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 doesn't just come after you when you're alive.
They come after your family when you die. They come after your buyer when you sell.
And they come after you YEARS after a deal closes.
I just finished working on a deal where CRA's rules killed a $5M business sale — two weeks before closing. The seller did everything right. Found a buyer. Agreed on a price. But one mistake from previous year gave CRA the opening to destroy the deal.
I'm dropping new videos breaking down every way CRA can come after you when you sell your business — and exactly how to protect yourself.
Real deals. Real dollar amounts. Real mistakes I have seen up close.
POLL: Has CRA ever cost you money you weren't expecting?
9 hours ago | [YT] | 3
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The Advisors Table Podcast
🚨 NEW EPISODE DROPPING TUESDAY
This is one of those “no one tells you this” topics.
Parents help their kids all the time — with:
• down payments
• gifting money
• adding them to property title
• co-signing
But CRA has rules that can trigger tax in ways most families never expect.
📌 Helping Your Kids? CRA Takes a Cut
Dropping Tuesday.
👇 Quick question:
Have you ever helped your kids financially?
1 day ago | [YT] | 2
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The Advisors Table Podcast
What scares you more?
1 day ago | [YT] | 1
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The Advisors Table Podcast
Estate Planning Tip Most People Miss
If you’re married/common-law:
Go check your TFSA beneficiary settings.
Is your spouse listed as Successor Holder?
If yes:
✅ TFSA continues in their name
✅ Growth stays tax-free
✅ Less paperwork
If no:
Your TFSA can collapse on death — and any growth after death can become taxable.
One checkbox. Big difference.
1 day ago | [YT] | 1
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