From the Source with Frankie and Sarah

Farm succession planning is not just about who gets the land; it is about how to transfer it without creating an unmanageable tax bill. This episode explains why farm property is treated differently under the Income Tax Act and how those differences can shape estate and succession decisions.

In this episode, Frankie and Sarah are joined by Jamie Lee, Tax Manager...

Most business owners assume strong relationships are enough to hold a company together. This episode explains why that belief can create serious risk, and how the right agreements can prevent years of conflict.

In this episode, Frankie and Sarah are joined by returning guest Denise Branton, Lawyer and Owner, Byron Street Le...

For physicians and medical professionals, the financial journey from residency to retirement can be as complex as any clinical case. 

Frankie and Sarah welcome Deanna Cregg, Partner at Arcadian Group, to unpack the key tax and structuring decisions doctors face at each career stage.

From the first days of self-employment to...

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 s...

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 decad...

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.

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 rent...

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 expansio...

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 ...

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 in...

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 e...

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 on ...

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 homes, renting them out, or sell...

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 that affects many cross-border individuals. Th...

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...

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 s...

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 b...

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 proposed changes to the treatment of capital ga...

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 t...