From the Source with Frankie and Sarah

Di: Frankie Loreto Sarah Netley
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  • Riassunto

  • 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
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Economia Management
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Episodi
  • 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 …

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    33 min
  • 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 …

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    30 min
  • 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 …

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    26 min

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