From the Source with Frankie and Sarah

From the Source with Frankie and Sarah


Latest Episodes

Preparing for New Tax Challenges in 2025 (Ep.22)
February 27, 2025

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 gain

Navigating Tariffs with Sean Grant-Young & Dean Morris (Ep. 21)
February 13, 2025

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 Trumps temporary

Understanding Employee Ownership Trusts (Ep. 20)
January 30, 2025

Could the introduction of Employee Ownership Trusts in Canada transform your business exit strategy? Frankie and Sarah delve into Canadas new rules around Employee Ownership Trusts, an intriguing opt

Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)
January 14, 2025

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,

Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)
November 21, 2024

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 DAmico, CPA, CGA, as they

Why You May Need a Family Trust (Ep. 17)
October 17, 2024

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

Understanding Corporate Structures for Business Owners (Ep. 16)
September 26, 2024

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

Navigating HST and Real Estate with Cathie Brogan (Ep. 15)
July 11, 2024

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 sp

Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)
April 25, 2024

Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. Were here to tell you what you need to know From the Source. In this episode, Frankie and Sa

Navigating Transfer Pricing With Dean Morris (Ep. 13)
April 11, 2024

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 b