Podcast Episodes
Back to SearchTalking tax and family business with Joe and Cait of Video Tax News!
Season 3 Episode 9
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 …
3 years, 8 months ago
Breaking down the basics of cross-border taxation, with special guest, Lori Keightley!
Season 3 Episode 8
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 gue…
3 years, 9 months ago
What is a holistic wealth advisor and why do you need one?
Season 3 Episode 7
Have you ever heard of the concept of "holistic" wealth planning? My guest today, Sarah Kolla-Empey, is a wealth advisor (and fellow Tax Chick) who …
3 years, 11 months ago
What to expect... when you are expecting the CRA! (with Sophie Virji)
Season 3 Episode 6
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 c…
4 years ago
Three gifts that only bookkeeping can give you! (with Jami Monte)
Season 3 Episode 5
Quickbooks. Credits and Debits. Profit and Loss statements. Receipts. Cash Flow.
Did any of those words make the hair on the back of your neck s…
4 years ago
The Family Meeting - how to make difficult conversations fun!
Season 3 Episode 4
We are on the verge of a huge transition of wealth in Canada - transition due to death, and also transition due to retirement, or third party sale. …
4 years, 2 months ago
Three common tax audit flags... and how you can be prepared! (with special guest, Dean Blachford)
Season 3 Episode 3
One of the pieces of my tax practice that I do not often highlight on this platform is my work in "tax controversy" or "tax litigation". A huge part…
4 years, 2 months ago
Discussing Philanthropy with your Advisor, with special guest, Shane Biehn
Season 3 Episode 2
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…
4 years, 3 months ago
Philanthropy 101 with special guest Lisa Sands
Season 3 Episode 1
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 …
4 years, 4 months ago
A fireside chat with a valuator - featuring special guest, JT Dhoot
Season 2 Episode 13
Have you ever had to obtain a formal "valuation" for something? Sometimes financial institutions will want a valuation if you are trying to get a mo…
4 years, 6 months ago