Displaying 61 - 80 of 92 in total
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!
Cross-Over Episode with Break into Tax!
Tax professionals are a lot of fun. Really, we are! One of the common themes that runs through almost every conversation I have with another tax professional is how ...
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...
Insurance 101 with special guests Jerry Gedir and Tracy Duff
How much do you really know about insurance? Do you know the difference between life insurance, disability insurance, and critical illness insurance? Do you think of...
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? ...