• 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

    Mostra di più Mostra meno
    33 min
  • 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

    Mostra di più Mostra meno
    30 min
  • 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

    Mostra di più Mostra meno
    26 min
  • 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

    Mostra di più Mostra meno
    28 min
  • 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

    Mostra di più Mostra meno
    31 min
  • 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

    Mostra di più Mostra meno
    29 min
  • Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)
    Mar 14 2024
    While no one wants their will to be contested, estate litigation plays a crucial role in resolving disputes and ensuring the fair distribution of a deceased person’s assets. Today on From The Source with Frankie and Sarah, they’re joined by Amelia Yiu, the founder of Elm Law in Whitby, Ontario. With 17 years of experience …

    Read More Read More

    Mostra di più Mostra meno
    28 min
  • The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)
    Feb 8 2024
    The idea of death and creating a will isn’t fun for anyone. However, it is one of the most important documents you will ever create. Joined by Denise Branton, lawyer and owner of Branton Law Professional Corporation, Frankie and Sarah delve into the critical topic of wills and estate planning. Denise underscores the necessity for …

    Read More Read More

    Mostra di più Mostra meno
    31 min