Displaying episodes 1 - 30 of 53 in total

Do you need a fractional CFO? Featuring special guest, Jordan Brown

When you hear the acronym "CFO" what do you think?  You might think that your business only needs a "Chief Financial Officer" if you are making millions of dollars... ...

Musings of a Tax Chick... have you contemplated the income tax payable on your death?

In the spirit of all things spooky, it seemed like an appropriate time to talk about the spookiest tax of all... the income tax to your estate!  So many of my clients ...

Musings of a Tax Chick... Drake, estate planning and the CEBA Loans

Drake dropped a new album on Friday, October 6th - which is basically like Christmas in my house :)  Check out this episode for my thoughts on Drake's new album, and s...

The 411 on the Underused Housing Tax, with fellow tax chick, Anna Malazhavaya

This is the 50th episode of my podcast!! YAY!!!Happy to have fellow tax chick, Anna Malazhavaya of Advotax Law back on the podcast to chat about the Underused Housing ...

Musings of a Tax Chick - The Tax Chick as a keynote speaker! Ways to learn about tax and much more...

The number 1 question I get asked in DMs is... "If I want to learn about tax, where do I start?"  The answer to that question differs depending on what your goals are ...

Musings of a Tax Chick - Happy Birthday to the Podcast!!! (The Origin Story)

Happy birthday to my podcast,Happy birthday to my podcast,Happy birthday, happy birthday,Happy birthday to my podcast!!!!Today marks the 3rd anniversary of my podcast ...

Tax-Driven Bankruptcies and CRA Collections issues, with special guest, Michelle Scheller

"Who cares if I owe a lot of money to CRA?  I can just go bankrupt!"I have heard this statement quite a few times in my career... but unfortunately, there are a lot of...

Musings of a Tax Chick... Shopify and the CRA requirement to provide information - what does it mean for your business?

The CEO of Shopify (Tobias Lutke) tweeted last week that the company intends to fight a request from the Canada Revenue Agency (CRA) to turn over six years of records ...

Musings of a Tax Chick - CRA strike is over! STEP Canada conference, and taxpayer relief applications

If you owe penalties and/or interest to Canada Revenue Agency, you might be able to get some relief - on today's "Musings" I break down the top 6 things you need to kn...

Copyrights and Trademarks - a "tax-adjacent" episode with special guest, Luanne Schlosser of Lunova Law!

Do you know the difference between a business name and a trademark?  What does copyright mean, and how do you claim copyright over your "stuff"?Did you realize that wh...

Musings of a Tax Chick: CRA strike continues! Why you should file your return... and what to do after you file

May 1st is fast approaching!  Have you filed your taxes yet?  Check out this bite-sized episode of the podcast for an update on the CRA strike, and reasons why you sho...

Musings of a Tax Chick: CRA on strike? Tax Filing deadline, and how to resolve disputes with CRA

This year's personal income tax filing deadline is about 2 weeks away - have you filed your return yet?  To add to this year's filing excitement, the workers at CRA vo...

Musings of a Tax Chick: Learning Center, New Kids on the Block, and Underused Housing Tax

In this bite-sized episode of the podcast, I provide some tips and tricks on how to utilize the new "Learning Center" on my website, update you on my efforts to clean ...

Are you ready for tax season? It is easier than you think! Get prepared with special guest, Shalini Dharna

Yes, it is that time of year again… some of us dread it, others get excited… it is tax season time!  For individuals, this year’s tax filing deadline is May 1, 2023 (b...

How to tackle "vintage" tax debt

Hi!  Me again, for another bite-sized solo episode of The Tax Chick Podcast!In today's episode, I am chatting about "vintage" tax debt... a.k.a. income tax debt from m...

Life update... and a little bit of tax too :)

Happy New Year! Hope you enjoy this bite-sized episode of the podcast - I am sharing a few updates about my life, the blog, the podcast, and upcoming travels. Oh, an...

Will you be my executor? The role of the corporate executor in estate planning, with Anisa Diwan

Did you know that it often takes 100+ hours to settle an estate when someone passes away?  Being an executor is a lot of work.  Throw in added complexities like blende...

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...

Talking tax and family business with Joe and Cait of Video Tax News!

Have you ever felt overwhelmed at the thought of learning about tax?  I completely understand - there is so much information that it is hard to know where to start!  W...

Breaking down the basics of cross-border taxation, with special guest, Lori Keightley!

Lately, I have been receiving A LOT of requests to have a few episodes on cross-border issues.  I am kicking things off by bringing on my special guest, and fellow tax...

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...

What to expect... when you are expecting the CRA! (with Sophie Virji)

Have you ever received a phone call or a letter from Canada Revenue Agency and panicked about what to do next?  Worried whether it was a legitimate call, or a scam?  F...

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...

Discussing Philanthropy with your Advisor, with special guest, Shane Biehn

This episode is a continuation of the discussion on "philanthropy".  Let's say you decide you want to explore the option of a charitable gift (or you are at least curi...

Philanthropy 101 with special guest Lisa Sands

Over the past few months, I noticed myself having the same conversation over and over with clients - they wanted to include a charitable donation as part of their esta...

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!

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