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On the show
From 12 epsHost
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Recent episodes
YOUR SUCCESSION PATH: Family Transition or Third-Party Sale
Jun 16, 2026
11m 43s
The HARDEST Part of SUCCESSION Planning
Jun 2, 2026
10m 51s
The 5 Succession Mistakes That Cost Business Owners
May 19, 2026
13m 41s
Why Five Years Isn't Enough Time to Plan Your Business Exit
May 5, 2026
10m 08s
An Exit Plan is Not a Succession Plan (& vice versa)
Apr 21, 2026
9m 15s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/16/26 | YOUR SUCCESSION PATH: Family Transition or Third-Party Sale | A family transition or a third-party sale. Which succession path is right for you? Every business owner will eventually face this question. And the answer is rarely as straightforward as it seems. In this episode of Legacy: The Business Succession Podcast, host Jared Pilon of Legacy Accounting LLP explores the two succession paths available to most business owners: a family transition or a third-party sale. He’ll break down the trade-offs, emotional dynamics, and structural requirements that ... | 11m 43s | ||||||
| 6/2/26 | The HARDEST Part of SUCCESSION Planning✨ | succession planningpersonal challenges+3 | — | Legacy Accounting LLP | — | succession planningbusiness owners+3 | — | 10m 51s | |
| 5/19/26 | The 5 Succession Mistakes That Cost Business Owners✨ | succession planningbusiness mistakes+3 | — | Legacy Accounting LLP | — | succession planningbusiness owners+3 | — | 13m 41s | |
| 5/5/26 | Why Five Years Isn't Enough Time to Plan Your Business Exit✨ | business exit planningsuccession planning+3 | — | Legacy Accounting LLP | — | business exitsuccession+3 | — | 10m 08s | |
| 4/21/26 | An Exit Plan is Not a Succession Plan (& vice versa)✨ | succession planningexit planning+3 | — | — | — | succession planningexit planning+3 | — | 9m 15s | |
| 4/7/26 |  Your Business Exit WILL Happen. Will You PLAN or PANIC?✨ | business exitsuccession planning+3 | — | Legacy Accounting LLP | — | business exitsuccession planning+6 | — | 9m 43s | |
| 3/3/26 | What They Don't Tell You About Business Exit Planning✨ | business exit planningselling a business+3 | Travis Koivula | Legacy Accounting LLPIsland Savings Wealth Management | — | business exitplanning+3 | — | 37m 21s | |
| 2/3/26 | Save 100+ Hours Every Month With AI | EP060✨ | AI in businesstime management+3 | Taylor Arancibia | Legacy Accounting LLPUnveiling Innovations | — | AIbusiness efficiency+3 | — | 44m 44s | |
| 1/6/26 | Trying to Beat “The Algorithm”? Do This Instead✨ | social media strategybusiness growth+3 | Joe Whitbread | — | — | algorithmsocial media+5 | — | 39m 37s | |
| 12/2/25 | Save on Taxes When Selling U.S. Property: For Canadians✨ | taxesreal estate+4 | Steven Flynn | CRAFIRPTA | — | FIRPTAtax withholding+5 | — | 29m 57s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 11/4/25 | Your MONEY vs. INFLATION: Investing in Gold & Silver | EP 57✨ | inflationinvesting+5 | Luke Spicer | goldsilver | Canada | inflationgold+5 | — | 44m 51s | |
| 10/7/25 | Build Wealth With Your Mortgage | EP 56✨ | mortgagewealth building+3 | Nick Cox | The Smith Manoeuvre | Canada | mortgagewealth+5 | — | 42m 51s | |
| 9/9/25 | Tax-Smart Investing Made Simple | EP 055✨ | investment accountstax-saving strategies+4 | — | CanadaTax-Smart Investing Made Simple | — | RSPsTFSAs+5 | — | 37m 04s | |
| 8/6/25 | Corporate Life Insurance: 3 Questions You Need to Ask | EP 054 | Corporate life insurance represents one of the most powerful yet misunderstood financial tools available to you as a business owner. While you may recognize its potential benefits, the complexity surrounding these policies often leads to poor decisions that can impact your business operations and estate planning. On this episode of the Tax Talk Podcast, we’re cutting through the complexity to deliver practical, actionable insights for business owners considering corporate life insurance as pa... | 44m 55s | ||||||
| 7/8/25 | Unlocking Your Employees’ Max Potential with the Six Working Geniuses | EP 053 | On this episode of the Tax Talk Podcast, we are joined by Garth Epp, the co-owner of Your Limits Lifted and an expert on business coaching, mentorship and the provision of online, web-based tools. We are exploring the Working Geniuses model. Your team members can fit into the six Working Geniuses: Wonder, Invention, Discernment, Galvanizing, Enablement and Tenacity. We’ll look at how you can get the most out of your employees, and how to get them into the right seats in your business. Ensure ... | 46m 55s | ||||||
| 6/6/25 | The Hidden Opportunities in Your Side Hustles | EP 052 | We’re joined by Joe Whitbread of Jo(e) Social Media to discuss how you can find the hidden opportunities in your side hustle. With inflation creeping up, its becoming more appealing to bankroll a cashflow. In this Tax Talk Podcast, we’re sharing unique ways to broaden your side hustle and see more cash in your pocket. Joe Whitbread jsm) – Joe Social Media whitbread@joesocialmedia.com 403-391-2553 00:00 Intro 00:49 Overview of episode 01:52 What is holding you back fr... | 39m 29s | ||||||
| 5/8/25 | Why Business Owners Regret Selling—And How to Ensure You Won’t | EP 051 | In this episode of the Tax Talk Podcast, we are chatting with David Prowse about the emotional side of exiting your business. You will speak with your account and lawyer about the tax and legal side of the sale, but do you consider the emotional aspects that come with selling your business? Do you have a plan in place that will ensure that you are happy and fulfilled when you move on from that project? We are going to look at why you need to consider the emotional side of exit planning and cr... | 31m 09s | ||||||
| 4/3/25 | Boost Your Real Estate ROI with Smart Strategies | EP 050 | In this episode of the Tax Talk Podcast, we are looking at how you can build your financial legacy through smart real estate investments. Real estate investment offers numerous opportunities for you to accumulate wealth and gain financial independence. With careful financial planning and the assistance of a professional accountant, you can get the most out of your investment. We are joined by Bryce Kander from Realty Executive Alberta Elite. We'll be providing some effective strategies for bo... | 34m 37s | ||||||
| 3/5/25 | Marketing: A Foundational Aspect of Growing Your Business | EP 049 | Effective marketing is crucial to business success, yet many small business owners struggle with it. Marketing, like financial planning, requires expertise and a structured approach. In this episode of the Tax Talk Podcast, we are shedding some light on this topic. We are joined by Peter DeWit from EDGE Marketing & Design. We'll be exploring the most necessary marketing aspects for small business owners to understand and what you need to do to push forward with the next piece of you... | 42m 02s | ||||||
| 2/13/25 | Maximize Tax Savings with an IPP: A Smart Strategy for Small Business Owners Over 40 | You’ve spent years growing your company and building financial security. But are you maximizing your retirement savings? If you're over 40, an Individual Pension Plan (IPP) could be a smart strategy to help you secure your financial legacy while reducing your business taxes. In this episode, we are joined by Kit Richmond from MacDougall Wealth Management Group. We’ll break down what an IPP is, how it compares to an RRSP, and whether it’s the right choice for you. Kit Richmond MacDougall Wealt... | 44m 42s | ||||||
| 1/9/25 | Everything You Need to Know About Your Corporate Real Estate Portfolio | When managing a corporate real estate portfolio, the decision to move your rental properties into a corporation can have a significant financial impact on your rental operation. Understanding both the benefits and drawbacks of this process will enable you to make informed decisions suited to your circumstances and goals. Let’s look at the key insights and considerations of incorporating your real estate portfolio as you navigate this complex topic. 00:00 Intro 00:47 Overview of episode... | 22m 50s | ||||||
| 12/5/24 | 2024 Tax Planning Tips | EP 046 | As 2024 draws to a close, proactive tax planning is essential for individuals and businesses to optimize their financial outcomes ahead of the 2025 tax season. This year’s economic landscape, marked by fluctuating interest rates and persistent inflation, has underscored the importance of creating financial and tax strategies. By addressing tax considerations now, you can effectively manage tax obligations, access available deductions, and strategically position your finances for the year ahea... | 26m 54s | ||||||
| 11/21/24 | An Effective Business & Estate Transition | EP 045 | Ensure your business continues on successfully and put a plan in place to preserve your legacy with estate planning. Topics Discussed: Determining who will take over your businessYour timeline for transferring your businessSet the purchase price for your businessDetermining the division of your assets upon your passingAre there charities you would like to include, and is tax mitigation important for your estate?---------------------------------------------------------------------------------... | 22m 12s | ||||||
| 10/22/24 | Plan For the Retirement You Want | EP 044 | After you've utilized your business as a vehicle to generate wealth, it's time to plan for a pension. What does this mean for your business? You need to take into consideration several factors when you are planning for a pension and the different options that are available to you. Let's discuss pension planning for business owners who have generated wealth through your business. Topics discussed in this episode: After accumulating wealth through a business, plan for how that wealth wi... | 21m 21s | ||||||
| 9/21/24 | Using Your Business to Generate Wealth | EP 043 | Turning business revenues into income that you can invest, leading to long-term wealth should be the goal of every business owner. If you're ready to take your business to the next level, you need to stop working as an employee within your business and start focusing on being an investor instead. Topics discussed on this episode: - Is there a need to incorporate your business? - Are you positioned to maintain QSBC status? - Do you have plans to grow your business? - What are the financial r... | 19m 59s | ||||||
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