From the Source with Frankie and Sarah
By Frankie Loreto, Sarah Netley
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Image by Frankie Loreto, Sarah Netley
Category: Management
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Episodes: 38
Description
Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense. Baker Tilly KDN is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in the Kawartha, Durham and Northumberland regions of Ontario. Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Ltd.
| Episode | Date |
|---|---|
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Spring Economic Update 2026 (Ep. 38)
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May 07, 2026 |
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What Qualifies as a Farm for Tax Purposes? With Bud Arnold (Ep. 37)
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Apr 09, 2026 |
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Farm Transfers Under the Income Tax Act: Planning for the Next Generation (Ep. 36)
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Mar 02, 2026 |
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Beyond Trust: Protecting Your Business with a Shareholder Agreement (Ep. 35)
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Feb 12, 2026 |
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How Physicians Can Build Wealth Through Smart Tax Structures with Deanna Cregg (Ep. 34)
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Jan 08, 2026 |
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What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)
|
Dec 11, 2025 |
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Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)
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Nov 10, 2025 |
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Non-Resident Beneficiaries? Here’s Where Estate Taxes Get Complicated (Ep. 31)
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Oct 09, 2025 |
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What Non-Residents Need to Know Before Selling Canadian Property (Ep. 30)
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Sep 11, 2025 |
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Expanding Internationally: Insights for Canadian Businesses (Ep. 29)
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Aug 26, 2025 |
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Selling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 28)
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Aug 14, 2025 |
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Building Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)
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Jul 10, 2025 |
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Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)
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Jun 12, 2025 |
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Cybersecurity for Business Owners (Ep. 25)
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May 08, 2025 |
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Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)
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Apr 10, 2025 |
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Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)
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Mar 13, 2025 |
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Preparing for New Tax Challenges in 2025 (Ep.22)
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Feb 27, 2025 |
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Navigating Tariffs with Sean Grant-Young & Dean Morris (Ep. 21)
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Feb 13, 2025 |
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Understanding Employee Ownership Trusts (Ep. 20)
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Jan 30, 2025 |
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Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)
|
Jan 14, 2025 |
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Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)
|
Nov 21, 2024 |
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Why You May Need a Family Trust (Ep. 17)
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Oct 17, 2024 |
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Understanding Corporate Structures for Business Owners (Ep. 16)
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Sep 26, 2024 |
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Navigating HST and Real Estate with Cathie Brogan (Ep. 15)
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Jul 11, 2024 |
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Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)
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Apr 25, 2024 |
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Navigating Transfer Pricing With Dean Morris (Ep. 13)
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Apr 11, 2024 |
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Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)
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Mar 14, 2024 |
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The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)
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Feb 08, 2024 |
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Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)
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Jan 11, 2024 |
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Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)
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Dec 14, 2023 |
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Creditor Proofing Your Business (Ep. 8)
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Nov 09, 2023 |
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Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)
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Sep 18, 2023 |
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Why You Should Plan For Your Estate Taxes (Ep. 6)
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Sep 18, 2023 |
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Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)
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Jul 10, 2023 |
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Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)
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Jun 12, 2023 |
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Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)
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May 01, 2023 |
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Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)
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May 01, 2023 |
|
Get To Know Frankie And Sarah (Ep. 1)
|
May 01, 2023 |