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So... what is estate planning anyway?

Season 6 Episode 12

This mini-episode is inspired by one of the most common questions I get from clients and advisors alike: “What is estate planning?” We hear about it …

9 months, 3 weeks ago

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5 Years, 1 Microphone, Countless Lessons: The Tax Chick Podcast Turns Five!!

Season 6 Episode 11

Welcome to a very special celebration episode of The Tax Chick Podcast!

This week marks five whole years since I hit “publish” on my very first podca…

10 months ago

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Deductions & Delusions: A Tax Trivia Showdown!

Season 6 Episode 10

In this special (and slightly chaotic) summer edition of The Tax Chick Podcast, I am joined by summer students Frank, Blake and Tone, and articling s…

10 months, 3 weeks ago

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Navigating Grief: Supporting Ourselves and Our Clients, with special guest, Dr. Brian Chartier

Season 6 Episode 9

As a tax lawyer, I spend a large portion of my day discussing difficult topics with clients - including discussions of death and dying.  Often, I am …

11 months, 2 weeks ago

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Musings of a Tax Chick - What you need to know about Powers of Attorney

Season 6 Episode 8

So you finished your estate planning... but do you have a Power of Attorney?
Check out this mini-episode for details on:
- What is a power of attorney?…

1 year ago

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Musings of a Tax Chick - Practical issues to consider on the death of the 1st spouse

Season 6 Episode 7

So often when completing our estate planning, we focus on what will happen when the last spouse dies.  But what about after the death of the first sp…

1 year ago

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Musings of a Tax Chick - Non-arm's Length Transfers and s. 160 of the Income Tax Act

Season 6 Episode 6

Switching it up today and chatting about a very specific section of the Income Tax Act... s. 160.  This section can be used to assess one person for …

1 year, 1 month ago

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Musings of a Tax Chick - Unpacking Canada Revenue Agency's Informal Disclosure Guidelines

Season 6 Episode 5

A recent LinkedIn post of mine sparked some great informal discussion about responding to CRA "proposal" letters.  So, it seemed like a great topic t…

1 year, 2 months ago

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Season 6 Premiere: What's Coming Next!

Season 6 Episode 1

Season 6 is here!!!!   Check out this short episode to learn a little bit about what you can expect on the pod this season and also for a refresher o…

1 year, 2 months ago

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Getting Paid to Post: The Tax Scoop for Influencers & Creators! (with special guest, Jami Monte!)

Season 6 Episode 4

In this episode, we’re breaking down all the tax essentials for social media influencers, content creators, and anyone monetizing their online presen…

1 year, 2 months ago

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