From the Source with Frankie and Sarah

From the Source with Frankie and Sarah


Latest Episodes

What Non-Residents Need to Know Before Selling Canadian Property (Ep. 31)
September 11, 2025

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 surpr

Expanding Internationally: Insights for Canadian Businesses (Ep. 30)
August 26, 2025

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,

Selling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 29)
August 14, 2025

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 Sour

Building Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)
July 10, 2025

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 Ba

Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)
June 12, 2025

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 f

Cybersecurity for Business Owners (Ep. 25)
May 08, 2025

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 So

Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)
April 10, 2025

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 resp

Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)
March 13, 2025

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 f

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