly identical family paid $270,000, and the answer nobody selling trusts will give you: most families don’t need one.
Which lane is your family in? 🤔
2 months ago | [YT] | 5
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The Advisors Table Podcast
After watching yesterday's video: which lane is your family in?
2 months ago | [YT] | 0
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The Advisors Table Podcast
🎧 New Solo Just Dropped!
Why the wealthiest families in this country almost never give their kids anything, and what they do instead.
Including the answer nobody selling trusts will give you: most families don't need one.
Watch here 👇
2 months ago | [YT] | 0
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The Advisors Table Podcast
If you've built something worth real money, what's your plan for getting it to your kids?
2 months ago | [YT] | 0
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