From the Source with Frankie and Sarah

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

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 …

Read More Read ...

Mark as Played

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 …

Read More Read...

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read more

Mark as Played

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 …

Read More Read More<...

Mark as Played

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 …

Read More

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read More...

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read M...

Mark as Played

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 …

Read More Read More

Mark as Played

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 …

Read More Read More

Mark as Played

Navigating Transfer Pricing With Dean Morris (Ep. 13)

April 11, 2024 • 29 mins
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

Mark as Played

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

March 14, 2024 • 28 mins
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

Mark as Played

The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)

February 8, 2024 • 30 mins
The idea of death and creating a will isn’t fun for anyone. However, it is one of the most important documents you will ever create. Joined by Denise Branton, lawyer and owner of Branton Law Professional Corporation, Frankie and Sarah delve into the critical topic of wills and estate planning. Denise underscores the necessity for …

Read More Read More

Mark as Played

Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)

January 11, 2024 • 30 mins
Last time on From The Source with Frankie and Sarah, they spoke about estate planning focusing on charitable giving through your Will, featuring Frank Cerisano. Today, Frankie and Sarah discuss the tax implications of charitable gifts,  particularly the difference between doing it through your will versus during your lifetime. They cover the importance of donating …

Read More ...

Mark as Played

Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)

December 13, 2023 • 28 mins
It’s the holiday season, a season of giving, so we’re jumping back into our conversation about estate planning with today’s focus on charitable giving through your Will. In this episode, Frankie and Sarah speak with Frank Cerisano, CEO of the Bowmanville Hospital Foundation, about leaving a legacy through charitable giving. They discuss the importance of …

Read More Read More<...

Mark as Played

Creditor Proofing Your Business (Ep. 8)

November 9, 2023 • 20 mins
As a business owner, it’s important to have a strategy in place to protect your assets from potential creditors. There are a number of instances that can arise that put your business assets at risk, the most common being a lawsuit.  Get the information you need about creditor-proofing your business from Frankie and Sarah as …

Read More Read More

Mark as Played

Popular Podcasts

    Stuff You Should Know

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    Las Culturistas with Matt Rogers and Bowen Yang

    Las Culturistas with Matt Rogers and Bowen Yang

    Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.

    The Breakfast Club

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

Explore

iHeart

Live Radio

Podcasts

Artist Radio

Exclusives

News

Features

Events

Contests

Photos

Information

About

Advertise

Blog

Brand Guidelines

Contest Guidelines

Subscription Offers

Jobs

Get the App

Automotive

Home

Mobile

Wearables

© 2025 iHeartMedia, Inc.