Sale-Readiness
Episodes on Sale-Readiness
GuestIs Your Accountant Actually Helping You?
How financial planning, tax strategy, and the right advisory team come together to build long-term wealth.
- Estate Planning
- Business Sale
- Corporate Reorganization
GuestThe IRS And CRA Double Tax Trap For Canadians
What no one tells you about the million-dollar tax traps, IRS penalties, and the entity mismatch that can bankrupt your investment.
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeImmigration Tax Traps That Cost Thousands
What no one tells you about foreign assets, worldwide income, and the CRA penalties that can wipe out your savings.
- Estate Planning
- Business Sale
- Corporate Reorganization
GuestMost Wills Fail. Here's Why
Why most wills fail in Canada – not due to drafting, but because they become outdated, clash with laws, and fail to reflect real family and asset changes over time and across jurisdictions
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeYour Business Partner Can Take Everything
How business partnerships that start with shared vision and ownership can unravel over time — often due to shareholder agreements, misaligned incentives, and structural decisions made at the beginning
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeShould Your Money Live in a Corporation or Personally?
Most people focus on what to invest in – but where you invest matters far more, shaping taxes, growth, and long-term after-tax wealth over time.
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeHelping Your Kids? CRA Takes a Cut
Why “gifts” can create tax exposure for parents.
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeBeing An Executor Can Cost You Personally
How choosing an executor is far more than an administrative decision – and how personal liability, CRA reassessments, and estate risks can last years.
- Estate Planning
- Business Sale
- Corporate Reorganization
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
EpisodeLeaving Canada? Here’s What The CRA Wants You To Know
What tax residency, departure tax, and cutting ties really mean when you move abroad.
- Estate Planning
- Business Sale
- Corporate Reorganization
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
- Business Sale
- Corporate Reorganization
EpisodeCRA Voluntary Disclosure Program 2025 Explained | What's Changed & What It Means
How Canada’s updated Voluntary Disclosure Program changes the way unreported income, foreign assets, and tax filings are treated — and who still qualifies for relief under the new CRA rules.
- Estate Planning
- Business Sale
- Corporate Reorganization
EpisodeHow to Make Your Company Sale-Ready — Structuring Before the Buyer Shows Up
What it really means to be sale-ready – not just operationally, but structurally and tax-efficiently positioned long before a business exit ever happens.
- Business Sale
- CRA Audit
- CRA Powers