The Tax Chick Podcast
Episodes
CRA Audits: What to do (and what not to panic about)!
24 Mar 2026
Contributed by Lukas
Being audited by the CRA can feel stressful, especially with audit activity on the rise. In this episode I walk through what a CRA audit actually look...
Season 7: Why We’re Still Talking About Tax
24 Mar 2026
Contributed by Lukas
Season 7 of The Tax Chick Podcast is here!I started this podcast back in 2020 to help people understand the Canadian tax system in plain language. Six...
More Than Complaints: A Candid Conversation with the Taxpayers' Ombudsperson (Part II)
24 Mar 2026
Contributed by Lukas
This is Part 2 of a two-part conversation with François Boileau, Canada’s Taxpayer Ombudsperson. In this episode, we continue our candid discussion...
More Than Complaints: A Candid Conversation with the Taxpayers' Ombudsperson (Part I)
24 Mar 2026
Contributed by Lukas
What happens when the tax system doesn’t work the way it should? Who advocates for taxpayers when service breaks down?In this special two-part epi...
Season Finale! Budget breakdown and tax tea
26 Nov 2025
Contributed by Lukas
Fall 2025 has been a busy season for tax developments!In the FINAL EPISODE of Season 6 of The Tax Chick Podcast, I share my thoughts on:- The latest A...
Money Moves: How to Pay Yourself as a Business Owner
23 Oct 2025
Contributed by Lukas
In this episode, I am joined by Financial Planner, Aravind, for a deep dive into one of the most common (and misunderstood) questions for incorporated...
Taxes After Death: What Every Executor Needs to Know (with special guest, Michelle Coleman)
23 Sep 2025
Contributed by Lukas
In this episode of The Tax Chick Podcast, I am joined by my friend and fellow professional, Michelle D. Coleman, to dig into a topic that every execut...
Mini-Episode - Preview of the 2025-2026 STEP Saskatchewan Season!
01 Sep 2025
Contributed by Lukas
If you have been listening to my podcast for a while, you will know how much I value my involvement with STEP (the Society of Trust and Estate Practit...
So... what is estate planning anyway?
22 Aug 2025
Contributed by Lukas
This mini-episode is inspired by one of the most common questions I get from clients and advisors alike: “What is estate planning?” We hear about ...
5 Years, 1 Microphone, Countless Lessons: The Tax Chick Podcast Turns Five!!
12 Aug 2025
Contributed by Lukas
Welcome to a very special celebration episode of The Tax Chick Podcast! This week marks five whole years since I hit “publish” on my very first po...
Deductions & Delusions: A Tax Trivia Showdown!
24 Jul 2025
Contributed by Lukas
In this special (and slightly chaotic) summer edition of The Tax Chick Podcast, I am joined by summer students Frank, Blake and Tone, and articling st...
Navigating Grief: Supporting Ourselves and Our Clients, with special guest, Dr. Brian Chartier
26 Jun 2025
Contributed by Lukas
As a tax lawyer, I spend a large portion of my day discussing difficult topics with clients - including discussions of death and dying. Often, I am ...
Musings of a Tax Chick - What you need to know about Powers of Attorney
30 May 2025
Contributed by Lukas
So you finished your estate planning... but do you have a Power of Attorney?Check out this mini-episode for details on:- What is a power of attorney? ...
Musings of a Tax Chick - Practical issues to consider on the death of the 1st spouse
16 May 2025
Contributed by Lukas
So often when completing our estate planning, we focus on what will happen when the last spouse dies. But what about after the death of the first sp...
Musings of a Tax Chick - Non-arm's Length Transfers and s. 160 of the Income Tax Act
26 Apr 2025
Contributed by Lukas
Switching it up today and chatting about a very specific section of the Income Tax Act... s. 160. This section can be used to assess one person for ...
Musings of a Tax Chick - Unpacking Canada Revenue Agency's Informal Disclosure Guidelines
04 Apr 2025
Contributed by Lukas
A recent LinkedIn post of mine sparked some great informal discussion about responding to CRA "proposal" letters. So, it seemed like a great topic t...
Getting Paid to Post: The Tax Scoop for Influencers & Creators! (with special guest, Jami Monte!)
20 Mar 2025
Contributed by Lukas
In this episode, we’re breaking down all the tax essentials for social media influencers, content creators, and anyone monetizing their online prese...
Season 6 Premiere: What's Coming Next!
20 Mar 2025
Contributed by Lukas
Season 6 is here!!!! Check out this short episode to learn a little bit about what you can expect on the pod this season and also for a refresher o...
Taxes Filed? Now What? Your Next Steps After Hitting Submit!
20 Mar 2025
Contributed by Lukas
You’ve filed your taxes—great job! But the work isn’t quite over yet. In this episode, I'm walking you through the essential steps you need to t...
Tax Time Made Fun: Your Ultimate Prep Guide for the Season!
20 Mar 2025
Contributed by Lukas
In this episode, I am diving into the must-have documentation you need to gather before tackling tax season. Whether you’re filing on your own or wo...
Musings of a Tax Chick: Top 10 Tax Tidbits for 2024!
12 Dec 2024
Contributed by Lukas
My Christmas gift to you this year is an episode full of tax tidbits that you can share at your holiday party - check out this episode for my rundown ...
You can be tax savvy too...Essential insights every business owner should know
17 Oct 2024
Contributed by Lukas
In this episode, I chat with special guest, Corey DeJean, owner of CJDJ Accounting Services and current Chair of the Association of Tax and Accounting...
Musings of a Tax Chick: Falling on bended knee... what you need to know about the Voluntary Disclosure program
01 Oct 2024
Contributed by Lukas
Are you behind in your tax filings? I mean REALLY behind... like more than the last year or two?Did you make a mistake in a previous filing? Canad...
Summer at the Firm: A Behind-the-Scenes Look at being a Summer Student, with special guests Blake, Frank and Nick!
04 Sep 2024
Contributed by Lukas
I decided to switch things up a bit for this episode, and invite on 3 people that I have been hanging out with all summer this year - our firm summer ...
Musings of a Tax Chick: "Discovering" Discoveries...
11 Aug 2024
Contributed by Lukas
Check out this episode for information on upcoming conferences where you can find me as a guest speaker, along with some information on the Tax Court ...
Musings of a Tax Chick: Summer Sweets and Legal Treats - Navigating GAAR and Baking Bliss
28 Jul 2024
Contributed by Lukas
Have you heard of the "GAAR"??? GAAR stands for the "general anti-avoidance rule" and it gives the federal government broad powers to prevent transa...
Draft Capital Gains Legislation... what do you need to know?
21 Jun 2024
Contributed by Lukas
What happens when two tax fanatics who are passionate about tax education get together to talk about draft tax legislation??? Check out this episode t...
Musings of a Tax Chick... Toronto, STEP Canada, and new legislation...
09 Jun 2024
Contributed by Lukas
Just got home from a fantastic week in Toronto at the STEP National Conference! In this mini-episode, I provide an overview of what I learned, give ...
Guiding Generosity: Navigating Donor-Advised Funds
22 May 2024
Contributed by Lukas
I want to let you in on a little secret... you do not have to be a billionaire in order to be philanthropic. There are many ways to give to charity,...
Musings of a Tax Chick... Boardroom Dilemmas: Navigating Director Liability
15 May 2024
Contributed by Lukas
Huge thank you to my listeners as we have now surpassed 30K downloads, and have managed to stay in the top 100 business podcasts on Apple Podcasts ove...
Musings of a Tax Chick... so I filed my tax return, now what??
08 May 2024
Contributed by Lukas
Anyone else feel like filing your tax return can be a bit anti-climactic? In today's mini-episode, I am sharing my tips for what you should do post-...
Musings of a Tax Chick - Have you received a letter from CRA after filing your tax return?
28 Apr 2024
Contributed by Lukas
The countdown is on... only a few days left to the end of the Canadian personal income tax season! If you have already filed your return, but not ye...
Federal Budget 2024 - Musings of a Tax Chick
18 Apr 2024
Contributed by Lukas
You asked for it... an episode on the 2024 Federal Budget geared towards non-tax practitioners! I fully intended to make this a mini-episode, but th...
TFSAs - breaking down what you need to know! (with special guest, Evan Neufeld)
26 Mar 2024
Contributed by Lukas
Kicking off SEASON 5 of The Tax Chick Podcast with a special guest episode featuring fellow Saskatoon podcaster and Certified Financial Planner, Evan ...
Musings of a Tax Chick... overview of Season 5, and life update!
26 Mar 2024
Contributed by Lukas
Season 5!!! How did that happen? Check out this mini-episode for a brief trip down memory lane on the history of this podcast, a sneak preview of wh...
Musings of a Tax Chick... Trusts 101
26 Mar 2024
Contributed by Lukas
Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the ...
Musings of a Tax Chick... Advanced trust topics!
26 Mar 2024
Contributed by Lukas
This is Part 2 of the mini-episodes on all things trusts! If you have mastered the basics, check out this episode for a discussion of some more adva...
Musings of a Tax Chick... Bare trusts and trust reporting rules
26 Mar 2024
Contributed by Lukas
UPDATE: March 28, 2024 (1:15 p.m.)CRA just released an update on bare trust filing requirements, and has advised that CRA will not require bare trus...
Happy New Year! Reflecting on 2023, and looking ahead to 2024...
30 Dec 2023
Contributed by Lukas
Before you pop the champagne and sing Auld Lang Syne tomorrow night, I wanted to give you one last episode of The Tax Chick Podcast for 2023! I will...
Do you need a fractional CFO? Featuring special guest, Jordan Brown
30 Nov 2023
Contributed by Lukas
When you hear the acronym "CFO" what do you think? You might think that your business only needs a "Chief Financial Officer" if you are making milli...
Musings of a Tax Chick... have you contemplated the income tax payable on your death?
26 Oct 2023
Contributed by Lukas
In the spirit of all things spooky, it seemed like an appropriate time to talk about the spookiest tax of all... the income tax to your estate! So m...
Musings of a Tax Chick... Drake, estate planning and the CEBA Loans
09 Oct 2023
Contributed by Lukas
Drake dropped a new album on Friday, October 6th - which is basically like Christmas in my house :) Check out this episode for my thoughts on Drake'...
The 411 on the Underused Housing Tax, with fellow tax chick, Anna Malazhavaya
14 Sep 2023
Contributed by Lukas
This is the 50th episode of my podcast!! YAY!!!Happy to have fellow tax chick, Anna Malazhavaya of Advotax Law back on the podcast to chat about the U...
Musings of a Tax Chick - The Tax Chick as a keynote speaker! Ways to learn about tax and much more...
27 Aug 2023
Contributed by Lukas
The number 1 question I get asked in DMs is... "If I want to learn about tax, where do I start?" The answer to that question differs depending on wh...
Musings of a Tax Chick - Happy Birthday to the Podcast!!! (The Origin Story)
13 Aug 2023
Contributed by Lukas
Happy birthday to my podcast,Happy birthday to my podcast,Happy birthday, happy birthday,Happy birthday to my podcast!!!!Today marks the 3rd anniversa...
Tax-Driven Bankruptcies and CRA Collections issues, with special guest, Michelle Scheller
20 Jul 2023
Contributed by Lukas
"Who cares if I owe a lot of money to CRA? I can just go bankrupt!"I have heard this statement quite a few times in my career... but unfortunately, ...
Musings of a Tax Chick... Shopify and the CRA requirement to provide information - what does it mean for your business?
03 Jul 2023
Contributed by Lukas
The CEO of Shopify (Tobias Lutke) tweeted last week that the company intends to fight a request from the Canada Revenue Agency (CRA) to turn over six ...
Musings of a Tax Chick - CRA strike is over! STEP Canada conference, and taxpayer relief applications
28 May 2023
Contributed by Lukas
If you owe penalties and/or interest to Canada Revenue Agency, you might be able to get some relief - on today's "Musings" I break down the top 6 thin...
Copyrights and Trademarks - a "tax-adjacent" episode with special guest, Luanne Schlosser of Lunova Law!
11 May 2023
Contributed by Lukas
Do you know the difference between a business name and a trademark? What does copyright mean, and how do you claim copyright over your "stuff"?Did y...
Musings of a Tax Chick: CRA strike continues! Why you should file your return... and what to do after you file
30 Apr 2023
Contributed by Lukas
May 1st is fast approaching! Have you filed your taxes yet? Check out this bite-sized episode of the podcast for an update on the CRA strike, and ...
Musings of a Tax Chick: CRA on strike? Tax Filing deadline, and how to resolve disputes with CRA
16 Apr 2023
Contributed by Lukas
This year's personal income tax filing deadline is about 2 weeks away - have you filed your return yet? To add to this year's filing excitement, the...
Musings of a Tax Chick: Learning Center, New Kids on the Block, and Underused Housing Tax
26 Mar 2023
Contributed by Lukas
In this bite-sized episode of the podcast, I provide some tips and tricks on how to utilize the new "Learning Center" on my website, update you on my ...
Are you ready for tax season? It is easier than you think! Get prepared with special guest, Shalini Dharna
09 Mar 2023
Contributed by Lukas
Yes, it is that time of year again… some of us dread it, others get excited… it is tax season time! For individuals, this year’s tax filing de...
How to tackle "vintage" tax debt
05 Feb 2023
Contributed by Lukas
Hi! Me again, for another bite-sized solo episode of The Tax Chick Podcast!In today's episode, I am chatting about "vintage" tax debt... a.k.a. inco...
Life update... and a little bit of tax too :)
07 Jan 2023
Contributed by Lukas
Want to stay up to date on all of the exciting changes coming to the blog and the podcast in 2023? You can find out all that and more if you sign up...
Will you be my executor? The role of the corporate executor in estate planning, with Anisa Diwan
15 Dec 2022
Contributed by Lukas
Did you know that it often takes 100+ hours to settle an estate when someone passes away? Being an executor is a lot of work. Throw in added compl...
THE TAX CHICK PODCAST LIVE!!!! The Estate Planning Toolkit - the importance of collaboration amongst advisors! (Part I)
02 Nov 2022
Contributed by Lukas
So excited to release this two-part series on estate planning - this episode was recorded LIVE in Banff, Alberta at the CPA Small Practitioner's Forum...
THE TAX CHICK PODCAST LIVE!!!! The Estate Planning Toolkit - the importance of collaboration amongst advisors! (Part II)
02 Nov 2022
Contributed by Lukas
So excited to release this two-part series on estate planning - this episode (as well as Episode 10) was recorded LIVE in Banff, Alberta at the CPA Sm...
Talking tax and family business with Joe and Cait of Video Tax News!
22 Sep 2022
Contributed by Lukas
Have you ever felt overwhelmed at the thought of learning about tax? I completely understand - there is so much information that it is hard to know ...
Breaking down the basics of cross-border taxation, with special guest, Lori Keightley!
18 Aug 2022
Contributed by Lukas
Lately, I have been receiving A LOT of requests to have a few episodes on cross-border issues. I am kicking things off by bringing on my special gue...
What is a holistic wealth advisor and why do you need one?
14 Jul 2022
Contributed by Lukas
Have you ever heard of the concept of "holistic" wealth planning? My guest today, Sarah Kolla-Empey, is a wealth advisor (and fellow Tax Chick) who ...
What to expect... when you are expecting the CRA! (with Sophie Virji)
16 Jun 2022
Contributed by Lukas
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 c...
Three gifts that only bookkeeping can give you! (with Jami Monte)
26 May 2022
Contributed by Lukas
Quickbooks. Credits and Debits. Profit and Loss statements. Receipts. Cash Flow. Did any of those words make the hair on the back of your ne...
The Family Meeting - how to make difficult conversations fun!
14 Apr 2022
Contributed by Lukas
We are on the verge of a huge transition of wealth in Canada - transition due to death, and also transition due to retirement, or third party sale. ...
Three common tax audit flags... and how you can be prepared! (with special guest, Dean Blachford)
17 Mar 2022
Contributed by Lukas
One of the pieces of my tax practice that I do not often highlight on this platform is my work in "tax controversy" or "tax litigation". A huge part...
Discussing Philanthropy with your Advisor, with special guest, Shane Biehn
17 Feb 2022
Contributed by Lukas
This episode is a continuation of the discussion on "philanthropy". Let's say you decide you want to explore the option of a charitable gift (or you...
Philanthropy 101 with special guest Lisa Sands
20 Jan 2022
Contributed by Lukas
Over the past few months, I noticed myself having the same conversation over and over with clients - they wanted to include a charitable donation as p...
A fireside chat with a valuator - featuring special guest, JT Dhoot
16 Dec 2021
Contributed by Lukas
Have you ever had to obtain a formal "valuation" for something? Sometimes financial institutions will want a valuation if you are trying to get a mo...
Estate Planning is Cool! with Mehul Gandhi
25 Nov 2021
Contributed by Lukas
Mehul and I met through social media almost a year ago - he is a financial planner and business owner that also believes in the power of collaboration...
Cross-Over Episode with Break into Tax!
14 Oct 2021
Contributed by Lukas
Tax professionals are a lot of fun. Really, we are! One of the common themes that runs through almost every conversation I have with another tax p...
Estate Planning 101 with Christine van Cauwenberghe
09 Sep 2021
Contributed by Lukas
Do you have a will? If yes, when was the last time you dusted it off? Do you know who is designated as a beneficiary on your insurance policies an...
Insurance 101 with special guests Jerry Gedir and Tracy Duff
26 Aug 2021
Contributed by Lukas
How much do you really know about insurance? Do you know the difference between life insurance, disability insurance, and critical illness insurance...
Incorporation 101 - tackling some of the myths surrounding incorporation, with special guest Phil Guenther
22 Jul 2021
Contributed by Lukas
The issue of "when should I incorporate?" is one of the most common questions I get asked by business owners. So it seemed only fitting to devote th...
Should I incorporate? A candid conversation with business owner, Erin Romeo, about her journey to incorporation
08 Jul 2021
Contributed by Lukas
I decided to dedicate the month of July to a discussion about incorporation - starting with a conversation with my friend, Erin Romeo - founder and pr...
We are all in this together - learn to face taxes head on! (with special guest, Lisa Niser)
10 Jun 2021
Contributed by Lukas
It is 3 days before the tax filing deadline. You are scrambling around your house, gathering up boxes and random pieces of paper. You rush down to...
Death and Taxes (with Shruthi Raman and Vivek Swaminathan)
20 May 2021
Contributed by Lukas
"Nothing is certain except death and taxes."There are many misconceptions about what happens to your assets when you die. There is also a lot of fea...
Financing for Entrepreneurs (with special guest, Candace Hrycan)
08 Apr 2021
Contributed by Lukas
Cash flow projections. Key Performance Indicators. Working Capital. Business Plans. Credit Scores.If you are a business owner, you need to know and ...
State and Local Taxes 101: with special guest, Jamie Szal :-) (Brann & Isaacson)
25 Mar 2021
Contributed by Lukas
Our society is increasingly relying upon online retail. The pandemic has only served to further heighten this reliance. But online sales can attra...
Sales Tax 101, with special guest, Jordan Brown
11 Mar 2021
Contributed by Lukas
Are you a small business owner? Have you ever struggled with figuring out when/how to file PST and GST/HST returns? Curious of what to do if you a...
Where the snowbirds fly - a chat on cross-border tax issues (with special guest, Steven Flynn, Andersen Tax LLP)
11 Feb 2021
Contributed by Lukas
February in Saskatchewan is cold. Very cold. So cold that any sane person would start dreaming about beach houses, and palm trees. This is why i...
Choosing the Right Practice Area & Unexpectedly Rewarding Areas of Practice (with special guest, Emily Hirsekorn, Hirsekorn Coaching LLC)
21 Jan 2021
Contributed by Lukas
I have spoken previously about how tax law was not the area where I expected to build my career - yet, it is the place I feel most fulfilled. In thi...
Flip or Flop? When tax issues and real estate collide - House Flipper Edition (with guest, Anna Malazhavaya of Advotax Law)
07 Jan 2021
Contributed by Lukas
Have you ever thought about buying a house with hopes to re-sell it for a quick profit? Are you a “house flipper”? Are you a real estate agent l...
Corporate Styling 101: An interview with stylist Melanie Lippman
18 Dec 2020
Contributed by Lukas
2020 has been full of challenges and fears. It has also brought a new way of working to many people - with the introduction of Zoom video calls, and...
An interview with a financial planner (with special guest, Janea Dieno)
10 Dec 2020
Contributed by Lukas
I stumbled across Janea a number of years ago following my divorce. I was feeling a bit scared, and financially unprepared for my new life. Lawyer...
The headaches and triumps of a small business owner, with Holly Decker
12 Nov 2020
Contributed by Lukas
Are you curious about what it is like to be an entrepreneur? Join me and one of my BFFs, Holly Decker (owner and operator of Holly Decker Makeup Art...
Tax Litigation 101, with Sophie Virji
08 Oct 2020
Contributed by Lukas
Do you break into a cold sweat just thinking about receiving the dreaded brown envelope from Canada Revenue Agency? What would you do if you receive...
A candid discussion on business structures, with guest Jared Pilon
10 Sep 2020
Contributed by Lukas
Do you know the difference between a corporation, a sole proprietorship, a partnership or a joint venture? Have you been operating your business for...
The man behind the music - a casual chat with Craig Clement, the creator of my intro/outro music!
21 Aug 2020
Contributed by Lukas
In this bonus episode, we take a quick detour from our regularly scheduled programming to chat with Craig Clement. Who is Craig Clement? Well, Cra...
When family law matters and tax collide: traps your family law professional needs to know about
12 Aug 2020
Contributed by Lukas
As if going through a separation or divorce wasn’t stressful enough, there are several income tax traps that can arise when dealing with issues aris...
You are not an island - why collaborating with other professionals is a "must" for wealth succession
12 Aug 2020
Contributed by Lukas
Who is part of your team of advisors? Do you have a lawyer? An accountant? A financial planner? An insurance advisor? Do they all know about each ot...
Bookkeeping 101 with Tasha Baier
12 Aug 2020
Contributed by Lukas
When it comes time to organize your statements and receipts do you suddenly feel the urgency to clean your closet, empty the dishwasher, take your dog...
Welcome to The Tax Chick Podcast
25 Jul 2020
Contributed by Lukas
In this "sneak-peek" episode, I share with you why I started this podcast, and what you can expect in upcoming episodes. If you are listening to thi...