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

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

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

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

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

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,

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

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

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

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