From the Source with Frankie and Sarah

From the Source with Frankie and Sarah


Latest Episodes

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

Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)
March 14, 2024

While no one wants their will to be contested, estate litigation plays a crucial role in resolving disputes and ensuring the fair distribution of a deceased persons assets. Today on From The Source w

The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)
February 08, 2024

The idea of death and creating a will isnt fun for anyone. However, it is one of the most important documents you will ever create. Joined by Denise Branton, lawyer and owner of Branton Law Professio

Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)
January 11, 2024

Last time on From The Source with Frankie and Sarah, they spoke about estate planning focusing on charitable giving through your Will, featuring Frank Cerisano. Today, Frankie and Sarah discuss the ta

Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)
December 13, 2023

Its the holiday season, a season of giving, so were jumping back into our conversation about estate planning with todays focus on charitable giving through your Will. In this episode, Frankie and S