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Federal Tax Shifts Explained: Enhancements, Risks & Planning Insights
12/18/2025
Federal Tax Shifts Explained: Enhancements, Risks & Planning Insights
With new tax credits, compliance updates, and evolving regulations, Canada’s tax landscape can be challenging to navigate. In this episode of The Wealth Exchange, Ethan Astaneh, Wealth Advisor | Client Relationship Manager at Nicola Wealth, sits down with Matt Baker of Baker Tilly, one of Canada’s largest independent accounting and business advisory firms, to break down what these recent changes mean for planning, investment, and compliance. Drawing on his extensive experience guiding clients through tax planning, compliance, and investment strategies, Matt explores both the enhancements designed to encourage investment, such as expanded SR&ED credits, flow-through share incentives, accelerated capital deductions, and the potential pitfalls that business owners need to watch for, from AMT considerations to emerging CRA review priorities. For business owners and investors seeking clarity, this episode offers a practical, expert-led perspective on navigating Canada’s evolving tax landscape, highlighting the areas of opportunity, the areas of risk, and what thoughtful planning can achieve. For details on Baker Tilly’s advisory services, or to connect with Matt Baker, visit
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