Starting a business? The decisions you make in the launch phase—structuring your business, managing cash flow, and planning for taxes—can set you up for success or leave you facing costly surprises. From choosing between sole proprietorship and incorporation to avoiding common tax pitfalls like unplanned dividend withdrawals, this guide walks you through essential tax considerations to help you build a strong foundation. Don’t let poor planning hold you back—learn how to navigate the financial side of entrepreneurship with confidence.

Have you heard the myth that family trusts no longer matter? In this post, we debunk that misconception by exploring many of the real benefits of trusts in Canada—beyond income splitting. From multiplying capital gains exemptions to protecting assets and streamlining business succession, discover why a well-structured family trust remains a cornerstone of prudent estate planning.

Leaving a stable job to start my own tax advisory practice was one of the biggest decisions of my life. Five months in, I’ve learned a lot—not just about running a business, but about balancing priorities, setting boundaries, and staying true to my goals. In this post, I share 10 practical lessons that can help anyone considering the leap into solo consulting or entrepreneurship. From managing finances to building a network and knowing your value, these insights are the foundation of my journey so far.

Succession planning for family businesses isn’t one-size-fits-all. Understanding the different roles family members can play as owners—whether as operators, stewards, or passive investors—is key to creating a plan that balances family harmony with tax efficiency. Learn how defining ownership roles and implementing governance structures can secure your business’s legacy for future generations.

Protect your family business with smart estate planning. Learn how intestate rules impact private corporations and why proactive planning ensures your legacy stays intact.