Season 2, Episode 10 – “Estate Planning 101” with Christine van Cauwenberghe – Wondering about beneficiary designations? Or maybe you want to add another name onto title to your property or your bank account? Christine and I summarize what you need to know before you take action.

Season 2, Episode 11 – “Insurance 101” with Tracy Duff and Jerry Gedir – This is a great episode which provides the basics on the difference between: Life insurance, disability insurance, and critical illness insurance. Jerry and Tracy explain the purpose for each type of insurance, and define some of the terminology that you may hear from your insurance advisor.

Season 3, Episode 1 – “Philanthropy 101” with Lisa Sands – Have you ever thought about donating money to charity when you die? Are you having trouble figuring out how to pick a charity? What to look for? What questions to ask? Check out this episode for some great tips and tricks!

Season 3, Episode 2 – “Discussing Philanthropy with your Advisor” with Shane Biehn – Are you curious about how to incorporate charitable giving into your plan right now? Sometimes it is hard to know what to ask your advisor to get the process started and find out your options. Shane provides some great advice on how to start the conversation with your advisor.

Season 3, Episode 4 – “The Family Meeting – how to make difficult conversations fun!” with Laily Pirbhai – Regardless of how big or small your asset base, it is really important to have open communication with your family on your wishes. Laily and I break down some topics that you could discuss with your family and provide some suggestions on what a “family meeting” can entail.

Season 3, Episode 10, and Season 3, Episode 11 - “The Tax Chick Podcast LIVE - The Estate Planning Toolkit”, with special guest, Jos Herman - these episodes were recorded LIVE in Banff, Alberta at the CPA Small Practitioner's Forum! Jos and I talked all about what estate planning means to us - and how completing your "estate plan" is about more than just the three-legged stool (the will, the power of attorney, and the health care directive). We tackled topics such as: shareholder agreements; corporate owned life insurance, beneficiary designations, and joint ownership of bank accounts.

Season 1, Episode 1 – “Bookkeeping 101” wth Tasha Baier – In this episode, we chat about what a bookkeeper does, and the ways that you can utilize a bookkeeper in your business venture.

Season 3, Episode 5 – “Three Gifts that only bookkeeping can give you!” with Jami Monte – In this episode, we talk about the non-tax filing reasons why getting your books in order is a must!

Season 2, Episode 4 – “Financing for Entrepreneurs”, with Candace Hrycan – We talk all about profits, cash flow, and what you need to know if you are seeking financing for your business.

Season 2, Episode 7 – “Should I incorporate? A candid conversation with business owner, Erin Romeo” – This is an awesome episode where business owner (and lawyer) Erin Romeo, talks about her journey to incorporation and some of the things she wished she knew before she went down that path.

Season 2, Episode 8 – “Incorporation 101” – I continued the conversation on incorporation with my tax pal, Phil Guenther, – in this episode, we tackle the difference between sole proprietorship and incorporation (for tax purposes) and how you can figure out when it is time to incorporate.

Season 2, Episode 12 – “Estate Planning is Cool!” with Mehul Gandhi – Mehul and I chat about the concerns faced by our business owner clients when they are trying to plan for the succession of their business. Guess what? There is always a solution!

Season 2, Episode 3 – “Sales Tax 101” with Jordan Brown – Do you often feel frustrated by PST/GST/HST/RST issues? Check out this episode for some tips and tricks!

Season 2, BONUS Episode – “State and Local Taxes 101” with Jamie Szal – Do you sell products or services into the US? Wondering if you have a filing obligation? Jamie breaks down what you need to know about the US State and Local Tax (“SALT”) system.

Season 1, Episode 6 – “The headaches and triumphs of a small business owner” with Holly Decker – Do you ever feel alone in business? Sometimes it can be really hard to deal with everything that is thrown at you – check out this episode with my friend, business-owner Holly Decker for some real talk on the ups and downs of running a business.

Season 1, Episode 5 - “Tax Litigation 101” with Sophie Virji - In this episode, Sophie and I discuss all aspects of the tax resolution process - right from the initial audit, all the way through to an appeal to the Tax Court of Canada.

Season 3, Episode 3 - ”Three common tax audit flags - and how you can be prepared!” with Dean Blachford - Did you know that there are some simple things you can do to help "audit-proof" yourself and your business? Or at the very least, by learning and implementing these practices, you will be CONFIDENT and prepared for the next audit that comes your way! Join me, and my special guest, tax lawyer Dean Blachford, as we break down three common areas of audit scrutiny, and what you can do to be prepared.

Season 3, Episode 5 - “Three gifts that only bookkeeping can give you” with Jami Monte - Did you know that bookkeeping is not just so that you can be prepared for a tax audit… knowing your numbers is actually a game changer in your business, and proper bookkeeping can dramatically improve the experience for the end user!

Season 3, Episode 6 - “What to expect… when you are expecting the CRA” with Sophie Virji - 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 call, or a scam? Felt overwhelmed in how to decide what documents to provide? Well, this episode is for you!

Season 2, Episode 2, “Where the snowbirds fly – a chat on cross-border tax issues” with Steven Flynn – we chat about the general rules for Canadians owning property in the US, and additional considerations to keep in mind if you are renting or selling a US property. We also discuss the death/estate tax implications of owning property in the US.

Season 2, BONUS Episode – “State and Local Taxes 101” with Jamie Szal – Do you sell products or services into the US? Wondering if you have a filing obligation? Jamie breaks down what you need to know about the US State and Local Tax (“SALT”) system.

Season 3, Episode 8 – “Breaking down the basics of cross-border taxation, with special guest, Lori Keightley!” Lori and I chat about the criteria for being a US citizen, the tax filing obligations on renunciation of citizenship, and the consequences of earning employment income from the US (as a Canadian citizen and resident).

Season 1, BONUS episode, “The man behind the music” with my husband, Craig Clement – Are you curious to know what it is like to live with a tax lawyer? I convinced my husband (who is also the creator of my intro and outro music) to come on the podcast for a special episode. This one is close to my heart, and was so much fun to record!

Season 1, Episode 2 – “When family law matters and tax collide” with Kim Visram – Did you know that there are some tax traps when finalizing a separation/divorce? Kim breaks down what you need to know about spousal support, child support, and asset division – and discusses the importance of prenuptial or cohabitation agreements!

Season 1, Episode 7 – “An interview with a financial planner”, with Janea Dieno – Wondering what it means to be a financial planner/advisor? How do you choose one or do you even need an advisor? Curious about how different investments are taxed? Check out this episode for all the details!

Season 3, Episode 7 – “What is a holistic wealth advisor and why do you need one?” with Sarah Kolla-Empey – Have you ever heard of the concept of “holistic” wealth planning? Sarah is a wealth advisor (and fellow Tax Chick) who believes this is the best way to approach your financial plan. Each of us deserves to have a financial advisor in our corner who will educate us and support us throughout the journey of life. In this episode of the podcast, we tackle: (1) Why working with a wealth advisor is more than just buying RRSPs or TFSAs; (2) what is a “holistic” wealth plan ; and (3) Ways to maximize your relationship with your advisor.

Season 1, BONUS episode, “Corporate Styling 101”, with Melanie Lippman – Melanie is my personal stylist (yes, you can have a stylist too!) – in this episode we talk about some of the preconceived notions of what a corporate tax lawyer “needs” to wear, and how to bring in some of your own personal style into your workplace.

Season 2, Episode 6, “We are all in this together – learn to face taxes head on!” with Lisa Niser – Lisa and I chat about how you can change the way you work with your accountant/tax advisor and address common questions that cause stress to new entrepreneurs.