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
The CRA may be calling your employees – not you.
Most business owners don't even know this is happening.
But how you handle tips could trigger payroll taxes like CPP and EI – even if you're just passing them through.
In this week's episode, we break down the hidden risks most tipped businesses overlook.
*POLL*: Do you think tips should be taxed?🤔
1 day ago | [YT] | 3
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The Advisors Table Podcast
Expanding into the U.S. seems like a natural step for many Canadians 🚶♂️➡️
But the structure you choose can create unexpected tax issues across the border – including extra reporting, penalties, and even double taxation.
In this week's episode, we break down why proper cross-border planning matters before you invest, incorporate, or sign anything.
POLL: Are you considering expanding or investing in the U.S. within the next 3 years? 🇨🇦🇺🇸
3 days ago | [YT] | 3
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The Advisors Table Podcast
Did you know this face?
Bob Hamilton — the name at the bottom of every automated CRA letter you have ever received — officially retired as CRA Commissioner at the end of March.
He held the role since 2016. Ten years running the agency that audits you, reassesses you, and sends you those lovely notices of assessment.
No matter how you feel about the CRA, you have to admit — most Canadians had no idea what the guy actually looked like.
New era at the CRA. Stay tuned.
1 week ago | [YT] | 4
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The Advisors Table Podcast
Moving to Canada doesn't reset your tax obligations.
The CRA doesn't care that you just arrived – the day you became a tax resident, they expect full reporting.
New families face $100,000+ in penalties for forms they didn't even know existed.
Foreign Property.
Overseas Income.
Assets back home.
One missed disclosure can follow you years later.
In our latest episode, we break down the immigration tax traps that quietly cost newcomers thousands — and how to avoid them.
POLL: Before today, did you know Canada taxes worldwide income once you become a tax resident? 🤔
1 week ago | [YT] | 5
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The Advisors Table Podcast
Which of CRA's 3 proposed new audit powers concerns you the most?
The federal government wants to give CRA three new powers — and none of them require a judge.
Full breakdown in our latest video (link in comments).
🔵 Sworn testimony under oath — no transcript, no recording
🔵 $50/day penalty — CRA decides if you're "cooperating enough"
🔵 Freezing your reassessment period — your spouse, holdco, and trust too
🔵 All three are equally terrifying
3 weeks ago | [YT] | 8
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The Advisors Table Podcast
A business owner spent 20 years building a $5M company 🏗️
Found a buyer. Agreed on price. Everything was on track.
Two weeks before closing — the deal was dead 💀
What do you think killed it? 👇
1 month ago | [YT] | 0
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The Advisors Table Podcast
🚨 NEW EPISODE: CRA's Net Worth Audit — How They Prove You're Hiding Money
This might be the most important episode we've done. 🎙️
If CRA thinks your lifestyle doesn't match your reported income — a house you bought, a car you drive, a trip you took, crypto you traded, a gift you received — they can reconstruct your entire financial life and demand YOU prove where the money came from. 🔍
Not the other way around. You're guilty until you prove you're innocent. 😳
In this episode, Parveen and I break down:
📋 What a net worth audit actually is and why it's CRA's nuclear option
🚩 The exact triggers that put people on CRA's radar
💸 A real case where someone lost everything — house, savings, all of it
🛡️ 8 defense strategies to protect yourself starting today
This applies to anyone earning income in Canada. Don't assume this can't happen to you. 👇
1 month ago | [YT] | 0
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The Advisors Table Podcast
⚠️ Tomorrow's Podcast Episode Could Save You Everything
If CRA decides your lifestyle doesn't match your income… they don't ask questions.
They rebuild your entire financial life from scratch. 🔍
It's called a net worth audit — and it's the most aggressive tool in their playbook. 💣
Bought a house? Drove a new car off the lot? Took a vacation? Made money in crypto? Received a gift from family? CRA tracks all of it — and if the math doesn't add up against your tax return, you're in trouble. 😳
Tomorrow, Parveen and I are breaking down exactly how it works, who gets targeted, and a real case where someone lost everything because they couldn't prove where their money came from. 💸
This isn't just a business owner problem. If you earn income in Canada, this can happen to you. 👇
Dropping tomorrow. Don't miss it. 🔔
POLL: Could you prove where every dollar came from if CRA asked today?
1 month ago | [YT] | 3
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The Advisors Table Podcast
💰 New episode drops TOMORROW.
Two people. Same income. Same Investments.
One builds double the wealth.
The difference? Not what they invested in — but WHERE the money lives.
We're breaking down the 3 containers every Canadian needs to understand: Personal vs Registered vs Corporate.
Full episode drops tomorrow on The Advisors Table 🎧
1 month ago | [YT] | 2
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The Advisors Table Podcast
🏛️ Canada has 59,000 CRA employees.
🪖 The entire Canadian Armed Forces Regular Force? ~65,000. And they're 14,000 short of where they need to be.
🇺🇸 The US IRS runs with 79,000 people… for a country 10x our size.
🇦🇺 Australia's tax office does it with 20,000 for a similar-sized economy.
📊 We have 1 tax collector for every ~700 Canadians.
So we've built one of the largest per-capita tax armies in the developed world — but can't staff our actual military.
Priorities. 🇨🇦
Poll: Canada has nearly as many CRA employees as soldiers. What's your take? 👇
1 month ago | [YT] | 4
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