
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
| Publishes | Monthly | Episodes | 39 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusiness | |||

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 is essential.
In this episode... more
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, Frankie and Sarah are joined b... more
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 conversation on Canadian farming ta... more
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 Act and how those differences ... more
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Sarah and Frankie do a great job of communicating info in a digestible and concise manner. Great job my friends!
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.
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Recent interactions between the hosts and their guests.
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A practical, practitioner-focused show that helps business owners and professionals navigate Canadian tax planning and advisory issues. Episodes combine clear explainers of current tax policy with real-world scenarios—from spring updates and farm taxation to shareholder agreements and physician structures—delivered by in-house experts and guest specialists. The format blends accessible narration with concrete takeaways, making complex rules easier to apply in day-to-day planning.
Noteworthy aspects include deep dives into timely policy changes, emphasis on planning ahead (noting pitfalls and compliance considerations), and a strong network of practitioners from a leading accounting firm. This makes it particularly valuable for listeners wh... more
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From the Source launched 3 years ago and published 39 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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Recent guests on From the Source include:
1. Becca Adrian
2. Bud Arnold
3. Jamie Lee
4. Denise Branton
5. Deanna Cregg
6. David Downie
7. Rosa Maria Iuliano
8. Julianne McLaren
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