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 doctor

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 m

When your budget update sounds like not much to see here, you know its been a quiet year in tax, but that doesnt mean there isnt a lot to unpack.Frankie and Sarah sit down with Baker Tilly tax partner Rosa Maria Iuliano, whos been locked in on fed

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 f

What happens when someone who doesnt 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 require

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 real

Its 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

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 relation

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 o

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 service