From the Source with Frankie and Sarah

Frankie Loreto, Sarah Netley

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. read less

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

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

Episodes

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

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

Navigating Transfer Pricing With Dean Morris (Ep. 13)

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

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

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

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

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

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

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

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

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 Read More

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

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

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

Creditor Proofing Your Business (Ep. 8)

Creditor Proofing Your Business (Ep. 8)

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

Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)

Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)

How can you ensure your beneficiaries are getting what you expect them to? Frankie and Sarah discuss various aspects of probate and estate planning in this episode of From the Source. Listen as they explain probate fees, exemptions, and assets that can pass outside of the estate while stressing the need to understand asset ownership … Read More Read More

Why You Should Plan For Your Estate Taxes (Ep. 6)

Why You Should Plan For Your Estate Taxes (Ep. 6)

Planning for the future goes beyond your lifetime. Estate planning isn’t just about passing on assets; it’s also about ensuring a smooth transition for your loved ones. A little bit of tax planning with your estate plan can make things easier for your executors and loved ones when you pass away. In this episode, Frankie … Read More Read More

Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)

Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)

This episode concludes our miniseries for owner‑managed businesses, so if you haven’t heard parts 1‑3, we recommend you check those out! To round out the miniseries, Frankie and Sarah break down the specific criteria under the Income Tax Act (ITA) for the capital gains exemption, beginning with a brief overview of what it is, what it … Read More Read More

Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)

Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)

Maximizing your business valuation doesn’t have to be a mystery. In this episode, Frankie and Sarah delve into the topic of business valuations with Scott Sonley, CPA, CA, CBV, CFF, CFDS, partner at Baker Tilly KDN. They explore the asset and income approaches used to value businesses and discuss how to determine which approach is … Read More Read More

Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)

Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)

It seems weird to plan an exit strategy for a business you just started, but planning your exit can give you peace of mind and save you time and money when the time comes to leave. In this episode, Frankie and Sarah continue the owner-managed businesses mini-series and talk about how to exit your business. … Read More Read More

Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)

Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)

Welcome to part one of a four-part miniseries where Frankie and Sarah will focus and highlight key areas of interest for business owners, like, operation liabilities, exit strategies, and family succession. In this episode, Frankie and Sarah talk about different ways business owners can pay themselves, various tax benefits, and the drawbacks of dividends and … Read More Read More

Get To Know Frankie And Sarah (Ep. 1)

Get To Know Frankie And Sarah (Ep. 1)

Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN, where we aim to help business owners and entrepreneurs understand and overcome their tax planning challenges. In this inaugural episode, Frankie and Sarah introduce themselves, and share a little bit about Baker Tilly KDN, a full-service accounting firm with offices in the … Read More Read More