Displaying episodes 1 - 30 of 66 in total

Draft Capital Gains Legislation... what do you need to know?

What happens when two tax fanatics who are passionate about tax education get together to talk about draft tax legislation??? Check out this episode to find out!So exc...

Musings of a Tax Chick... Toronto, STEP Canada, and new legislation...

Just got home from a fantastic week in Toronto at the STEP National Conference!  In this mini-episode, I provide an overview of what I learned, give a sneak peek at up...

Guiding Generosity: Navigating Donor-Advised Funds

I want to let you in on a little secret... you do not have to be a billionaire in order to be philanthropic.  There are many ways to give to charity, including gifts o...

Musings of a Tax Chick... Boardroom Dilemmas: Navigating Director Liability

Huge thank you to my listeners as we have now surpassed 30K downloads, and have managed to stay in the top 100 business podcasts on Apple Podcasts over the past 5 - 6 ...

Musings of a Tax Chick... so I filed my tax return, now what??

Anyone else feel like filing your tax return can be a bit anti-climactic?  In today's mini-episode, I am sharing my tips for what you should do post-tax season includi...

Musings of a Tax Chick - Have you received a letter from CRA after filing your tax return?

The countdown is on... only a few days left to the end of the Canadian personal income tax season!  If you have already filed your return, but not yet received your no...

Federal Budget 2024 - Musings of a Tax Chick

You asked for it... an episode on the 2024 Federal Budget geared towards non-tax practitioners!  I fully intended to make this a mini-episode, but there was just SO MU...

Musings of a Tax Chick... Bare trusts and trust reporting rules

UPDATE:  March 28, 2024 (1:15 p.m.)CRA just released an update on bare trust filing requirements, and has advised that CRA will not require bare trusts to file a T3 In...

Musings of a Tax Chick... Advanced trust topics!

This is Part 2 of the mini-episodes on all things trusts!  If you have mastered the basics, check out this episode for a discussion of some more advanced topics includ...

Musings of a Tax Chick... Trusts 101

Have you noticed that everyone seems to be talking about trusts these days???  Seemed like an appropriate time to release a few mini-episodes on the topic.  If you are...

Musings of a Tax Chick... overview of Season 5, and life update!

Season 5!!! How did that happen?  Check out this mini-episode for a brief trip down memory lane on the history of this podcast, a sneak preview of what is coming for t...

TFSAs - breaking down what you need to know! (with special guest, Evan Neufeld)

Kicking off SEASON 5 of The Tax Chick Podcast with a special guest episode featuring fellow Saskatoon podcaster and Certified Financial Planner, Evan Neufeld!  Tax Fre...

Happy New Year! Reflecting on 2023, and looking ahead to 2024...

Before you pop the champagne and sing Auld Lang Syne tomorrow night, I wanted to give you one last episode of The Tax Chick Podcast for 2023!  I will be back with Seas...

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...

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