Case Study
Episodes on Case Study
EpisodeDon’t Buy A Car In 2026 Until You Learn CRA's Rules
How a luxury vehicle purchase can turn into a personal tax nightmare — and why the government isn't actually "paying" for your car.
- Trust Planning
- Business Owners
- Founders & Entrepreneurs
EpisodeCanada Wants $500K to Let You Leave | Majority, Exit Tax, Bare Trusts
How majority government power, headline tax cuts, and hidden compliance rules can quietly cost Canadians far more than they realize.
- Business Sale
- Trust Planning
- Family Trust
SoloCRA Penalizes You $334K For Having Cash
How excess cash, investments, and intercompany loans inside your corporation can quietly disqualify you from the Lifetime Capital Gains Exemption – costing business owners hundreds of thousands in lost tax savings.
- CRA Audit
- CRA Powers
- Case Study
EpisodeCRA Bill That Destroys Wealth After Divorce
Why family law, tax rules, and poor documentation can turn parental help into an unintended wealth transfer.
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeThe Audit Machine – What 53,000 CRA Employees Are Actually Doing
How CRA's growing audit machine uses data, automation, and aggressive enforcement tactics to identify risks, escalate reviews, and collect billions beyond regular tax filings.
- Estate Planning
- Business Sale
- Corporate Reorganization
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.
- CRA Audit
- CRA Powers
- Case Study
EpisodeThe $10M Tax Bill When A Business Owner Dies
How one founder almost lost half his legacy — and how planning saved it.
- Estate Planning
- Business Sale
- Corporate Reorganization
Posts on Case Study
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
New CRA powers let auditors demand sworn testimony (no transcript), issue $50/day penalties without court, and freeze reassessment clocks indefinitely. Download MP letter template to fight back before legislation passes.
One Mistake Killed His $5M Deal — Why the Wrong Team Destroys Business Sales
One wrong hire destroyed a $5M business deal due to hidden tax traps from poor pre-sale cleanup. Learn why regular accountants fail at M&A, how to build the right deal team, and avoid CRA post-sale audits.
CRA’s 5 Most Dangerous Weeks: What TEBA Means for Your Next Audit
CRA closes 40% of audits in Feb-Mar due to March 31 fiscal year-end pressure. Learn why TEBA drives aggressive reassessments (65% overturned on objection) and get your 3-phase audit protection playbook now.
$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.