The Advisors Table
The plain-language playbook for Canadian business owners — a weekly podcast, in-depth articles, visual guides, and free tools on tax, legal, and valuation strategy. Hosted by Sunny Jaggi, Cedar Group’s Tax Principal.
Weekly tax strategy, on the record.
The strategies most accountants save for private conversations — CRA developments, planning moves, and the decisions that change a business owner’s outcome.
Get The Advisors Table in your inbox.
Weekly tax strategies, CRA updates, and planning insights for Canadian business owners, from Sunny Jaggi. Subscribing adds you to The Advisors Table newsletter — no spam, unsubscribe anytime.
Read the deep dives.
The 3% Trick: How High-Income Canadian Families Legally Pay Less Tax On Investment Income
A legal 3% trust strategy can help high-income Canadian families shift investment income to children and save thousands in tax – but new AMT rules may now turn those savings into costly surprises.
Will vs. Trust: Which One Actually Controls Your Assets In Canada?
Most Canadians think their will controls everything they own – but beneficiary designations, joint ownership, probate, and tax rules often determine where assets actually go.
The Tax Rule That Punishes Canadians for Helping Family — And What You Can Do About It
New CRA bare trust filing catches family bank accounts, joint titles, crypto held for relatives—$50K penalties even if you owe $0 tax. Bill C-15 passed House, Senate next. Sign petition + download checklist before 2026 tax year.
3 CRA Powers Coming in 2026 That Every Canadian Needs to Know
New CRA powers let auditors demand sworn testimony (no transcript), issue $50/day penalties without court, and freeze reassessment clocks indefinitely. Download MP letter template to fight back before legislation passes.
One Mistake Killed His $5M Deal — Why the Wrong Team Destroys Business Sales
One wrong hire destroyed a $5M business deal due to hidden tax traps from poor pre-sale cleanup. Learn why regular accountants fail at M&A, how to build the right deal team, and avoid CRA post-sale audits.
CRA’s 5 Most Dangerous Weeks: What TEBA Means for Your Next Audit
CRA closes 40% of audits in Feb-Mar due to March 31 fiscal year-end pressure. Learn why TEBA drives aggressive reassessments (65% overturned on objection) and get your 3-phase audit protection playbook now.
Tax, explained visually.
Illustrated, swipe-through breakdowns of the rules and strategies business owners ask about most.
Worksheets you can put to work.
Practical models and worksheets to run the numbers on your own situation. Free — we’ll email you the download.
Estate Planning Audit: Where Are Your Gaps?
Map every asset you own to one of three transfer buckets. See exactly who gets what when you die, and whether that's who you intended. Most people find at least one surprise.
Prescribed Rate Loan Family Trust – Tax Savings Model
A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.
Listen, read, then let’s talk.
The Advisors Table is where Cedar Group thinks out loud. When you’re ready to apply it to your own situation, the first conversation is on us.