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Hosted by Frankie Loreto, Sarah Netley · EN-US · 39 episodes
Established thought leaders with verified media credentials.
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.
Frankie Loreto, Sarah Netley hosts From the Source with Frankie and Sarah, a business show with 39 episodes published.
Planning to build, purchase, or expand a manufacturing facility? Proposed Canadian tax changes could create a meaningful opportunity for eligible businesses, but understanding the rules before making a major investment i
What actually changed in the Spring Economic Update, and what just sounds important? This episode breaks down what matters, what doesn’t, and where business owners should actually be paying attention. In this episode, Fr
What actually qualifies as a “farm” for tax purposes, and why does it matter more than most people think? In this episode, Frankie and Sarah are joined by Bud Arnold, Tax Partner at Baker Tilly, to continue their convers
Farm succession planning is not just about who gets the land; it is about how to transfer it without creating an unmanageable tax bill. This episode explains why farm property is treated differently under the Income Tax
Most business owners assume strong relationships are enough to hold a company together. This episode explains why that belief can create serious risk, and how the right agreements can prevent years of conflict. In this e
For physicians and medical professionals, the financial journey from residency to retirement can be as complex as any clinical case. Frankie and Sarah welcome Deanna Cregg, Partner at Arcadian Group, to unpack the key ta
Expanding into the United States sounds exciting… until the tax rules hit you. In this episode, Frankie and Sarah sit down with cross-border tax specialist David Downie to unravel the real considerations Canadian busines
When your budget update sounds like “not much to see here,” you know it’s been a quiet year in tax, but that doesn’t mean there isn’t a lot to unpack. Frankie and Sarah sit down with Baker Tilly tax partner Rosa Maria Iu
What happens when an estate includes non-resident beneficiaries or is managed by a non-resident executor? In this follow-up to their previous episode on non-resident property owners, Frankie and Sarah welcome Baker Tilly
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 c
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 stra
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 an
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
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 advisor
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.” Bl
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 li
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
This episode aims to break down key considerations for filing trust returns, focusing on the current legislative uncertainty within the Canadian government. Frankie and Sarah revisit the capital gains inclusion rate chan
What do tariffs mean for your business? In this episode, Frankie and Sarah delve into the complexities of tariffs with Sean Grant-Young and Dean Morris. Recorded just after President Trump’s temporary reprieve on t
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 busine
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From the Source with Frankie and Sarah is hosted by Frankie Loreto, Sarah Netley. The show is categorised under business (management) and has published 39 episodes.
From the Source with Frankie and Sarah has published 39 episodes.
From the Source with Frankie and Sarah regularly covers business, management. It sits in the business category, with a management focus.
From the Source with Frankie and Sarah is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
From the Source with Frankie and Sarah hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of From the Source with Frankie and Sarah average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates From the Source with Frankie and Sarah's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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