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

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

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

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

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

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

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

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