One Thing This Tax Lawyer Would Change With The Tax Code | Ep.024 скачать в хорошем качестве

One Thing This Tax Lawyer Would Change With The Tax Code | Ep.024

Recorded: Aug 14, 2025 Originally published on The Millennial Money Canada Podcast, Rebranded as The Personal CFO Podcast Summary In this episode of the Millennial Money Canada podcast, host Guillaume Girard speaks with Amanda Doucette, a tax lawyer specializing in estate and succession planning. They discuss Amanda's journey into tax law, the importance of continuous learning, and the complexities of tax strategies for business owners. Amanda emphasizes the need for financial awareness, the common mistakes made in tax planning, and the role of family trusts in estate planning. The conversation also touches on the importance of advocacy in tax law and the need for effective communication in family dynamics regarding financial matters. Topics Covered in this Episode 00:00 The Journey to Tax Law 04:40 Evolving Clientele and Complexities 07:40 The Importance of Continuous Learning 10:52 Approaches to Tax Law 13:42 The Motivation Behind the Tax Check Podcast 16:42 Common Mistakes of Business Owners 19:30 Understanding Financial Numbers 22:50 Transitioning from Sole Proprietorship to Corporation 25:39 The Role of Advisors in Business Growth 28:43 Planning for Future Success 31:47 Estate Planning and Succession Strategies 34:15 Navigating Estate Planning and Tax Changes 38:59 Understanding Family Trusts and Their Implications 46:28 Flexibility in Estate Planning: Balancing Goals and Tax 52:45 Common Pitfalls in Estate Planning Strategies 55:06 Advocacy in Tax Law: Empowering Clients and Communities Amanda Doucette Website: https://www.shtb-law.com/lawyers/aman... LinkedIn:   / amandasadoucette   Instagram: https://www.instagram.com/tax.chick/?... Podcast: https://thetaxchickpodcast.transistor... Subscribe to The Personal CFO Newsletter: https://www.mwadvisors.ca/newsletter-... Visit our Website: https://www.mwadvisors.ca/guillaume Connect with me on LinkedIn:   / guillaume-girard-cfa-cfp-08487170   Book a Private Intro Call here: https://mwadvisors.as.me/GuillaumeGir...