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
Have you ever formally disputed a CRA assessment? 🤔
1 week 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...
2 weeks 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? 🤔
1 month ago | [YT] | 5
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The Advisors Table Podcast
After watching yesterday's video: which lane is your family in?
1 month 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 👇
1 month 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?
1 month ago | [YT] | 0
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The Advisors Table Podcast
A holding company isn't a tax strategy.
It's a planning tool.
For the right person, it can help protect assets, create tax planning opportunities, and prepare for future business or estate planning.
For the wrong person, it adds unnecessary costs, paperwork, and complexity.
A good rule of thumb: if you don't have a problem that a holding company solves, you probably don't need one. The value isn't in having the structure – it's in knowing when it's appropriate.
1 month ago (edited) | [YT] | 0
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The Advisors Table Podcast
Watched the new video? How many of the 5 signs did you check?
2 months ago | [YT] | 0
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The Advisors Table Podcast
New video is up: do you actually need a holding company? Most people are not sure, which is exactly the point. Where do you land?
Link for the video is in the comment below.
2 months ago | [YT] | 0
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The Advisors Table Podcast
Quick Gut Check: Where does your spare money live right now? 🧐
2 months ago | [YT] | 0
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