# The Cedar Group (The Cedar Consulting Group Inc.)

> Cedar Group is a boutique Canadian advisory firm in Oakville, Ontario that brings tax, legal, and valuation expertise to one table for business owners navigating complex transactions — corporate reorganizations, estate freezes, M&A, CRA disputes, and cross-border (Canada–US) tax. Canadian tax is advisory-only (compliance, filings, financial statements, and bookkeeping are referred out to the client's accountant); US & cross-border tax covers both advisory and compliance because qualified US filers are scarce in Canada.

## Services
- [Canadian Tax — advisory only](https://cedargroup.ca/services/tax): Corporate reorganizations, estate freezes, M&A structuring, CRA dispute support, succession, post-mortem and trust planning. The complex work most firms refer out. Does not include tax-return preparation, financial statements, or bookkeeping.
- [US & Cross-Border Tax — advisory + compliance](https://cedargroup.ca/services/cross-border): Canada–US planning and filing — treaty analysis, IRS and state filings, FIRPTA, cross-border estate planning. Principals licensed as CPAs in both Canada and the United States.
- [Legal](https://cedargroup.ca/services/legal): Corporate law, shareholders agreements, corporate filings and record maintenance, and legal implementation of tax structures (provided by Hasan Naqvi Law Professional Corporation).
- [Valuations](https://cedargroup.ca/services/valuations): Independent Chartered Business Valuator (CBV) business valuations, purchase price allocations, goodwill impairment testing, and shareholder-dispute and matrimonial valuations.

## People (Principals)
- Sunny Jaggi — Tax Principal (CPA, CA, MTax, CFF — Certified in Financial Forensics). Host of The Advisors Table Podcast.
- Hasan Naqvi — Legal Principal (Barrister & Solicitor, called to the bar in Ontario).
- Vabby Makkar — Valuation Principal (CPA, ABV, CBV).
- Sandy Saini — US Tax Principal (CPA, CA, CPA Illinois).
- Bill Yang — US Personal & Estate Tax Principal (CPA, CA, CPA Illinois); leads personal US–Canada cross-border and cross-border estate tax, alongside Sandy Saini's US corporate practice.

## For accountants
- [Cedar Group Network](https://cedargroup.ca/network): Specialist tax, legal, and valuation support for independent accounting firms across Canada. Tax advisory can be delivered white-label under the accountant's brand; legal and valuation work is delivered named by the licensed professional. Flexible engagement models: white-label tax work, referral, or named partnership.

## Content & The Advisors Table ecosystem
Cedar Group's thought leadership runs through **The Advisors Table**, a media platform hosted by Tax Principal Sunny Jaggi (owned by Sankalp Jaggi Professional Corporation). It spans two connected sites:
- [The Advisors Table — hub on cedargroup.ca](https://cedargroup.ca/advisors-table): Cedar's gateway — featured podcast episodes, articles, visual guides, and free tools, with links to the full library.
- [The Advisors Table — full library](https://www.theadvisorstable.com): the complete catalogue — every podcast episode, article ([/blog](https://www.theadvisorstable.com/blog)), visual guide ([/guides](https://www.theadvisorstable.com/guides)), and topic.
- [The Advisors Table Podcast](https://cedargroup.ca/podcast): a weekly tax-strategy podcast for Canadian business owners, hosted by Sunny Jaggi (CPA, CA, MTax, CFF). Watch on YouTube (@AdvisorsTablePodcast) or listen on Spotify and Apple Podcasts.
- [Free tools](https://cedargroup.ca/advisors-table#tools): downloadable worksheets and tax-savings models (estate planning audit, prescribed-rate-loan family-trust model).
- [Case studies](https://cedargroup.ca/case-studies): Representative engagements across tax, cross-border, legal, and valuations (figures illustrative; details anonymized).

## Contact
- [Contact and book a 15-minute introductory call](https://cedargroup.ca/contact)
- The Cedar Consulting Group Inc., 1670 North Service Rd E, Suite 210, Oakville, ON · (905) 582-0160 · contact@cedargroup.ca

## Location & Area Served
- **Head office:** 1670 North Service Road E, Suite 210, Oakville, Ontario, L6H 7G3
- **Phone:** (905) 582-0160
- **Email:** contact@cedargroup.ca
- **Primary region:** Greater Toronto Area, Ontario, Canada
- **National reach:** Canadian business owners across all provinces
- **Cross-border:** US–Canada cross-border tax (advisory and compliance) — serving Canadians with US exposure and US persons in Canada

## What Makes Cedar Group Different
- **Integrated under one roof** — tax, legal, and valuation principals share an office and work the same files together. One table, no referrals, no lost context between advisors.
- **Boutique by design** — precision over volume; every file handled by a principal.
- **Transparent engagement model** — Phase I (planning and strategy memo) and Phase II (implementation) keeps clients in control of scope and cost before committing to execution.
- **Dual-licensed US tax principals** — Sandy Saini and Bill Yang hold CPA designations in both Canada and the US (CPA Ontario + CPA Illinois), enabling in-house cross-border advisory and compliance in both jurisdictions.
- **Real results, no fake testimonials** — all case studies are real engagements with anonymized details; the firm does not publish fabricated client quotes.
- **The Advisors Table Podcast** — a weekly tax-strategy podcast for Canadian business owners, hosted by Sunny Jaggi; 10,000+ YouTube subscribers and a growing weekly catalogue.

## What We Don't Do
- **Canadian tax is advisory only** — Cedar Group does not prepare T1 or T2 tax returns, financial statements, bookkeeping, payroll, or audit/review/compilation engagements. Routine compliance stays with the client's existing accountant. Cedar is the specialist that accountant brings in for complex strategy.
- **US & cross-border tax includes compliance** — because qualified US filers are scarce in Canada, Cedar handles both US advisory and US compliance (IRS and state filings) for cross-border clients.