In Part 1 of this two-part series, Mehul Gandhi speaks with corporate and tax lawyer Jonathan Wright from Ritchie, Kwo, & Wright LLP, exploring the complex implications of dying while holding private company shares in Canada. They discuss critical issues such as triple taxation risks and explain advanced planning strategies including estate freezes, pipeline planning, and loss carrybacks. Designed specifically for business owners, incorporated professionals, and estate planners, this conversation highlights essential proactive strategies and costly pitfalls that must be addressed to protect corporate assets and family wealth.

In this episode, we sit down with Mohammed Al-khooly, tax expert, Twitter sensation, and co-founder of Copilot Tax, to dive into the world of income splitting. We unpack how TOSI works, who it applies to, and the common pitfalls that business owners face.

Are you thinking about setting up a holding company? Before you do, tune in to this episode of Mind Your Money! Host Mehul Gandhi sits down with CPA and founder of Simplify Accounting, Shawn Gander, to break down everything business owners need to know about holding companies—what they are when you actually need one, and why too many entrepreneurs set them up for the wrong reasons.

Canada's national pension plan, the CPP, is a cornerstone for retirees in Canada. Gaining a deeper understanding of the pension scheme and its recent enhancements is crucial to your retirement. Mehul interviews Aravind Sithamparapillai and Jason Yee for a deep-dive into CPP and the recent enhancements. We hope you enjoy the episode