Case Study
Case Study — All content on The Advisors Table.
Episodes
SoloHe Lost $5M To The CRA Because He Trusted His Accountant
How the wrong advisors can create hidden tax risks, derail due diligence, and even kill a business sale – costing owners millions before the deal ever closes.
- Business Sale
- Business Valuation
- CRA Audit
EpisodeCRA Bill That Destroys Wealth After Divorce
Why family law, tax rules, and poor documentation can turn parental help into an unintended wealth transfer.
- Wealth Transfer
- Estate Planning
- Case Study
SoloCRA Turned $250K Profit Into $1.2M In Taxes
How a $250,000 Toronto house flip turned into a $1.167M CRA reassessment – and why HST rules, missing records, and audit deadlines can financially devastate real estate investors.
- Real Estate
- Capital Gains
- CRA Audit
EpisodeThe $10M Tax Bill When A Business Owner Dies
How one founder built a $50M company but left his family exposed to over $10 million in tax, probate delays, and succession chaos due to missing estate planning.
- Estate Planning
- Post-Mortem Planning
- Succession Planning
Posts
The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It
New CRA bare trust filing catches family bank accounts, joint titles, crypto held for relatives—$50K penalties even if you owe $0 tax. Bill C-15 passed House, Senate next. Sign petition + download checklist before 2026 tax year.
3 CRA Powers Coming in 2026 That Every Canadian Needs to Know
The CRA's new 2026 audit powers — compelled sworn testimony with no transcript, $50/day penalties without a court, and reassessment clocks frozen indefinitely. Here are the three every Canadian needs to understand.
One Mistake Killed His $5M Deal — Why the Wrong Team Destroys Business Sales
Selling your business? One wrong hire and hidden tax traps can kill the deal. Why regular accountants fail at business-exit tax planning — and how to build the deal team that protects your sale.
CRA’s 5 Most Dangerous Weeks: What TEBA Means for Your Next Audit
What is TEBA, and why does it make February–March the most dangerous weeks for a CRA audit? How the CRA's March 31 year-end drives aggressive reassessments — and a 3-phase plan to protect yourself.
$800K Tax Bill That Should’ve Been $0 — The 5 Mistakes That Cost This Business Owner Everything
Discover the 5 critical errors that turned a $0 tax bill into an $800K disaster for a business owner. Learn how to protect your company from CRA reassessments, audits, and massive penalties.