From the Source with Frankie and Sarah

Frankie Loreto, Sarah Netley
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Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense. Baker Tilly KDN is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in the Kawartha, Durham and Northumberland regions of Ontario. Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Ltd.

  1. 9月11日

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

    What happens when someone who doesn’t 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 surprise. From clearance certificates to withholding requirements, this episode walks through the most common (and costly) mistakes people make when disposing of or … Read More Read More

    24 分鐘

  2. 8月26日

    Expanding Internationally: Insights for Canadian Businesses (Ep. 30)

    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, to explore the strategic, cultural, and practical realities of international expansion.  With more than two decades of … Read More Read More

    26 分鐘

  3. 8月14日

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

    It’s 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 Source, Frankie Loreto and Sarah Netley break down the CRA’s flipped property rules that took effect in 2023 … Read More Read More

    19 分鐘

  4. 7月10日

    Building Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)

    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 Baker Tilly Canada, to explore the importance of relationships, innovation, and inclusivity in the accounting profession. Terri shares her career journey, insights … Read More Read More

    22 分鐘

  5. 6月12日

    Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)

    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 facets of data advisory, comparing it to the structure of financial advisory, highlighting roles such as data engineers, analysts, scientists, and strategists. She … Read More Read More

    25 分鐘

  6. 5月8日

    Cybersecurity for Business Owners (Ep. 25)

    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 Source.” Blair, who heads the digital services group at Baker Tilly, shares insights into the evolving cyber threat landscape, with a particular focus … Read More Read More

    24 分鐘

  7. 4月10日

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

    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 responsibilities when living or owning property in the United States. Whether it’s the intricacies of the 183-day rule, buying vacation … Read More Read More

    23 分鐘

  8. 3月13日

    Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

    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 for US citizens living in Canada. Kevin, a tax partner at Baker Tilly’s Ottawa office, brings clarity to a topic … Read More Read More

    19 分鐘
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簡介

Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense. Baker Tilly KDN is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in the Kawartha, Durham and Northumberland regions of Ontario. Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Ltd.

資訊

  • 創作者
    Frankie Loreto, Sarah Netley
  • 活躍年代
    2023年 - 2025年
  • 集數
    30
  • 年齡分級
    兒少適宜
  • 版權
    Copyright © From the Source with Frankie and Sarah
  • 節目網站
    From the Source with Frankie and Sarah

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