Canadian tax strategy made clear. Just the insights business owners and Canadian families need to protect wealth and plan smarter.
Hosted by Sunny Jaggi (CPA, CA, MTax, CFF) and Parveen Sidhu (CPA, CA) from Cedar Consulting Group, we break down complex tax concepts into simple, actionable strategies you can actually use.
What we cover:
Estate planning • Business sales • CRA audits • Corporate reorganizations • Tax-efficient structures • Succession planning • Capital gains strategies • And everything else that impacts your wealth
New videos every Tuesday and Thursday:
→ Long-form podcasts (Tuesdays)
→ Solo videos by Sunny (Thursdays)
Whether you're planning to sell your business, structure an estate freeze, or just want to stop leaving money on the table — this channel will give you the clarity you need.
📧 Work with us: cedargroup.ca
📝 Resources & checklists: theadvisorstable.com
The Advisors Table Podcast
A holding company isn't a tax strategy.
It's a planning tool.
For the right person, it can help protect assets, create tax planning opportunities, and prepare for future business or estate planning.
For the wrong person, it adds unnecessary costs, paperwork, and complexity.
A good rule of thumb: if you don't have a problem that a holding company solves, you probably don't need one. The value isn't in having the structure – it's in knowing when it's appropriate.
2 weeks ago (edited) | [YT] | 0
View 0 replies
The Advisors Table Podcast
Watched the new video? How many of the 5 signs did you check?
2 weeks ago | [YT] | 0
View 1 reply
The Advisors Table Podcast
New video is up: do you actually need a holding company? Most people are not sure, which is exactly the point. Where do you land?
Link for the video is in the comment below.
2 weeks ago | [YT] | 0
View 1 reply
The Advisors Table Podcast
Quick Gut Check: Where does your spare money live right now? 🧐
3 weeks ago | [YT] | 0
View 2 replies
The Advisors Table Podcast
Have you checked your RRSP beneficiary yet?
If it still says your estate, that might actually be the right answer.
If it says your ex-spouse, that's a problem your will can't fix.
If it says nothing, that's a bigger problem.
Check it this week. Full video explains why.
1 month ago | [YT] | 3
View 0 replies
The Advisors Table Podcast
CRA can take 54% of your RRSP when you die.
Your entire RRSP lands on your final tax return as income, all in one year. One a $1M RRSP, combined with the deemed disposition on the rest of your estate, the tax can reach $540,000.
But there’s a provision in the Income Tax Act that can redirect your RRSP to a minor child or grandchild, taxed at their rate instead of yours, dropping the total tax to around $150,000.
That’s a $390,000 difference on the same RRSP, under the same law. The only difference is whether someone planned for it.
See all images for the full breakdown. The free RRSP Tax Escape Plan is on our site if you want to run your own numbers.
👉 Did you know your RRSP could be taxed this heavily on death?
1 month ago | [YT] | 11
View 1 reply
The Advisors Table Podcast
What shocked you most from the RRSP Trap video? 👀
1 month ago | [YT] | 0
View 1 reply
The Advisors Table Podcast
🤔 How much of your RRSP does CRA take when you die?
1 month ago | [YT] | 0
View 2 replies
The Advisors Table Podcast
What surprised you most from the 'Your Family Can Save 12K A Year Through This Tax Strategy' video?
If you have not yet watched it, here is the link: https://youtu.be/bmsuQrNibk0?si=c7pGb...
1 month ago | [YT] | 1
View 0 replies
The Advisors Table Podcast
🎧 New solo just dropped!
There's a legal strategy that allows high-income families to shift investment income to their kids using a 3% loan – potentially saving thousands in tax. But recent tax changes have altered the math.
In this solo, we break down how the strategy works, where the savings come from, and when it can actually backfire. 🫣
👇 Watch Here:
1 month ago | [YT] | 1
View 0 replies
Load more