Episodes
Every episode of The Advisors Table — browse by topic, filter by format, search.
SoloFamily Trusts Explained: Why The Wealthy Never Gift Their Kids Anything
Why wealthy Canadian families never put assets in their kids' names, how a family trust actually works, and the timing decision worth $1.3 million.
- RRSP
- Tax Benefits
- Business Sale
SoloDo You Actually Need A Holding Company?
How a holding company can reduce taxes, protect assets, and improve long-term planning for some Canadians – while creating unnecessary cost and complexity for others.
- Holding Company
- Holdco Structure
- LCGE
SoloCRA Takes 54% Of Your RRSP When You Die (Unless You Do This)
How a $1 million RRSP can create a $500,000+ tax bill at death – and the little-known planning strategy that may help families keep far more of their wealth.
- RRSP
- Family Trust
- Beneficiary Designations
SoloYour Family Can Save 12K A Year Through This Tax Strategy
How Canada's 3% prescribed-rate trust strategy can legally shift investment income to children – but new AMT rules may now reduce or even reverse the tax savings.
- Family Trust
- Tax Planning
SoloEstate Planning Explained: Will vs. Trust In Canada
How wills, beneficiary designations, joint ownership, and trusts actually control your assets in Canada – and why many families discover critical estate planning gaps only after a crisis occurs.
- Estate Planning
- Family Trust
- Income Splitting
SoloThe Airbnb Tax Nobody Knows About
How Airbnb income can quietly transform your home into a taxable commercial property – triggering unexpected HST, loss of principal residence treatment, and massive tax exposure on sale.
- Business Owners
- Business Sale
- Legal Perspective
SoloCanada Is Running Out Of Money For You
How Canada's debt picture may look dramatically different depending on what's counted – and why rising interest costs could affect taxes, services, and future government spending
- Quick Tip
- Tax Compliance
- Business Owners
SoloCRA Charges $307/hr To Be Right
How relying on CRA phone advice can still leave you with a tax bill – and why only certain written rulings provide protection when the stakes are high.
- CRA Audit
- CRA Powers
- Case Study
SoloThey Want Your Kid To Pay This
How a controversial proposal to charge graduates for leaving Canada sparked debate about brain drain, tax policy, and the departure tax rules many Canadians already face.
- Quick Tip
- Tax Compliance
- Business Owners
SoloCRA Is Calling Your Employees Behind Your Back
How electronic tips can create unexpected CPP and EI liabilities for employers – and why CRA may be gathering information from employees before contacting the business.
- CRA Audit
- CRA Powers
- Quick Tip
SoloCRA’s 2026 Rule Punishes You For Helping Family
How Canada's proposed bare trust reporting rules could impose costly filing requirements and penalties on ordinary family arrangements – even when no tax is owed.
- Family Trust
- CRA Audit
- CRA Powers
Solo3 CRA Powers Coming In 2026 Will Ruin You
How the government's proposed CRA powers could expand audits through taxpayer interviews, daily penalties, and broader enforcement against Canadians.
- CRA Audit
- CRA Powers
- Wills & Estates