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
  • Why You May Need a Family Trust (Ep. 17)

    Why You May Need a Family Trust (Ep. 17)
    Oct 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 their advantages and drawbacks within corporate structures. They discuss the key considerations for settling a trust as well as the ongoing management …

    Read More Read More
    Show More Show Less
    30 mins
  • Understanding Corporate Structures for Business Owners (Ep. 16)

    Understanding Corporate Structures for Business Owners (Ep. 16)
    Sep 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 how your structure should evolve to optimize potential tax savings and operational efficiency. Focusing on the lifecycle of a business entity, they discuss the …

    Read More Read More
    Show More Show Less
    26 mins
  • Navigating HST and Real Estate with Cathie Brogan (Ep. 15)

    Navigating HST and Real Estate with Cathie Brogan (Ep. 15)
    Jul 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 specialist, Cathie Brogan. In this episode, Frankie and Sarah introduce Cathie Brogan, an indirect tax expert with over 35 …

    Read More Read More
    Show More Show Less
    28 mins
  • Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)

    Decoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)
    Apr 25 2024
    Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know From the Source. In this episode, Frankie and Sarah discuss the recent federal budget with Sean Grant-Young, CPA, CA, MBA, National Director, Tax at Baker Tilly Canada. Sean tackles …

    Read More Read More
    Show More Show Less
    31 mins
  • Navigating Transfer Pricing With Dean Morris (Ep. 13)

    Navigating Transfer Pricing With Dean Morris (Ep. 13)
    Apr 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 businesses. They explore the importance of understanding transfer pricing methodologies and their implications for tax planning strategies. Frankie, Sarah, and Dean discuss: An overview …

    Read More Read More
    Show More Show Less
    29 mins