From the Source with Frankie and Sarah

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.

Episodes

What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)

December 11, 2025 • 21 mins

Expanding into the United States sounds exciting… until the tax rules hit you. In this episode, Frankie and Sarah sit down with cross-border tax specialist David Downie to unravel the real considerations Canadian business owners face when they decide to move south, scale into new markets, or invest across the border. What starts as a …

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Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)

November 10, 2025 • 27 mins

When your budget update sounds like “not much to see here,” you know it’s been a quiet year in tax, but that doesn’t mean there isn’t a lot to unpack. Frankie and Sarah sit down with Baker Tilly tax partner Rosa Maria Iuliano, who’s been locked in on federal budgets for over two decades (yes, …

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Non-Resident Beneficiaries? Here’s Where Estate Taxes Get Complicated (Ep. 31)

October 9, 2025 • 23 mins

What happens when an estate includes non-resident beneficiaries or is managed by a non-resident executor? In this follow-up to their previous episode on non-resident property owners, Frankie and Sarah welcome Baker Tilly Ottawa partner Julianne McLaren for a deep dive into the lesser-known tax implications of estate distributions involving non-residents. From T2062 forms and treaty …

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What Non-Residents Need to Know Before Selling Canadian Property (Ep. 30)

September 11, 2025 • 24 mins

What happens when someone who doesn’t live in Canada sells or rents out Canadian real estate? Frankie and Sarah explain the tax consequences non-residents face, many of which come as a complete surprise. From clearance certificates to withholding requirements, this episode walks through the most common (and costly) mistakes people make when disposing of or …

Expanding Internationally: Insights for Canadian Businesses (Ep. 29)

August 26, 2025 • 25 mins

What does it really take to go global, and is your business ready for it? In this episode of From The Source, hosts Frankie Loreto and Sarah Netley sit down with Ben Lloyd, CEO of Baker Tilly Canada, to explore the strategic, cultural, and practical realities of international expansion. With more than two decades of …

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Selling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 28)

August 14, 2025 • 18 mins

It’s summer in Canada, and while the weather heats up, so does the real estate market. But did you know selling your home too soon could trigger a surprise tax bill? In this episode of From the Source, Frankie Loreto and Sarah Netley break down the CRA’s flipped property rules that took effect in 2023 …

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Building Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)

July 10, 2025 • 22 mins

How does a professional services leader stay with one firm for over three decades and continue to offer fresh perspectives? In this episode, Frankie and Sarah sit down with Terri Holowath, Chair of Baker Tilly Canada, to explore the importance of relationships, innovation, and inclusivity in the accounting profession. Terri shares her career journey, insights …

Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)

June 12, 2025 • 25 mins

Join Frankie Loreto and Sarah Netley as they chat with Brenda Scott, Senior VP of Data Analytics at Baker Tilly KDN, about transforming raw data into strategic assets. Brenda explains the different facets of data advisory, comparing it to the structure of financial advisory, highlighting roles such as data engineers, analysts, scientists, and strategists. She …

Cybersecurity for Business Owners (Ep. 25)

May 8, 2025 • 24 mins

How can you secure your business against digital threats? Dive into the world of cybersecurity with Frankie Loreto, Sarah Netley, and their special guest, Blair Brown, in this episode of “From the Source.” Blair, who heads the digital services group at Baker Tilly, shares insights into the evolving cyber threat landscape, with a particular focus …

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Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)

April 10, 2025 • 22 mins

What does spending your winter in the U.S. mean for your taxes? Join Frankie Loreto and Sarah Netley as they chat with Kevin Tippet about the ins and outs of Canadian snowbirds managing their tax responsibilities when living or owning property in the United States. Whether it’s the intricacies of the 183-day rule, buying vacation …

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Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

March 13, 2025 • 19 mins

Want to move to Canada but unsure how it affects your US tax obligations? Frankie Loreto and Sarah Netley are joined by US tax expert Kevin Tippett, to dive into the intricacies of tax implications for US citizens living in Canada. Kevin, a tax partner at Baker Tilly’s Ottawa office, brings clarity to a topic …

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Preparing for New Tax Challenges in 2025 (Ep.22)

February 27, 2025 • 28 mins

This episode aims to break down key considerations for filing trust returns, focusing on the current legislative uncertainty within the Canadian government. Frankie and Sarah revisit the capital gains inclusion rate changes and the political debate surrounding them, with both Conservative leader Pierre Poilievre and Liberal contender Chrystia Freeland vowing to scrap the proposed tax …

Navigating Tariffs with Sean Grant-Young & Dean Morris (Ep. 21)

February 13, 2025 • 26 mins

What do tariffs mean for your business? In this episode, Frankie and Sarah delve into the complexities of tariffs with Sean Grant-Young and Dean Morris. Recorded just after President Trump’s temporary reprieve on tariffs for Canada, the discussion centers on the looming threat of tariffs and their potential impacts on Canadian businesses. They talk about …

Understanding Employee Ownership Trusts (Ep. 20)

January 30, 2025 • 20 mins

Could the introduction of Employee Ownership Trusts in Canada transform your business exit strategy? Frankie and Sarah delve into Canada’s new rules around Employee Ownership Trusts, an intriguing option for business succession introduced in the 2023 federal budget. Their discussion highlights how this new format could revolutionize how businesses handle buy-sell transitions, especially with the …

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Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)

January 14, 2025 • 30 mins

Are you ready to explore the complex but crucial world of tax legislation and its implications for your business? Frankie and Sarah are joined by John Oakey, Vice President of Taxation for CPA Canada, on a deep dive into how the prorogation of Parliament is shaking up tax legislation, with a particular focus on the …

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Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)

November 21, 2024 • 33 mins

What if your business could tap into a treasure trove of financial incentives? Join Frankie and Sarah with two more Baker Tilly professionals, Matt Zarowny, P.Eng, and Rob D’Amico, CPA, CGA, as they dive into the world of Scientific Research and Experimental Development (SR&ED) tax incentives, affectionately known as SR&ED Credits. From basic research to …

Why You May Need a Family Trust (Ep. 17)

October 17, 2024 • 30 mins

This episode of From the Source focuses on the usefulness of a family trust in your corporate structure. Join Frankie and Sarah as they dive into the world of discretionary family trusts, highlighting their advantages and drawbacks within corporate structures. They discuss the key considerations for settling a trust as well as the ongoing management …

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Understanding Corporate Structures for Business Owners (Ep. 16)

September 26, 2024 • 25 mins

Do you want to better understand your corporate structure and whether it is actually achieving your objectives? In this episode, Frankie and Sarah dive into the essentials of corporate structures and how your structure should evolve to optimize potential tax savings and operational efficiency. Focusing on the lifecycle of a business entity, they discuss the …

Navigating HST and Real Estate with Cathie Brogan (Ep. 15)

July 11, 2024 • 28 mins

Curious about how HST could impact your next property deal? Join this episode of From The Source with Frankie and Sarah as they dive deep into the complexities of HST in real estate with fellow tax specialist, Cathie Brogan. In this episode, Frankie and Sarah introduce Cathie Brogan, an indirect tax expert with over 35 …

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Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)

April 25, 2024 • 31 mins

Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know From the Source. In this episode, Frankie and Sarah discuss the recent federal budget with Sean Grant-Young, CPA, CA, MBA, National Director, Tax at Baker Tilly Canada. Sean tackles …

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From the Source with Frankie and Sarah

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)

Non-Resident Beneficiaries? Here’s Where Estate Taxes Get Complicated (Ep. 31)

What Non-Residents Need to Know Before Selling Canadian Property (Ep. 30)

Expanding Internationally: Insights for Canadian Businesses (Ep. 29)

Selling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 28)

Building Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)

Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)

Cybersecurity for Business Owners (Ep. 25)

Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)

Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

Preparing for New Tax Challenges in 2025 (Ep.22)

Navigating Tariffs with Sean Grant-Young & Dean Morris (Ep. 21)

Understanding Employee Ownership Trusts (Ep. 20)

Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)

Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)

Why You May Need a Family Trust (Ep. 17)

Understanding Corporate Structures for Business Owners (Ep. 16)

Navigating HST and Real Estate with Cathie Brogan (Ep. 15)

Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)

Popular Podcasts

What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)

Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)