From the Source with Frankie and Sarah

By: Frankie Loreto Sarah Netley
Listen for free

  • Summary

  • 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.
    Copyright © From the Source with Frankie and Sarah
    Show More Show Less
Economics Management
Show More Show Less
Episodes
  • Understanding Employee Ownership Trusts (Ep. 20)

    Understanding Employee Ownership Trusts (Ep. 20)
    Jan 30 2025
    Could the introduction of Employee Ownership Trusts in Canada transform your business exit strategy? Frankie and Sarah delve into Canada’s new rules around Employee Ownership Trusts, an intriguing option for business succession introduced in the 2023 federal budget. Their discussion highlights how this new format could revolutionize how businesses handle buy-sell transitions, especially with the …

    Read More Read More
    Show More Show Less
    21 mins
  • Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)

    Prorogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)
    Jan 14 2025
    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, on a deep dive into how the prorogation of Parliament is shaking up tax legislation, with a particular focus on the …

    Read More Read More
    Show More Show Less
    30 mins
  • Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)

    Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)
    Nov 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 D’Amico, CPA, CGA, as they dive into the world of Scientific Research and Experimental Development (SR&ED) tax incentives, affectionately known as SR&ED Credits. From basic research to …

    Read More Read More
    Show More Show Less
    33 mins

What listeners say about From the Source with Frankie and Sarah

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available