Displaying episodes 1 - 30 of 36 in total

THE TAX CHICK PODCAST LIVE!!!! The Estate Planning Toolkit - the importance of collaboration amongst advisors! (Part II)

Welcome to part two of the LIVE EPISODE of the podcast with my special guest Jos Herman. In this episode we cover: (1) shareholder agreements (2) corporate-owned life ...

THE TAX CHICK PODCAST LIVE!!!! The Estate Planning Toolkit - the importance of collaboration amongst advisors! (Part I)

Welcome to the first of a two-part LIVE EPISODE of the podcast with my special guest Jos Herman. In this episode we cover: (1) what is estate planning? (2) Estate fre...

What is a holistic wealth advisor and why do you need one?

Breaking news! You should be using your financial advisor for more than just topping up your RRSPs every year...

Three gifts that only bookkeeping can give you! (with Jami Monte)

You are the CEO of your business - you deserve to know what is going on! My guest today believes that anyone can learn about bookkeeping - it is never too late - whet...

The Family Meeting - how to make difficult conversations fun!

Business owners - when was the last time you sat down and had a real conversation with your family and/or key employees about your wishes for your business and your es...

Three common tax audit flags... and how you can be prepared! (with special guest, Dean Blachford)

Did you know that there are some simple things you can do to help "audit-proof" yourself and your business? Or at the very least, by learning and implementing these p...

A fireside chat with a valuator - featuring special guest, JT Dhoot

Picture this. A roaring fire, hot cider in our mugs, snow falling softly outside. Sounds like a great time to learn about tax, right? For this episode of The Tax Ch...

Estate Planning is Cool! with Mehul Gandhi

This is another cross-over episode of The Tax Chick Podcast - this time featuring the host of "The Mind Your Biz Podcast", financial advisor, Mehul Gandhi!

Estate Planning 101 with Christine van Cauwenberghe

Do you have a will? If yes, when was the last time you dusted it off? Do you know who is designated as a beneficiary on your insurance policies and/or your investmen...

Incorporation 101 - tackling some of the myths surrounding incorporation, with special guest Phil Guenther

In this episode, I continue the conversation about "incorporation" - join my friend Phil and I as we discuss some of the myths surrounding incorporation, and provide y...

Should I incorporate? A candid conversation with business owner, Erin Romeo, about her journey to incorporation

The #1 question I get asked by business owners is, "Should I incorporate?" My answer, "It depends." On this episode of the podcast, Erin and I chat about her journe...

We are all in this together - learn to face taxes head on! (with special guest, Lisa Niser)

Let's be honest. Tax season is not a fun time of year. Rushing to get your paperwork organized. Fingers crossed that you do not owe a huge sum of money to the gover...

Death and Taxes (with Shruthi Raman and Vivek Swaminathan)

There are many misconceptions about what happens when you die. There is also a lot of fear. Join me and my special guests Shruthi and Vivek, as we discuss the fundam...

Financing for Entrepreneurs (with special guest, Candace Hrycan)

Are you curious to learn more about profitability, and planning for the growth of your business? Join me and my guest, Candace Hrycan (BDC), as we break down what you...

State and Local Taxes 101: with special guest, Jamie Szal :-) (Brann & Isaacson)

This is a special bonus episode of the podcast - featuring special guest and fellow Tax Chick, Jamie Szal. Jamie breaks down the application of state and local taxes ...

Sales Tax 101, with special guest, Jordan Brown

GST... HST... PST... so many acronyms, so little time! If you are a small business owner who has ever felt a little lost about sales taxes, then this episode is for you!

Where the snowbirds fly - a chat on cross-border tax issues (with special guest, Steven Flynn, Andersen Tax LLP)

Are you a Canadian who owns property in the US? Because of the border restrictions in 2020, did you decide to rent out your US property this year, or maybe sell it? ...

Choosing the Right Practice Area & Unexpectedly Rewarding Areas of Practice (with special guest, Emily Hirsekorn, Hirsekorn Coaching LLC)

Are you a law student or new lawyer that is struggling to figure out where you fit in the legal world? Do you feel like there are too many options? Do you feel overw...

Flip or Flop? When tax issues and real estate collide - House Flipper Edition (with guest, Anna Malazhavaya of Advotax Law)

Have you ever thought about buying a house and reselling it for a profit? Do you know what the principal residence exemption is? In this episode, I chat with fellow ...

Corporate Styling 101: An interview with stylist Melanie Lippman

This podcast is about tax. But it is also about my life as a tax lawyer. In this bonus episode, I have a chat with New York stylist Melanie Lippman about how to navi...

An interview with a financial planner (with special guest, Janea Dieno)

Are you curious about what a financial advisor does, and whether you need one?

The headaches and triumps of a small business owner, with Holly Decker

Entrepreneurship can be a wild ride sometimes - join me, and my BFF, Holly Decker, as we break down the good and the scary parts of starting your own business.

Tax Litigation 101, with Sophie Virji

In this episode, Sophie and I discuss all aspects of the tax resolution process - right from the initial audit, all the way through to an appeal to the Tax Court of Ca...

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