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From the Source with Frankie and Sarah

Frankie Loreto, Sarah Netley

31 episodes

3 weeks ago

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.

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All content for From the Source with Frankie and Sarah is the property of Frankie Loreto, Sarah Netley and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/31)

From the Source with Frankie and Sarah

Non-Resident Beneficiaries? Here’s Where Estate Taxes Get Complicated (Ep. 32)

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 … Read More Read More

3 weeks ago

23 minutes 41 seconds

From the Source with Frankie and Sarah

What Non-Residents Need to Know Before Selling Canadian Property (Ep. 31)

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 … Read More Read More

1 month ago

24 minutes 17 seconds

From the Source with Frankie and Sarah

Expanding Internationally: Insights for Canadian Businesses (Ep. 30)

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 … Read More Read More

2 months ago

25 minutes 46 seconds

From the Source with Frankie and Sarah

Selling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 29)

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 … Read More Read More

2 months ago

18 minutes 38 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

3 months ago

22 minutes 18 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

4 months ago

25 minutes 24 seconds

From the Source with Frankie and Sarah

Cybersecurity for Business Owners (Ep. 25)

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 … Read More Read More

6 months ago

24 minutes 26 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

6 months ago

22 minutes 45 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

7 months ago

19 minutes 23 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

8 months ago

28 minutes 17 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

8 months ago

26 minutes 32 seconds

From the Source with Frankie and Sarah

Understanding Employee Ownership Trusts (Ep. 20)

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 … Read More Read More

9 months ago

20 minutes 39 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

9 months ago

30 minutes 3 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

11 months ago

33 minutes 25 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

1 year ago

30 minutes 8 seconds

From the Source with Frankie and Sarah

Understanding Corporate Structures for Business Owners (Ep. 16)

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 … Read More Read More

1 year ago

25 minutes 37 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

1 year ago

28 minutes 10 seconds

From the Source with Frankie and Sarah

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

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 … Read More Read More

1 year ago

31 minutes

From the Source with Frankie and Sarah

Navigating Transfer Pricing With Dean Morris (Ep. 13)

Today on From The Source, Frankie and Sarah discuss the complexities of transfer pricing with Senior Tax Manager, Dean Morris, MBA, delving into the crucial role of transfer pricing in multinational businesses. They explore the importance of understanding transfer pricing methodologies and their implications for tax planning strategies. Frankie, Sarah, and Dean discuss: An overview … Read More Read More

1 year ago

29 minutes 20 seconds

From the Source with Frankie and Sarah

Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)

While no one wants their will to be contested, estate litigation plays a crucial role in resolving disputes and ensuring the fair distribution of a deceased person’s assets. Today on From The Source with Frankie and Sarah, they’re joined by Amelia Yiu, the founder of Elm Law in Whitby, Ontario. With 17 years of experience … Read More Read More

1 year ago

28 minutes 9 seconds