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From the Source with Frankie and Sarah

Frankie Loreto, Sarah Netley

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 T... more

PublishesMonthlyEpisodes33Founded3 years ago
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Latest Episodes

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 business owners face when they decid... more

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 Iuliano, who’s been locked in o... more

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 Ottawa partner Julianne McLa... more

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 certificates to withholding re... more

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Reviews

5.0 out of 5 stars from 21 ratings
  • Timely info

    Sarah and Frankie do a great job of communicating info in a digestible and concise manner. Great job my friends!

    Apple Podcasts
    5
    Nubs 24572
    Canadaa year ago
  • Making something complicated simple

    Woazah! This team is incredible! I could listen to the two of them all day. This is the perfect way to stead abreast of tax technical, whether it is or isn't your forte. Way to go Baker Tilly KDN, Frankie and Sarah.

    Apple Podcasts
    5
    megalizzy
    Canada3 years ago

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These podcasts share a similar audience with From the Source:

1. Life in the Tax Lane (Canada)
2. The Tax Chick Podcast
3. The House

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From the Source launched 3 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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