From the Source with Frankie and Sarah

From the Source with Frankie and Sarah

Latest Episodes

Creditor Proofing Your Business (Ep. 8)
November 09, 2023

As a business owner, its 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, t

Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)
September 18, 2023

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 e

Why You Should Plan For Your Estate Taxes (Ep. 6)
September 18, 2023

Planning for the future goes beyond your lifetime. Estate planning isnt just about passing on assets; its also about ensuring a smooth transition for your loved ones. A little bit of tax planning wi

Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)
July 10, 2023

This episode concludes our miniseries for ownermanaged businesses, so if you havent heard parts 13, we recommend you check thoseout! To round out the miniseries, Frankie and Sarah break down the s

Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)
June 12, 2023

Maximizing your business valuation doesnt 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 B

Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)
May 01, 2023

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, Fr

Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)
May 01, 2023

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 succe

Get To Know Frankie And Sarah (Ep. 1)
May 01, 2023

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